Recent Money Morning Articles
Know what’s happening in the markets… Why it’s happening and never miss another investing opportunity again.
The Most Dangerous Words in Investing: “This Time Is Different”
Markets have a funny way of making old investing mistakes feel completely new. A new technology arrives, prices surge, investors pile in and suddenly the usual rules no longer seem to apply.
AI’s next big money-maker may not be AI at all… It could be renting out the computing power everyone desperately needs
Something unusual is happening in the AI race. The world’s biggest technology companies are spending staggering amounts building AI data centres packed with the most advanced computing hardware on the planet.
It’s NOT the petrol price you should be worried about… It’s diesel!
From Wednesday 2 September 2026, something took effect that will work its way through the South African economy for months. The wholesale price of the premium grade of diesel rose over 11% – pushing the inland wholesale price back above R30 a litre in Gauteng for the first time since May.
Could Cerebras looming IPO “Out-Chip” Nvidia
Cerebras Systems. Founded in 2015 in Sunnyvale, California, Cerebras was built by a team of semiconductor veterans – several of whom held senior engineering roles at AMD, Nvidia’s biggest GPU rival. From day one, they set out to solve a problem that had been quietly frustrating the AI world for years: standard chips, no matter how powerful, are small. AI models are enormous. And making thousands of small chips talk to each other quickly enough to train or run a cutting-edge model is messy, expensive, and slow.
Their answer wasn’t to make a better version of what already existed. It was to throw out the rulebook entirely.
Morgan Stanley just flagged the real bottleneck in the AI chip race!
The AI chip boom isn’t going to be slowed down by electricity. It’s going to be slowed down by ABF substrate. The chips exist. The demand exists. The data centres are being built. But if there isn’t enough ABF substrate to package those chips, they simply don’t ship.
What does Sulphuric acid have to do with the price of silver and the SA economy?
Sulphuric acid doesn’t generally make headlines. It doesn’t trend on social media. It’s not the kind of thing that comes up at the dinner table. But it’s critical to the modern economy: copper mining, fertiliser production, nickel extraction, oil refining, and more.
Offshore Trading: When a Strong Rand Expands Your Playing Field
A strong rand can feel like walking into your favourite shop on the exact day everything is on sale. Not forever. Not guaranteed. Just… a window where foreign assets can be “cheaper” in rand terms. With the recent strength in the rand, it makes sense to discuss the opportunities that offshore markets bring to the table.
What can we learn from FirstRand’s expensive UK lesson?
There’s a lesson that South African companies keep having to relearn the hard way: European regulators play by different rules. And they play for keeps. FirstRand – one of South Africa’s finest financial institutions, and a company that has spent years carefully building a presence in the UK consumer finance market – has just been handed a bill so large that it has decided to walk away entirely.
Should you invest in the hottest IPO of 2026?
For the first time in more than 50 years, humans are travelling beyond Earth orbit – looping around the Moon and heading back home. NASA’s Artemis program has officially left Earth, with astronauts aboard Artemis II already executing a lunar flyby and setting distance records never seen since the Apollo era. Now, while the world is focused on the spectacle – the images, the milestones, the emotion – something quieter is building on the ground: A potential IPO from SpaceX that could ride this wave of excitement straight into the public markets.
Emotional Biases: When Feelings Hijack Your Financial Decisions
If you have ever looked at your portfolio and felt a knot in your stomach, or held onto a losing position because selling it would “feel like admitting defeat,” you are not alone. While numbers, charts, and research might drive the story of investing, the reactions inside your own head often decide the actual outcome. This week, we move into one of the most powerful forces shaping investor behaviour: emotional biases.
R3 trillion… gone…in one month! Here’s what JSE investors need to know…
March 2026 is a month South African investors will not forget in a hurry. In just 31 days, the JSE shed more than R3.4 trillion in market value. That’s the worst monthly destruction of wealth on our stock exchange since the 2008 global financial crisis.
To put that number in context: at the start of February, South Africa’s listed equities had reached a record high of R26.6 trillion.
Investing through chaos: What Epictetus would tell you about today’s market
Nobody knows what happens next. Not the investing analysts on financial TV. Not the hedge fund managers running billions. Not the central bankers, geopolitical strategists, or generals.
Cognitive Errors: The Invisible Forces Steering Your Investment Decisions
Today, we unpack three big “Cognitive Errors”, Anchoring, Confirmation Bias, and Hindsight Bias, what they are, how they creep into your decisions, and the simple habits you can use to avoid them.
Know what’s happening in the markets… Why it’s happening and never miss another investing opportunity again.
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