Recent Money Morning Articles
Know what’s happening in the markets… Why it’s happening and never miss another investing opportunity again.
Signals from the Market: Putting It All Together
Over the past four weeks, we’ve explored the three pillars of market analysis: technical, fundamental and sentiment. Fundamental analysis tells us what is happening inside the business. Technical analysis tells us what is happening to the price. Sentiment tells us what investors think and feel about both. On their own, each provides useful information. But when the three start telling the same story, things get interesting.
Why do so few JSE small caps pay dividends…
A Red Hot Penny Shares subscriber wrote in last week with a question I’ve been wanting to address for a while. They noticed something that’s been quietly frustrating income-focused investors for the past few years. Where have all the small cap dividend payers gone?
The debasement trade is back! Here’s what it means for investors….
If someone was slowly, quietly shrinking the value of every rand note in your wallet – not stealing it, just making each note worth a little less every single year – what would you do with your money? You’d move it out of cash. You’d put it into something they can’t shrink. Something with a fixed supply. Something that governments can’t print more of on a Tuesday afternoon when the budget looks bad. That instinct has a name in financial markets. It’s called the debasement trade. And in 2026, it has become one of the most important and most misunderstood investment themes on the planet.
From obituary to opportunity… The coal 2026 comeback!
For the past decade, coal has been the fuel the world was trying to forget.
Climate agreements, green energy targets, ESG mandates, net-zero pledges — the entire direction of global energy policy pointed one way: away from coal.
Why is light technology the next big profit opportunity for AI?
Think about the last time you video-called someone. Every pixel of that call – your face, their face, the background – travelled as pulses of light through a glass fibre thinner than a human hair.
Not electricity. Not a radio signal. Actual light, moving at 300,000 kilometres per second, carrying your conversation across the city or across the world in the time it takes to blink.
That’s photonics…
Behavioural biases: Your Strategy Isn’t the Problem — Your Psychology Might Be
This week we begin a new series exploring behavioural biases in trading and investing. These are the psychological tendencies that influence how investors interpret information, take risks, and make decisions under uncertainty.
Why is Gold falling while the Middle East is on fire?
It’s one of the most confusing things happening in markets right now. There’s a war raging in the Middle East. Oil prices are surging. Inflation fears are climbing. Global markets are rattled. And gold – the asset people have run to in every crisis for thousands of years – is falling?
The silicon chokepoint: why the 2026 AI chip shortage is different — and how to invest in it
If you’ve been following markets lately, you’ll know that AI chips have become some of the most valuable assets in the global economy. But as we move through March 2026, the conversation is changing. It’s no longer just about who can build the smartest AI. It’s about who can actually get the hardware to run it. And that requires something like silicon!
A silent shock is building in global fertilizer supply!
Over the past weeks, I’ve spoken about the Strait of Hormuz and how the war is threatening oil and aluminium supply. But there’s another, less obvious story unfolding – one that could ripple through global food prices, farming economics, and agricultural stocks. That is a significant share of the world’s key fertilizer ingredients flows through this chokepoint: roughly 44% of global sulphur, 31% of urea, 18% of ammonia, and 15% of phosphates.
The other commodity casualty of the Middle East crisis
When missiles fly in the Middle East, most people think about oil. But there’s another commodity getting caught in the crossfire… One that quietly underpins modern civilisation, and which just had one of its biggest price weeks in years.
The Iran war’s market shock: Four portfolio moves investors should make now
The shift from a “shadow war” to open conflict in early March 2026 has quickly altered the global economic outlook for the year.
What began on February 28 with targeted U.S. and Israeli strikes on Iranian security and nuclear infrastructure has escalated into a broader regional confrontation. For investors, the geopolitical risk premium has moved from an abstract concept to a key driver of market performance.
A Tiny JSE Company… and a Lawsuit That Could Change Everything
Most companies listed on the JSE are worth something because of what they earn, what they own, or how fast they’re growing.
But one JSE small cap trading at just 101c a share is worth something almost entirely different: a court case. Randgold & Exploration Company Limited (JSE: RNG) has spent years pursuing a massive legal claim against JSE heavyweight, Gold Fields (JSE: GFI). If it wins, shareholders could make a fortune.
The one AI shift investors cannot ignore in 2026
For years, Artificial Intelligence has in many ways been “the future.” Yes, we marvelled at early generative models that could write poems, create pictures and video or suggest code, but there was always a fundamental disconnect between AI and real work. AI was a destination—a tab you opened, a box you typed into, and a service that waited for you to speak first.
Know what’s happening in the markets… Why it’s happening and never miss another investing opportunity again.
By entering your email, you will begin receiving MoneyMorning as well as occasional marketing messages. You can unsubscribe from each at any time. Our Privacy Policy.
