WorldWide Markets With Simon Brown podcast

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추가했습니다 twelve 년 전

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All About Change

1
Eli Beer & United Hatzalah: Saving Lives in 90 seconds or Less 30:20

16일 전30:20

나중에 재생

리스트

30:20

Eli Beer is a pioneer, social entrepreneur, President and Founder of United Hatzalah of Israel. In thirty years, the organization has grown to more than 6,500 volunteers who unite together to provide immediate, life-saving care to anyone in need - regardless of race or religion. This community EMS force network treats over 730,000 incidents per year, in Israel, as they wait for ambulances and medical attention. Eli’s vision is to bring this life-saving model across the world. In 2015, Beer expanded internationally with the establishment of branches in South America and other countries, including “United Rescue” in Jersey City, USA, where the response time was reduced to just two minutes and thirty-five seconds. Episode Chapters (0:00) intro (1:04) Hatzalah’s reputation for speed (4:48) Hatzalah’s volunteer EMTs and ambucycles (5:50) Entrepreneurism at Hatzalah (8:09) Chutzpah (14:15) Hatzalah’s recruitment (18:31) Volunteers from all walks of life (22:51) Having COVID changed Eli’s perspective (26:00) operating around the world amid antisemitism (28:06) goodbye For video episodes, watch on www.youtube.com/@therudermanfamilyfoundation Stay in touch: X: @JayRuderman | @RudermanFdn LinkedIn: Jay Ruderman | Ruderman Family Foundation Instagram: All About Change Podcast | Ruderman Family Foundation To learn more about the podcast, visit https://allaboutchangepodcast.com/ Looking for more insights into the world of activism? Be sure to check out Jay’s brand new book, Find Your Fight , in which Jay teaches the next generation of activists and advocates how to step up and bring about lasting change. You can find Find Your Fight wherever you buy your books, and you can learn more about it at www.jayruderman.com .…

WorldWide Markets with Simon Brown

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All about investing on the JSE with Simon Brown. Every Thursday.

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#Business News #Trading #Business #JustOneLap.com #Simonbrown #Southafrica #News #Investing #JSE #Marketing

WorldWide Markets with Simon Brown

123 subscribers

updated 하루 전

시리즈 홈•Feed

All about investing on the JSE with Simon Brown. Every Thursday.

554 에피소드

#Business News #Trading #Business #JustOneLap.com #Simonbrown #Southafrica #News #Investing #JSE #Marketing

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WorldWide Markets with Simon Brown

1
Has Trump Shown us how Tariffs Resolve? 20:40

1 day 전20:40

나중에 재생

리스트

20:40

🎯 Tariff Talks: Where Are We Now? Simon Brown recaps the evolution of Trump-era tariffs, with recent developments around: US-China deal: effective 54% tariff on Chinese goods, 10% on US goods UK, Mexico, Canada, Vietnam likely settling around 10% Expectations for other regions like EU, Saudi Arabia, South Africa Conclusion: tariff escalation seems contained, reducing recession risks Key Insight: Markets are stabilising as the worst-case tariff scenario is dialed back. 💊 Trump vs. Big Pharma Trump targets high drug prices in the US, pushing for: 30-day deadline for pharmaceutical companies to lower prices Unclear legal basis; possible price controls debated Pharma stocks bounce back slightly after initial drop Simon’s Take: Healthcare is risky for investors due to constant regulatory pressure — he stays away. 💡 Lewis Group: Surprise Trading Update Lewis expects a 55–65% EPS increase, sparking: A ~16% stock price surge Ongoing share buybacks and high dividends (7.8% yield) Strategy: loan book expansion, carefully managing bad debts Verdict: Strong fundamentals, still looks cheap. Simon and analysts are bullish. 📈 🛒 Boxer’s Debut Results First results since Boxer listed: Modest headline earnings (new shares diluted results) 25 new superstores & 35 liquor stores planned annually Operating margins on par with Shoprite* (~5.5%) Stock trading at fair valuation (R64.77), analysts' target: R76.66 Insight: Promising growth but priced in. Shoprite still Simon’s preferred pick. 🏪 🏅 AngloGold Ashanti*: Cash Flow Soars Highlights from AngloGold’s trading update: 7x increase in free cash flow New dividend policy: $0.125 quarterly minimum + 50% of FCF 26% production increase (aided by Egypt acquisition) Concerns: strong rand + weak gold price pressure the stock Simon’s Position: Holds the stock, likes the dividends — cautious on expansion. 🪙 🏘️ Calgro M3 vs. Balwin Property sector comparison: Calgro M3*: Sub-R1m homes, shifting from gov’t subsidies to open market Balwin: Mid-to-high-end units (R1.1m–R3m+), annuity income from parks & amenities Both cautious due to election risks and past invasions Bottom Line: Simon owns Calgro, likes both for their contributions to housing. 🏡 Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order…

WorldWide Markets with Simon Brown

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We can all be Buffett, Kinda | Sell in May & Go Away? 21:27

8일 전21:27

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21:27

🧓 Warren Buffett Steps Down as CEO of Berkshire Hathaway Buffett officially steps aside as CEO at age 94, replaced by Greg Abel. Still remains Chairman Berkshire A shares up ~44,000% since the 80s No dividends ever paid, only share buybacks His legacy: simplicity, repeatable process, and long-term vision Emphasis on reading years of balance sheets and loving cash flow Fun fact: 96% of his net worth came after age 65 🏦 Investing Lessons from Buffett Stick to quality companies at reasonable prices Focus on permanent capital and compounding Keep your process simple and repeatable Don’t chase hype — focus on fundamentals South Africa's Chris Seabrooke noted as a local Buffett-like investor 🌸 "Sell in May and Go Away" – Myth Busted Simon critiques the old market adage. S&P returns from May–October average 0.49%, Nov–Apr average 1.02% Transaction costs, taxes, and missed rallies make timing unreliable Verdict: It's a nursery rhyme, not an investment strategy 🛢️ Oil Falling as OPEC Hikes Production OPEC+ accelerating production increases Brent now ~$60/barrel Impacts: ✅ Good for fuel prices & oil consumers ❌ Bad for Sasol (though price hasn’t reacted much) 🏚️ Fracking rigs in US may shut down if prices fall further Possible geopolitical angle: helping Trump by lowering gas prices 💵 Rand Strengthens ZAR at R18.24/USD, nearing a key R18.30 technical level Boosted by stronger exports, higher gold prices Could trend toward R17 if momentum continues 🪙 Gold Surging Again Gold bouncing back above $3,000 after recent dip Driven by: Central bank buying Rebound in ETF inflows (especially in Europe, Asia, and US) General inflation and recession fears Upcoming FOMC decision adding fuel to the rally 🏛️ FOMC Decision This Week Fed expected to hold rates US inflation stickiness, strong jobs data, and political independence from Trump all in play Simon expects no change but criticizes SARB for being too hawkish despite low SA inflation (2.7%) 🧠 Palantir Results – Big Numbers, Big Risks Q1 Revenue up 39% YoY to $884M Customers up 39%, EPS (non-GAAP) at $0.13 Price-to-book: 58x ⚠️ EV-to-sales: 100x ⚠️ Heavy stock-based comp = shareholder dilution Analysts split: mostly neutral or bearish You’re investing in Peter Thiel’s vision, not value metrics Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order…

WorldWide Markets with Simon Brown

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Alphabet is way Cheap | Nasty US economic data 21:35

14일 전21:35

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21:35

🎙 Episode Summary: This week, Simon unpacks Alphabet’s surprisingly cheap valuation, troubling US economic data, South African CPI figures, Trump’s trade mess, and the implications of Aspen’s customer fallout. Plus, he previews the Berkshire AGM and upcoming JustOneLap events. 📉 US Economic Data Shock Q1 GDP: Expected +0.2%, came in at –0.3% 😬 Imports surged 40%, skewing GDP down Retail inventories and trade balance signal deeper issues PCI inflation at 1.8% vs. 1.2% expected Recession fears intensify US GDP Q1 2025 🇺🇸 Trump’s 100-Day Trade Tangle Trump promised 90 trade deals in 90 days — none signed yet India might come to the table soon Tariff chaos continues, shelves may empty by July Xi Jinping not engaging — trade uncertainty remains high 📊 Alphabet (GOOGL) is Looking CHEAP PE under 20, forward PE ~17 🔥 YouTube: $9B in rev, larger TV share than Netflix Cloud turning profitable; Waymo surging Risks: Antitrust cases, weakened core search, AI competition Analyst sentiment: 13 Strong Buys, 39 Buys, 12 Holds Price targets: Avg $202, High $240 🧠 Search Wars: Google vs. AI Google Search = cluttered & ad-heavy Simon prefers Perplexity & ChatGPT for clean, accurate info Questions around ad revenue in AI-driven search era 💥 Aspen: Trust Broken Lost a major take-or-pay client 🧪 Share down ~33%; questions around facility utilization Replacing lost volume could take 12–18 months Confidence in management fading Aspen | Weekly 29 April 2025 📉 SA CPI Drops to 2.7% Well below target band midpoint of 4.5% Inflation lowest since mid-2020 Will SARB cut rates? Depends on FOMC outcome on 7 May 📚 Budget 3.0 Incoming New budget after VAT hike rejection 21 May – Stay tuned for more policy drama 🏛 Berkshire Hathaway AGM Saturday @ 14:30 SA time 🧓 First meeting without Charlie Munger Warren Buffett expected to address investment outlooks and succession Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order…

WorldWide Markets with Simon Brown

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Rare Earth Minerals. Not so rare, but worth a look? 16:37

21일 전16:37

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리스트

16:37

Gold Pullback in Focus Gold surged to $3,500 before a sharp pullback to $3,321. Simon breaks down what caused the spike — including comments from Trump about Powell and rate cuts. Weekly chart shows potential kangaroo tail reversal — possible zone to watch: $2,800–$3,000. Gold | Weekly | 23 April 2025 Trump, Powell & IMF Forecast Downgrades Trump critiques Powell and Fed policy while possibly setting up a scapegoat. IMF cuts global growth forecasts from 3.2% to 2.8%. South Africa's expected GDP is now at 1% — far below Treasury’s 1.9% target. Rare Earths: Not So Rare, Still Strategic China's dominance in rare earths: 69% production, 90% processing. Simon looks at the VanEck Rare Earth/Strategic Metals ETF (REMX) as a thematic play. Pros & cons of investing in rare earths — not fully sold on the ETF himself. Flashback: 5 Years Since Negative Oil Remember April 2020? Oil went negative (-$40.32)! Breakdown of why it happened (physical settlement, lack of storage). One of the wildest moments in market history. 21 April 2020 | WTO goes negative New Battery Tech from China’s CATL Sodium-ion batteries could rival lithium: cheaper, safer, fast-charging. CATL is profitable and pays a dividend, but listed in Shenzhen, making access tricky. Aspen's R2 Billion Hit Brief mention of Aspen's contract dispute and loss. Lack of transparency continues to damage trust in management. Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order…

WorldWide Markets with Simon Brown

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Gold $4,500 by yearend, is it even possible? 19:38

29일 전19:38

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19:38

🌍 Global Markets Rundown Goldman Sachs suggests gold could plausibly hit $4,500/oz by year-end. Gold is currently around $3,200/oz, but volatility and uncertainty are driving prices higher. Gold miners are benefiting from the price surge, with big leverage showing up in earnings. Example: Pan African Resources made $900/oz at $2,250; could make $2,900 at $3,250. Big upside still possible if gold just holds or drifts higher. SA gold stocks (YTD performance): Pan African Resources +106% Harmony +76% AngloGold Ashanti* +72% Gold Fields +30% (with mine-related issues) Gold | Weekly chart |15 April 2025 📉 Recession Watch Larry Fink (BlackRock) & Jamie Dimon (JPMorgan): “US may already be in a recession.” Trump’s constant tariff changes add more uncertainty. Growth is slowing, and inflation is stubbornly high (risk of stagflation). Treasury buyers are hesitant—money is going into gold, not US 10-year bonds. China's potential bond moves could rattle the entire global system. 💸 Currency Check The Rand recovered from nearly R20/USD to around R18.75/USD. Driven by dollar weakness, global uncertainty, and DXY dipping below 100. Local support for ZAR remains tentative but improving. 📊 ETFs & Resources Rally Satrix RESI ETF* now ~50% gold miners, up ~44% YTD. Resource-driven tax windfalls (like in 2021/22) show how profitable miners benefit the broader economy. 📈 Local Market Highlights Purple Group* (EasyEquities) finally breaks out: Strong results: HEPS up 204%. Thrive initiative charging inactive accounts adds meaningful revenue. Stock rallied from 92c to 118c in just over a week. Possible end to aggressive selling pressure—more upside ahead? Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order…

WorldWide Markets with Simon Brown

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Trade Wars | Recession | What about your Portfolio? 22:34

5 weeks 전22:34

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22:34

🇿🇦 South African Budget & Political Risk Budget framework passed (barely) – VAT increase to 15.5% effective 1 May. GNU under pressure as ANC signals reformulation talks with partners. Rand volatility: Touched nearly R19.90/USD before recovering to ~R18.70. 💥 Global Markets in Turmoil S&P 500 down 18.25%, Nasdaq down 22.5%. Massive selloff: One of the steepest 4-day drops since 1950. But historically, markets rebound over 1, 3, and 5 years post similar dips. S&P500 | Weekly | 08 April 2025 🇺🇸 US Tariffs – Trump’s Economic Disruption 104% tariffs on Chinese goods kick in; highest in 100+ years. Aimed at reshaping global trade, raising revenue (~$600B–$1T est). Massive uncertainty over whether Trump reverses course. Impacts already visible: Nintendo delays Switch 2 US preorders. 🌐 Global Repercussions & Recession Risk Supply chain shocks, rising costs, and job losses in producing countries (Vietnam, China). Major US banks now see a >55% chance of global recession. Countries shifting alliances; US being carved out. 🏦 US Treasuries Drama Wild 10-year yield swings overnight – unusual volume raises eyebrows. Could China be retaliating by offloading US debt? 💡 What To Do As An Investor Avoid panic. Focus on quality and defensive stocks. Opportunities: SA: Capitec, Shoprite*, BIDCorp, RSA Retail Savings Bonds Global: Ferrari (Race), Johnson & Johnson, ASML, Europe Sectors: Healthcare (STXHLT), Tobacco, Alcohol, Staples Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order Chapters 00:00 Market Overview and Budget Implications 02:59 Global Economic Concerns and Market Reactions 05:54 Trade Wars and Tariff Impacts 09:10 Investment Strategies in Uncertain Times 12:04 Sector Analysis: Opportunities and Risks 14:58 Future Market Predictions and Closing Thoughts…

WorldWide Markets with Simon Brown

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Glynn Allen | Shyft Global Offering JSE Shares 13:25

6 weeks 전13:25

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13:25

Simon Brown chats with Glynn Allen from Shyft Global on the history of the app and the recent introduction of JSE shares and a look ahead to new features.

WorldWide Markets with Simon Brown

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Two US Stocks Looking Good | Commodities Quietly Having a Good Year 17:55

6 weeks 전17:55

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17:55

S&P 500 Bounce? After a rough start, Monday’s trading saw a small recovery. But with Trump’s "Liberation Day" tariff announcements looming, markets could be in for more volatility. Budget Vote Approaches: The ANC lacks votes to pass the postponed budget, with opposition parties like MK and EFF holding out. Political and economic uncertainty remains high. Commodities on a Quiet Rally: Gold (+19.5%), Copper (+26.5%), and Rhodium (+24.5%) lead the way, while oil and aluminium lag. The CRB Index is up 5.4% year-to-date. Atlanta Fed GDP Now Update: Q1 GDP estimate revised to -0.5% from -2.8%. Adjustments for gold trade data make the outlook slightly less dire. Amazon at a Discount? Stock down 20% from its highs, with a historically low P/E ratio of 34. Analysts see upside potential. Amazon | Weekly Chat | 31 March 2025 Johnson & Johnson’s Dividend Appeal: Trading near $165, with a potential drop to $150 making its 3% yield even more attractive. Johnson & Johnson | Weekly Chat | 31 March 2025 New ETNs on the JSE: Nvidia, Palantir, Novo Nordisk, and more available via FNB, offering exposure to top global stocks with local accessibility. Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order 00:00 Market Overview and Economic Indicators 03:09 US Tariff Implications and Market Reactions 05:45 Commodities Performance and Economic Impact 09:03 Stock Analysis: Amazon's Market Position 12:00 Stock Analysis: Johnson & Johnson's Stability 14:38 Investment Strategies and Innovations…

WorldWide Markets with Simon Brown

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Education Stock Highlights | Rhodium & Copper on the Move 20:50

7 weeks 전20:50

나중에 재생

리스트

20:50

Education Stocks: Winners and Losers Stadio: Strong performance with double-digit growth and 50,000+ learners. Benefiting from a shortage of university spaces and the struggles at UNISA. Potential for further growth through distance learning and university status. ADvTech*: Long-term holding with solid but not as aggressive growth. Strong presence in tertiary education and schools. Expansion into East Africa showing promise. Curro: Disappointing results with flat learner numbers and write-downs on buildings. Struggles may be due to internal issues or broader economic pressures on lower-income consumers. Commodity Movers: Copper & Rhodium Copper: Near all-time highs due to demand from EVs, data centers, and energy transition. Companies like BHP*, Anglo, and Rio ramping up production. Simon is playing the copper trade through BHP Group. Copper | Weekly | 25 March 2025 Rhodium: Seeing a price recovery after a prolonged downturn. Benefiting PGM miners, though still far from peak levels. Platinum & Palladium: Relatively stable within established price ranges. BYD's Breakthrough in Battery Tech BYD claims a five-minute charge for 400 km range, setting a new benchmark for EVs. Outpacing Tesla and other competitors in rapid-charging efficiency. Dominating the affordable EV space with sub-$10,000 models. Tesla’s Market Share Decline in Europe Tesla’s share of the European BEV market dropped from 21% to 9.6%. Competitive pricing from BYD and lack of Tesla model updates. CEO Elon Musk’s political involvement potentially affecting brand perception. Remgro: Growing Discount to NAV Reported net asset value (NAV) of R276.89, but share price only R155. The discount to NAV is reaching extreme levels. Historically, Remgro traded at a much smaller discount, raising questions about potential revaluation. Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order 00:00 Market Overview and Education Stocks 06:51 Commodities: Copper and Rhodium Insights 13:34 Electric Vehicle Market Dynamics 18:02 Remgro's Financial Performance and Valuation Insights…

WorldWide Markets with Simon Brown

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Renergen sells Helium, Finally. Gold & Top40 at all-time Highs 20:48

8 weeks 전20:48

나중에 재생

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20:48

Market Overview: Top 40 Index: Hit an all-time high of 82,378, currently at 81,800. SA markets remain strong despite a US market selloff. Top40 | Weekly | 18 March 2025 Gold: Broke $3,000 for the first time last week, currently around $3,030. Continues to rise amid geopolitical uncertainties. Gold | Weekly | 19 March 2025 Rand: Trading at 18.07, briefly touching 18.0088 earlier. Dollar weakness driving strength, with a target level of 17.80. Key Market Insights: Gold as a Portfolio Hedge: Maintains a 6-7% weighting in portfolio. Recent purchase at $2,865 via GLD ETF in New York. Potential buy zones: $2,800 and $2,850. Dollar Index Trends: Initially targeted 104, broke through to 101. Could drive the Rand towards 17.80. Global Uncertainty & Market Reactions: European tariffs and Ukraine war concerns. Trump-Putin meeting adds to geopolitical tensions. Elevated US market valuations suggest exploring Europe ETFs. Investment Strategies: AI Participation Note by Standard Bank: Tracks the S&P Kensho AI Index. Two options: 100% Capital Protection - Minimum investment of R25,000, capital secured, potential upside. Capital at Risk with 140% Participation Rate - Higher returns if index rises, but losses if it drops more than 40%. Open for investment until March 28, 2025. Renergen* Helium Production Milestone: Finally delivered helium after years of delays. Stock surged from R3 to R9.30, but challenges remain. Phase 2 expansion and NASDAQ listing pending. Retail investors remain cautious due to past delays. Macroeconomic Outlook: Atlanta Fed GDP Now Forecast: Predicts Q1 GDP contraction of -2.1%. Economic slowdown concerns intensifying. Upcoming Rate Decisions: US Fed (FOMC): Unlikely to cut rates. SA Reserve Bank (MPC): Potential space for a rate cut. Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order 00:00 Market Overview and Key Movements 05:47 Gold and Rand Dynamics 12:08 Investment Opportunities in AI 17:43 Renigen's Helium Production and Challenges 20:06 Budget Insights and Economic Outlook…

WorldWide Markets with Simon Brown

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Atlanta Fed has the US already in recession for Q1 19:58

9 weeks 전19:58

나중에 재생

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19:58

The Atlanta Fed’s GDP Forecast The Atlanta Fed GDPNow predicts a -2.4% GDP contraction for Q1 2025. Market uncertainty due to tariffs and economic policy concerns. Corporate travel and consumer bookings showing signs of weakness as Delta Airlines downgrades their expectations from mid January . Market Reactions and Sell-Offs Nasdaq and S&P had their worst single-day drops since 2022. Major stocks like Nvidia, ASML, and CrowdStrike seeing significant declines. Bitcoin at $81,000 amid broader market volatility. Europe as a Potential Investment Opportunity Europe’s economic stimulus: Germany announces a €500B package. ETFs to consider: EURO STOXX 50 (SYGEU) vs. MSCI Europe Industrial Sector. Potential for growth in industrial and defense sectors. Euro Stoxx 50 | Weekly | 12 March 2025 Just One Lap Turns 14 Founded in 2011 to provide online financial education. Reflection on the platform’s growth and community support. South African Budget Review Possible VAT increase; lack of innovative fiscal strategies. Previous reliance on gold reserves for financial stability. Discussion on potential economic impacts. HomeChoice International Results Revenue up 21%, HEPS up 27%, dividend up 17%. Expanding into fintech with PayJustNow and FinChoice. Liquidity concerns despite strong financial performance. Two-Pot Retirement Withdrawals - Where Did the Money Go? Initial claims suggested debt repayment, but data suggests spending. Increased vehicle sales, hospitality sector growth (e.g., Spur, Sun International). Implications for long-term financial planning. Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order 00:00 Economic Outlook: Recession Predictions and Market Reactions 09:07 Investing in Europe: Opportunities and ETFs 12:07 Celebrating 14 Years of Just One Lap 13:20 Budget Analysis: VAT Increase and Economic Innovation 15:09 Home Choice International: Business Performance and Liquidity Challenges 18:19 Consumer Spending Trends: Where Did the Money Go?…

WorldWide Markets with Simon Brown

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Tariffs, Results and a Strategic Crypto Reserve (#621) 21:53

10 weeks 전21:53

나중에 재생

리스트

21:53

WorldWide Markets with Simon Brown

1
Understanding tax and donations | Sasol results fail to excite 20:02

11 weeks 전20:02

나중에 재생

리스트

20:02

WorldWide Markets with Simon Brown

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Xi Jinping makes nice with Chinese tech | Anglo raids Anglo Plat cash pile 14:19

12 weeks 전14:19

나중에 재생

리스트

14:19

Anglo-American’s Cash Raid on Anglo-Platinum Anglo-American’s decision to unbundle its stake in Anglo-Platinum raises concerns. Declaring a special dividend of R59 per share wipes out the company’s entire R17.6 billion cash reserves. Implications for investors: selling pressure expected as shares land in new brokerage accounts. China’s Tech Revival? The appearance of Jack Ma and Xi Jinping together could mark a softening stance toward tech companies. Alibaba partners with Apple, integrating its AI into Apple’s ecosystem. Is China reopening the door for its tech giants? Bull Market Momentum Global indices continue to hit all-time highs, with AI and tech stocks leading the charge. Not just tech: European and Asian markets show strength. Are valuations stretched, or is there more room to run? Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order…

WorldWide Markets with Simon Brown

1
China Running and Finally a Sasol Reversal Pattern? 18:52

13 weeks 전18:52

나중에 재생

리스트

18:52

Market Updates & Analysis: Sasol Reversal Pattern? – Examining Sasol’s technical setup and the significance of a ‘kangaroo tail’ pattern. Rand Stability Amid Trump’s Threats – Despite geopolitical concerns, the rand remains steady. Top 40 at All-Time Highs – Market momentum and investor confidence. South Africa’s Budget Speech (Wednesday, 2 PM SAST) Revenue shortfalls and potential tax bracket adjustments Universal Basic Income and National Health Insurance funding discussion Expectations for the fiscal policy outlook Stock & Sector Insights: Telkom: Revenue up 0.9%, in a turnaround phase, but Simon remains skeptical about telcos. Santam: Strong earnings growth (40-60% increase in HEPS), but insurance sector risks remain. Shoprite*: Consumer stock pullback; long-term bullish outlook despite short-term pressure. China Stocks & ETFs: Alibaba up 40% on Apple collaboration Satrix China ETF – is it time to reconsider investing in China? General sentiment split between ‘China is uninvestable’ vs. ‘China has potential’ Bond Market Watch: SA Bonds Showing Volatility: A significant move in bond yields post-Trump comments, raising concerns about borrowing costs. Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order…

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