talker, investor, trader, photographer, writer, chocolate eater, wine drinker I spend time on @JustOneLap @Moneyweb @FinancialMail @SBGTraderZA @ShyftGlobal
Johannesburg, South Africa
Joined September 2008
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Simon Brown retweeted
The RSA Retail Savings Bond rates for November have been published and the three fixed term rates are all unchanged with a chunky 9% for the 5-year.
justonelap.com/earn-11-with-…
Simon Brown retweeted
Passive ETF listings have fallen as @SATRIX_SA cleans house after the Absa acquisition, merging funds and closing a few of its own. Still the biggest issuer by a long way.
We dig into the @ETFSA quarterly data
justonelap.com/etf-markets-k…
Simon Brown retweeted
if the largest exchange in crypto can lose more than $6 billion from a single employee's laptop, we're a clown car of an industry and should honestly take the ball and go home, surely there has to be something more complex than this at play, otherwise wtf are we doing here?
Simon Brown retweeted
[PODCAST] @SimonPB speaks to Cartesian Capital’s Anthea Gardner about whether rising US bond yields signal a confidence crisis, why French debt faces greater scrutiny and how global investors are viewing South Africa’s political risk.
#Moneyweb #Podcast
Listen to the full episode here:
ow.ly/1gco5102lEi
Simon Brown retweeted
WorldWide Markets this week with @SimonPB
Sasol R300: oil windfall, debt & the dividend return
🇧🇷 Chart of the week: a US-dollar Brazil ETF drops 19.8%
⛽ Sasol’s round trip: from R250 to R50 and back to R300
🛢️ Why Brent is $115 when flows are back to pre-war levels
🇨🇳 China’s destocking and EV shift: reasons oil isn’t higher
🎲 3 scenarios: grinding normalisation, escalation & fast peace
🧮 Sasol’s sensitivities, HEPS scenarios and the dividend maths
🎯 Analyst targets & verdict: hold R290, buy R210–R230
🎙️ 700 episodes: Classic FM in ’08 to the podcast today
Sponsored @ShyftGlobal @SBGTraderZA
justonelap.com/sasol-at-r300…
Simon Brown retweeted
The local ETF market keeps growing assets and funds
Active ETFs grab the listing headlines, but passive still holds 77% of assets while being just over a quarter of the funds. Plenty of listings, not much money behind some.
justonelap.com/etf-markets-k…
🤖 Made with AI
Simon Brown retweeted
Sasol at R300 on Friday, it was a little over R50 last April. We know what happened, Brent is $115 after the attack on Iran.
@SimonPB looks into the numbers, can oil stay higher, where next for Sasol and what about the dividend?
WorldWide Markets this week sponsored @shyft_global@ShyftGlobal @ShyftGlobal
@SBGTraderZA
justonelap.com/sasol-at-r300…
Simon Brown retweeted
According to @StatsSA, the 12 months to July 2026 saw the lowest level of non-residential building completions since records began in January 1993. August showed a slight uptick, but is this one of the clearest signs of just how tough the SA economy really is?
Simon Brown retweeted
WorldWide Markets this week
Sasol closed R300.56 last Friday with oil +$115. Big questions are;
° What's holding up oil and does it remain higher for longer?
° Sasol valuation, is R300 a fair price or not?
° When does the dividend return?
Hosted @SimonPB sponsored @SBGTraderZA @ShyftGlobal
justonelap.com/sasol-at-r300…
Simon Brown retweeted
[PODCAST] @SimonPB speaks to Ninety One’s John Stopford on #MoneywebNOW about why rising bond yields can pressure equities, how AI earnings expectations are supporting high valuations and why government bonds may now offer diversification and value.
#Moneyweb #Podcast
Listen to the full episode here:
ow.ly/RTWZ5101eyr
Simon Brown retweeted
Is this shaping up to be one of the biggest prediction market whiffs of all time?
Simon Brown retweeted
It's Monday so our newsletter has been wining its way into your inboxes ..
Missed it? You'll find it online.
° Active income ETFs for the win
° A good budget in tough times
° Can Boxer be Shoprite?
just-one-lap-newsletter.beeh…
Simon Brown retweeted
Active ETFs on the JSE: What they are, what they cost and why is income the winner?
Fifty-two actively managed ETFs on the JSE holding only about 9% of ETF assets. Simon Brown unpacks what these funds really are (unit trusts in an exchange-traded wrapper), who is listing them, and what they cost.
The SPIVA data delivers the verdict: most active equity managers lag the index, but active income funds are the exception, and some now come at close to passive cost.
Our latest @SBGTraderZA Power Hour event with @SimonPB
justonelap.com/active-etfs-o…
Simon Brown retweeted
We've update our ETF Database with end of September MMDs from @SATRIX_SA @sygnia and Easy ETFs from @PurpleGroupPPE
justonelap.com/etfdatabase/
Simon Brown retweeted
We've update our ETF Database with end of September MMDs from @SATRIX_SA @sygnia and Easy ETFs from @PurpleGroupPPE
justonelap.com/etfdatabase/
Simon Brown retweeted
By a mile the greatest sporting story of the week (that no one actually watched)
theguardian.com/sport/2026/o…
Simon Brown retweeted
Active ETFs on the JSE: What they are, what they cost and why is income the winner?
Fifty-two actively managed ETFs on the JSE holding only about 9% of ETF assets. Simon Brown unpacks what these funds really are (unit trusts in an exchange-traded wrapper), who is listing them, and what they cost.
The SPIVA data delivers the verdict: most active equity managers lag the index, but active income funds are the exception, and some now come at close to passive cost.
Our latest @SBGTraderZA Power Hour event with @SimonPB
justonelap.com/active-etfs-o…
