talker, investor, trader, photographer, writer, chocolate eater, wine drinker Live every weekday 6.30am on @Moneyweb Also @JustOneLap & @FinancialMail
Johannesburg, South Africa
Joined September 2008
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Here's the video from the @SBGTraderZA Power Hour event this evening.
Trading with CFDs: Leverage, Risk and the Rules That Keep You in the Game
A lot of detail about how CFDs work, managing leverage, costs, margin and position sizing.
justonelap.com/video-trading…
Simon Brown retweeted
Can’t find R46k a year for your kid’s TFSA? Most can’t.
R1,000 a month from birth still grows to ~R437k at 18 and ~R10.5m at 65, in today’s money. And it leaves most of their lifetime allowance for later.
justonelap.com/the-r46000-he…
Simon Brown retweeted
[PODCAST] SA equities are trading at about eight times forward earnings, well below their long-term average, while AI investment is shifting towards software applications and attractive global bond yields are creating new opportunities. Independent Securities CIO Simon Fillmore speaks to @SimonPB on #MoneywebNOW about where investors should look.
#Moneyweb #Podcast
Listen to the full episode here:
moneyweb.co.za/moneyweb-podc…
Shoprite is by miles the best retailer in SA and it just keeps getting better ..
@Sixty60_Tweets was up 34.5% at R25.5billion for full year results end of June. Since then it has grown another 33.4%
Pharmacy business up another 17.6% hurting Clicks and Dis-Chem
🎧 Don’t be surprised by a Nasdaq selloff
° Independent analyst @jmoyaha_ unpacks the latest Optasia update and a storming day for AngloGold Ashanti as gold surges and the miner releases its Q3 results.
° Simon Fillmore, CIO at @Independent_Sec asks whether South African equities, still trading at bargain valuations, are finally showing signs of a rerating.
° Plus, Simon takes a closer look at new-car deals that seem too good to refuse – and the costly surprises lurking in the fine print.
moneyweb.co.za/moneyweb-podc…
Sandisk, wild one year chart ..
Started below $200, almost hit $2,400 for 12x higher .. now down a third yet still 4x higher ..
All in just one year ..
Wall Street is not Main Street
Or in the case of the JSE, Maude street
📈 There are 14 countries and territories where the stock market is worth more than the economy
Stock market value as a share of GDP (2025):
1. 🇭🇰 Hong Kong: 1,425%
2. 🇿🇦 South Africa: 327%
3. 🇨🇭 Switzerland: 241%
4. 🇺🇸 United States: 224%
5. 🇨🇦 Canada: 199%
6. 🇸🇦 Saudi Arabia: 185%
7. 🇯🇵 Japan: 172%
8. 🇰🇷 South Korea: 147%
9. 🇸🇬 Singapore: 137%
10. 🇨🇱 Chile: 136%
11. 🇮🇳 India: 135%
12. 🇦🇺 Australia: 114%
13. 🇰🇼 Kuwait: 109%
14. 🇲🇾 Malaysia: 103%
Market value of listed domestic companies at the end of 2025, out of 66 countries with data.
Source: World Bank; NSE (India); Swift Lake
not sure 1% of vote counted is in any way meaningful ?!
That's just 2 gogos and a uncle counted so far ?!
ELECTION RESULTS | eThekwini Update: MK Party takes early lead. Initial figures continue to filter in from eThekwini, with 1% of the vote counted as of 12:54 on 5 November. MKP leads the count with 51.9%, followed by the ANC at 39.8%.
Fore more: ow.ly/VeHe51041EN
Simon Brown retweeted
We made an election dashboard ... and it's not based on a map. Long story ... love maps but they're overused. What matters in this election is who will run your municipality. So we focused on that. theoutlier.co.za/results
Simon Brown retweeted
WorldWide Markets this week with @SimonPB
AGOA is gone: what it really costs South Africa? (It’s not 500k jobs, nor 126k)
🥇 Chart of the week: gold sets a 52-week weekly closing low
🇺🇸 AGOA explained: a one-way gift for low-income economies
🧮 The real numbers: US$1.7bn AGOA exports, 1% of exports
🧾 The tariff stack: we already have 12.5% & 25%
🍊 Winners and losers: citrus hurt, PGMs & minerals safe
🏛️ Pretoria’s response, the BEE red line
👷 Fact check: 125,000 and 576,000 jobs not going
📈 The JSE angle: close to a non-event
Sponsored @ShyftGlobal @SBGTraderZA
Full show justonelap.com/agoa-is-gone-…
Simon Brown retweeted
R46,000 a year into a child’s tax-free account from birth.
R1.24m at 18.
R29.8m at 65.
In today’s money.
Start at age 10 instead and it roughly halves. Waiting is expensive.
justonelap.com/the-r46000-he…
🎧 Oil collapse is good news for inflation
° Danie Dörfling-Kruger from Moore Infinity unpacks how oil and gold are responding to the US elections, and whether local results could drive a broader short-term market bounce.
° Kingsley Williams, CIO at @SATRIX_SA explores why the world invests the way it does and where passive investing fits into the picture.
° Krish GoPaul, senior analyst EMEA at the @GOLDCOUNCIL digs into its Q3 report, revealing significant ETF buying as central banks return to the gold market.
moneyweb.co.za/moneyweb-podc…
Simon Brown retweeted
Bank of America's Michael Hartnett said a Democratic win of both the House and the Senate could make U.S. stocks plummet more than 10%
Simon Brown retweeted
Tariffs were pitched as the fix for America’s trade deficit.
Instead…
Last 21 Months: –$2.19 trillion deficit in Goods.
21 Months Prior: –$2.01 trillion deficit in Goods.
The deficit didn’t shrink. It increased 9%.
as AGOA exits .. China rushes in ?!
Growing China-SA trade tells a story of Win-Win cooperation:
🔹Trade between China and SA reached nearly $15bn from May to August 2026, an increase of almost 24% year on year.
🔹Over the period, SA exports to China grew by about 25%, outpacing the 23% growth of SA imports from China.
🔹Agricultural exports to China reached $495m, an increase of more than 35% year on year. #ChinaZeroTariff
Simon Brown retweeted
WorldWide Markets this week with @SimonPB
AGOA is gone: what it really costs South Africa? (It’s not 500k jobs, nor 126k)
Full show justonelap.com/agoa-is-gone-…
Sponsored @SBGTraderZA @ShyftGlobal
WorldWide Markets this week
AGOA is gone: what it really costs South Africa?
To be clear the 500k and 126k jobs lost are absolute nonsense. Yes jobs will be lost, and SA can't afford any jobs lost. But let's be accurate?
I break down what AGOA actually was and how it never made sense that we were even included. The actual loss to the economy and how many jobs are at risk.
And a gold chart that is a worry, next stop $3,500?
justonelap.com/agoa-is-gone-…
