PODCAST: The trappings of debt. Literally What does it mean for you and your investments that global public sector debt has now breached the $100-trillion mark?… Tim CohenMark Barnes May 5, 2026 Opinion·Pods
Exchange control and crypto: how Treasury fossils flunked it South Africa’s new crypto regulations are as inflexible and out-of-step with a new world order as existing Apartheid-era exchange controls… by Tim Cohen May 4, 2026 Analysis·Economy & Markets
SA’s AI policy needs a reboot — not a funeral, say analysts The draft’s now-notorious fake references were a serious failure, but not a reason to abandon the policy process… by Tim Cohen May 1, 2026 News
PODCAST: The tyranny of mediocrity The consequences of the widening war in the Middle East are hard to predict, but one thing is very clear: we are surrounded by… Mark BarnesTim Cohen April 28, 2026 Opinion·Pods
PODCAST: The great South African reboot From Transnet to Joburg, the times they are a-changin’ in South Africa. At last… Tim CohenMark Barnes April 22, 2026 Opinion·Pods
Arrears, defaults, denial: the limits of South Africa’s leadership South Africa is beset by a culture of non-payment. The country’s political leadership doesn’t seem to be all that seized with the crisis… by Tim Cohen April 21, 2026 Opinion·Politics 1
Mark Mobius: the man who sold the world With Mark Mobius’s death this week, the world has lost one of the great characters of global fund management… by Tim Cohen April 20, 2026 News·Opinion 1
RAF’s bid to shut out undocumented foreigners fails in court The RAF has suffered another legal loss, with the SCA ruling it cannot exclude foreign nationals in South Africa illegally from compensation… by Tim Cohen April 17, 2026 News 1
PODCAST: Can the DA be South Africa’s largest party? New leader Geordin Hill-Lewis wants the DA to become the country’s largest party. Is that possible? Really?… Mark BarnesTim Cohen April 15, 2026 Opinion·Pods 4
The weird insolvency of FTX, and its link to South Africa When a business rescue starts rescuing the rescuers, you know the system isn’t working in favour of the company and its real creditors… by Tim Cohen April 13, 2026 Analysis·News
1 South Africa, we are in terminal trouble July 16, 2026 The country is being forced to reset its ambitions at…
2 Hyperscalers or just hype? How to build your AI watchlist July 16, 2026 Picking your way through a blanket ‘AI-trade’ has become that…
3 Mind your market multiples July 16, 2026 SpaceX, Anthropic, OpenAI: what the IPO class of 2026 (and…
4 Inside EasyEquities’ $10.75m AI play July 16, 2026 Purple’s first major offshore deal could move the owner of…