Are today’s ‘safest’ equity bets tomorrow’s risks?
Markets are treating AI-driven cyclicals as defensive while ignoring genuinely stable businesses. When capex slows, those assumptions may not hold…
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Has the economy finally turned? It feels like it
Four consecutive GDP gains signal a tentative recovery as infrastructure improvements take hold – but without private investment, momentum may fade…
Keeping his shorts: Hedge fund OG Jean Pierre Verster
The founder of Protea Capital Management made his name shorting African Bank and Steinhoff. Now he’s betting against a raging gold price…
Me and Warren B
Warren Buffett gave us something money can’t buy: a way to laugh at the market’s absurdities while still believing in its promises…
Hard concentration: The real problem with Big Tech’s dominance
The risk isn’t that concentration exists, it’s what happens when expectations embedded in steep share prices aren’t met…
Bitcoin is stuck in a downward pattern until it breaks higher
The cryptocurrency is trapped in a down trend. It needs to break above a key resistance level for sentiment to shift…
Why markets – not BEE – lift people from poverty
BEE aims to fix apartheid’s distortions, but regulated markets have created huge externalities. History shows free markets lift more people out of poverty…
South Africa wins a credit-rating upgrade: What comes next?
South Africa’s return to investment grade hinges on more economic reforms, less red tape, faster growth and political stability…
Purple surges, sets sights on the JSE’s top 40
Shares in South Africa’s equivalent of Robinhood have soared 109% this year. It aims to justify expectations by expanding its customer base tenfold…
Put everything on black (or AI, or gold)
Sometimes, the best stock market returns come from having the courage to concentrate – not diversify…
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PODCAST: Iran and the strategy of denial
Robyn Curnow steps back, and explains why President Donald Trump’s…
The stunning rebound of South Africa’s PGM producers
Northam is the second PGM miner to post a colossal…
South African foreign policy: Vrot with contradiction
South Africa’s stance on Iran is as predictable as it…
Hill-Lewis might just be the reset the DA needs
The Cape Town mayor is the frontrunner to lead the…
