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…
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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…
Is the AI frenzy today’s new dot-com moment?
Soaring valuations and investor euphoria echo the dot-com era, but stronger foundations could make today’s AI bubble far more enduring…
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Bond maven, author, investing evangelist: Cartesian’s Anthea Gardner
The fixed-income specialist spills the beans on why she loves…
Choke points and power plays in the age of critical minerals
The Mining Indaba highlights Africa’s role in critical minerals amid…
Behind MTN’s R33bn towers U-turn
MTN has put a premium on flexibility. Its possible purchase…
Uncertainty: The most useless word in markets
At best, the word is a statement of the obvious.…
