JSE Direct with Simon Brown

Update on retail bond rates for MaySygnia's planned changes to ETFs Clicks Results and Market Analysis * I hold ungeared positions.

ff Simon discusses the South African Reserve Bank's recent review, indicating a reluctance for rate cuts in the near future due to inflationary pressures and economic uncertainties. Key takeaway from the bi-annual Monetary Policy Review of the @SAReserveBank: Don’t bet on a domestic interest rate cut this year. https://t.co/mhRS5vKIFQ pic.twitter.com/sc5p9GPcf5 — Adrian Saville (@AdrianSaville) April 24, 2024 Simon touches on Tencent's positive performance, gold and oil price movements, and the potential impact on global markets * I hold ungeared positions.

UK and Local Inflation: [caption id="attachment_41866" align="aligncenter" width="849"] SA Inflation 5.3% for March 2024[/caption] [caption id="attachment_41867" align="aligncenter" width="849"] Chinese GDP YearONYear per quarter[/caption] Simon Brown * I hold ungeared positions.

kk [caption id="attachment_41807" align="aligncenter" width="849"] PGM and miner moves for the month of April up to the 9th[/caption] Simon Brown Charts by KoyFin, use this link for 10% off your first order. * I hold ungeared positions.

full list here Simon Brown

full details here Simon Brown * Simon holds ungeared positions.

Remgro has grown its NAV per share by 5% p.a. since 2010. Over the same period, the ALSI TR index has done 12% p.a. If you expect this underperformance to continue (and nothing in their recent capital allocation decisions indicates otherwise), then a fair discount to NAV is… — Piet Viljoen (@pietviljoen) March 19, 2024

Retire well, we're chatting with retirees about what they've learnt and any tricks they can pass on. Get 10% off your first KoyFin order

* Simon holds ungeared positions.

Warren Buffett's annual letter to shareholders released * Simon holds ungeared positions.

Budget 2024 panel. For the last many years AJM Tax has done a post budget panel which includes Simon Brown and this year was no different. Hosted in Cape Town the panel was; Below is the AJM Tax one pager of budget highlights.

Pick n Pay close 13Feb24 (daily) Gold daily chart 14Feb24 Global Market Trends and Dollar Strength DXY (US$ index) 14Feb24 (daily chart) * I hold ungeared positions.

Last week's big story was about tech, starting with Disney, a stock recommended here back in September at ±$80. Big move in streaming sports! ⚾️🏀🏈 Disney, Warner Bros., and Fox are joining forces to create the ultimate sports streaming app, merging ESPN, TNT, and Fox Sports (WSJ). ESPN alone was 18% of Disney's latest quarter revenue.$DIS $FOX $WBD pic.twitter.com/xSPBko0cMO — App Economy Insights (@EconomyApp) February 6, 2024 Simon Brown

Richemont*: Luxury brand with potential in a recovering economy. [caption id="attachment_41062" align="aligncenter" width="849"] Richemont weekly chart close 31Jan24[/caption] Calgro M3*: Debt under control, potential dividend, well-managed company. [caption id="attachment_41063" align="aligncenter" width="849"] Calgro M3 weekly chart close 31Jan24[/caption] AngloGold Ashanti*: Gold as insurance; geopolitical concerns. [caption id="attachment_41061" align="aligncenter" width="849"] Anglogold Ashanti weekly chart close 31Jan24[/caption] Zeda: New listing, unbundling, potential growth. [caption id="attachment_41065" align="aligncenter" width="849"] Zeda weekly chart close 31Jan24[/caption] Mr. Price*: Positioned well in the retail sector, positive trading update. [caption id="attachment_41064" align="aligncenter" width="849"] Mr Price weekly chart close 31Jan24[/caption] Reminder to sign up for email alerts before live sessions. Host: Simon Brown * Simon holds ungeared positions. Host: Simon Brown Date: 1 February 2024

dd JSE Direct Episode 571 for January 25, hosted by Simon Brown. Simon introduces the idea of transitioning the podcast to a live format using Riverside, allowing viewers to see charts and interact during recordings. Richemont*: AVI: Woolies*: Clicks: Economic Updates: All-Time Highs: Simon Brown signs off, encourages reviews, and mentions future live recordings. Reminds listeners to take care of themselves and others. * Simon holds ungeared positions.

In this episode of JSE Direct, Simon Brown discusses various market topics, including the bleak outlook of the Hang Seng Index due to Chinese GDP results. Positive news for Grindrod with the Maputo Port Development Company's impressive performance. The rise in uranium prices driven by increasing demand for nuclear power plants, he found two US listed ETFs benefiing from this trend. [caption id="attachment_40966" align="aligncenter" width="849"] Spot uranium price[/caption] The approval of 11 Bitcoin ETFs by the SEC. When does the JSE get a crypto ETF? Upcoming elections in 2024 across 70 countries. Simon explores the question of whether elections truly matter for investors, emphasising historical examples where market reactions were short-term and highlighting the importance of focusing on long-term investment strategies amid political volatility.

Now for the eleventh year in a row, we kick off the new year with a prediction show. Marc Ashton, Keith McLachlan and Simon Brown put their heads on the block with three wild and woolly predictions for the markets for 2024 followed by a call on the Top40 and ZAR for the year ahead. Importantly we start each show with a review of the previous year’s predictions and you’ll find the 2023 predictions show here.

Position your portfolio for 2024. Top local ETFs for 2023. Simon Shares Charts by KoyFin. Get 15% off a two-year subscription * I hold ungeared positions. Simon Brown