The podcast to this newsletter can be listened to here. Markets and Economics The JSE. The JSE All Share Index (SAALL, more commonly still called the ALSI – despite the change taking place in 2002) fell to 98,520 points by July 31, 2025. Despite this weekly dip, the index is up about 1.66% for the […]

Globally the trend is lower interest rates, and South Africa is is on that train, even to the extent that the SARB dropped our rates before the Fed did. (A move often called ‘front running’ The Fed, not usually a good idea for a minnow like us to do, but the US have a unique […]

The newsletter podcast can be listened to here Market View , The JSE The JSE hit a major milestone last week – it finally breached the 100,000 mark. The FTSE/JSE All Share Index reached a historic milestone of about 100,000 points around July 23, 2025, marking a significant landmark for the market. This was a milestone reflecting 65 years of […]

This year, so far, has one common theme – massive market volatility, the sort of volatility we haven’t seen since the pandemic. Most of that volatility has come from Trump’s Tariff tantrums, but locally there was also a brief wobble around the budget. Source: Sharedata.co.za Watching an investment go through wild swings can be highly […]

The podcast to this newsletter can be found here. Market View , The JSE This week, the Johannesburg Stock Exchange (JSE) continued its strong performance, with the All Share Index (ALSI) sustaining levels above 91,000 points, reflecting an advance of over 8% for the year to date, 21,8% y-o-y Banking, retail, and property stocks were buoyed by […]

The podcast to this newsletter can be found here Market View This week on the Johannesburg Stock Exchange (JSE), market activity has been quiet with , typical for this time of year as global markets transition into the Northern Hemisphere summer. The JSE Top 40 index has experienced moderate trading volumes, reflecting cautious investor sentiment […]

The podcast to this newsletter can be found here. Market View Markets around the world seem to be shrugging off the upcoming tariff uncertainty and keep on hitting record highs.  S&P 500 and Nasdaq hit fresh all-time highs. Nvidia, Microsoft, and Meta led the tech surge. The Dow Jones broke 40,000 again, its best week […]

The podcast to this newsletter, can be listened to here Market View Like most markets around the world, the JSE had a bit of a wobble during the heat of the Iran/Israel/US attacks last week, but that was short lived.  The Nasdaq has been the first US bourse to get back to business, and is […]

If you’ve done your retirement planning based on assumptions made in 2005 (no, I can’t believe it’s twenty years ago either, in my head 20 years ago is 1980) – then unless it has been regularly reviewed, your retirement plan might not be on track.   Back in the noughties it was still considered appropriate to […]

Cobie and I like to keep this newsletter and our podcast evolving. We’d love to hear from you about what you like or dislike and what you’d like more or less of – both in the newsletter and podcasts.  Market View Thanks to the tensions in the Middle East and the new Iran/Israel ‘front’, emerging markets like […]