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JustOneLap
Южно-Африканская Республика
Добавлен 4 июл 2015
Money in action.
We get just one lap in life. To really make the most of it, we need to learn to be smart about money.
We get just one lap in life. To really make the most of it, we need to learn to be smart about money.
Bitcoin Fails at $100k & Hello Boxer
00:00 Market Overview and Boxer IPO Insights
03:08 Two-Pot Money and Consumer Spending Trends
06:03 Satrix 40: A 24-Year Retrospective
08:51 Bitcoin's Psychological Barriers and Market Sentiment
11:40 Anglo-American's Strategic Moves and Market Reactions
14:58 Commodity Prices: Coffee and Cocoa Trends
17:49 Monetary Policy Committee Decisions and Economic Outlook
Boxer IPO Hits the Market
Boxer* (JSE code will be BOX) lists on 28 November, debuting at R54/share after a highly oversubscribed IPO.
Strategies discussed for trading or investing in Boxer shares, including buying through Pick n Pay shares.
Key takeaway: Patience is key; wait for potential pullbacks.
Two-Pot Retirement Savings and Market I...
03:08 Two-Pot Money and Consumer Spending Trends
06:03 Satrix 40: A 24-Year Retrospective
08:51 Bitcoin's Psychological Barriers and Market Sentiment
11:40 Anglo-American's Strategic Moves and Market Reactions
14:58 Commodity Prices: Coffee and Cocoa Trends
17:49 Monetary Policy Committee Decisions and Economic Outlook
Boxer IPO Hits the Market
Boxer* (JSE code will be BOX) lists on 28 November, debuting at R54/share after a highly oversubscribed IPO.
Strategies discussed for trading or investing in Boxer shares, including buying through Pick n Pay shares.
Key takeaway: Patience is key; wait for potential pullbacks.
Two-Pot Retirement Savings and Market I...
Просмотров: 506
Видео
Finding value in SA Inc?
Просмотров 703День назад
By its nature the small and mid-cap sector is dominated by stocks which are over-weight to South Africa, it is “SA Inc.” Over the last decade listed companies focusing on the South African economy have had a hard time. But things are improving. Eskom is able to supply uninterrupted power, interest rates and inflation are coming down, and the two-pot withdrawals coupled with a new visa regime ar...
Local Inflation at 2.8%, is the SARB Asleep?
Просмотров 689День назад
October Inflation Local CPI at 2.8%, yet prime is 11.5% ahead of the MPC decision this afternoon. The gap is far to wide, SARB needs to cut aggressively. Gold and Bitcoin Gold has bounced, but is this for real? Bitcoin heading for US$100k Rand weakness The US$ remains string and is hurting the Rand. Astral results Good results Paid back R1.1billion short-term debt But volatile, a trading stock....
Crypto Flying as Gold Crashes
Просмотров 58121 день назад
00:00 Market Overview: Crypto vs Gold 02:50 The Trump Effect on Gold and Crypto 06:01 The Future of the Rand and Emerging Markets 08:55 Sector Analysis: Vodacom, MTN, and Raubex 16:02 Consumer Trends and Company Updates Market Overview Crypto Surge, Gold Decline: Bitcoin rallies as investors shift from gold to crypto. Gold hit a recent high of $2,800 but is now pulling back, possibly towards $2...
Trump wins, whats the trade? Also; AMSL, Nvidia and Crowdstrike all worth a look?
Просмотров 72321 день назад
Chapters 00:00 Market Overview and Initial Insights 03:07 Corporate Updates and Industry Analysis 06:00 Investment Opportunities in AI and Tech 08:56 Commodity Market Trends: Gold, Palladium, and Platinum 12:12 Impact of Political Changes on Markets 15:04 Economic Policies and Their Implications 17:50 Future Outlook and Market Predictions Episode Summary: Simon Brown dives into the week’s bigge...
How to list an Actively Managed Certificate (AMC) on the JSE
Просмотров 167Месяц назад
Join the Standard Bank team (Andrew Cairns and Nick Petzer) to understand the process and requirements for managing a listed Actively Managed Certificate (AMC) on the JSE. This video is aimed at FSPs; fund and asset managers who want to manage a JSE listed AMC and will cover; Financial and operational criteria, Regulatory and legal requirements Liquidity and market making Structuring of the AMC...
Using AI to analyse Famous Brands results and Awesome Local CPI
Просмотров 710Месяц назад
Chapters 00:00 Local Inflation and Economic Outlook 06:01 Using AI for Investment Analysis 12:06 Famous Brands Results Analysis 18:05 Comparative Analysis with SPUR Local Inflation Update Inflation at 3.8% - lowest since March 2021 (3.5 years ago) Well below SARB's target range midpoint of 4.5% Q3 year-on-year inflation at 4.3% (vs SARB's expected 4.4%) November MPC Meeting Outlook Rate cut exp...
Battles Fought, Victories Won: 25 Years of Tough Lessons and Investment Triumphs with Adrian Saville
Просмотров 974Месяц назад
A no-nonsense look at investment strategies shaped by 25 years of market battles with business founder, market strategist, and investment manager, Professor Adrian Saville. Drawing from hard-won lessons, we’ll explore what it takes to win in unpredictable markets as Adrian share’s his investment mistakes and ten-bagger triumphs that sit behind his celebrated Hummingbird portfolio. Adrain covers...
Booming Local Retail Sales and RIP Tito Mboweni
Просмотров 492Месяц назад
Strong Retail Sales and the Two-Pot System: Retail sales show a positive trend, rising 3.2% in August, exceeding expectations of 2.1%. The Two-Pot System has already released R20 billion in six weeks, with the money used mainly for paying down debt, saving, and spending. Retail sales recovery, though from a low base, is a strong indicator of improved consumer health due to factors like slightly...
Capitec, a Core Portfolio Holding? Balwin vs. Calgro M3.
Просмотров 662Месяц назад
Chapters 00:00 Market Overview and Calgro M3 vs Balwin 07:11 Capitec's Performance and Future Outlook 12:43 Exploring Other Stocks: Purple Group and Afrimat 18:15 Long-term Trends: Wilson Bailey and Nvidia Overview: In this episode of JSE Direct, Simon Brown breaks down the latest market updates, key stock analyses, and insights into the South African investment landscape. Episode highlights in...
Reaching your Investment Goals using ETFs with ETFSA
Просмотров 7432 месяца назад
ETFSA Mike Brown and Gareth Stobie discuss current market conditions and opportunities as we see indices hit new highs and Rand strength. They also cover the ETFSA Balanced Foundation Prescient AMETF, (JSE code ETFSAB), allocates exposure to all major asset classes and indexes across equities, both local and foreign; bonds; listed property and cash. Other funds from ETFSA are also discussed and...
REITs Booming and Still More to Come
Просмотров 8152 месяца назад
China's Market Rebound Stimulus Measures: The Chinese government has initiated a stimulus, which includes cutting reserve requirements and lowering interest rates. While spending has not picked up fully, the China 50 ETF (in US dollars) has wiped out losses dating back to July 2022. Hong Kong’s Hang Seng index shows a similar trend. Market Sentiment: Short squeezes have played a role in pushing...
China to the Rescue and ZAR Powers Stronger. What's the Target?
Просмотров 8422 месяца назад
Summary: In this episode of JSE Direct, Simon Brown delves into the latest developments in South African markets, focusing on the impact of China's major economic stimulus and the strengthening of the Rand. Key highlights include: Rand Strength: The Rand has seen notable appreciation, reaching levels of R17.12 to the US dollar. Simon discusses the drivers behind this, particularly US dollar wea...
Psychology of Markets; Mastering Emotions in Trading and Investing
Просмотров 6102 месяца назад
Watch Simon Brown of Just One Lap for this Standard Bank Power Hour on the Psychology of Markets: Mastering Emotions in Trading and Investing. Discover how psychological factors influence market behaviour and learn strategies to stay rational in the face of market volatility. From FOMO to greed and multiple cognitive biases markets test us all day, every day. At the heart of any market is peopl...
What’s an asset light business and why’s it a great investment
Просмотров 7722 месяца назад
Episode Overview: In this episode, Simon Brown dives into the current economic landscape with a focus on interest rates, inflation, and the state of the South African Rand (ZAR). He also explores asset-light businesses and why they make great investments, followed by a breakdown of the latest market activity and local company results. Rate Cuts & Inflation Outlook: South African CPI (August): 4...
AngloPlat has a problem and it’s only going to get worse
Просмотров 8002 месяца назад
AngloPlat has a problem and it’s only going to get worse
Rates coming down next month, which sectors benefit most?
Просмотров 1,5 тыс.3 месяца назад
Rates coming down next month, which sectors benefit most?
ETFSA listing an Actively Managed ETF, in conversation with Gareth Stobie
Просмотров 5833 месяца назад
ETFSA listing an Actively Managed ETF, in conversation with Gareth Stobie
It’s a bull market, until it isn’t & 600 shows WHOOP
Просмотров 7893 месяца назад
It’s a bull market, until it isn’t & 600 shows WHOOP
Is there really value in Sasol? WITH SCREEN CHARTS
Просмотров 9123 месяца назад
Is there really value in Sasol? WITH SCREEN CHARTS
What really happened in Japan? Are markets safe again?
Просмотров 9963 месяца назад
What really happened in Japan? Are markets safe again?
JSE delisting; can we spot them in advance and profit?
Просмотров 5464 месяца назад
JSE delisting; can we spot them in advance and profit?
The President wants to turn South Africa into a construction site, which stocks benefit?
Просмотров 9144 месяца назад
The President wants to turn South Africa into a construction site, which stocks benefit?
Defensive Income Portfolio; Local and Offshore
Просмотров 1,1 тыс.4 месяца назад
Defensive Income Portfolio; Local and Offshore
Can South Africa do +3% GDP next year?
Просмотров 6104 месяца назад
Can South Africa do 3% GDP next year?
Unlock the Power of Income Investing with 1nvest’s ETFs
Просмотров 6224 месяца назад
Unlock the Power of Income Investing with 1nvest’s ETFs
100 Days of no load shedding, which stocks benefit the most?
Просмотров 5255 месяцев назад
100 Days of no load shedding, which stocks benefit the most?
Unlock the Secrets of Trading as a Side Hustle
Просмотров 1,6 тыс.5 месяцев назад
Unlock the Secrets of Trading as a Side Hustle
No need for Captions. And thanks again for the analyses, I cannot tell you much this helps us new investors get into the world of investing in SA.
I concure with the below comment, no captions needed really. Your vocal presenting skills are more than sufficient. The accent is a typical south african accent and we can hear what you are saying. I don't typically watch the show, I listen to the RUclips show ( play the video, pop into split screen and just listen while doing something else.
So in my conclusion do whatever is easier and cheaper. It is then just an 'add' on.
No captions needed
How high did the occupancy of Southern Sun hotels reach in the past 10 years? Is 75% realistic or just a mathematical exercise?
I struggle to see how two pot translates into such private education spend. The withdrawal amount is too small compared to the school fees, school fees are a repeat expense while withdrawals are once off and its unlikely people will keep the money to pay fees each month (requires discipline). Its far more likely its one off expenses like uniforms or lower public education fees. The survey is also likely skewed. 20% may spend some on education but even 1% is some. A mathematical exercise that doesn't stand to practical scrutiny.
the Gov needs to grow a pair, no excitement yet again..
Well said!
Simon, any chance you could remove the subtitles in favour of having the optional RUclips subtitles which one can turn on if need be? Cheers for the weekly shows!
hmmm, that would make my life easier. Are the YT subtitles good enough, especially with weird stock codes etc?
Not sure, I'd be lying if I said yes... worth having a look into the optional subtitles.
Is that logo supposed to be in teh middle of the screen?
no, tech an I fought this week and tech won :(
Next time!
btc is JUST ANOTHER PONZI COUNTERFEIT CURRENCY , just watch out for the pyramidal crash
Simon, good stuff. Which platforms do you suggest for Bitcoin? Ones with low fees. Thanking you in advance.
The SEC chair serves at the pleasure of the president.
Crypto is the best future where people makes money and generate good returns.
Please how do I go about it, am still a newbie in this investment trading and how can I profit ?
Crypto is the best future where people makes money and generate good returns.
Fantastic thank you gents
Thanks Simon for a great show. I wonder the impact on Apple and Tesla with these trade wars. Is Santova a good bet considering the upheaval Trump will cause with tariffs?
Santova is interesting, in many senses they solve complexity for their clients so could be good for them?
Hi Simon. There has been quite a lot of insider selling at CMH. I know usually management and founders are net seller, but should investors be concerned?
I not. Management always net sellers and they using the first price uplift in years to sell. It still cheap and results will start to pick up, especially car hire.
THANK YOU, Simon and especially Adrian for a frank perspective of the ‘Big-Brother’ investment landscape, its fragilities and the misguided wanderings of human navigation. May the smaller ‘investor-person’ take heed and prosper!
If you listen to all seminars the governor has had over the last 3 weeks, he clearly indicated that SARB will be cautious for the next 2 years
If holding Sasol, would it be best to "dollar cost average" to mitigate losses
I wouldn't, rather wait for a strong reversal pattern and then average up into the up trend ..
Wow, incredible presentations! Thank you so much Simon an Adrian
Great interview, very helpful insights, and touching on luck as a factor was also re-assuring (never compare yourself to others). The Psychology of Money by Morgan Housel, hands down, has been the most significant contribution to shifting my personal perspective regarding money and wealth as a whole. Spending, materialism, capitalism, ego, and frugality, sustainability, humility - there is so much more to how we contextualize spending habits, it was personally beneficial to look at the big picture before zooming back into investing.
Brilliant presentation!
Hi Simon, love your work. Just wanted to ask what platform do you use during your podcast .
KoyFin, you can get 10% from our affiliate link www.koyfin.com/get-discount-from-a-friend/?ref_id=OkPOCaUd3dgHK16XlMxXM
Is Adrian still involved with Canon Asset Management ? Well researched and perspicacious insights. Serendipity plays a part in success no doubt.
most enjoyable Godspeed Hummingbird.... even though I don't own even one in it's portfolio..
🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥 this is a very solid presentation Simon ....thank you so much 🙏🏾🙏🏾
Appreciate these brief pointers
Thank you Simon! You are a very good tutor. I learn a lot from you.
You're the best, thanks! Always enjoy your analyses.
If only all of the portfolios were also available on other portfolios.
Thank you for all the great info! Please assist with improving the sound next time.
Timestamp this pls?
Gold lecture
Shout out to ETFSA
Always spot on Simon 👌🏾. If possible, could you expand on Iran attack on Israel and how it affects Oil prices around the globe and the impact on the ZAR. That would be an interesting analysis
Celliers Brink got voted out, not a good sign at all. Especially when he was recognized at doing a good job. Western Cape must keep doing what they are doing as they are an excellent example of what is possible, an excellent run city Cape Town. Something for the country to strive towards.
📚✍️
What charting package are you using?
Koyfin and my broker. But in the video it mostly Koyfin.
Thank you for the timestamps
I still don't understand why South African companies can't gang together and fix PGM prices, Manganese, and chrome prices. You can't have 80% of the world reserves and fail to control prices
it a fair point. Or even just manage supply like OPEC+ does. Palladium we have less control, but platinum we certainly could.
great show,I hung on to your every word Simon, I'm a PGM player, fully invested, don't trade any other stocks, presently my 5 mining stocks are about 25% down,I'm holding in faith but still positive on a turnaround, it's just happened to many times,I could see in Wayne's face on stock watch he to is taking strain.... appreciated boss
hehe, yes was on with Wayne last night. He's right, it will turn, but it hurts while waiting.
Awesome presentation. Please advise what charting software a DIY trader/investor can use that is cost effective
Most brokers will provide chats for free.
excellent one
USA utilities , eg VPU (please NOT SA utilities!)
Took a long time listening to this on Spotify,im only putting the voice to the face this week!!!
Hello, has anyone been able to invest to ETFSAB using their TFSA account, it is listed but does not allow me to invest?
I could not, but many have been able to. It certainly is allowed, brokers weary of active ETFs.
So just checked, my broker has fixed and I was able to buy in a tax-free account. Standard OST
@Moxima @Simon, thank you, this was an awesome explanation! Hope we'll see some more complex graph training in the future :) Do you have any comparison or calculations as to how this can out perform a savings account? If you risk only 2%, the timeframe that you need to have an appreciation on prices needs to be quite quick, comparing to a 7-10% interest account. Should you look at a quicker buy and sell tactic?
Good Stuff!
congrats on the 600th episode! I'm an ardent follower, & have been for years. It's my weekly dose of sanity in a topsy-turvy and schizophrenic market world