Economic Insights
Short-term trading opportunities - EP03
In this episode we evaluate previous trades including Microsoft and Rocketlabs. New trades include Coronation, Pepsi as well as Iren. Lastly what to consider as a trader in these volatile times.
26 August 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 32
24 August 2026
Economics Weekly
Inflation pressure eases, but the road to 3% will be gradual and bumpy
22 August 2026
Trade Ideas
Global Trade Idea - PepsiCo (PEP US) - BUY
PepsiCo is a food and beverage business that manufactures and sells a variety of grain-based snacks, carbonated and non-carbonated beverages, and foods.
20 August 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 31
This week we cover the recent oil price increase, US jobs as well as US inflation. We also discuss Palantir, Micron as well as activity on the JSE over the week. Lastly what to look out for next week as well as Chantal's stock pick.
17 August 2026
Flash Notes
Labour-market weakness raises questions over household resilience
The labour market weakened further in 2Q26, reinforcing the view that household spending power remains constrained. South Africa's official unemployment rate increased to 33.6% in 2Q26, from 32.7% in 1Q26, while employment declined by approximately 15 657 quarter-on-quarter (q/q) to 16 738 625. The deterioration was broad-based, with employment losses concentrated in sectors including community and social services, agriculture and manufacturing.
11 August 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 30
10 August 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 29
This week we cover the latest Big Tech earnings including, Microsoft, Amazon, Apple and Meta. We also discuss the Semiconductor sell off and the reasons. Lastly the Feds decision, what to look out for next week, as well as Chantal's stock pick.
03 August 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 32
24 August 2026
Economics Weekly
Inflation pressure eases, but the road to 3% will be gradual and bumpy
22 August 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 32
24 August 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 31
17 August 2026
Disclaimer
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