talker, investor, trader, photographer, writer, chocolate eater, wine drinker Live every weekday 6.30am on @Moneyweb Also @JustOneLap & @FinancialMail
Johannesburg, South Africa
Joined September 2008
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Here's the video from the @SBGTraderZA Power Hour event this evening.
Trading with CFDs: Leverage, Risk and the Rules That Keep You in the Game
A lot of detail about how CFDs work, managing leverage, costs, margin and position sizing.
justonelap.com/video-trading…
Simon Brown retweeted
Can’t find R46k a year for your kid’s TFSA? Most can’t.
R1,000 a month from birth still grows to ~R437k at 18 and ~R10.5m at 65, in today’s money. And it leaves most of their lifetime allowance for later.
justonelap.com/the-r46000-he…
Simon Brown retweeted
[PODCAST] SA equities are trading at about eight times forward earnings, well below their long-term average, while AI investment is shifting towards software applications and attractive global bond yields are creating new opportunities. Independent Securities CIO Simon Fillmore speaks to @SimonPB on #MoneywebNOW about where investors should look.
#Moneyweb #Podcast
Listen to the full episode here:
moneyweb.co.za/moneyweb-podc…
Shoprite is by miles the best retailer in SA and it just keeps getting better ..
@Sixty60_Tweets was up 34.5% at R25.5billion for full year results end of June. Since then it has grown another 33.4%
Pharmacy business up another 17.6% hurting Clicks and Dis-Chem
🎧 Don’t be surprised by a Nasdaq selloff
° Independent analyst @jmoyaha_ unpacks the latest Optasia update and a storming day for AngloGold Ashanti as gold surges and the miner releases its Q3 results.
° Simon Fillmore, CIO at @Independent_Sec asks whether South African equities, still trading at bargain valuations, are finally showing signs of a rerating.
° Plus, Simon takes a closer look at new-car deals that seem too good to refuse – and the costly surprises lurking in the fine print.
moneyweb.co.za/moneyweb-podc…
Sandisk, wild one year chart ..
Started below $200, almost hit $2,400 for 12x higher .. now down a third yet still 4x higher ..
All in just one year ..
Wall Street is not Main Street
Or in the case of the JSE, Maude street
📈 There are 14 countries and territories where the stock market is worth more than the economy
Stock market value as a share of GDP (2025):
1. 🇭🇰 Hong Kong: 1,425%
2. 🇿🇦 South Africa: 327%
3. 🇨🇭 Switzerland: 241%
4. 🇺🇸 United States: 224%
5. 🇨🇦 Canada: 199%
6. 🇸🇦 Saudi Arabia: 185%
7. 🇯🇵 Japan: 172%
8. 🇰🇷 South Korea: 147%
9. 🇸🇬 Singapore: 137%
10. 🇨🇱 Chile: 136%
11. 🇮🇳 India: 135%
12. 🇦🇺 Australia: 114%
13. 🇰🇼 Kuwait: 109%
14. 🇲🇾 Malaysia: 103%
Market value of listed domestic companies at the end of 2025, out of 66 countries with data.
Source: World Bank; NSE (India); Swift Lake
not sure 1% of vote counted is in any way meaningful ?!
That's just 2 gogos and a uncle counted so far ?!
ELECTION RESULTS | eThekwini Update: MK Party takes early lead. Initial figures continue to filter in from eThekwini, with 1% of the vote counted as of 12:54 on 5 November. MKP leads the count with 51.9%, followed by the ANC at 39.8%.
Fore more: ow.ly/VeHe51041EN
Simon Brown retweeted
We made an election dashboard ... and it's not based on a map. Long story ... love maps but they're overused. What matters in this election is who will run your municipality. So we focused on that. theoutlier.co.za/results
Simon Brown retweeted
WorldWide Markets this week with @SimonPB
AGOA is gone: what it really costs South Africa? (It’s not 500k jobs, nor 126k)
🥇 Chart of the week: gold sets a 52-week weekly closing low
🇺🇸 AGOA explained: a one-way gift for low-income economies
🧮 The real numbers: US$1.7bn AGOA exports, 1% of exports
🧾 The tariff stack: we already have 12.5% & 25%
🍊 Winners and losers: citrus hurt, PGMs & minerals safe
🏛️ Pretoria’s response, the BEE red line
👷 Fact check: 125,000 and 576,000 jobs not going
📈 The JSE angle: close to a non-event
Sponsored @ShyftGlobal @SBGTraderZA
Full show justonelap.com/agoa-is-gone-…
Simon Brown retweeted
R46,000 a year into a child’s tax-free account from birth.
R1.24m at 18.
R29.8m at 65.
In today’s money.
Start at age 10 instead and it roughly halves. Waiting is expensive.
justonelap.com/the-r46000-he…
🎧 Oil collapse is good news for inflation
° Danie Dörfling-Kruger from Moore Infinity unpacks how oil and gold are responding to the US elections, and whether local results could drive a broader short-term market bounce.
° Kingsley Williams, CIO at @SATRIX_SA explores why the world invests the way it does and where passive investing fits into the picture.
° Krish GoPaul, senior analyst EMEA at the @GOLDCOUNCIL digs into its Q3 report, revealing significant ETF buying as central banks return to the gold market.
moneyweb.co.za/moneyweb-podc…
Simon Brown retweeted
Bank of America's Michael Hartnett said a Democratic win of both the House and the Senate could make U.S. stocks plummet more than 10%
Simon Brown retweeted
Tariffs were pitched as the fix for America’s trade deficit.
Instead…
Last 21 Months: –$2.19 trillion deficit in Goods.
21 Months Prior: –$2.01 trillion deficit in Goods.
The deficit didn’t shrink. It increased 9%.
as AGOA exits .. China rushes in ?!
Growing China-SA trade tells a story of Win-Win cooperation:
🔹Trade between China and SA reached nearly $15bn from May to August 2026, an increase of almost 24% year on year.
🔹Over the period, SA exports to China grew by about 25%, outpacing the 23% growth of SA imports from China.
🔹Agricultural exports to China reached $495m, an increase of more than 35% year on year. #ChinaZeroTariff
Simon Brown retweeted
WorldWide Markets this week with @SimonPB
AGOA is gone: what it really costs South Africa? (It’s not 500k jobs, nor 126k)
Full show justonelap.com/agoa-is-gone-…
Sponsored @SBGTraderZA @ShyftGlobal