talker, investor, trader, photographer, writer, chocolate eater, wine drinker I spend time on @JustOneLap @Moneyweb @FinancialMail @SBGTraderZA @ShyftGlobal

Johannesburg, South Africa
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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…
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Simon Brown retweeted
A few thoughts on South Africa's MTBPS 2026...Thread where I will unpack the +'s and -'ves: Growth downgrade is meaningful from 1.6% exp in Feb to 1.2%. Alot = global macro but not all. Also, LT 2% now expected by 2028 so the classic economist uplift is pushed out further.
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Some relief from the #MTBPS2026 "the fuel levy will be reduced by R3 per litre for diesel and R1.50 per litre for petrol from 4 November 2026 up until to 1 December 2026. Thereafter, the relief will continue at a lower amount until 5 January 2027. The diesel levy will be reduced by R1.50 per litre the petrol levy by R1 per litre. "
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Simon Brown retweeted
"I’ve been looking at Chinese indices after a social media post pointed out that the Chinese CSI 300 index (CSI300) was at 12-month lows. At the same time, US indices were just off record highs. The simple response is that China is cheap, and many people have been making that point for some time. For years, in many cases." More by @SimonPB here: tinyurl.com/fsec3zvr
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🎧 Transnet’s pain, Kumba’s gain ° Chantal Marx from FNB Wealth and Investments unpacks production updates from Kumba and Anglo American ahead of the Teck merger. ° Courtney Cox from Tax Consulting SA warns of the severe consequences of missing Friday’s Sars deadline. ° Plus, PwC’s Makhosazana Mabaso digs into the latest 2026 Directors’ Remuneration and Trends report, covering the JSE’s 200 largest companies. moneyweb.co.za/moneyweb-podc…
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This week in Worldwide Markets with @SimonPB sponsored @SBGTraderZA @ShyftGlobal Boxer Earns More Per Rand. So Why Can’t It Catch Shoprite? Simon went deep into Boxer vs. Shoprite and discovered some stats he did not expect to find. justonelap.com/boxer-earns-m…
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Simon Brown retweeted
Mapped: Youth Unemployment Rates Across Europe in 2026 💼  visualcapitalist.com/mapped-…
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Replying to @SimonPB
The AI selloff looks more about how the build-out gets funded than about chip demand. Copper sits under every data centre and grid upgrade, however the build-out is funded.
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I remember these giant long trains n Richards Bay in the 80 taking coal down to the RBCT, not as long as this, but you'd turn off the car and wait an age if caught at a level crossing ..
Transnet sets global freight rail record with 696-wagon train #MoneywebNews moneyweb.co.za/news/south-af…
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Simon Brown retweeted
Updated the two @ETFSA actively managed ETFs in our database justonelap.com/wp-content/up…
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Simon Brown retweeted
We've updated the Allan Gray 2 active ETFs justonelap.com/wp-content/up…
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🎧 South32 bets big on copper boom ° Alyssa Viljoen from Merchant West Investments unpacks South32’s latest update as investors chase copper and zinc, and asks whether the AI-driven selloff jitters are overdone. ° Karooooo CEO Zak Calisto discusses first-half results and how fuel prices are shaping client demand for its services. ° Plus, Calgro M3 CEO Ben Pierre Malherbe on results, infrastructure investment at Bankenveld District City and the continued disposal of non-core assets. moneyweb.co.za/moneyweb-podc…
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hold on, he was saying this rubbish 2 years ago, he's been in charge since then an it still happening ?! on his watch !?
Trump: "They have the transgender mutilization of your child. Timmy goes out, goes to school, comes back four days later as Sarah. It's true! I think we have five or six states where they can actually just do that, and they do it. They're sick people."
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Simon Brown retweeted
Our weekly newsletter with @SimonPB hit all the inboxes this morning. If you missed it, you'll find it online. ° All the ETF dividends coming this week ° JSE investment challenge awards ° Naspers & Prosus: down 50% in a year; half price, or half the story? just-one-lap-newsletter.beeh…
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🎧 SA: Investment grade within two years? ° Sanlam Private Wealth’s @NickKunzeSA on US bank earnings, MTN’s selloff and opportunities in telcos. ° Investec’s Chris Holdsworth on rising inflation, a brighter Q4 and the path to investment grade. ° CPUT’s Maarten van Doesburgh on turning South Africa’s commodity windfall into lasting economic growth. moneyweb.co.za/moneyweb-podc…
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Simon Brown retweeted
"If you're playing a poker game and you look around the table and and can't tell who the sucker is, it's you." - Paul Newman.
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It bombed
So what eventually happened to the Bomb Squad in the City of Johannesburg?
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