talker, investor, trader, photographer, writer, chocolate eater, wine drinker I spend time on @JustOneLap @Moneyweb @FinancialMail @SBGTraderZA @ShyftGlobal
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
if the largest exchange in crypto can lose more than $6 billion from a single employee's laptop, we're a clown car of an industry and should honestly take the ball and go home, surely there has to be something more complex than this at play, otherwise wtf are we doing here?
Simon Brown retweeted
[PODCAST] @SimonPB speaks to Cartesian Capital’s Anthea Gardner about whether rising US bond yields signal a confidence crisis, why French debt faces greater scrutiny and how global investors are viewing South Africa’s political risk.
#Moneyweb #Podcast
Listen to the full episode here:
ow.ly/1gco5102lEi
Simon Brown retweeted
WorldWide Markets this week with @SimonPB
Sasol R300: oil windfall, debt & the dividend return
🇧🇷 Chart of the week: a US-dollar Brazil ETF drops 19.8%
⛽ Sasol’s round trip: from R250 to R50 and back to R300
🛢️ Why Brent is $115 when flows are back to pre-war levels
🇨🇳 China’s destocking and EV shift: reasons oil isn’t higher
🎲 3 scenarios: grinding normalisation, escalation & fast peace
🧮 Sasol’s sensitivities, HEPS scenarios and the dividend maths
🎯 Analyst targets & verdict: hold R290, buy R210–R230
🎙️ 700 episodes: Classic FM in ’08 to the podcast today
Sponsored @ShyftGlobal @SBGTraderZA
justonelap.com/sasol-at-r300…
🎧 Beer is old school, but is it investable?
° @SchalkLouw from @PSGinvest unpacks Anheuser-Busch InBev’s results – selling less beer but growing profits – and Datatec’s latest bumper dividend. With so few local tech investment options, does Datatec make the cut?
° Anthea Gardner from Cartesian Capital explores the price of fear and what it reveals about the bond market.
° Plus, Simon looks at the surprisingly tiny size of South Africa’s ETF market.
moneyweb.co.za/moneyweb-podc…
Simon Brown retweeted
The local ETF market keeps growing assets and funds
Active ETFs grab the listing headlines, but passive still holds 77% of assets while being just over a quarter of the funds. Plenty of listings, not much money behind some.
justonelap.com/etf-markets-k…
🤖 Made with AI
🎧 TSMC’s value is at the heart of the tech trade
° Momentum Securities’s Faheema Adia on the FOMC decision and TSMC’s AI-driven rally.
° Altron Fintech’s Johan Gellatly unpacks the latest Household Resilience Index,
° KPMG’s Frank Blackmore explores African CEO confidence, risks, AI and where SA stands.
moneyweb.co.za/moneyweb-podc…
Simon Brown retweeted
Sasol at R300 on Friday, it was a little over R50 last April. We know what happened, Brent is $115 after the attack on Iran.
@SimonPB looks into the numbers, can oil stay higher, where next for Sasol and what about the dividend?
WorldWide Markets this week sponsored @shyft_global@ShyftGlobal @ShyftGlobal
@SBGTraderZA
justonelap.com/sasol-at-r300…
Simon Brown retweeted
According to @StatsSA, the 12 months to July 2026 saw the lowest level of non-residential building completions since records began in January 1993. August showed a slight uptick, but is this one of the clearest signs of just how tough the SA economy really is?
Too much debt is more than just a money issue .. it is also often a mental health one ..
[PODCAST] @SimonPB speaks to National Debt Advisors CEO Sebastien Alexanderson on #MoneywebNOW about how debt stress affects mental health and family relationships, and why seeking professional help early can prevent financial problems from escalating.
#Moneyweb #Debt
Listen to the full episode here:
ow.ly/IOl05101ACY
Simon Brown retweeted
WorldWide Markets this week
Sasol closed R300.56 last Friday with oil +$115. Big questions are;
° What's holding up oil and does it remain higher for longer?
° Sasol valuation, is R300 a fair price or not?
° When does the dividend return?
Hosted @SimonPB sponsored @SBGTraderZA @ShyftGlobal
justonelap.com/sasol-at-r300…
🎧 Anthropic IPO numbers surprise on the upside
° Zimele Mbanjwa from FNB Wealth and Investments weighs up the Anthropic IPO and its nearly 100 pages of risks, including ‘existential risks to humanity’.
° Professor Dieter von Fintel from Stellenbosch University unpacks the Shoprite-commissioned South African Food Security Index 2026.
° Sebastien Alexanderson, CEO of National Debt Advisors, on the mental toll of debt and practical ways to manage the stress.
moneyweb.co.za/moneyweb-podc…
Simon Brown retweeted
[PODCAST] @SimonPB speaks to Ninety One’s John Stopford on #MoneywebNOW about why rising bond yields can pressure equities, how AI earnings expectations are supporting high valuations and why government bonds may now offer diversification and value.
#Moneyweb #Podcast
Listen to the full episode here:
ow.ly/RTWZ5101eyr
🎧 Is your Reg 28 fund pulling its weight?
° Is Pick n Pay really turning around, or is Boxer masking the cracks? Merchant West Investments’s Alyssa Viljoen unpacks the results.
° Ninety One’s John Stopford warns of risks to equities as bonds and stocks diverge,
° While PSG Asset Management’s Dirk Jooste explains how understanding your Regulation 28 fund can boost returns.
moneyweb.co.za/moneyweb-podc…
