Elections are looming in the US and South Africa, but investors should stick to their long-term strategy
When rats flee a sinking ship, the signs are clear. When directors sell, not so much
Why being bitten by the bug is not a bad thing
Despite predictions of shrinking profit margins in US-listed stocks, they’ve expanded to record levels. Here’s why.
China has won this leg of the AI race by making the trillion-dollar AI companies of OpenAI and Anthropic worth a whole lot less.
Good investing means getting comfortable with uncertainty. Back your research, buy some, and let confidence grow with experience
In the online trading world we can buy and sell in seconds, but this should not change our thinking around how and why we invest. It’s still about quality at great prices and…
Everybody is asking me about gold. Specifically, why isn’t gold running higher?
From sneakers to AI computing — Allbirds is just the latest company to jump on the bandwagon. One wonders whether NewBird AI will survive the hype or suffer the same fate as the…
The hyperscalers are betting big bucks. And they’ll be winning for as long as the spending supports real infrastructure and user demand stays strong.
SpaceX, OpenAI and Anthropic are heading for IPOs. Here’s how you can play it.
AI can be a huge help in your investing workflow, but it's worth remembering that it will never be 100% accurate
Whereas yields on South African 10-year bonds may yet improve, the situation for US long-dated bonds is looking less bright
Perhaps it was a boring and predictable budget for some. But for the first time in years there were significant changes for investors and small businesses
The idea is that companies that spend billions every year on SaaS will just vibe-code their own software and cancel their SaaS contracts. But how likely is that to happen?
When betting on prediction markets, sometimes you’ll win and sometimes you’ll lose, but it always pays to read the fine print
You can find IFTTT situations aplenty in investing; just follow the logic from one action and its impact to the next
AI needs data centres. Data centres need power. So investing in energy stocks seems smart — but beware the overload
It's worth taking the time to review your portfolio, learn from your mistakes, and then let time and compounding do the heavy lifting.
Benford's law can spot fraudulent insurance claims. With the assistance of AI, can issues at listed companies also be picked up?
