Simon Brown

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

[Simon Brown @SimonPB]

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.

https://t.co/XhRMQAMyvk

[Simon Brown @SimonPB]

Read it and weep

https://t.co/3dsk8tci7G

[Dylan Bradfield @DilBradly]

$JSETGA - with RBC Future $128 and ZAR 16,55

This moves EPS R20-24 zone!

Makes TGA cheap … All else equal!

High Beta stock though, so don’t marry it !

[Reuters Africa @ReutersAfrica]

The South African central bank's interest-rate setting committee has a full complement for the first time since 2018, after it announced economist Franz Ruch as its seventh member on Thursday. https://t.co/oywBfVqBSK

[Simon Brown @SimonPB]

Surprise news, but we'll take it

"The seasonally adjusted Absa Purchasing Managers’ Index (PMI) rose by 4.9 points to 50.7 index points in
September 2026, returning above the neutral 50-point mark after three consecutive months in contractionary
territory. Encouragingly, the new sales orders index rebounded sharply and moved back above the neutral mark, while business activity recovered most of August’s steep decline".

[JustOneLap @JustOneLap]

The new October rates for the RSA Retail Savings Bonds saw all three fixed term up 0.25%.

For the right person, a great product.

All the details 👉 https://t.co/Lvf7jUDeIj

[JustOneLap @JustOneLap]

Worldwide Markets with @SimonPB

Only two education stocks on the JSE, both expensive. But huge opportunity for both of them.

Listen | watch at the 🔗

Sponsored @SBGTraderZA @ShyftGlobal

https://t.co/MqCmm7onTe

[Simon Brown @SimonPB]

This was a fun chat ..

GLP-1 drugs mean many need to replace an entire wardrobe, but also retailers need to stock more small sizes ..

[Moneyweb News @Moneyweb]

[PODCAST] @SimonPB speaks to Pattern CEO James Townsend on #MoneywebNOW about how GLP-1 drugs could reshape fashion retail, from changing clothing sizes and inventory planning to creating new demand for resale and other services.

#Moneyweb #Podcast

Listen to the full episode here:
https://t.co/CFYriDrV1S

[JustOneLap @JustOneLap]

The year is three-quarters done and we have the ETF winners and losers (active and passive).

JSE ETF Returns in 2026 | Winners and Losers

https://t.co/zeICVnprcG

[Simon Brown @SimonPB]

Here's the data I crunched on reducing Rand volatility against the US$

The rattle snake really is growing up :)

[Simon Brown @SimonPB]

🎧 The rand grows up and calms down

° Matete Thulare crunches the numbers as big moves fade and trading ranges tighten.

° Pattern CEO James Townsend unpacks how the GLP-1 weight-loss boom could shake up fashion retail.

°Plus, INN8 Invest’s Leigh Kohler on making uncertainty work for investors and finding outperformance in the new normal.

https://t.co/hwnteTIiC9

[Simon Brown @SimonPB]

🎧 The rand grows up and calms down

° Matete Thulare crunches the numbers as big moves fade and trading ranges tighten.

° Pattern CEO James Townsend unpacks how the GLP-1 weight-loss boom could shake up fashion retail.

°Plus, INN8 Invest’s Leigh Kohler on making uncertainty work for investors and finding outperformance in the new normal.

https://t.co/hwnteTIiC9

[JustOneLap @JustOneLap]

Worldwide Markets with @SimonPB sponsored @SBGTraderZA @ShyftGlobal

Two Education Stocks. Both Expensive. Which is the Smart One to Own?

https://t.co/MqCmm7onTe

[JustOneLap @JustOneLap]

From our ETF Database

https://t.co/pB3Pi4pCji

[Charlie Bilello @charliebilello]

The stock market’s average total return is 10% per year. But don’t mistake that for consistency.

Over 98 years, returns were within 2% of that number just 4 times.

Lesson? Compounding comes in lumpy, unpredictable bursts.

Video: https://t.co/tlL6I4hAsd

[Simon Brown @SimonPB]

Gov debt yields for different duration ..

How did the US end up only less risky than India, UK and Australia ?!

[FinancialMail @FinancialMail]

Here's why share volatility could blow right through your stop loss — and why trading indices offers a smarter risk-reward balance.

Read more by @SimonPB here: https://t.co/TTiKBM02oX

[JustOneLap @JustOneLap]

This week in Worldwide Marketswith @SimonPB sponsored @ShyftGlobal @SBGTraderZA

Two Education Stocks. Both Expensive. Which is the Smart One to Own?

🏦 MPC hikes 25bp prime 10.75%, gov bond yields rising
📈 Stadio’s index inclusion: R387m traded R2.5m average
📊 ADvTECH vs Stadio side by side: ~10x vs ~20x EBITDA
🏫 Private schooling in SA at 5.5% against 17% globally
🎓 345k bachelor passes, 235k public university seats
🚀 University status: the catalyst still stuck at minister’s desk
✅ The verdict: which one to own, and at what price

https://t.co/dWWAeAwyIv

[Moneyweb News @Moneyweb]

[PODCAST] @SimonPB speaks to Eighty20’s Andrew Fulton on #MoneywebNOW about how soaring beef prices drove consumers towards chicken, and why foot-and-mouth disease, export markets and rising input costs could keep meat prices volatile.

#Moneyweb #Podcast

Listen to the full episode here:
https://t.co/m5Yflv4OHw

[Simon Brown @SimonPB]

🎧 Black market still hurting British American Tobacco

° Zimele Mbanjwa from FNB Wealth and Investments unpacks British American Tobacco’s Capital Markets Day presentation and asks whether there’s still value in a declining industry.

° Hiten Keshave, co-founder of Unconventional Capital & Advisory, on why corporate enterprise development isn’t creating more viable long-term suppliers.

° Plus, Eighty20’s Andrew Fulton looks at declining meat prices after foot-and-mouth disease drove them sharply higher – can they stay lower for longer?

https://t.co/URi0Zv0BAo

[Simon Brown @SimonPB]

ummm, ok .. seems stupid but call them whatever you want I guess ?!

[Polymarket @Polymarket]

JUST IN: Nvidia CEO Jensen Huang declares data centers are now called “superintelligence factories.”

[Simon Brown @SimonPB]

jeez, last year Anthropic had revenue growth of 12x to US$4.6billion but lost US$42billion .. wild numbers

https://t.co/zGaxaltl9o