Simon Brown

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

[Simon Brown @SimonPB]

Here's the video from this evenings Power Hour with @SBGTraderZA

Getting Paid in Dollars: Building an Offshore Income Portfolio

I look at;
° Local JSE stocks and ETFs earning in US$ & Sterling
° US government bonds (direct and ETFs)
° Utilities & REITs (including one with 671 consecutive monthly dividends)
° Covered income strategy ETFs (and the risks here)

https://t.co/jutgHQRBqe

[Moneyweb News @Moneyweb]

[PODCAST] Can investors afford to ignore AI while watching geopolitics? Jacques Conradie, CEO of Peregrine Capital, tells @SimonPB on #MoneywebNOW why both now shape investment decisions.

#MoneywebPodcast

Catch the full podcast here: https://t.co/PUUhevKrZB

[JustOneLap @JustOneLap]

Our latest newsletter went out earlier this morning.

If you missed it, it's also online

Thank you SARB | Largest ETF issuer in SA as the sector tops R300billion
Finding an edge in prediction markets

https://t.co/APBfZLUs5k

[Simon Brown @SimonPB]

this is a new video of an old story we all know.

And the reality is one of two things.

1/ He has no idea what is actually happening back at the factory / head office
2/ He's happy to lie

Whichever reason is true doesn't matter, if you're an investor this is a real problem.

[Daractenus @Daractenus]

For no particular reason, here's Elon Musk confidently predicting fully self-driving Teslas by "next year' for 10 years straight:

[Simon Brown @SimonPB]

Vodacom cuts its dividend payout policy to at least 65% of HEPS, previously was at least 75% previously.

This going to hurt some who own the stock for the income.

[JustOneLap @JustOneLap]

The SA ETF market is growing and @ETFSA has the data:

R300bn and counting 👇
https://t.co/lh7Zjefw3E

[Simon Brown @SimonPB]

🎧 Alphabet’s growth machine keeps delivering

° Kea Nonyana from @PrimeXBT unpacks Alphabet’s latest results, with capex now approaching $200 billion, and what they mean alongside Intel’s numbers.

° @peregrine_hedge CEO Jacques Conradie joins us to discuss technological advancements and the biggest macro risks facing the local market.

° Plus, Thomas Berry from @PSGWealth shares how to make the most of tax allowances to help grow your wealth.

https://t.co/bYIZkWHmlZ

[JustOneLap @JustOneLap]

13 new ETFs launched in SA in a single quarter.

Passive still owns the assets, but active products are driving the new listings.

The market is growing AND getting more varied:
https://t.co/lh7ZjeeYe6

[JustOneLap @JustOneLap]

World Wide Markets sponsored @ShyftGlobal & @SBGTraderZA hosted @SimonPB

Finding an edge in prediction markets | Netflix, is market hate an opportunity?

🎲 Prediction markets (Polymarket, Kalshi): finding an edge
🇧🇷 The Brazil election “two-horse arbitrage”
📈 Betting SA’s 2026 inflation print with a Bayesian model
🛢️ Oil back above $90 as the Iran conflict escalates
🎬 Netflix results: the market hated them
📊 Stocks on the move

https://t.co/Wp4GDVMNQ1

[JustOneLap @JustOneLap]

Do you know who issues the ETF you own?

Most SA investors don't. @SATRIX_SA listed the first JSE ETF in 2000 and now holds about a third of all ETP assets.

The issuer matters. Here's why:
https://t.co/lh7Zjefw3E

[The Passive Income Guy @hazelwood_dave]

And Cementation Africa now the mining contractor at Copper 360.

[Simon Brown @SimonPB]

Smart strategy brings Cementation Africa back from the brink

Mark Salmon from Differential Capital explains the firm's acquisition of Cementation Africa from Murray & Roberts's business rescue, how the deal was structured, and whether a future listing is on the cards.

https://t.co/CYu9Vn6xLY

[Simon Brown @SimonPB]

🎧 Anglo American update highlights the quality of the business

° Kea Nonyana from PrimeXBT unpacks Mr Price’s latest trading update, alongside production updates from Anglo American and Kumba.

° Mark Salmon from Differential Capital explains the firm’s acquisition of Cementation Africa from Murray & Roberts’s business rescue, how the deal was structured, and whether a future listing is on the cards.

° Simon also shares his take on two major AI breakthroughs from the past week: ChatGPT’s hacking success on Hugging Face and the launch of Kimi K3.

https://t.co/kunblAzu4C

[Simon Brown @SimonPB]

And @SAReserveBank #MPC keeps unchanged .. 4 vote hold, 2 wanted a hike

Prime remains 10.50%

did not expect that, really thought we'd get another hike ..

[Simon Brown @SimonPB]

At the start of the month Brent oil hit $70.14 and the fuel price for August was expected to drop by another ±280c and diesel by ±425c.

Brent is now $97.74 and next month's petrol price is set for a ±56c drop and diesel expected higher by ±63c.

All because it turns out TACOing out of this self inflicted disaster in Iran is not as easy as other TACOs he has pirouetted through.

Then this afternoon our MPC is expected to hike the prime interest rate another 0.25% after hiking in May, this will bring prime to 10.75%.

[JustOneLap @JustOneLap]

Live webcast on Tuesday at 11am with @1nvest_SA @ @SimonPB

The Commodity Question: What's the future

It has been a wild year (or three in some cases) for commodities and I will be joined by Johann Erasmus discussing commodities in 2026 and beyond.

We'll also go nerdy as he'll give us details on how ETNs work and how commodity ETFs and ETNs manage their exposure.

More info and booking at https://t.co/qiK7djU9VT

[Simon Brown @SimonPB]

New cryptocurrency exchange to turn vineyards into investment opportunities

'A great example we're working on is the tokenisation of a vineyard near Stellenbosch in the Western Cape’ – Bitexen CEO Mark Diuga.

https://t.co/hos7kzKJ3h

[Simon Brown @SimonPB]

@Capevoetsek ya boet, nice try .. but it not gonna fly here ..

[Simon Brown @SimonPB]

At the start of the month Brent oil hit $70.14 and the fuel price for August was expected to drop by another ±280c and diesel by ±425c.

Brent is now $97.74 and next month's petrol price is set for a ±56c drop and diesel expected higher by ±63c.

All because it turns out TACOing out of this self inflicted disaster in Iran is not as easy as other TACOs he has pirouetted through.

Then this afternoon our MPC is expected to hike the prime interest rate another 0.25% after hiking in May, this will bring prime to 10.75%.

[Amena Bakr @Amena__Bakr]

This is no longer just headline volatility. Coordinated pressure on both major oil routes, escalating military conflict with no clear path to de-escalation, and direct tanker targeting are creating a structural supply risk. There is no spare capacity that can replace 25% of global supply. #OOTT

[JustOneLap @JustOneLap]

🇿🇦 The SA ETF sector just topped R300 billion in assets for the first time.

One issuer, @SATRIX_SA controls ~35% of it.

Who runs the rest of the market 👇
https://t.co/lh7ZjeeYe6