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

[Simon Brown @SimonPB]

@wile_e_za DM your email I’ll send

[Simon Brown @SimonPB]

From the Equity Coverage AI

[JustOneLap @JustOneLap]

More at our ETF Database https://t.co/pB3Pi4pCji

[JustOneLap @JustOneLap]

Every Monday morning bright and early we send out a newsletter full of goodness and thoughts ..

Subscribe below.

https://t.co/qm7xXL6oYL

[Simon Brown @SimonPB]

🎧 Could we see US$-priced ETFs on the JSE?

° Reko Nare from @AnchorCapitalZA unpacks the growth of AMETFs in SA and globally, what’s driving adoption, and where they add the most value.

° Taylor Burnette from the @GOLDCOUNCIL discusses the Gold Mid-Year Outlook 2026 and what lies ahead for the gold price this year.

° I weighs in on OpenAI’s reported proposal to give the US government a 5% stake ahead of its anticipated IPO.

https://t.co/9JTBZ3lKsb

[Simon Brown @SimonPB]

gold

[Aksel Kibar, CMT @TechCharts]

After studying almost all technical analysis concepts and drawing many diagonal lines and coding so many indicators,

I went back to horizontal setups, no volume, no indicator. Only price action, old school classical chart pattern breakouts.

I would say the starting point...

[Simon Brown @SimonPB]

Johnson & Johnson

Four years of sideways then almost doubles in year five ..

[Simon Brown @SimonPB]

Ouch

[Simon Brown @SimonPB]

haha, so Nike made $0.72 EPS, but fully $0.52 is from tariff refunds .. talk about a mess ..

[JustOneLap @JustOneLap]

In the World Wide Markets podcast this week @SimonPB looks into Microsoft. It looks cheap but it is also changing from an asset light company to one spending huge on AI capex.

Sponsored @ShyftGlobal & @SBGTraderZA

https://t.co/N83bM8KlyC

[JustOneLap @JustOneLap]

SA Retail Savings Bond rates for July have been published and the fixed term rates are all unchanged.

https://t.co/Lvf7jUDeIj

[Cratos Asset Management @CratosAM]

South Africa's NAAMSA new vehicle sales 🚙 rose +15.3% to 54k units in June 2026.

Sales by Vehicle Category (y/y) 🚌

• Passenger cars +18.1% to 38k units.
• Light comm. vehicles (bakkies & minibuses) +8.4% to 13k.
• Medium commercial vehicles +0.6% to 647 units.
• Heavy trucks & buses +15.9% to 2,271 units.
• Vehicle exports -6.9% to 34k units.

Outlook 🚛

Domestic demand remained resilient despite higher inflation, fuel prices, & cautious consumer sentiment, supported by replacement demand, fleet renewals, & stronger government procurement. However, exports continue to face headwinds from weaker global demand & ongoing uncertainty in international markets.

https://t.co/1exxr4RjUo

[Simon Brown @SimonPB]

🎧 Why Bitcoin is struggling without institutional support

° Kea Nonyana from @PrimeXBT unpacks South32’s $5.6 billion sale of its Richards Bay aluminium smelter to Alcoa, before looking back at the first half of the year, with the JSE and gold under pressure while US equities, South Korea and oil emerged as the standout winners.

° David Crosoer from PPS Investments explains why he’s rethinking the traditional equity-heavy portfolio.

° John Taylor from Liberty discusses the firm’s Messy Middle research, focusing on the financial realities facing professionals aged 35 to 55.

https://t.co/KqHOJ4weAk

[JustOneLap @JustOneLap]

The year is half done and we're checking in on how JSE listed ETFs have been doing so far in 2026.

It's a mixed bag as last years resource winners turn into losers while EM and AI take top spot.

How are your ETFs doing?

https://t.co/mJt7GTo9XU

[JustOneLap @JustOneLap]

This week in World Wide Markets with @SimonPB Sponsored @ShyftGlobal @SBGTraderZA

Europe’s Biggest Tech IPO: @bendingspoons is coming

💻 Microsoft — forward PE cheap but capex is eating FCF
⛏️ Afrimat — a quality cyclical near 10-year lows
⛽ Petrol & Brent — a big fuel cut as oil drops into the low 70s
🥄 Bending Spoons — buying legacy tech brands
🛒 Naspers — trading at a discount to Tencent
🐉 Tencent — Chinese tech “deeply hated”

https://t.co/OdTxxoFfcs

[Danny Boy @Care2much18]

Quote: "This is how USAID spent your tax dollars"

I think people have lost the will to try fact-check this guy due to the volume of lies he spreads.

Also it's actually pretty difficult with this image and quite time consuming.

It just happens I had nothing better to do. /1

[Simon Brown @SimonPB]

🇨🇩 ❤️

[JustOneLap @JustOneLap]

Leveraged ETFs and South Korea’s Regret

Will leveraged ETFs come to the JSE? Not likely, and not soon.

These are trading products, not the long-term vehicle an ETF is meant to be. Traders already have the tools they need.

Full breakdown: https://t.co/j54xdB5oDd