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…
+1 on this ..
Dear @Tracker_Connect. Is there any way, any way at all, to stop receiving your twice a week automated cold calls asking me to pay for your useless service? I mean, I don’t want to be a bother. Do you recommend I just change my number?
Simon Brown retweeted
Active ETFs on the JSE: What they are, what they cost and why is income the winner?
Fifty-two actively managed ETFs on the JSE holding only about 9% of ETF assets. Simon Brown unpacks what these funds really are (unit trusts in an exchange-traded wrapper), who is listing them, and what they cost.
The SPIVA data delivers the verdict: most active equity managers lag the index, but active income funds are the exception, and some now come at close to passive cost.
Our latest @SBGTraderZA Power Hour event with @SimonPB
justonelap.com/active-etfs-o…
Great chat with Keillen Ndlovu. Water is the new worry for REITs, and it's not a cheap fix.
[PODCAST] Water shortages are forcing commercial landlords to invest in backup supplies, boreholes and recycling. Independent property analyst Keillen Ndlovu speaks to @SimonPB on #MoneywebNOW about the costs and risks.
#Moneyweb #Podcast
Listen to the full episode here:
ow.ly/xhLN5100oJY
Simon Brown retweeted
Our @SBGTraderZA Power Hour was last night with @SimonPB
He was looking into the surge of Actively Managed ETFs (AMETFs) coming onto the JSE.
The big question is if they're any good, and in one place they are - income.
justonelap.com/active-etfs-o…
🎧 Clicks and Afrimat: Quality stocks, tough sectors
° Nasty Afrimat numbers and Clicks results that left the market disappointed. Is there an opportunity in either? @SchalkLouw from PSG Old Oak weighs in.
° Independent property analyst Keillen Ndlovu unpacks how local Reits are investing in water security for their buildings.
° Simon on why investment fees matter, what to watch out for and why you should always ask about the EAC.
moneyweb.co.za/moneyweb-podc…
Video from the @SBGTraderZA Power Hour of this evening.
I presented on the trend of Actively Managed ETFs. The growth, the fees and why Active Income ETFs deserve a look.
With proof of life pic :)
justonelap.com/active-etfs-o…
Simon Brown retweeted
Boxer Earns More Per Rand. So Why Can’t It Catch Shoprite?
🇫🇷 French 10-year at 4.8%, back at early-2000s levels
🔁 How rising yields create a negative debt feedback loop
🛒 Boxer | Shoprite: size, margin, stores, valuation
🧮 Can Boxer catch Shoprite? The compounding maths says no
📦 Trade of the week: Amazon is all about robotics
Hosted @SimonPB sponsored @ShyftGlobal @SBGTraderZA
justonelap.com/boxer-earns-m…
Live in 10 minutes
Standard Bank Power Hour: The actively managed ETF wave; what's new on the JSE and is it worth it?
Thursday 22nd at 5.30pm
In person or webcast with @SBGTraderZA
👉 justonelap.com/events/standa…
Boxer beats Shoprite on some metrics, which was a surprise ..
Boxer Earns More Per Rand. So Why Can’t It Catch Shoprite?
🇫🇷 French 10-year at 4.8%, back at early-2000s levels
🔁 How rising yields create a negative debt feedback loop
🛒 Boxer | Shoprite: size, margin, stores, valuation
🧮 Can Boxer catch Shoprite? The compounding maths says no
📦 Trade of the week: Amazon is all about robotics
Hosted @SimonPB sponsored @ShyftGlobal @SBGTraderZA
justonelap.com/boxer-earns-m…
Simon Brown retweeted
🎧 Sasol keeps the momentum going
° Kea Nonyana from PrimeXBT unpacks the latest business update from Sasol and Standard Bank’s limited trading update.
° Famous Brands CEO Darren Hele discusses tough trading conditions despite price decreases on some products.
°Plus, Hugh Hacking from Momentum Corporate weighs in on better-than-expected local inflation and the key details from the MTBPS.
moneyweb.co.za/moneyweb-podc…
Simon Brown retweeted
[PODCAST] Famous Brands’ revenue rose 2.3%, but earnings fell as consumers faced mounting cost pressures. CEO Darren Hele speaks to @SimonPB on #MoneywebNOW about demand, margins and competing for convenience-driven spending.
#Moneyweb #Podcast
Listen to the full episode here:
ow.ly/avKf50ZZZqA
Simon Brown retweeted
We have updated our ETF Database with the @10Xinvestments ETFs from the 30 September fact sheets.
Find them all justonelap.com/wp-content/up…
🎧 Sasol keeps the momentum going
° Kea Nonyana from PrimeXBT unpacks the latest business update from Sasol and Standard Bank’s limited trading update.
° Famous Brands CEO Darren Hele discusses tough trading conditions despite price decreases on some products.
°Plus, Hugh Hacking from Momentum Corporate weighs in on better-than-expected local inflation and the key details from the MTBPS.
moneyweb.co.za/moneyweb-podc…
Simon Brown retweeted
Boxer Earns More Per Rand. So Why Can’t It Catch Shoprite?
🇫🇷 French 10-year at 4.8%, back at early-2000s levels
🔁 How rising yields create a negative debt feedback loop
🛒 Boxer | Shoprite: size, margin, stores, valuation
🧮 Can Boxer catch Shoprite? The compounding maths says no
📦 Trade of the week: Amazon is all about robotics
Hosted @SimonPB sponsored @ShyftGlobal @SBGTraderZA
justonelap.com/boxer-earns-m…
Simon Brown retweeted
A few thoughts on South Africa's MTBPS 2026...Thread where I will unpack the +'s and -'ves:
Growth downgrade is meaningful from 1.6% exp in Feb to 1.2%. Alot = global macro but not all. Also, LT 2% now expected by 2028 so the classic economist uplift is pushed out further.
Simon Brown retweeted
Standard Bank Power Hour: The actively managed ETF wave; what's new on the JSE and is it worth it?
Thursday 22nd at 5.30pm
In person or webcast with @SBGTraderZA
👉 justonelap.com/events/standa…