Thungela Time

It’s been a bit of a bumpy ride these last few weeks and there are many mixed signals around. Thus, we are trying to hold our opinions rather loosely and stay willing to change our minds whenever new evidence emerges that might contradict our views. Dancing close to the door is what we are constantly reminding ourselves of, as we might have to bail on some of our ideas rather quickly if our views turn out to be wrong. That said, let’s look at some trade ideas.

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Choppy Seas

we’ve focused on risk management. The JSE experienced sharp selling pressure this week despite a lack of specific stock-level catalyst news, pointing largely to broader foreign outflows from the market. Notably, we saw multiple broker upgrades in the banking sector during the week, which failed to stop the sector’s sell-off.

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Humble Pie

It’s been a bit of a bumpy ride these last few weeks and there are many mixed signals around. Thus, we are trying to hold our opinions rather loosely and stay willing to change our minds whenever new evidence emerges that might contradict our views. Dancing close to the door is what we are constantly reminding ourselves of, as we might have to bail on some of our ideas rather quickly if our views turn out to be wrong. That said, let’s look at some trade ideas.

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The Party is over for Gold

It’s been a bit of a bumpy ride these last few weeks and there are many mixed signals around. Thus, we are trying to hold our opinions rather loosely and stay willing to change our minds whenever new evidence emerges that might contradict our views. Dancing close to the door is what we are constantly reminding ourselves of, as we might have to bail on some of our ideas rather quickly if our views turn out to be wrong. That said, let’s look at some trade ideas.

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The Whipsaw rodeo

It’s been a bit of a bumpy ride these last few weeks and there are many mixed signals around. Thus, we are trying to hold our opinions rather loosely and stay willing to change our minds whenever new evidence emerges that might contradict our views. Dancing close to the door is what we are constantly reminding ourselves of, as we might have to bail on some of our ideas rather quickly if our views turn out to be wrong. That said, let’s look at some trade ideas.

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The weekly game plan is back

The Weekly Game Plan is back!

It’s been a bit of a bumpy ride these last few weeks and there are many mixed signals around. Thus, we are trying to hold our opinions rather loosely and stay willing to change our minds whenever new evidence emerges that might contradict our views. Dancing close to the door is what we are constantly reminding ourselves of, as we might have to bail on some of our ideas rather quickly if our views turn out to be wrong. That said, let’s look at some trade ideas.

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The Daily Trades 28/08/2026

Market Overview The following is a partial recap of the market analysis shared during today’s morning Discord call. Markets were largely flat overnight, with minor gains across both the S&P 500 and the NASDAQ as investors paused ahead of key central bank signals. Gold dropped slightly in quiet trade, but other precious metals posted strong

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The Daily Trades 27/08/2026

Market Overview The following is a partial recap of the market analysis shared during today’s morning Discord call. U.S. markets rallied overnight. The S&P 500 rose 0.31%, while the NASDAQ gained 0.65%, driven primarily by strong Salesforce (CRM) and CrowdStrike (CRWD) earnings. Core PCE inflation data came in slightly above expectations, but markets largely shrugged

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The Daily Trades 26/08/2026

Market Overview The following is a partial recap of the market analysis shared during today’s morning Discord call. U.S. equity markets ended largely flat overnight as traders digested a mixed batch of corporate earnings results. Meanwhile, global crude prices continued to retreat after Iran and Oman agreed to establish a temporary, seven-mile-wide joint shipping corridor

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The Daily Trades 25/08/2027

Market Overview The following is a partial recap of the market analysis shared during today’s morning Discord call. U.S. equity markets edged slightly higher overnight, while commodities faced broad-based downward pressure—led by palladium, which fell 1.97%. Energy markets also pulled back, with Brent Crude slipping despite new geopolitical friction after U.S. Treasury Secretary Scott Bessent

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