Cheap for a Reason: ABSA versus Nedbank. Which to buy?

Absa and Nedbank are the two cheap banks on the JSE, both trading near 1.2 times tangible book while Standard Bank and FirstRand sit close to two.

Pick n Pay has stopped bleeding. But has it started healing?

Pick n Pay has stopped bleeding customers, but it hasn't started healing. Simon Brown goes deep on the retailer's 20-week trading update, where group...

Mr Price and Clicks. End of an Era, or an Entry Point?

Mr Price and Clicks have both been hammered, and on a chart they look like the same trade. They are not.
Simon Brown holds both and spends this...

Finding quality JSE dividends | Alphabet profits booms, stock falls

Vodacom has cut its dividend payout ratio from 75% to 65%, which pushes one of the JSE's dependable income names down the list. Simon Brown runs the T...

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

Can you find a real edge in prediction markets? Simon hunts the arbitrage — and calls Netflix cheap.
In this week's WorldWideMarkets:
•...

Purple Group goes all-in on AI | US 10-year at 4.63% is a crisis

A month after the year's most hyped listing, nearly everyone who bought SpaceX and held is underwater — and with the 180-day lock-up now gone, Simon B...

Defence Stocks and the Replacement Trade | Why Lockheed Martin Wins

Wars burn hardware, and rebuilding it takes years.
This week Simon Brown works through the defence sector as a replacement thesis — the US fired...

Europe's Biggest Tech IPO: Bending Spoons

This week's WorldWideMarkets is a tour of cheap stocks that each come with a question mark.
Simon Brown looks at Microsoft, where a forward PE o...

MercadoLibre is Amazon with a bank and it's cheapest in years

MercadoLibre is down 40% for the year, and Simon Brown argues the market is mispricing it as a retailer while ignoring the fintech engine — Mercado Pa...

Peace in Our Time | Are We Just Going Back to February?

A US–Iran cessation of hostilities, due to be signed Friday, has collapsed the oil price, firmed the rand back toward 16.00 and let gold hold key supp...

Stocks for your Soccer World Cup

The World Cup kicks off Thursday — so which stocks actually win?
Simon Brown ran a data-driven hunt and the answer is counter-intuitive: skip th...

The US consumer has no savings left, should we worry?

Simon Brown unpacks a US personal savings rate of just 2.6% — one of the lowest on record — and why it matters more as a fragility gauge than a crash...

The SpaceX IPO Valuation Reality Check | The Pope on AI

SpaceX comes to market on 12 June at a $1.75 trillion valuation — 94 times sales, where Amazon trades at four. Simon walks through where to actually b...

Bond Yields Are Screaming | Why Isn't Anyone Calling It a Crisis?

Global bond yields are spiking to multi-decade highs across the US, UK and Japan, and Simon Brown argues this looks a lot like the emerging market deb...

Boxer's Blinder & The Pick & Pay Valuation That Makes No Sense

Boxer just posted ShopRite-level operating margins — so why is Pick & Pay, which owns 65% of it, trading at an implied negative enterprise value?

Hyperscaler Results, Berkshire's Cash Pile and Fuel Pain

Hyperscaler results from Microsoft, Amazon and Alphabet produced numbers that almost don't seem real — combined remaining performance obligations of $...

Tim Cook Out, Tariff Refunds In, Markets Back At Highs

US markets hit all-time highs this week even as $166 billion in Trump tariff refunds start processing — a windfall for retailers, but consumers who pa...

The Hormuz "Blockade" Has Fine Print | So Does the SA Fuel Crisis

US results season opens with Goldman Sachs and Johnson & Johnson both beating expectations — but the more interesting story is what those results don'...

SA Retail Stocks: Where the Value Is Right Now

South African consumer stocks have been hammered.
In Episode 673 of WorldWideMarkets, Simon Brown works through the JSE's food and clothing reta...

Six Space Stocks Reviewed, Which Ones Are Worth It?

Simon reviews six listed space stocks ahead of the expected SpaceX IPO, which could debut above $2 trillion as early as June. Rocket Lab, AST SpaceMob...

Tariffs are Back with no Ceiling and Gold at $4,000

WorldWideMarkets episode 671 covers the return of US tariffs through Section 301 investigations targeting South Africa and 60 other countries — with n...

War, Fuel & Fertilizer: The Inflation Pipeline

Worldwide Markets — Episode 680 | 18 March 2026 Powered by Standard Bank, Global Markets, Retail and Shyft
⛽ Fuel Price Pain Coming Petrol 95 u...

As Uncertainty Rules, Rate Cuts are Gone

📅 11 March 2026 | Hosted by Simon Brown
Powered by Standard Bank Global Markets, Retail & SHYFT
With geopolitical tensions and wild comm...

Budget Boost, Oil Shock | SA's Two-Speed Week that Changed the Narrative

⚖️ Budget Boost: A Rare Win for Taxpayers 🇿🇦💰
This week kicked off with a surprisingly investor-friendly South African budget — and markets ini...

Budget panel 2026 with Deputy Minister & Christo Wiese

This special broadcast is the recording of the Budget Panel 2026 with AJM, Baker Tilly Greenwoods, and FNB.
 
Simon Brown hosts and his gu...

Trumps Tariffs Trashed, Now What? | Budget 2026

📅 25 February 2026 | Hosted by Simon Brown
Powered by Standard Bank Global Markets, Retail & Shyft
The ruling: The US Supreme Court ruled...

Can AI Value Stocks? Local | Yields at decade Lows

Worldwide Markets - Episode 666 📊
ZA 10-year yield | weekly
Powered by Standard Bank Global Markets, Retail and Shyft
"Look after...

Hyper Capex Spending | Junior Miner Pain

🎙️ Worldwide Markets – Episode 665
📅 11 February | 🎧 Recorded Tuesday around lunchtime
💼 Powered by Standard Bank Global Markets & Shy...

Is the Gold Collapse Over?

📅 Recorded: Tuesday midday | 🎙️ Host: Simon Brown
This week on Worldwide Markets, we unpack a wild ride across commodities, central banks, tech...

Stock Picks for the Cristal & Moneyweb Challenges

📅 28 January | Recorded late Tuesday afternoon
Host: Simon Brown
Powered by: Standard Bank Global Markets & Shyft – the global money app...

Fed Pressure, Gold Power and a Stronger Rand

Predictions 2026 with; Marc Ashton, Keith McLachlan & Simon Brown

For the thirteenth year in a row Keith McLachlan, Marc Ashton and Simon Brown kick off the new year with a predictions show.
First they check in...

The Best, and Worst, on the JSE in 2025

🌍 Worldwide Markets — Episode 660
📅 10 December 2025
🎧 Final episode of the year — back 14 January 2026
💼 Powered by Standard...

It's been a year, but markets loved it

Worldwide Markets – Episode 659 Show Notes
📆 3 December 2025
🎙️ Host: Simon Brown
🏦 Powered by Standard Bank Global Markets & Sh...

Best and worst JSE Stocks Over the Last Decade

dd
📅 26 November 2025
🎙️ Hosted by Simon Brown
💼 Powered by Standard Bank Global Markets & Shyft
📊 JSE 10-year returns —...

Good Things Happening in SA | How to Spot the Bubble Popping

Worldwide Markets — Episode 657 (19 November 2025) 🗓️📈
Good things are happening in South Africa 🇿🇦, bubble-watching on global markets 🎈, fres...

JSE in the Cross Hairs (and Proposing Changes) | Don't Fight the Trend

Worldwide Markets – Episode 656 (12 November)
Powered by Standard Bank Global Markets and Shyft – the global money app that puts travel, shoppin...

When Will The Markets Crash? | Optasia IPO Fails to Pop

🌍 Worldwide Markets – Episode 655
Date: 5 November
Host: Simon Brown
Powered by: Standard Bank Global Markets & Shyft – the globa...

Gold took us up … and Gold will take us down

🌍 World Wide Markets Ep. 654 — 29 October 2025
🎙️ "Gold took us up … and gold will take us down."

Top40 Monthly chart 2025
"...

Optasia, AI-enabled fintech business, listing on the JSE. Worth buying?

🎙️ Hosted by Simon Brown
📅 Recorded: Tuesday, 21 October 2025
📈 Powered by Standard Bank Global Markets, Retail & Shyft – The global m...