Info

JSE Direct with Simon Brown

Weekly podcast hosted by Simon Brown covering the JSE and listed companies.
RSS Feed Subscribe in Apple Podcasts
JSE Direct with Simon Brown
2022
June
May
April
March
February
January


2021
December
November
October
September
August
July
June
May
April
March
February
January


2020
December
November
October
September
August
July
June
May
April
March
February
January


2019
December
November
October
September
August
July
June
May
April
March
February
January


2018
December
November
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
May
April
March
February
January


2016
December
November
October
September
August
July
June
May
April
March
February
January


2015
December
November
October
September
August
July
June
May
April
March
February
January


All Episodes
Archives
Now displaying: April, 2022
Apr 27, 2022

The world's oldest exchanges starting in India all the way through to Amsterdam.

Apr 20, 2022

Staring in Kimberly in 1881 through to the present Simon details the history of stock exchanges in South Africa.

Apr 13, 2022

Simon Shares

  • US inflation 8.5%, UK 7.0%
  • Capitec* (JSE code: CPI) results and a special dividend.
  • Dave Segall asking about "Looming food and fertiliser shortages" and impact on local agriculture stocks.
  • Purple Group* (JSE code: PPE) trading update (here are my previous expectations).

* I hold ungeared positions.


 

Apr 6, 2022

Simon Shares

  • I have closed my Nasdaq long position. Still long FTSE100.
  • Purple Group* (JSE code: PPE) trading update. Looks a little better than I expected.
  • MTN (JSE code: MTN) more Nigerian woes.
  • Reports that Woolies* (JSE code: WHL) may be selling David Jones.
  • Elon Musk buys 9.2% of Twitter (NYSE code: TWTR).
  • Moodys upgrades sovereign and banks from negative to stable.
  • Deutsche Bank says: US recession in 2023 and stocks to fall 20% by summer 2023
* I hold ungeared positions.

The Rouble is almost back at pre-war levels against the US$.

20% interest rates, capital controls, no foreign selling on the Moscow Exchange, selling oil & gas in Roubles (maybe), reports of paying interest on debt with Roubles and of course traders in for a buck.

USDRUB


 

1