Trade Wars | Recession | What about your Portfolio?
WorldWide Markets with Simon Brown
Release Date: 04/09/2025
Buffett Buys UnitedHealth, should you? | The Google Listing with a Twist Turns 21
WorldWide Markets with Simon Brown
🌍 Worldwide Markets Ep. 644 – 20 August 2024 🎙️ Hosted by Simon Brown This week’s episode dives into Buffett’s latest moves, Google’s iconic IPO, and big results from Standard Bank, MTN, and Sasol. Here’s what you need to know: 📈 Buffett Buys UnitedHealth – Should You Follow? Berkshire Hathaway picked up UnitedHealth (UNH). Stock has fallen from $600 → $308 due to federal investigations ⚖️. On paper, valuation looks attractive: Forward PE ~19 (below long-term average). Price-to-book ~2.9 vs decade average of 4.9. Analysts split: 2 sells, 5 holds, 12 buys, 6...
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Share Buy Backs; the Good & the Ugly | Market Loving the Sasol Update
WorldWide Markets with Simon Brown
🇺🇸 US Inflation – Numbers come in softer than expected 📊, fuelling hopes for a **September rate cut** from the Fed 🏦. ⛽ Sasol trading update – PE under 3 😮, H2 profits looking stronger, and the market loving it (+9.7% 🚀). 💰 Share buybacks – Why US companies love them, the tax angle, and Apple’s massive \$100bn spree 🍏. Apple out standing shares 🪙 Gold & the Resi10 index – Resource stocks roaring in 2024, +72.5% YTD 🤯, but will gold break out of its range? Gold Weekly | 12 August 2025 🇨🇳 China trade surplus – Despite tariffs &...
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SARB & Treasury Fight Over Inflation | Which MPs Hold Crypto?
WorldWide Markets with Simon Brown
🎙️ Worldwide Markets – Episode 642 📅 Recorded: Tuesday, 5 August 💼 Host: Simon Brown 🌍 Powered by Standard Bank Shyft – The global money app for travel, shopping, payments & investing. 🔮 Market Highlights 📈 Purple Group* rocks 🚀 Share price has more than doubled since April lows. 🧾 PE at 56, but strong growth potential and product expansion. 💼 Simon holds the stock — bought low, holding for the long term. 🏦 MPC shifts inflation target 🎯 🔽 New anchor at 3%, down from 4.5%. ⚠️ Finance Minister pushes back — governance...
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SARB has not added to gold reserves in two decades | Which JSE stocks will be hit by tariffs?
WorldWide Markets with Simon Brown
🔺 Tariffs Incoming 🇿🇦 SA faces 30% US tariffs starting Friday. 🚗 Auto industry, 🍊 citrus, 🚚 logistics & 🧪 fertilizer sectors (like Omnia, Kaap Agri, Impact) to feel the heat — but no fatal blows expected. 📉 MPC Policy Misfire? 💰 SA inflation at 3%, but rates still stuck at 10.75%. 📉 Is the MPC behind the curve? Simon says: Yes. 📉 Calls for a rate cut of at least 0.5% to 1%. SA CPI and Prime | 29 July 2025 🥇 Why Hasn’t the SARB Bought Gold in 20 Years? 📊 From 2005 to 2025: only ±48,000 ounces added. 📉 Gold outperformed the USD by a wide...
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Is a Lower Inflation target a Bad Idea? Is Afrimat Offering Value?
WorldWide Markets with Simon Brown
🌍 This week on Worldwide Markets, Simon dives into a packed show covering inflation, earnings, property deals, and opportunities in local stocks. Powered by Standard Bank Global Markets and Shyft — your gateway to global investing. 🌐💸 📉 Inflation Target Cut – A Bad Idea? • SA may shift to a 3% inflation target 📊 • Risks of higher interest rates 😬 • Real rates already sky-high 🚀 💵 Weaker US Dollar & Tech Gains • Trump’s weaker dollar policy in motion 🇺🇸📉 • MAG7 & Nasdaq benefit: 49%+ offshore revenue 🖥️🌐 • S&P 500 and...
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What's with Bitcoin Treasury Companies? | Ouch US CPI and Chinese Home Prices
WorldWide Markets with Simon Brown
🎙 This Week in Markets: US inflation ticks higher 📈, putting pressure on rate cuts. Powell's in no rush. Local rates also due end-July. 🏘 China Housing Trouble: 3 years of negative home price growth in China 🇨🇳. Citizens frustrated as property values slide. Evergrande and other ghosts still haunt. Chinese Home prices Year-on-Year | June 2025 🚀 Elon Watch: Musk injects $2B into XAI 🤖. Deck chairs shuffled? Investors seem to approve. 🔩 PGMs Shine: Platinum and palladium break higher ⚪, supported by tightening supply. Miners like Sibanye*, Implats, and Northam bask in...
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Trump’s Big (and Messy) Plan to Save America and Reduce the Deficit and Debt
WorldWide Markets with Simon Brown
Simon’s on holiday in sunny Durban 🌞 but couldn’t resist diving into what might be Trump’s grand economic plan. On the surface, it’s tariffs, spending cuts and tax breaks—but is there real strategy underneath the chaos? 🔹 Trump’s Big Idea: Use tariffs to raise revenue and onshore manufacturing 🏭 🔹 Debt Drama: US debt now > $30 trillion 😬 🔹 Tariffs Everywhere: South Africa slapped with 30%—and so is everyone else 🌍 🔹 Reshoring & Inflation: Could higher costs push inflation up again? 💸🔥 🔹 No Deals Signed: 90 deals in 90 days? 0 delivered...
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Market Surprises, Trump’s Tariffs & Commodities Soaring | 2025 Year-to-date returns reviewed
WorldWide Markets with Simon Brown
The Year So Far 📈 Market returns in 2025 tell a story of extreme volatility rather than predictable trends. The US 10-year yield spiked above 4.5%, shaking confidence before Trump walked back tariffs. Trump’s Second Term 🏛️ Tariffs on Mexico, Canada, China, and NATO tensions triggered waves of uncertainty. A 90-day tariff pause ends soon—more volatility ahead. Currency Moves 💱 The rand hit R19.90/$ in April but has strengthened nearly 7% year to date. Dollar weakness is driving big shifts—its worst start to a year in 50 years! Commodities on Fire 🔥 ...
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EAC, the only fee that matters | Gold or PGMs?
WorldWide Markets with Simon Brown
💸 Know Your Fees: Effective Annual Cost (EAC) Not all fees are created equal — EAC is the real number to watch. Applies to retirement products, LISPs, and unit trusts — not to stockbrokers. 📊 Understand the difference: TER (Total Expense Ratio) TIC (Total Investment Cost) EAC (includes platform + advisor + product fees) 🍏🍏 Apples-to-apples: Compare funds using EAC. 🎯 Target an EAC between 1.1%–1.5%. 💬 Negotiate! Advisor and platform fees are often flexible. 🔍 Beware: Some brokers refuse to give the number — that’s a red flag. ❗ Platform...
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Oil bad news for global economy | Tariff D-Day is 3 weeks away
WorldWide Markets with Simon Brown
info_outline🇿🇦 South African Budget & Political Risk
- Budget framework passed (barely) – VAT increase to 15.5% effective 1 May.
- GNU under pressure as ANC signals reformulation talks with partners.
- Rand volatility: Touched nearly R19.90/USD before recovering to ~R18.70.
💥 Global Markets in Turmoil
- S&P 500 down 18.25%, Nasdaq down 22.5%.
- Massive selloff: One of the steepest 4-day drops since 1950.
- But historically, markets rebound over 1, 3, and 5 years post similar dips.
S&P500 | Weekly | 08 April 2025
🇺🇸 US Tariffs – Trump’s Economic Disruption
- 104% tariffs on Chinese goods kick in; highest in 100+ years.
- Aimed at reshaping global trade, raising revenue (~$600B–$1T est).
- Massive uncertainty over whether Trump reverses course.
- Impacts already visible: Nintendo delays Switch 2 US preorders.
🌐 Global Repercussions & Recession Risk
- Supply chain shocks, rising costs, and job losses in producing countries (Vietnam, China).
- Major US banks now see a >55% chance of global recession.
- Countries shifting alliances; US being carved out.
🏦 US Treasuries Drama
- Wild 10-year yield swings overnight – unusual volume raises eyebrows.
- Could China be retaliating by offloading US debt?
💡 What To Do As An Investor
- Avoid panic. Focus on quality and defensive stocks.
- Opportunities:
- SA: Capitec, Shoprite*, BIDCorp, RSA Retail Savings Bonds
- Global: Ferrari (Race), Johnson & Johnson, ASML, Europe
- Sectors: Healthcare (STXHLT), Tobacco, Alcohol, Staples
All charts by KoyFin | Get 10% off your order
Chapters
00:00 Market Overview and Budget Implications
02:59 Global Economic Concerns and Market Reactions
05:54 Trade Wars and Tariff Impacts
09:10 Investment Strategies in Uncertain Times
12:04 Sector Analysis: Opportunities and Risks
14:58 Future Market Predictions and Closing Thoughts