WorldWide Markets with Simon Brown

Bitcoin Fails at $100k & Hello Boxer (#612)


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Boxer IPO Hits the Market
  • Boxer* (JSE code will be BOX) lists on 28 November, debuting at R54/share after a highly oversubscribed IPO.
  • Strategies discussed for trading or investing in Boxer shares, including buying through Pick n Pay shares.
  • Key takeaway: Patience is key; wait for potential pullbacks.
Two-Pot Retirement Savings and Market Impact
  • Early evidence of consumer spending from the two-pot retirement system.
  • Stocks like Mr. Price*, Pepkor, and Keith McLachlan's picks (e.g., Afrimat, Netcare) reviewed as beneficiaries.
Satrix 40 ETF Turns 24
  • Launched in 2000, the Satrix 40 has delivered an annualized return of 11.3%.
  • Impact: Introduced passive investing and slashed fees for South African investors.
Bitcoin's Psychological Barrier at $100,000
  • Bitcoin fell short of the $100K milestone, retracing to around $93K.
  • Analysis of big psychological levels in markets and what this means for Bitcoin's momentum.

Bitcoin | Weekly | 27 November 2024

Anglo-Platinum Share Sale
  • Anglo-American reduces its stake in Anglo-Platinum, selling at cycle lows.
  • Discussion on PGM market challenges and future outlook.
Trump's Proposed Tariffs
  • Announced 10% tariffs on all Chinese imports and 25% on goods from Mexico and Canada.
  • Potential economic implications and geopolitical fallout analysed.
Rand, DXY, and Gold
  • The Rand holds surprisingly well despite DXY strength; predictions for 2024 suggest potential recovery.
  • Gold price fluctuations and long-term bullish outlook.

US$ Index (DXY) | Weekly | 27 November 2024

Commodity Spotlight: Coffee and Cocoa
  • Coffee prices hit 20-year highs due to Brazilian droughts, impacting consumer costs.
  • Cocoa prices stabilise after a surge, with Nestlé and soft commodity ETFs in focus.
Super Group and SG Fleet Deal
  • SG Fleet receives a buyout offer, boosting share prices.
  • Opportunities in second-tier stocks like Invicta and Hudaco highlighted for a potentially improving economic environment.
MPC Update
  • South African Reserve Bank increases rates by 0.25%, citing risks from core inflation and external pressures.

Simon Brown

* I hold ungeared positions.

All charts by KoyFin | Get 10% off your order

00:00 Market Overview and Boxer IPO Insights 03:08 Two-Pot Money and Consumer Spending Trends 06:03 Satrix 40: A 24-Year Retrospective 08:51 Bitcoin's Psychological Barriers and Market Sentiment 11:40 Anglo-American's Strategic Moves and Market Reactions 14:58 Commodity Prices: Coffee and Cocoa Trends 17:49 Monetary Policy Committee Decisions and Economic Outlook

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