Simon Shares

• US April CPI 8.3%; Core CPI 6.2% (month-on-month core was +0.6%)
• FOMC
• Sibanye-Stillwater* (JSE code: SSW) update the market hated.
• Kaap Agri (JSE code: KAL) results
• Wandile Sihlobo on agri in SA.
• New Satrix global healthcare ETF.
• Thungela Resources (JSE code: TGA) could pay an R100 dividend this year, putting them on a +40% DY.

US Tech selloff continues

1-year FAANG returns ° Meta ° Apple ° Amazon ° Netflix ° Alphabet pic.twitter.com/VybsCoWDfh

— Simon Brown (@SimonPB) May 9, 2022

* I hold ungeared positions.