StockWave

3 Page ETF Guide for South Africans. Hope this helps Here is the google drive link to the full PDF: drive.google.com/file/d/1LkFhMT…

Video Link: youtu.be/DBPNIt28pVI?si…

3. The South Africa (SA) Recovery Theme South Africa is positioned as a primary location for the "physical scarcity" required by the store of value trade. - Resource Advantage: With 88% of the world’s PGM reserves and significant gold production, SA benefits directly from rising metal prices. - Economic Tailwinds: Higher commodity exports lead to trade surpluses, a stronger Rand, and lower inflation, which allows for interest rate cuts and increased consumer spending [20:34]. - Sector Focus: Investment opportunities are identified in SA consumer-facing companies, specifically banks, food producers, and retailers. - Hedge Against Global Conflict: Even in scenarios of prolonged global conflict, increased US money printing to fund wars is expected to drive gold prices higher, further benefiting the South African economy.

South Africa's Top Hedge Fund, Peregrine Capital released a video helping investors navigate markets It is a must watch and here is a summary below (video link at end)🧵 1) The Store of Value Thesis The "investment map" used for the last 30 years - defined by US hegemony, globalization, and low inflation - is considered broken. In this new environment, investors are encouraged to focus on assets that are physically scarce and cannot be easily replicated or sanctioned. - Key Assets: This includes gold, silver, Platinum Group Metals (PGMs), and Bitcoin due to its fixed supply. - Institutional Shift: There has been a massive "stampede" into gold ETFs, driven by central banks and large institutions losing trust in the US dollar as a reliable reserve currency. - Equity & Property: High-quality companies with "impenetrable moats" and certain real estate are also viewed as reliable stores of value.

@SoupLorrd Good stuff 👏

4 months progress. F1 is current & F2 is 8th of January. The markets have been shaky lately but these are the perfect times to load up. I’ve been cost averaging on some positions.

Feels like Trump is trying to force a deal with threats. What happens next ayy?

Top 5 Worst Performers in the 🇿🇦 JSE Top 40 in 2026 1) Prosus -26% 2) Naspers -22% 3) Richemont -16% 4) Sibanye-Stillwater -14% 5) Clicks Group -11%

Top 5 Best performers in the 🇿🇦 JSE Top 40 in 2026 1) Sasol +99% 2) Glencore +37% 3) Exxaro Resources +25% 4) Anglogold Ashanti +22% 5) BHP Group +21%

Updated Top 5 Best Performing Stock On The 🇿🇦 JSE In 2026 1) Sasol +99% 2) Thungela +77% 3) MC Mining +51% 4) Quantum Foods Holdings +47% 5) Orion Minerals +44%

@AndreBothmaTax Have you seen Berkshire Hathaway

SA government must first update their site

Cape Town International Airport has no power due to kites being flown into high-voltage power lines

President Trump says he can easily open up the Strait of Hormuz

🇺🇸 U.S Labour Market Data 🔹Nonfarm Payrolls: 178k vs est. 65k 🔹Private Nonfarm payrolls: 186k vs est. 70k 🔹 Unemployment Rate: 4.3% vs est. 4.4% 🔹Avg hourly earnings: 0.2% vs est. 0.3%

🇮🇷 Iran grants permission to 🇿🇦 South African vessels to pass through the Strait of Hormuz.

@__uusernamee__ oil fell, but not so much and then recouped the losses anyways

@StockWaveNews Oil up 7-10% and Sasol only up 2? Interesting

TODAY'S MARKET BRIEF JSE 🇿🇦 JSE All Share: -0.41% Industrial 25: -0.71% Financial 15: -0.15% Resource 10: -0.39% Mid Cap: -0.11% Small Caps: -0.35% USDZAR: R16.93 Biggest Winners (Large Caps): - British American +2.82% - Sasol +1.89% - AB InBev +1.74% - Valterra Platinum +1.67% - OUTsurance +1.23% Biggest Losers (Large Caps): - Naspers -2.13% - Goldfields -1.75% - Pepkor -1.60% - Anglo American -1.48% - Pan African -1.43% Late recovery in the JSE to finish only -0.41% down, compared to the early session where the index was down around -3%. The recovery came as in the last 2 hours of trading, Iran & Oman started drafting a protocol to open the Strait of Hormuz. USA 🇺🇸 Dow Jones -0.26% S&P500 -0.06% Nasdaq -0.08% (Note markets are still open) Economic Data: Initial Jobless Claims: 202K vs Est. 212K Continuing Jobless Claims: 1,841K vs Est. 1,840K U.S markets also recovered in the early session of trading in the U.S as for the same reasons discussed above. Markets are now mellow waiting for the next headline or update on the war. Day in and day out markets will be influenced by the war until there is certainty again, then we can go back to fundamentals. Rest of the world Dax 🇩🇪 -0.79% CAC 40 🇫🇷 -0.24% AEX 🇳🇱 -0.09% Euro Stoxx 50 🇪🇺 -0.62% Nikkei 225 🇯🇵 -2.38% China A50 🇨🇳 -0.75% Hang Seng 🇭🇰 -0.70% KOSPI 🇰🇷 -4.47% Commodities Gold -2.30% Silver -4.15% Platinum +0.22% Palladium +1.4% Copper -0.82% Brent Crude +10.81% Crude Oil WTI +7% Natural Gas -0.78% Crypto Bitcoin -1.75% Ethereum -4%

@__uusernamee__ Sasol fell -4.4% in the last session of trading today to close only +2% on the news that Iran & Oman were drafting a protocol

IRAN IS DRAFTING A PROTOCOL WITH OMAN FOR HORMUZ STRAIT TRAFFIC Equities turn green in the U.S, oil falls on the news.

Crude Oil up +13% Brent Oil up +8% as tension in the Middle East escalates

@ZARMarketTrends 🙌

@StockWaveNews As accurate as it gets🎯

Quick Take: GOLD I’ve never been a big gold bull but I have a feeling for the next few years, gold will continue its run as geopolitics and the ‘new world order’ will sustain demand. - Trump continues to hurt relationships with its allies. (The largest trade partner with world has permanently damaged relationships with allies such as France that won’t just disappear) - U.S-China trade tension - Tariffs - Russia-Ukraine War - Middle East Conflict - AI Race - De-Dollarization and central banks loading up on gold but I don't expect the trend to be perfectly linear and will be volatile. Biggest Threats: - Excessive speculation - Easing trade tensions - High interest rates which could change the trajectory of gold in the future