Simon Brown

Here's the video from this evenings Power Hour event with @SBGTraderZA I was presenting and discussed AI and investing. What Works, What Doesn’t, and What to Watch justonelap.com/video-ai-tools…

🇿🇦South Africa Manufacturing PMI: 52.6 vs prev. 49 - first time back in expansion (>50) territory since Oct 2025

🎧 Pet food: A resilient and premium market from this mornings show, our 6th birthday :) ° @TraderPetri of Herenya Capital Advisors on whether gold remains the safe-haven play amid inflation and market uncertainty. ° Prof @AdrianSaville of Gibs on rising stagflation fears as inflation picks up and growth stalls. ° Arno Abeln of Agrimark on the resilience of pet food demand and the trend towards premiumisation. moneyweb.co.za/moneyweb-podca…

[POLL] @SimonPB is chatting with @AdrianSaville about rising stagflation fears as inflation climbs and growth stalls. How worried should the global economy be about stagflation? Livestream the #podcast: bit.ly/3fj3DO5

From @FT Sea traffic around South Africa hits record

CMH then released results post this initiation of coverage. So we've updated the model and you'll find it => justonelap.com/download/cmh-e…

@grappa1965 KZN

@SimonPB Thailand, India or Sri Lanka ?

April

New RSA retail Saving Bond rates for May are out and unchanged from the April spike higher. justonelap.com/earn-11-with-r…

UPDATE ON MARKETS: Relative to broader asset classes globally, the environment showed signs of stabilisation during April. Emerging Markets made the biggest recovery among global asset classes in ZAR terms, while reflecting a partial reversal of March's risk-off conditions. 🧵

Daily Price Estimate: as at 28th April 2026

The AI tools @SimonPB demos in this video are literally months old. Equity research reports. DCF models. Earnings analysis. All from a single prompt. The technology is moving fast — worth seeing where it is right now. The latest @SBGTraderZA Power Hour 👉 justonelap.com/video-ai-tools…

Initiation of coverage CMH | April 2026 - Just One Lap - go.shr.lc/4cyorQI

In March opec output dropped by a record 8 million bpd, April might be worse. #OOTT

If vibe coding saves time as an individual, imagine what it saves a company like Salesforce that employs thousands of developers. AI might be the best thing to happen to SaaS margins. The market is pricing in the wrong story. justonelap.com/saas-is-not-de…

AI won't replace your investment process. But it will dramatically expand the research you're able to do. Full @SBGTraderZA Power Hour session with @SimonPB now available. 👉 justonelap.com/video-ai-tools…

🎧 This week in Worldwide Markets with @SimonPB Sponsored @SBGTraderZA @ShyftGlobal Tim Cook Out, Tariff Refunds In, Markets Back At Highs 🍎 Tim Cook steps down 💸 $166B tariff refund chaos 📈 US markets at all-time highs 🛰️ Amazon buys Globalstar for $11.57B 🎬 Netflix results 🏛️ Fed Chair nomination battle 🇿🇦 SA CPI, fuel price outlook & rand watch justonelap.com/podcast-tim-co…

$IGV gives you 117 pure software companies;Microsoft, Oracle, Palantir, Salesforce — in one trade. Top 10 holdings are ~60% of the fund. High concentration, yes. But these names aren't going anywhere. They're embedded. justonelap.com/saas-is-not-de…

Freedom was not free… it was paid for in blood, in exile, in silence, in sacrifice It was carried on the backs of those who marched, in the voices of those who refused to bow, in the names we remember and the many we never will. It must be fought for, & protected-relentlessly...

Weird and awesome .. I'd never voted before .. voted at UKZN main campus Q's were long but joyous .. at the time it was the end of everything bad about this country and frankly I had not believed we'd change to easy .. years before I d had to hide as the sadf came to arrest me for refusing to enlist .. now we were voting for the 'terrorists' :)

@SimonPB @UrbanLo What was it like for you?

Where did you cast your first ballot - any year - for South Africa? #FreedomDay