Simon Brown @SimonPB
talker, investor, trader, photographer, writer, chocolate eater, wine drinker I spend time on @JustOneLap @Moneyweb @FinancialMail @SBGTraderZA @SBGTraderZA SimonBrown.co.za Johannesburg, South Africa Joined September 2008-
Tweets51K
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Followers47K
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Simon Brown retweeted
Persepolis (2000), autobiographical graphic novel by Iranian cartoonist, illustrator, author and film director Marjane Satrapi #WomensArt ❤️ RIP
Simon Brown retweeted
Marjane Satrapi (1969 — 2026)
Simon Brown retweeted
The Dow Jones industrial average index turned 130 in May…The key idea behind the Dow Jones was to answer the simple question: “How did the market do today?” And for that, it was perfect. By @SimonPB. Read this for free here: financialmail.businessday.co.za/your-money/202…
🎧 Bitcoin: The fall isn’t over ° @TraderPetri from Herenya Capital Advisors unpacks Bitcoin as it trades near its lows for the year and almost 50% below its highs. ° Izak Odendaal from Old Mutual looks at the AI capex boom and the growing concentration risk facing investors. ° Plus, Ged Nooy of Field Force asks who’s winning the payments battle in the township economy – traditional banks or fintechs? moneyweb.co.za/moneyweb-podca…
Simon Brown retweeted
The S&P 500 closes flat overnight. Next morning your Satrix S&P 500 is up 2%. You've just experienced the rand hedge effect. Most investors notice it. Few understand why it happens 👇 justonelap.com/how-your-jse-l…
Simon Brown retweeted
World Wide Markets hosted @SimonPB and sponsored by @SBGTraderZA & @ShyftGlobal The US consumer has no savings left, should we worry? 📉 US personal savings rate at 2.6% 🛢️ The Iran deal collapses again 🏦 SARB hikes prime to 10.5% 🚀 Naspers & Prosus fly 🛒 SPAR’s horror update 🌏 The year-to-date scoreboard 📊 Stocks on the move justonelap.com/the-us-consume…
@Swayam_Maharaj Claude cowork is the primary LLM (Opus 4.8), the others I use for fact checking ..
Did a a significant v2.0 update to my AI equity coverage project yesterday and process is to then redo the disaster recovery document. This doc essentially is verbatim every file, every step step needed to recreate the entire process. This sits along-side the actual off-site file backups .. Turns out, a large doc ..
JSE quarterly index changes .. Applied after the close of business on Friday 19 June 2026 and will be effective Monday 22 June 2026. No changes to the major indices; Top40, Indi25, Resi10 & Fini15.
Sigh .. I spoke about this on my @JustOneLap podcast when the court declared his tariffs illegal, Trump is using Section 301 of the Trade Act of 1974 against 60 odd countries. “None of the 60 economies whose acts, policies, and practices are the subject of these investigations effectively enforce a forced labor import prohibition. This creates a dynamic where American workers are forced to compete globally on an unlevel playing field”
yip, but it doesn't work at scale .. My wife is a lecturer and she set a 'test' for students to see if they used AI, every single submission failed the test so she moved to in person conversations to determine marks. Worked great, but she had a very small class of around 15 students ..
There is no easy solution for AI plagiarism. The modus operandi of the journals will have to change, One possibility is that refereeing not be done as now by reading and commenting on the article but by arranging a video conversation between the referees and the author(s). In a
Simon Brown retweeted
[PODCAST] ON #MoneywebNOW Christo de Wit from @Luno Global joins @SimonPB to discuss the growth of tokenised stocks and ETFs and rising investor adoption. Listen here: ow.ly/mpml50Z71I3
these are not serious people ..
A prediction market reported U.S. Rep. George Santos to federal prosecutors after he boasted he’d be going to President Trump’s State of the Union address, then bet against his own attendance, according to a person familiar with the investigation.
Simon Brown retweeted
The Nasdaq rewrote the rules so that the soon to be listed SpaceX would be included in the index. The old rules would have kept it out. This is totally not what passive means. justonelap.com/when-the-nasda…
Simon Brown retweeted
The tests that separate a real compounder from a story stock: ° A drowsy, arrogant oligopoly ° An ignored customer segment ° Half-price; not 5% cheaper ° Structurally lower cost base °Outsider management + patience @SimonPB walks through all of them here: justonelap.com/finding-the-ne…
@mtobinwex depends on share holder register locally .. so far zero trade on JSE, so no
Canal+ lists on the JSE tomorrow .. code CNP
Simon Brown retweeted
World Wide Markets hosted @SimonPB sponsored @SBGTraderZA @ShyftGlobal The US consumer has no savings left, should we worry? justonelap.com/the-us-consume…
I chatted with @chantal_marx about the listing this morning moneyweb.co.za/moneyweb-podca…
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