by cfm_admin | Feb 6, 2026 | Weekly Wrap
The Great Rotation – Big Tech Has Stopped Being the Only Trade in Town For the better part of two years, investing felt deceptively simple: buy the Magnificent Seven and wait. Nvidia, Microsoft, Meta, Amazon, Alphabet, Apple and Tesla carried the S&P 500 – the...
by cfm_admin | Jan 30, 2026 | Weekly Wrap
METAL SUPERCYCLE’S DUAL EDGE: FORTUNE AND FALLOUT As 2026 gets underway, metals and equities are telling two completely different stories. Late January saw the S&P 500 briefly push through 7,000, with investors still leaning into an artificial intelligence...
by cfm_admin | Jan 23, 2026 | General, Weekly Wrap
THE CASE FOR SUB-R16.00/$ – AND WHY IT MAY NOT LAST The rand extended its winning streak this week, rallying to levels as strong as R16.12/$. A confluence of factors has aligned in the local currency’s favour over the past weeks: record gold prices, improved fiscal...
by cfm_admin | Jan 16, 2026 | Weekly Wrap, General
This year, 2026, opened with a cascade of United States (US)-related geopolitical developments that are reshaping risk sentiment across global markets. From military action in Venezuela to escalating tensions with Iran, territorial disputes over Greenland, and...
by cfm_admin | Dec 12, 2025 | Weekly Wrap
2025 IN RETROSPECT As we approach the final weeks of 2025, markets are digesting a year that delivered historic milestones, jarring selloffs, and everything in between. From gold’s record-breaking rally to the Johannesburg Stock Exchange (JSE) breaching 115,000...
by cfm_admin | Dec 5, 2025 | Weekly Wrap
DECEMBER’S MARKETS: SEASONALITY MEETS UNCERTAINTY December is a month when everyone, including investors, slip into holiday mode. However, historically, it has been among the strongest for equities. Since 1950, the S&P 500 has risen in roughly 81% of...
