Simon Brown on 04/06/2026

Bitcoin: The fall isn’t over

A look at the AI investment boom and the concentration risks it is creating, as well as the race between banks and fintechs to dominate payments in the township economy.

S Simon Brown
Izak Odendaal on 04/06/2026

S&P 500 concentration risk

Semiconductor companies have experienced rapid profit growth, unlike the dotcom bubble of the 1990s, when expectations became completely detached from underlying profitability.

I Izak Odendaal