Clear market notes built around the JSE, the rand, and what matters locally.

2026-09-02 10:24 • The Motley Fool Positive Axe Cap view: Bearish

Dogecoin would need a more than 12-fold increase to reach $1 by 2027, requiring it to surpass its all-time high of $0.74 and gain an additional 33%. Prediction markets estimate only a 4% chance of this occurring by January 2027 and 9% by June 2027. The article compares this to Bitcoin needing to reach $1 million from $80,000, noting both scenarios are highly unlikely despite possible catalysts like Elon Musk integrations or new investment products.

Axe note: Dogecoin’s leap to $1 looks unlikely, and local investors should stay cautious.

2026-09-02 10:22 • The Motley Fool Negative Axe Cap view: Selective

Berkshire Hathaway reduced its positions in three bank stocks during Q2 2026: Capital One (58% reduction), Bank of America ($1.7B sale), and Ally Financial (7% reduction). While the exact reasons are unclear, potential factors include concerns about consumer credit deterioration, interest rate risks, and profit-taking in a well-performing financial sector. Berkshire remains heavily invested in banks despite these sales.

Axe note: Berkshire Hathaway trimming major US bank positions hints at caution amid higher rates and credit risks—what does this mean for SA banks?

2026-09-02 10:19 • The Motley Fool Positive Axe Cap view: Selective

Nvidia, currently valued at $5.3 trillion, could reach a $10 trillion market cap by early 2028 if it achieves its projected 70% revenue growth for fiscal 2028. With expected revenues of nearly $700 billion and net income of $419 billion, the company would only need to trade at 24x earnings (S&P 500 average) to reach the $10 trillion valuation, making it a realistic projection.

Axe note: Nvidia’s explosive growth could reshape tech exposure and influence the rand’s trajectory over the next few years.