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

2026-10-24 08:48 • The Motley Fool Neutral Axe Cap view: Selective

Inflation accelerated to 3.7% in September due to the Iran war disrupting oil supplies, prompting the Federal Reserve to raise interest rates and signaling more hikes ahead. Historically, new rate-hike cycles correlate with stock market corrections of 10-12%, though long-term investors should focus on quality stocks with strong fundamentals as markets have recovered from all past drawdowns.

Axe note: Higher US interest rates fueled by oil disruptions are likely to pressure emerging markets and local equities.

2026-10-24 08:44 • The Motley Fool Positive Axe Cap view: Bullish

Warren Buffett advises anxious investors to invest in good companies and hold them for the long term, particularly through S&P 500 index funds. Historical data supports this strategy, showing that investors who stayed fully invested—even during major market crashes—ultimately made money, while those who tried to time the market or missed the best trading days significantly underperformed.

Axe note: Warren Buffett’s advice to stick with quality stocks long-term remains a powerful truth, even after market shocks.

2026-10-24 08:30 • The Motley Fool Positive Axe Cap view: Selective

The article argues that attempting to time the stock market is a losing strategy. Historical data shows the S&P 500 averaged 15.7% annual returns over the past decade, but missing just the 10 best trading days would reduce returns to 7.4%. The key to investment success is staying invested long-term, leveraging compound growth, and using dollar-cost averaging rather than trying to buy low and sell high.

Axe note: Missing the best days in the market significantly cuts your returns over time.