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

2026-08-08 12:30 • The Motley Fool Positive Axe Cap view: Selective

The article highlights three ultra-high-yield dividend stocks suitable for income-seeking investors: AGNC Investment (13.5%+ yield), Ares Capital (10% yield), and Western Midstream Partners (8% yield). All three companies have demonstrated stable or growing dividend payment histories, with strong financial positions supporting continued distributions despite higher risk profiles.

Axe note: Examining three US-listed high-yield dividend names and their relevance for income-seeking South African investors.

2026-08-08 12:30 • The Motley Fool Positive Axe Cap view: Selective

As classical chips face growing limitations, quantum computing represents the next frontier of enterprise computing. IonQ is highlighted as one path into quantum computing, but the broader quantum ecosystem—including hardware developers, cloud platforms, and cybersecurity providers—could offer greater rewards as the industry shifts beyond traditional AI chip dominance.

Axe note: Quantum computing edges closer, but South African investors should tread carefully and think ecosystem, not just IonQ.

2026-08-08 12:15 • The Motley Fool Positive Axe Cap view: Neutral

Greg Abel, Warren Buffett's successor as CEO of Berkshire Hathaway, made his first major acquisition by purchasing Taylor Morrison Homes for $6.8 billion. Buffett praised Abel's swift execution and Wall Street analysts praised the deal's attractive pricing. The acquisition signals that Abel will maintain Buffett's value-oriented investment approach while also taking a more proactive stance in identifying synergies among Berkshire's portfolio companies, such as unifying homebuilding operations.

Axe note: Greg Abel’s first big deal signals steady value discipline and fresh strategic ambition at Berkshire Hathaway.