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

2026-10-24 11:52 • The Motley Fool Positive Axe Cap view: Selective

Research shows that investing a lump sum into the S&P 500 all at once beats dollar-cost averaging about 70% of the time, even when buying near record highs. However, spreading purchases over 3 months may help risk-averse investors psychologically weather significant market downturns, though it typically results in lower returns.

Axe note: Putting most of your cash into an S&P 500 index fund upfront beats spreading purchases out, unless you struggle with market swings.

2026-10-24 11:42 • The Motley Fool Positive Axe Cap view: Selective

U.S. electricity demand is projected to surge 20% by 2030, driven by AI data centers, electric vehicle adoption, and manufacturing growth. This shift benefits regulated utilities, independent power producers with long-term contracts, and equipment manufacturers. Investors can choose between stable utility stocks, higher-upside power producers, or equipment manufacturers based on risk tolerance.

Axe note: The US expects a 20% jump in electricity use by 2030, driven by AI, EVs, and manufacturing.

2026-10-24 11:30 • The Motley Fool Positive Axe Cap view: Selective

Moderna's CEO Stéphane Bancel discusses the company's mRNA platform technology and its personalized cancer vaccine intismeran, which showed promising phase 3 trial results for melanoma when combined with Merck's Keytruda. The CEO emphasizes Moderna's platform approach, high clinical trial success rate (85% vs. 10% industry average), patent strategy, and long-term investment focus over quarterly earnings. He also revealed buying company stock at $29 during the COVID sales decline, demonstrating confidence in the company's future pipeline including rare genetic diseases and autoimmune treatments.

Axe note: Moderna’s cancer vaccine trial success signals biotech innovation, yet how should South African investors play it?