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

2026-07-18 07:35 • The Motley Fool Positive Axe Cap view: Selective

Geopolitical tensions in Eastern Europe and the Middle East are squeezing global oil supply, creating elevated crude prices and a fundamental market shift. High-quality oil companies with low breakeven costs, diversified operations, and strong shareholder returns are positioned to benefit. ExxonMobil and Chevron are highlighted as top picks for investors seeking inflation hedges and wealth generation through dividends and capital appreciation.

Axe note: Global oil supply is tightening, lifting prices and reshaping the outlook for energy stocks and the rand.

2026-07-18 06:30 • The Motley Fool Negative Axe Cap view: Neutral

Warren Buffett announced plans to dispose of all his Berkshire Hathaway shares within approximately eight years, accelerating his previous pledge to gradually give away his stock to philanthropic foundations. His remaining shares will be donated to four foundations, including three run by his children and one dedicated to his late wife. Buffett also halted his annual donations to the Gates Foundation due to concerns about Microsoft founder Bill Gates' interactions with disgraced financier Jeffrey Epstein.

Axe note: Warren Buffett is accelerating his plan to give away Berkshire Hathaway shares, signaling philanthropy, not distress.

2026-07-18 05:10 • The Motley Fool Positive Axe Cap view: Selective

Despite Sandisk's 580% rally in 2026, analyst recommends three chip stocks as smart buys: Sandisk, Micron Technology, and Nvidia. The memory chip shortage is expected to persist beyond 2027, benefiting memory producers. Nvidia trades at an unusually low 23.7x forward P/E ratio despite 85% revenue growth and expected 42% growth in 2027, presenting a potential undervaluation opportunity.

Axe note: After Sandisk’s explosive gains, consider local angles on the global chip shortage story.