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

2026-07-23 19:36 • The Motley Fool Positive Axe Cap view: Selective

S&P 500 ETFs can lose value during market crashes, but they remain suitable long-term investments for investors with years until retirement. The funds offer broad diversification across 500 large U.S. companies and historically recover from downturns. Success depends on an investor's ability to hold through volatility rather than panic-selling.

Axe note: S&P 500 ETFs dip in crashes but may still suit patient investors with a local currency lens.

2026-07-23 19:30 • The Motley Fool Positive Axe Cap view: Selective

The article compares two healthcare-focused ETFs: iShares Global Healthcare ETF (IXJ) with 110 holdings offering global diversification and lower volatility, versus VanEck Biotech ETF (BBH) with 25 concentrated biotech positions delivering higher short-term returns but greater drawdown risk. IXJ is recommended for its superior long-term performance, geographic diversity, and stability despite BBH's impressive 30.8% one-year return.

Axe note: Between iShares Global Healthcare (IXJ) and VanEck Biotech (BBH), IXJ offers steadier, long-term gains suited for SA investors wary of volatility.

2026-07-23 19:30 • The Motley Fool Positive Axe Cap view: Selective

Berkshire Hathaway's portfolio is heavily concentrated in five Dow Jones stocks: Apple, American Express, Coca-Cola, Alphabet, and Chevron. The article highlights Apple as the top pick, noting its patient AI strategy and potential to monetize AI through its hardware ecosystem and cloud services, while the stock has risen 21% this year.

Axe note: Berkshire Hathaway’s big bet on five Dow stocks singles out Apple for its unique AI edge.