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Two US Stocks Looking Good | Commodities Quietly Having a Good Year

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Manage episode 474590706 series 2946253
Content provided by JustOneLap.com. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by JustOneLap.com or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

S&P 500 Bounce?

  • After a rough start, Monday’s trading saw a small recovery. But with Trump’s "Liberation Day" tariff announcements looming, markets could be in for more volatility.
Budget Vote Approaches:
  • The ANC lacks votes to pass the postponed budget, with opposition parties like MK and EFF holding out. Political and economic uncertainty remains high.
Commodities on a Quiet Rally:
  • Gold (+19.5%), Copper (+26.5%), and Rhodium (+24.5%) lead the way, while oil and aluminium lag. The CRB Index is up 5.4% year-to-date.
Atlanta Fed GDP Now Update:
  • Q1 GDP estimate revised to -0.5% from -2.8%. Adjustments for gold trade data make the outlook slightly less dire.
Amazon at a Discount?
  • Stock down 20% from its highs, with a historically low P/E ratio of 34. Analysts see upside potential.

Amazon | Weekly Chat | 31 March 2025

Johnson & Johnson’s Dividend Appeal:
  • Trading near $165, with a potential drop to $150 making its 3% yield even more attractive.

Johnson & Johnson | Weekly Chat | 31 March 2025

New ETNs on the JSE:
  • Nvidia, Palantir, Novo Nordisk, and more available via FNB, offering exposure to top global stocks with local accessibility.

Simon Brown

* I hold ungeared positions.

All charts by KoyFin | Get 10% off your order

00:00 Market Overview and Economic Indicators 03:09 US Tariff Implications and Market Reactions 05:45 Commodities Performance and Economic Impact 09:03 Stock Analysis: Amazon's Market Position 12:00 Stock Analysis: Johnson & Johnson's Stability 14:38 Investment Strategies and Innovations

  continue reading

551 episodes

Artwork
iconShare
 
Manage episode 474590706 series 2946253
Content provided by JustOneLap.com. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by JustOneLap.com or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

S&P 500 Bounce?

  • After a rough start, Monday’s trading saw a small recovery. But with Trump’s "Liberation Day" tariff announcements looming, markets could be in for more volatility.
Budget Vote Approaches:
  • The ANC lacks votes to pass the postponed budget, with opposition parties like MK and EFF holding out. Political and economic uncertainty remains high.
Commodities on a Quiet Rally:
  • Gold (+19.5%), Copper (+26.5%), and Rhodium (+24.5%) lead the way, while oil and aluminium lag. The CRB Index is up 5.4% year-to-date.
Atlanta Fed GDP Now Update:
  • Q1 GDP estimate revised to -0.5% from -2.8%. Adjustments for gold trade data make the outlook slightly less dire.
Amazon at a Discount?
  • Stock down 20% from its highs, with a historically low P/E ratio of 34. Analysts see upside potential.

Amazon | Weekly Chat | 31 March 2025

Johnson & Johnson’s Dividend Appeal:
  • Trading near $165, with a potential drop to $150 making its 3% yield even more attractive.

Johnson & Johnson | Weekly Chat | 31 March 2025

New ETNs on the JSE:
  • Nvidia, Palantir, Novo Nordisk, and more available via FNB, offering exposure to top global stocks with local accessibility.

Simon Brown

* I hold ungeared positions.

All charts by KoyFin | Get 10% off your order

00:00 Market Overview and Economic Indicators 03:09 US Tariff Implications and Market Reactions 05:45 Commodities Performance and Economic Impact 09:03 Stock Analysis: Amazon's Market Position 12:00 Stock Analysis: Johnson & Johnson's Stability 14:38 Investment Strategies and Innovations

  continue reading

551 episodes

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