Open
Brent and Copper: The Big Picture
Please find attached the longer- term outlook on Brent and Copper as energy and industrial commodity proxies.
We expect the re- emergence of the bullish super cycle in the second half of 2025.
Mega trends 4: China
Please find attached another mega trends report on China and Hong Kong share indices.
USD/ZAR Update – 18 Feb 2025
Please find attached an update on USD/ZAR, as requested.
Cryptocurrencies: The Big Picture – 18 Feb 2025
Please find the monthly long term trend analysis on cryptocurrencies.
NVDA Update – 17 Feb 2025
Please find attached a technical analysis update on NVDA
US Dollar – The Big Picture – 17 Feb 2025
Please find attached the monthly US Dollar report.
This is a long term, mega trend analysis.
Bond Yields: The Big Picture – 13 Feb 2025
Please find attached the first of a series on reports examining mega trend potential in markets.
The first report looks at the long-term potential for developed market bonds as the potential driver of most other global asset classes.
This is an objective technical view. My personal fundamental outlook does not agree with it.
Any input, comments, or questions welcome and appreciated.
JSE TOP Update – 12 Feb 2025
Please find the requested update on the JSE Top 40 index.
US Dollar report – 11 Feb 2025
SASOL Note – 10 Feb 2025
Please find attached an updated technical analysis update on Sasol.
This report was done under duress, as bottom pitching is a career limiting move.
I am, however, cautiously confident in the resulting outlook.
USD/ZAR Note – 10 Feb 2025
Please find attached the periodic USD/ZAR technical analysis update.
Tesla Update – 07 Feb 2025
Please find attached the requested Tesla technical analysis update.
