The Atlanta Fed’s GDP Forecast
Market Reactions and Sell-Offs
- Nasdaq and S&P had their worst single-day drops since 2022.
- Major stocks like Nvidia, ASML, and CrowdStrike seeing significant declines.
- Bitcoin at $81,000 amid broader market volatility.
Europe as a Potential Investment Opportunity
- Europe’s economic stimulus: Germany announces a €500B package.
- ETFs to consider: EURO STOXX 50 (SYGEU) vs. MSCI Europe Industrial Sector.
- Potential for growth in industrial and defense sectors.
Euro Stoxx 50 | Weekly | 12 March 2025
Just One Lap Turns 14
- Founded in 2011 to provide online financial education.
- Reflection on the platform’s growth and community support.
South African Budget Review
- Possible VAT increase; lack of innovative fiscal strategies.
- Previous reliance on gold reserves for financial stability.
- Discussion on potential economic impacts.
HomeChoice International Results
- Revenue up 21%, HEPS up 27%, dividend up 17%.
- Expanding into fintech with PayJustNow and FinChoice.
- Liquidity concerns despite strong financial performance.
Two-Pot Retirement Withdrawals - Where Did the Money Go?
- Initial claims suggested debt repayment, but data suggests spending.
- Increased vehicle sales, hospitality sector growth (e.g., Spur, Sun International).
- Implications for long-term financial planning.
Simon Brown
* I hold ungeared positions.
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00:00 Economic Outlook: Recession Predictions and Market Reactions
09:07 Investing in Europe: Opportunities and ETFs
12:07 Celebrating 14 Years of Just One Lap
13:20 Budget Analysis: VAT Increase and Economic Innovation
15:09 Home Choice International: Business Performance and Liquidity Challenges
18:19 Consumer Spending Trends: Where Did the Money Go?
Euro Stoxx 50 | Weekly | 12 March 2025