WorldWide Markets with Simon Brown

The World Cup kicks off Thursday — so which stocks actually win?
Simon Brown ran a data-driven hunt and the answer is counter-intuitive: skip the obvious bets. His own scrape of stadium-adjacent hotels found accommodation available everywhere, with 84 of 104 games unsold, so hoteliers have no pricing power and the retail uplift is marginal. The real edge sits with the kit makers — Adidas and Nike both screen cheap against analyst targets — and the betting operators, Sun International and NYSE-listed Super Group. He also looks at JSE newcomer Canal+ and the free-streaming threat from SABC Plus.
Plus: three mega IPOs landing at once (SpaceX, Anthropic, OpenAI) and the $160bn funding crunch behind Micron's 16% drop, and a bleak read on the PGM miners.
Topics: World Cup stocks, Adidas, Nike, Canal+, Sun International, Super Group, SpaceX, Anthropic, OpenAI, PGMs.
WorldWideMarkets is part of JustOneLap.com.

Simon Brown unpacks a US personal savings rate of just 2.6% — one of the lowest on record — and why it matters more as a fragility gauge than a crash signal.
He covers the collapsed Iran deal and its effect on oil and South African fuel prices, the SARB's prime rate hike to 10.5% and why he thinks the MPC has it wrong, and the near-10% surge in Naspers and Prosus on news that WeChat is putting AI at the centre of its app.
Plus SPAR's brutal trading update, the year-to-date scoreboard with South Korea up 123%, Afrimat's Nersa win, Dell's near four-bagger, and why Simon keeps buying Clicks at two-year lows.
Topics: US savings rate, Iran and oil, SARB rates, Naspers, Prosus, Tencent, SPAR, food retail, South Korea, Dell, Clicks. WorldWideMarkets is part of JustOneLap.com.

SpaceX comes to market on 12 June at a $1.75 trillion valuation — 94 times sales, where Amazon trades at four. Simon walks through where to actually buy it (Robinhood, Charles Schwab, Fidelity), why xAI is a rounding error in the AI race, and why Tesla is likely to be rolled into SpaceX within two to three years.
Plus the Dow Jones turns 130, Moody's lifts South Africa's outlook from stable to positive, Balwin delists at below NAV with Calgro M3* potentially next, and stocks on the move including Shoprite*, AB InBev, Impala Platinum, and Gold Fields.
Topics: SpaceX IPO, Dow Jones, Moody's, Balwin delisting, Calgro M3, Canal Plus, Pope Leo XIV on AI, oil, Shoprite, AB InBev, Implats, Gold Fields, Anglo Gold Ashanti.
WorldWideMarkets is part of JustOneLap.com.

Global bond yields are spiking to multi-decade highs across the US, UK and Japan, and Simon Brown argues this looks a lot like the emerging market debt crises markets usually call doom and gloom.
He unpacks the Pick n Pay sell-down of Boxer shares, the Eastern Cape floods threatening the citrus crop, and the absurd Cerebras IPO trading at 150 times sales.
Plus an update on JustOneLap's institutional-grade research project, results from Calgro M3, WeBuyCars and Astral, the Global Investment Returns Yearbook 2026, and three stocks on the move: British American Tobacco, BHP Group and Clicks.
WorldWideMarkets is part of JustOneLap.com.

Boxer just posted ShopRite-level operating margins — so why is Pick & Pay, which owns 65% of it, trading at an implied negative enterprise value?
Simon Brown unpacks the R10bn valuation paradox and whether it's a genuine opportunity.
He also walks through his new AI-powered research workflow, using Claude and ChatGPT to produce and fact-check full initiating coverage reports on Balwin Properties and Raubex.
Plus: gold miners Goldfields and AngloGold Ashanti on costs, Meta at its cheapest forward PE since 2022, and Open Router token data that shows xAI running a distant fourth behind Anthropic, Google, and OpenAI.
WorldWideMarkets is part of JustOneLap.com.