We kick off with gold this morning - starting with the swimming pool, of course! Massive congrats to Tatjana Smith for achieving South Africa's first gold medal at these games, finishing first in the 100m breaststroke. This takes us to 12th on the medal table, with one gold and two bronzes thus far.
Moving on to the gold sector, there's nothing that mines can do about the price of gold. All they can do is try and run effective operations and increase production, with the hope that the gold price will do the rest of the work. Pan African Resources is seen as one of the more consistent operators in this space, with the latest results looking great. The real story though is the substantial expected increase in production next year. Read about it here>>>
There's a brand new episode of Ghost Wrap out in the wild, covering four companies that are facing challenges right now. Learning how to spot difficulties is half the battle won in avoiding disappointing investments. In this episode, I decided to focus on Balwin, British American Tobacco, Mr Price and Vodacom. With thanks to Forvis Mazars for making it possible, you'll find it here>>>
Geopolitics: a topic that people tend to love or hate. Whichever way you feel though, the reality is that markets and major global events are closely related. Success in the markets is much harder to achieve if macro considerations are ignored. In the latest Magic Markets podcast, we covered the policy differences between the Democrats and Republicans and how they impact both the US market and emerging markets. There's obviously far more to this topic than can be covered in a single podcast, but there's a strong overview for you here>>>
And don't forget: applications for the two Investec structured products close on 8 August. You don't have much time left if you want to get involved here. Find out all the details about these investment opportunities here>>>
There's plenty in here for you to enjoy. Have a great day!
