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Gold, silver & platinum: The case for a recovery
Gold, silver and platinum have suffered sharp corrections in recent months, leading many investors to conclude that the precious metals bull market has run its course. Viv Govender examines what caused the sell-off, why an oil shock may have played a bigger role than many realise, and whether the underlying investment case remains intact.
SpaceX IPO: Should investors participate at a $1.8 trillion valuation?
The long-awaited SpaceX IPO has arrived. Viv Govender examines the investment case, valuation risks, Starlink, AI infrastructure, and whether investors should consider participating in one of the most anticipated listings in recent history.
Why Nvidia’s earnings matter more than ever
Nvidia’s latest results may have confirmed something far bigger than just another earnings beat. AI is no longer merely a software-driven theme. The next phase is increasingly centred on the infrastructure required to support large-scale deployment.
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Tech Tuesday
Tech ‘Wednesday’: Markets under pressure as volatility risk builds into week’s end
Wednesday, 2 September 2026
Global and local markets are broadly in risk-off mode, with Wall Street and the Top40 pulling back alongside gold, while the rand softens and Brent crude pushes higher. Longer-term trends remain constructive despite the short-term weakness, with Friday’s US jobs report likely to be an important catalyst.
J40 Cash Index
The Top40 is pulling back from short-term highs, although its longer-term trend remains constructive. Traders may prefer waiting for a bullish reversal at lower support levels before considering new long positions.
US Indices
The Dow, S&P 500 and Nasdaq are firmly in pullback mode, but their longer-term uptrends remain intact. Focus now turns to how far the correction could extend and where new entries might emerge.
USD/ZAR
USD/ZAR has reversed sharply following last week’s downside breakout as monetary policy sentiment shifts. The move has broadened the existing trading range, with volatility risks building into the end of the week.
Gold & Brent Crude
Gold is undergoing its first meaningful pullback since its strong push higher, with the depth of the correction being closely monitored. Brent crude has broken above gap resistance, opening the door to further short-term gains.
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The Weekly Wrap
AI’s next bottleneck
The rise of persistent AI agents could dramatically increase the amount of memory required to run increasingly sophisticated AI systems. This week we examine why memory may become the next major constraint in the AI ecosystem, and what that could mean for companies such as Nvidia, Micron and SK Hynix.
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Rand Swiss combines the expertise of an experienced in-house investment team with insights from respected independent analysts. By bringing together portfolio managers, securities specialists, and external market commentators, we are able to provide clients with a broader and more balanced view of global markets.
This combination of internal expertise and independent perspectives helps ensure our investment thinking remains disciplined, objective, and focused on long-term outcomes for clients.
Gary Booysen
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Shaun Murison
Senior Analyst
Anthony Clark
Award-Winning Small & Mid-Cap Analyst
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Kyle Furlong
Wealth Advisor
Garth Mackenzie
Technical Analyst
Christo Krog
Securities Broker
Jethro Weidlich
Wealth Advisor
Peet Serfontein
Independant Analyst
Brett Eve
Securities Broker
Liam Houston
Analyst
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