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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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SA budget speech 2026: What the new tax limits mean for you
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Tech Tuesday
Tech Tuesday: The Top40 consolidates as financials outperform a mixed local backdrop
Tuesday, 30 June 2026
The J40 continues to consolidate above support, with the weekly balance point at 102,889 acting as the key directional filter. A close above this level would improve the short-term outlook, while continued weakness favours further consolidation.
J40 Cash Index
The J40 continues to consolidate above support, with the weekly balance point at 102,889 acting as the key directional filter. A close above this level would improve the short-term outlook, while continued weakness favours further consolidation.
Gold
Gold remains under pressure after breaking below major support levels. While an intraday reversal is developing, conviction remains low until prices reclaim 4,098.
USD/ZAR
USD/ZAR reversed below 16.75 resistance, reaffirming its broader trading range. Current price action favours a move back towards support between 16.29 and 16.14.
Brent Crude Oil
Brent crude has returned to pre-US/Iran conflict levels after reaching gap support. Although deeply oversold, the prevailing trend remains down and further weakness cannot be ruled out.
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The Weekly Wrap
This week’s Weekly Wrap explores why unprecedented investment in artificial intelligence could create risks far beyond the technology sector. The episode also covers the Strait of Hormuz, Japan’s monetary policy challenges and Micron’s strong earnings.
Meet our investment experts.
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
Portfolio Manager
Shaun Murison
Senior Analyst
Anthony Clark
Award-Winning Small & Mid-Cap Analyst
Viv Govender
Portfolio Manager
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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