Simon Shares * US April CPI 8.3%; Core CPI 6.2% (month-on-month core was +0.6%) * FOMC * Sibanye-Stillwater* (JSE code: SSW) update the market hated. * Kaap Agri (JSE code: KAL) results * Wandile Sihlobo on agri in SA. * New Satrix global healthcare ETF. * Thungela Resources (JSE code: TGA) could pay an R100 dividend this year, putting them on a +40% DY.


US Tech selloff continues


1-year FAANG returns

° Meta
° Apple
° Amazon
° Netflix
° Alphabet pic.twitter.com/VybsCoWDfh

— Simon Brown (@SimonPB) May 9, 2022


  • I hold ungeared positions.