Clear market notes built around the JSE, the rand, and what matters locally.

2026-10-09 12:30 • The Motley Fool Positive Axe Cap view: Selective

While S&P 500 index funds offer reliable long-term returns, the author recommends three individual stocks for new investors seeking more upside potential: Alphabet for its dominant search business, GE Vernova for its growing energy infrastructure backlog, and Berkshire Hathaway as a diversified holding company with Warren Buffett's proven investment philosophy.

Axe note: Beyond index funds, three stocks offer South African investors upside with global exposure and durability.

2026-10-09 12:15 • The Motley Fool Positive Axe Cap view: Selective

U.S. stocks have benefited from ultra-low interest rates for over a decade, but Treasury yields are now at two-decade highs (5.32% and 5.70%), reducing the tailwind for equities. However, strong AI-driven earnings growth is offsetting rate pressures, allowing the S&P 500 to hold near all-time highs. While the margin for error is thinning, long-term investors should focus on fundamentals and earnings growth rather than short-term rate movements.

Axe note: Rising U.S. Treasury yields challenge U.S. stocks, but strong AI-driven earnings growth keeps markets buoyant—a mixed signal for South African investors.

2026-10-09 12:08 • The Motley Fool Positive Axe Cap view: Selective

AMC Entertainment has surged 86% in 2026 as domestic box office receipts reach their highest levels since 2019. Despite a challenging five-year track record and delayed profitability expectations until 2028, the company is benefiting from increased moviegoing, particularly among younger audiences. With strong loyalty programs and studio support, AMC could potentially double from current levels if it matches the operational efficiency of competitors like Cinemark and Marcus.

Axe note: AMC’s rally in US theaters shows a rebound but offers limited direct appeal for South African investors.