Tuesday, February 3, 2026
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Dominique Olivier

The Pony Express: you can’t outrun progress

Dominique Olivier -
From galloping horses to "typing..." bubbles, we’ve spent centuries chasing faster ways to communicate. Clarity, it turns out, hasn’t kept the same pace. Still, a difficult recent WhatsApp exchange reminded Dominique Olivier that it used to be much harder to send a message. This is the tale of the Pony Express.
Podcasts

Davos 2026 | Navigating the new disorder

Investec Focus Radio -
The World Economic Forum Annual Meeting in Davos offered fewer illusions, and more realism. The rules-based order is no longer assumed. Geopolitics is now embedded in balance sheets. Scale matters. Delivery matters more. Jeremy Maggs talks to Investec Group Chief Executive Fani Titi on the final episode of Investec's Davos Debrief series.
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Ghost Bites
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Ghost Bites

Ghost Bites (ArcelorMittal | Gemfields | Impala Platinum | MC Mining | Ninety One – Sanlam | Orion Minerals)

The Finance Ghost -
ArcelorMittal reported another huge loss. Impala Platinum is grateful for higher PGM prices. Gemfields signs off on an ugly year. MC Mining and Orion Minerals released quarterly updates. Ninety One and Sanlam concluded the SA component of their deal.
Ghost Bites

Ghost Bites (ASP Isotopes | Dipula Properties | Exxaro | Glencore | Sibanye-Stillwater | Woolworths)

The Finance Ghost -
The Woolworths trading update shows that South Africa is way outperforming Australia (as usual). Dipula Properties is another helpful retail data point. Glencore and Sibanye-Stillwater released important mining updates. Exxaro is finalising its manganese deal. ASP Isotopes is making progress with Renergen's assets.

 

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Ghost Wrap

GHOST WRAP – Earnings season brings out the bulls and the bears

The Finance Ghost -
With the August / September earnings season behind us, it's helpful to look at share price moves over the past 30 days on the JSE to see how sentiment has shifted. The PGMs have driven the Top40 higher, while insurance has taken a breather.
Ghost Wrap

GHOST WRAP – The JSE Winners’ Club in 2025

The Finance Ghost -
At the halfway mark in 2025, we've lived through some huge geopolitical shifts. The world's gaze has shifted beyond just the US market. Many investors choose to stick with what they know in times like these. This means homegrown favourites on the JSE. But which stocks have been the big winners thus far this year, and what do they have in common?

Focuses on making market news and investment concepts accessible, understandable and fun!

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