Wednesday, April 2, 2025
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Satrix

CAUTION: potholes ahead!

Kingsley Williams, Chief Investment Officer of Satrix -
After a tough first quarter of the year, investors seeing their portfolios decline in value may be questioning whether their current strategy is still right, or if a change is needed. Kingsley Williams of Satrix shares his insights into diversification and portfolio strategies.
Dominique Olivier

Hot take: chillies and the human desire for suffering

Dominique Olivier -
Curry. Con carne. Arrabbiata. Peri-peri. In almost every corner of this world, you’ll find a dish that’s been given the signature bite of the chilli pepper. As strong as they are small, these pungent peppers have achieved the culinary equivalent of world domination, when all they really wanted to do was to get us to stop eating them.  Dominique Olivier explains.
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iOCO (previously EOH) has made strong progress in its margins. Kore Potash has suffered a wobbly with funding plans, but hopefully only a small one. Renergen released a quarterly update.
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Podcasts
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Ghost Wrap

GHOST WRAP – Q1 winners on the JSE

The Finance Ghost -
In considering how the first few months of the year have played out, some surprising winners have emerged. The performance in gold is simply a case of the sector carrying on where it left off in 2024, but what about platinum? And where did that telecoms rally come from? Also, have retail stocks continued their slide since the previous episode of Ghost Wrap that focused on that issue?
Ghost Wrap

GHOST WRAP – Retailers on sale on the JSE

The Finance Ghost -
The retail sector got off to a very poor start in 2025. With practically the entire sector down, are there stocks that were punished more than they should've been? This podcast is a useful summary of recent retail updates.

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