Wednesday, February 4, 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

Ghost Bites (Datatec | Glencore | Harmony Gold | Hyprop | Impala Platinum | Mpact | The Foschini Group | RCL Foods | Southern...

The Finance Ghost -
The Foschini Group released an ugly set of numbers, while Hyprop confirmed an important retail trend. Southern Sun has locked in a great deal. There are mining updates from Glencore, Harmony Gold and Impala Platinum. 377 jobs are on the line at Mpact. At RCL Foods, the sugar industry is hurting them. Super Group is on the wrong end of the UK automotive sector. Zeder is finally selling Zaad. Datatec announced a bolt-on acquisition.
Ghost Bites

Ghost Bites (DRDGOLD | MC Mining | Pepkor | Shoprite | Vukile)

The Finance Ghost -
Pepkor and Shoprite have shown us what success in retail looks like. Vukile is acquiring a property in Spain. DRDGOLD agreed a multi-year wage deal, but it comes at a cost. MC Mining is suspending operations at Uitkomst Colliery to preserve cash.

 

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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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