Chekhov’s Gun and the hardest part of letting go

Dominique Olivier hates loose ends in storytelling. It turns out that she's not alone, with interesting research having been done into how this plays out in our daily lives as well.

Ghost Stories #119: Standard Bank and Java Capital – building an integrated platform

Standard Bank and Java Capital have partnered to build an integrated real estate advisory and co-investment platform. Brian Marshall and Andrew Brooking joined me on this podcast to explain exactly how this joint venture will work, why it has been put in place and what it means for clients.
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Best of Bites: CMH | Calgro M3 | Fairvest | BHP | Anglo American | Kumba Iron Ore | DRDGOLD | Tharisa

Selected highlights from the week, as covered in the daily Ghost Mail newsletter.

BHP vs. DRDGOLD: broader into copper; deeper into gold

In this deep dive, I contrast BHP and DRDGOLD as mining houses at the opposite end of the size and capex spectrum. Where BHP has diversified into copper, DRDGOLD has stuck to its knitting. But will that continue?

 

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

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 – The JSE Winners’ Club in 2025

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?