Sunday, May 24, 2026

Play money: Comic Con and the geek economy

Millennials and Gen Z aren't buying houses by default anymore. But they sure are buying other things! Dominique Olivier's recent visit to Comic Con Cape Town was an eye-opening experience about the power of the broader geek economy.

Ghost Stories #102: A market holding its breath

In this episode of Ghost Stories, I was joined by Satrix’s Nico Katzke to unpack a global market that feels eerily calm in the face of rising risk. From Middle East tensions and the growing threat of energy disruption to the curious resilience of equity markets, the conversation explores whether investors are underpricing just how fragile the current environment really is.
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Ghost Bites (4Sight Holdings | Afrimat | Investec | Nampak | Netcare | Oceana | Pick n Pay | Sanlam | Spear REIT |...

Afrimat is a tale of two terrible halves. Investec wants to double its private banking business. Pick n Pay's group HEPS isn't telling you what is actually happening at Pick n Pay's core business. Updates also came in from 4Sight, Nampak, Netcare, Oceana, Sanlam, Spear REIT and Tharisa.

Ghost Bites (Africa Bitcoin Corporation | Balwin | Mantengu | Southern Sun | Vukile Property Fund)

Balwin is set to go private thanks to the PIC. Southern Sun achieved excellent growth. Vukile Property Fund easily raised the funds for the Italian expansion. Africa Bitcoin Corporation's best business is ACOF. Mantengu is mulling over a reverse takeover.

 

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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?
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