Sunday, October 12, 2025

Port Royal: the city that sank for its sins

Before there was Las Vegas, there was Port Royal: a city of pirates, plunder, and peril clinging to the southern edge of Jamaica. The 17th-century hotspot was once the beating, drunken heart of the Caribbean, until one Sunday in 1692, when the earth opened up and swallowed it whole (quite literally). There's more truth to Disney's tales of Captain Jack Sparrow than you might realise.

Ghost Stories #74: Start young, stay invested – and use the digital tools at your disposal (with Lauren Jacobs of Satrix)

The digital generation has access to more information and tools than ever before. But the more things change, the more they stay the same: one of the most powerful tools of all remains the benefit of starting young and entrenching the right money habits from as early as possible in your life. Lauren Jacobs of Satrix joined me for a candid discussion about personal finance and investing.
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Ghost Bites (Deneb | Discovery | Equites Property Fund | Hammerson | Pick n Pay)

Pick n Pay might be improving, but they are still loss-making. Discovery has lofty medium-term targets. Equites Property Fund remains bullish on SA vs. UK. Hammerson is enjoying strong support in the debt markets. Deneb is acquiring 80% in Dawning Filters.

Ghost Bites (Alphamin | Anglo American | Ethos Capital – Optasia | FirstRand)

Optasia will be listing on the JSE, bringing us a new fintech name to consider - but to what extent will Ethos Capital exit? Anglo American's future dance partner Teck Resources has suffered a wobbly. Alphamin released much better numbers. FirstRand's fight in the UK isn't over yet.

 

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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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