Monday, May 11, 2026

Why are lawns a thing?

Lawns were never about practicality or ecology. They were never even really about grass. They were about signalling. Dominique Olivier walks us through the history of lawns, from communal grazing areas through to a show of wealth.

PODCAST: No Ordinary Wednesday Ep126 | Investing through the noise

In this episode of Investec's excellent No Ordinary Wednesday podcast hosted by Jeremy Maggs, Investec's Tinus Rautenbach and Bongani Nhleko share real insights from the Clarity platform, revealing where capital is flowing, how behaviour is shifting, and the risks investors may not see. Get ready to close the gap between perception and portfolio reality in this podcast.
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Ghost Bites (AngloGold | Greencoat Renewables | Pan African Resources | Sea Harvest | The Foschini Group)

AngloGold's free cash flow almost tripled year-on-year, while sector peer Pan African Resources is making progress on its deal in Australia. The Foschini Group's Australian story is becoming meme-worthy, with the group in trouble. Sea Harvest is officially out of Ladismith Cheese. Greencoat Renewables released quarterly numbers.

Ghost Bites (Altron | Datatec | Gold Fields | Lesaka Technologies | Life Healthcare | Sappi | Southern Sun)

Altron, Datatec, Gold Fields, Lesaka Technologies and Southern Sun all have good news stories to tell. The same certainly can't be said for Sappi, where shareholders are facing disaster. At Life Healthcare, the latest period was a disappointment for the market.

 

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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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