Sunday, March 1, 2026
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Ghost Stories

Ghost Stories #93: Budget Speech 2026 – a pivot to stability

The Finance Ghost -
South Africa’s 2026 Budget Speech announced a mix of bold, interesting and ultimately positive changes - especially for small businesses and South African investors. With pro-business policies that signal economic stability, could this be a turning point for the country? Tertius Troost (Associate Director - Tax Consulting at Forvis Mazars) joined me to unpack a "boring" budget (in a good way) that represents a pivot to stability.
Dominique Olivier

From spelunker to spactacle: the Floyd Collins story

Dominique Olivier -
A desperate bid to create Kentucky’s next cave attraction spiralled into one of America’s first media frenzies. Floyd Collins went underground in a bid to attract tourists and ended up as the spectacle they came to see. Dominique Olivier tells this extraordinary tale.
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Ghost Bites
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Ghost Bites

Ghost Bites (Discovery | Fortress Real Estate | KAP | Libstar | Nedbank | OUTsurance | Spur | Tiger Brands | Truworths)

The Finance Ghost -
Strong numbers came through from Discovery, Fortress Real Estate, Libstar and Spur. Tiger Brands is doing as well as they can in a deflationary environment. KAP is doing better on margins, but has much work to do on revenue. OUTsurance had a tough period in Australia, but decent numbers overall. Nedbank is struggling to find growth, while Truworths remains reliant on the UK.
Ghost Bites

Ghost Bites (AECI | Bidcorp | Blu Label | Fortress Real Estate | Hammerson | Motus | Mustek | Shaftesbury | Valterra Platinum)

The Finance Ghost -
A busy day of earnings news saw financials come in from AECI, Bidcorp, Blu Label, Hammerson, Motus, Mustek, Shaftesbury and Valterra Platinum. Fortress Real Estate gave shareholders a precise view of distributable income, with more details to follow.

 

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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?

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