Tuesday, June 23, 2026
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Satrix

Nico Katzke | What we get wrong about bubbles

Nico Katzke, Head of Portfolio Solutions at Satrix -
There is growing talk in investment markets that the AI "bubble" may soon burst. Evidence suggests that those predictions are misplaced, although investors should remain cautious about risks. Nico Katzke gives us his take on the AI sector "bubble".
Dominique Olivier

The mystery behind the Mechanical Turk

Dominique Olivier -
Some mysteries survive not because they're clever, but because the truth is so simple that nobody wants to believe it. We want the answer to be breathtaking and impossible to guess, yet sometimes it's staring us right in the face. Dominique Olivier tells the story of the Mechanical Turk.
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Ghost Bites

Ghost Bites (Exxaro | Gold Fields | Standard Bank)

The Finance Ghost -
There are encouraging signs at Exxaro based on recent commodity prices and sales volumes. Gold Fears is trying to allay fears about the Tarkwa mine in Ghana. Standard Bank had a slower second quarter, but the full-year guidance is intact for now.
Ghost Bites

Ghost Bites (Datatec | Heriot REIT | Prosus / Naspers)

The Finance Ghost -
Prosus and Naspers have given us a peek at earnings via a trading statement. Datatec has crystallised some of the value in Westcon International, with a special dividend of over R7 billion on the horizon. The Heriot family is injecting more assets into Heriot REIT.

 

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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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