Sunday, January 18, 2026

What does Barbra Streisand have in common with Swedish pirates?

Humans are curious creatures. Tell us something is forbidden and suddenly it’s the only thing we want to see. Hide information and we’ll dig for it. Try to erase something and we’ll screenshot it, repost it, remix it, and turn it into a meme before the PR company has finished drafting the apology statement. Dominique Olivier explains the root of the "Streisand effect" and other examples just like it.

Ghost Stories #90: Beyond bricks and mortar, a global property ETF made for South African investors

The first Ghost Stories podcast in 2026 opens the door to global property investments with Satrix. In this lively and insightful discussion with Lauren Jacobs, Senior Portfolio Manager at Satrix, you'll learn about how Satrix is broadening the range of property investment opportunities for investors. Get ready to learn about the Satrix Global Property ETF and how it rounds out the offering.
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Ghost Bites (Hyprop | Richemont)

Richemont's results clearly show the effect of geopolitical turmoil on global currencies - the growth in constant currency is much higher than reported growth. Hyprop's disposal of Hyde Park Corner has fallen through.

Ghost Bites (Glencore | Grindrod | Northam Platinum | Primary Health Properties | Shuka Minerals | Tharisa)

With SENS kicking into life, normal daily programming should resume soon. In the meantime, this catch-up edition deals with mining news from Glencore, Northam Platinum, Tharisa and junior house Shuka Minerals. Grindrod is enjoying strong port volumes in Mozambique. Primary Health Properties is off to a good start in life-after-Assura.

 

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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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