JSE Daily

Professional Trader since 2007.

[Johan Meyer @jmtr4]

$JSE The market got off to a weak start, but as oil retreated and the dollar gave back gains, flows rotated into SA banks over retailers. Renewed interest in PGMs saw IMP and NPH bid. Around R37bn traded on the day with Harmony the standout performer, rebounding after the sharp selloff over the prior two sessions ( maybe the DVD and Special DVD was overlooked ). Sasol once again among the top performers ( Futures currently show $75 in Dec on WTI - BBG. ) Retailers remained on the back foot following updates from MRP, SPP and WHL, while the rand strengthened to R16.66/$ at the close.

[Kanthan Pillay 🇿🇦 @KanthanPillay]

“rare earths”. 😇

[JSE Daily @JSE_Daily]

@JSE_Invest Busy virtue signalling around Blu Label and Cell C 😂

[Elon Musk @elonmusk]

The South African government is super racist against anyone who isn’t Black.

Just a fact. It’s literally in the laws.

[Acclaimed Journalist @Jonathan_Witt]

More truth about South Africa in a couple of paragraphs than anything you will ever hear from any local politician or read from any mainstream news source.

Pure unadulterated information.

[JSE Daily @JSE_Daily]

SA Inc is very very cheap.

[Karin Richards @Richards_Karin]

New listings trotted into an excitable and overvalued market are a late-cycle activity. It is usually a game of find-a-bagholder, ideally retail investors.
I’m not touching any of it.

[Kanthan Pillay 🇿🇦 @KanthanPillay]

The United States did not “legally or procedurally” bar Russia from the G8; they simply stopped allowing Russia to attend, and it became the G7 again.

[JSE Daily @JSE_Daily]

@JohannBiermann1 @jc_louw Not true gentlemen. Jesus it's News24

[JSE Daily @JSE_Daily]

Nobody asked you fkn dummy

[Justin Thomas @JustinThomas34]

Life update - I’ve had some nagging hip pain for a handful of months and after some time off and worsening symptoms, an MRI showed I had a disc problem that needed to be treated.

I had a successful microdiscectomy performed yesterday at Hospital for Special Surgery in NY and have already been released from the hospital. I’m so grateful to the doctors and staff there for all their hard work and support.

My next few weeks will be a lot of resting before the rehab process begins. I have a great team behind me who I fully trust to get me back to a better place than I was before!

Before you ask, I’m not putting any tournament on the calendar or specific time for returning. While I will miss some events in the beginning of 2026, I want to be very smart and patient in letting my disc fully heal so it isn’t an issue again. I’m very lucky that the game of golf allows us to play at a high level for a long time, and that’s what I plan on doing - this procedure will allow me to do that injury free in the future. Can’t wait to see y’all back out there ❤️

[JSE Daily @JSE_Daily]

Calling a guy with more Twitter followers than you a NOBODY. 😂

[Gareth van Onselen @GvanOnselen]

Mate, this isn't a game of clever come backs on Twitter, you are a deeply dangerous and ignorant person, with a profoundly problematic worldview. But even that is not the issue, you are also a nobody. The problem is the platforms given to your ignorance. https://t.co/PFBY1enIm3

[JSE Daily @JSE_Daily]

@Luiz1398 Oh you are a racist little weasel too.

[JSE Daily @JSE_Daily]

Ag fokkof Adam you and your ilk are irrelevant now.

[Adam Habib @AdHabb]

1. The responses to my comments on AfriForum,the ANC & SA are revealing.1st,the language of the foot-soldiers & leaders of AfriForum is no different from that of the EFF.2nd,the call for self-determination is for many a desire for a return to Apartheid. The racists have returned.

[JSE Daily @JSE_Daily]

@Luiz1398 @JuniorBuffett You're the type of useless cunt that adds no value here. Keep going Junior. Fuck these nothings.

[JSE Daily @JSE_Daily]

Hoedefok het hy 1 miljoen followers? Something is up

[Ulrich Janse van Vuuren @UlrichJvV]

It’s a spectacular day in Johannesburg. You’ll find me right here under the trees in the park 🤓🌳☀️

[Jayroo @jayroo69]

🎅🎅🎅🎅

[JSE Daily @JSE_Daily]

Positioning.

[Giulietta Talevi @GTalevi]

Ok can someone explain how Sappi shares are up over 10% on a net loss of $194m, higher debt, subdued demand etc etc etc?!

[JSE Daily @JSE_Daily]

@SimonPB Re Cell C - having guests on that clearly haven't read the financials or SENS adds no value. Kea should really do some work before commenting 😂

[Joseph Carlson @joecarlsonshow]

One of the most misleading charts in finance.

First: This ignores cash flow. Real estate makes a bigger portion of income from cash flow than stocks. This is like comparing the S&P 500 to a dividend fund without counting dividends in the return.

Second: this ignores leverage. When I bought my first home I paid $20k down for $155k of home. I sold it for $220k 3 years later. So I made $65k in gains in 3 years on 20k of cash. This chart assumes you pay for your home in all cash when that is the exception, not the rule.

Third: This chart leaves out that you have to live somewhere. Housing is not an optional expense. If you’re going to live somewhere for 20 years it may be worth it to save up just enough for a down payment, get in, then have it appreciate while you spend the rest of your life building a large stock portfolio.

I know I’m surrounded by a bunch of finance bros on my Twitter circle. But owning a home is also fun. It’s easy to fix stuff. A simple toolbox and YouTube and you can fix 95% of issues that arise. And it’s cool to have your own land, your own stuff, that you can do what you want with.

[JSE Daily @JSE_Daily]

Suuuure buddy 😂😂😂