Happy Monday! I know, I know. Back to work you go. To make it a bit easier and to get you up to speed with the most interesting stories on the JSE last week, the Ghost Wrap podcast is an insightful update on companies in sectors ranging from banking to retail. For the latest on Nedbank, Spar, Hudaco, Pepkor, Sirius Real Estate and Tiger Brands, give the latest show a listen. Ghost Wrap is proudly brought to you by Mazars.

With equities taking strain at the moment, I want to highlight the latest Magic Markets podcast that featured the team from Westbrooke and their Yield Plus f und in the UK. How does 9% annualised yield in GBP sound to you? That's what I thought. Give it a listen here>>>

While we are on the subject of podcasts, the latest Ghost Stories podcast is full of insight into the use of ETFs in a portfolio. Duma Mxenge (Business Development Manager at Satrix) joined me to talk about this critical element of any portfolio. Enjoy it here>>>

Stock research

There's something for everyone in Ghost Mail. If learning about yield-focused inves tments or the broad use of ETFs didn't grab you this morning, here are two excellent opportunities to learn about local stocks:

• Trive South Africa took a closer look at Renergen from both fundamental and technical standpoints in this article>>>
• In the most recent edition of Unlock the Stock, Calgro M3's management team joined the platform to talk about the recent results and to take questions. Brought to you by A2X, you'll find the recording here>>>

Video didn't kill the radio star b>

The latest results from African Media Entertainment (AME) are interesting. The radio assets performed well, with HEPS now well ahead of pre-Covid levels. The casualty in a load shedding environment is television advertising. Nothing I've seen in this narrative has changed my overall bearishness on a business like MultiChoice. The reality is that load shedding doesn't impact what we listen to in the car, but it certainly affects what we can do at home.

The other stories I covered in Ghost Bites this morning include Nedbank's commentary on the four months to April, Gemfields reporting a record emerald auction and Finbond looking to Namibia for growth.

It's an interesting mix, all available with just one click by reading Ghost Bites>>>

The most emotive topic of all: emigration

Together with TreasuryONE, I'm presenting a webinar on Wednesday that I think many people will take value from. As an update to my emigration decision framework that proved to be such a popular article during the pandemic, I'll be talking about an objective way to assess this decision. For those who are making the decision to leave, TreasuryONE will be on the webinar to give insights into the process of taking money offshore.

If this will be of use to you, register for the webinar at 12pm on Wednesday at this link>>>

Loo king at currency markets and the broader macroeconomic environment, TreasuryONE notes that the US non-farm payrolls number on Friday surprised to the upside for the 14th month in a row. It smashed the expectations of +195,000 jobs by coming in at +339,000 jobs for May. Despite this, US unemployment rose to 3.7% from 3.4% the previous month. The dollar eventually traded stronger after a see-saw session in which the market digested the mixed outcome.

The rand traded at around R19.50 against the dollar as the market sat on the fence about whether the Fed will hike at the next meeting.

If we are lucky, some of the rand's recovery will stick this week.

Good luck for the start of a new week!