Our home country is burning. South Africa is in economic turmoil and lives are being lost.
This isn't sensationalist. This is what is happening on the ground, right now.
In an incredibly sad week for our beautiful country, we have a heartfelt conversation about the situation and what it means for investors. It's an unpleasant reminder of the importance of creating optionality for yourself and your family.
We hope to offer some perspective in dark times.
Hosts The Finance Ghost and Mohammed Nalla would like to thank you for making time to listen to us in a week where you are being bombarded with news and analysis.
After a flurry of international guests on Magic Markets, hosts The Finance Ghost and Mohammed Nalla take a breather for the one-year anniversary of Magic Markets and hang out with each other for a change. Of course, markets are always on the menu, so the hosts decided to discuss some of the important trends in the US market in the third quarter. There’s a brief discussion on inflation and the revenue growth numbers coming through in S&P 500 companies. The hosts also looked at the sectors that are expected to benefit over the next few months, referencing various data sources in the process. Magic Markets is your invitation to be part of our discussions on global markets. ...
In Magic Markets Premium, we’ve developed a research process that we apply every week in analysing global stocks. In this episode, we give you insights into that process. We talk about the importance of forming a bull case and a bear case, as it forces you to challenge your view and question what might go wrong (or better than expected). We also discuss why we look at both the tenure and trading history of the management team. The competitive environment is important of course, as is an analysis of recent financial results. We finish off with a discussion on the importance of combining technical and fundamental analysis. You can subscribe to Magic Markets Premium at this link for R990/year or R99/month if you prefer dipping your toes in before committing for a full year. ...
2022 is clearly a stock picker’s market. The days of throwing darts and making money are behind us. With that in mind, the hosts decided to talk through some of the current themes in the market and what it means for their portfolios. Covering a wide variety of topics ranging from Russia and Barloworld through to Bitcoin and the great Tesla vs. Ford debate, this episode of Magic Markets is your invitation to be part of a trading room-style discussion about the top-of-mind issues in the markets. ...
