Latest Episodes
196
Magic Markets #196: The China Effect
News of stimulus in China has caused substantial volatility in the markets, with a sharp initial rally and then a cooling down as the...
195
Magic Markets #195: How to Read a Balance Sheet
The balance sheet is often the difference between success and failure for a corporate. A strong balance sheet can carry a company through the...
194
Magic Markets #194: How to Interpret Profits
The income statement is the lifeblood of any business. Luckily, you don't need to be an accountant to understand what's going on there. As...
193
Magic Markets #193: How to Build a Bear Case
After covering the building of a bull case in the previous week's show, we moved on to the other side of the coin: the...
192
Magic Markets #192: How to Build a Bull Case
When assessing stocks, it's so important think about the good and the bad, not just what you wanted to see going into the analysis....
191
Magic Markets #191: The India Opportunity
As the world pays an increasing amount of attention to emerging markets and the concept of the Global South, India's outperformance vs. China remains...