Latest Episodes
198
Magic Markets #198: What can we learn from market sector rotations?
Although there's a risk of churning your portfolio too often if you become obsessed with short-term market movements, there's a lot of value to...
197
Magic Markets #197: GNU follow-through - are businesses changing?
The GNU-phoria in South Africa is now a few months old. Loadshedding is becoming a distant (albeit still painful) memory. Sentiment has clearly turned...
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...