Delta Air Lines: Cabin Pressure
Delta Air Lines came into 2025 expecting it's best year ever. A lot of Trump turbulence later, and guidance has been pulled for the full year. Is the company just being conservative, or is there reason to worry?
Magic Markets #220: The Global Asset Ownership Web
With markets bouncing around like crazy practically every day at the moment, most of the focus among investors is usually on the equity indices. But what about the bond markets? Aren't they just as important, if not even more important? Does the carry trade play a role? What about foreign ownership of assets, both fixed income and equities? And what is one really important characteristic that investors should consider when looking at buy-the-dip candidates? All this and more in this week's episode of Magic Markets.
Berkshire Hathaway: The GOAT
Berkshire Hathaway is the mythical name among value investors. Warren Buffett is the GOAT. The annual meeting is known as Woodstock for Capitalists. And no, it's not just hype. With Berkshire so well positioned for the share price volatility we've seen in 2025, it was time to cover this stock in Magic Markets Premium.
Magic Markets #219: Trade Wars and Trading
With the markets all over the place and practically impossible to predict, Moe is busy with a day-trading strategy and Ghost has bought a few dips, ranging from technology through to golf. Is there method in this madness? What is really going on out there? And should we be thinking more and more about China? Volatility can be wild, but it's also a key feature of the markets and a very exciting time for those who like to see action on the screens. In this episode, our passion for the markets really shines through. We invite you to join us.
Alibaba: Dragon or Danger?
Alibaba is essentially the Amazon of the East, except the company has to deal with a very different set of political risks. With Jack Ma back in the spotlight and the share price enjoying positive sentiment, is there room to jump into this story?
Magic Markets #218: Consumer Conundrum
The first quarter of the year was an unhappy one for most consumer stocks. Tariffs are top of mind, as is the pressure that many brands have been facing in China. Inflation is a risk and consumer sentiment is weak. Against this backdrop, is there opportunity in this sector, or is it better to sit this one out and let the volatility do its thing? And does it make a difference to look at discretionary vs. defensive stocks?
BMW: Still Business ‘Klasse’?
BMW is one of the better European automotive manufacturers, with clear market positioning and a solid EV strategy. Despite this, the disruption from China has still hurt their business - both in global markets and in China itself. Can the Germans fight back?
Magic Markets #217: Time for Africa?
As we continue to look beyond the US to demonstrate the opportunities available elsewhere in the world, our gaze turns to Africa. Firmly a currencies story, it's all about whether the macroeconomics will improve in 2025. This is what some of the banking groups have predicted, so South African corporates with African exposure will be hoping that this comes to fruition. But which South African listed companies are these? Which ones stand to benefit? And in line with a broader offshore theme for South African companies, what are the typical features of successful acquisitions vs. those that have failed?
Lloyds Banking Group: Sideways No More?
Lloyds Banking Group is the largest digital bank in the UK. It has also benefitted from a major improvement in sentiment towards the broader European region. Is there something to get excited about here after years of sideways movement in the UK market, or is this all hype?
Magic Markets #216: Europhoria – hype or the new hustle?
These days, the narrative has shifted from US Exceptionalism to one of punters working through the list of European companies to try and find something exciting to buy. Defence stocks seemed to be where momentum traders found their desired home, with incredible returns in those stocks. But what about the rest of Europe? Is there something there to justify this Europhoria? Are there other place to look, like China? And are you willing to allow Moe to invent the term Amexit?
