For Emerging Markets, China’s Shift to Consumer Goods Is a Blow

Posted by & filed under Economic Analysis, Governments & Regulators, Growth & Valuation, Industry Analysis, Personal Finance.

Description:  Bulls see cheap stocks poised for a rebound. But one big thing has changed since the last boom. Source: Bloomberg.com Date: Feb 01, 2019 Link: https://www.bloomberg.com/news/articles/2019-02-01/for-emerging-markets-china-s-shift-to-consumer-goods-is-a-blow?srnd=businessweek-v2 Questions for discussion: Summarize the analysis presented. Do you agree with the assessment? What would you advise investors?

Bitcoin extends losses, slides under $3500 to lowest since September 2017

Posted by & filed under Company Analysis, Growth & Valuation, Personal Finance.

Description: Bitcoin had a rough weekend. Coming off a week of heavy losses, bitcoin fell as much as 10 percent and set a fresh low at $3,447.58 on Sunday, according to data from CoinDesk. That was the cryptocurrency’s lowest level since September 2017. It later recovered to roughly $3,945 as of 6 p.m. ET. Source: CNBC.com –… Read more »

Lean into ‘volatility spikes’: Credit Suisse

Posted by & filed under Governments & Regulators, Growth & Valuation, Market Analysis, Personal Finance.

Description: Lean into ‘volatility spikes’: Credit Suisse Source: Finance.Yahoo.com – video report Date: Oct 12, 2018 Link: https://finance.yahoo.com/video/lean-volatility-spikes-credit-suisse-143711471.html Questions for discussion: Summarize the arguments presented. Do you agree with these recommendations? What would you advise investors?

Bond Slump Goes Global; Dollar Gains, Stocks Drop: Markets Wrap

Posted by & filed under Company Analysis, Governments & Regulators, Growth & Valuation, Market Analysis, Personal Finance.

Description: A bond selloff that sent benchmark U.S. Treasury yields to the highest since 2011 spread into Asia and Europe on Thursday, spurring more gains for the dollar and triggering widespread declines in equities. Source: Bloomberg.com – video report Date: Oct 03, 2018 Link: https://www.bloomberg.com/news/articles/2018-10-03/treasuries-slide-asia-stocks-set-to-nudge-higher-markets-wrap Questions for discussion: Summarize and explain the movements in markets…. Read more »

Why an Investor Is Predicting Bitcoin Could Hit $700,000

Posted by & filed under Company Analysis, Growth & Valuation, Industry Analysis, Personal Finance.

Description: The annual Sohn Investment Conference in New York is usually a place where Wall Street’s best hedge fund managers and investors present their top stock picks—from Amazon to Valeant Pharmaceuticals. And for the first time in the event’s 23-year history, one of those investors used the Sohn conference stage Monday to recommend a certain digital investment: Bitcoin…. Read more »

As bitcoin goes bust, one classic market signal is pointing to more pain

Posted by & filed under Company Analysis, Governments & Regulators, Growth & Valuation, Personal Finance.

Description: Bitcoin futures have entered into a contango market, suggesting further agony for the cryptocurrency. Source: CNBC.com – video report Date: Mar 29, 2018 Link: https://www.cnbc.com/2018/03/29/as-bitcoin-goes-bust-one-classic-market-signal-is-pointing-to-more-pain.html Questions for discussion: What is a contango market? Do you agree with the assement presented in this article?

Is Bitcoin a Waste of Electricity, or Something Worse?

Posted by & filed under Governments & Regulators, Growth & Valuation, Market Analysis, Personal Finance.

Description: WASHINGTON — A manufacturing start-up recently announced plans to move into a shuttered aluminum factory in upstate New York, taking advantage of abundant cheap electricity from the St. Lawrence River. Source: NYTimes.com Date: Feb 28, 2018 Link: https://www.nytimes.com/2018/02/28/business/economy/bitcoin-electricity-productivity.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=rank&module=package&version=highlights&contentPlacement=2&pgtype=sectionfront Questions for discussion: Summarize the discussion points in this report. What is your view on the… Read more »

Head of world’s largest hedge fund says U.S. in a ‘pre-bubble phase’ with a 70% chance of recession

Posted by & filed under Company Analysis, Growth & Valuation, Market Analysis, Personal Finance.

Description: Bridgewater’s Ray Dalio says he sees risk of recession by 2020 Source: MarketWatch.com Date: Feb 22, 2018 Link: https://www.marketwatch.com/story/bridgewaters-ray-dalio-says-us-in-a-pre-bubble-phase-with-a-70-change-of-recession-2018-02-22 Questions for discussion: What is the basis for his concerns? Do you agree? How should investors react to his prediction?