Posted by & filed under Company Analysis, Financial analysis, Growth & Valuation, Industry Analysis, Management Issues, Personal Finance.

Description: Can’t blame suppliers for wanting to get paid ASAP from a dying Sears Holdings Corp.

Source: Finance.Yahoo.com – video report

Date: Oct 18, 2018

Link: https://finance.yahoo.com/news/heres-triggered-sears-death-spiral-bankruptcy-193728587.html

Questions for discussion:

  • Why did Sears fail?
  • How much blame rests with the management of Eddy Lampert and his hedge-fund takeover?

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

Description:  New York (CNN Business)Now that Amazon joined Apple in the trillion dollar market value club Tuesday, the race is on to see which company can cross $2 trillion.

Source: CNN.com – video report

Date: Oct 18, 2018

Link: https://www.cnn.com/2018/09/30/investing/amazon-apple-2-trillion/index.html

Questions for discussion:

  • What is the basis for the Amazon projection to $2 trillion?
  • Do you agree with this assessment?

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

Description: Friday is the anniversary of the 1987 stock-market crash, when the Dow Jones Industrial Average plunged 22.6%

Source: CNBC.com – video report

Date: Oct 19, 2018

Link: https://www.marketwatch.com/story/the-stock-market-is-overdue-for-a-one-day-5-or-10-plunge-2018-10-18

Questions for discussion:

  • Summarize the analysis presented in this report.
  • How much weight do you think investors should put into it?
  • How can investors mitigate the risk of a dramatic drop in the market?

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

Description: Dr. Doom is back—and age has done nothing to soften his views.

Source: Barrons.com

Date: Oct 18, 2018

Link: https://www.barrons.com/articles/dr-dooms-henry-kaufman-1539822343?mod=mktw

Questions for discussion:

  • What is Henry Kaufman’s warning to investors?
  • Do you agree with his assessments?

Posted by & filed under Financial analysis, Governments & Regulators, Growth & Valuation, Personal Finance.

Description: The C.L.O., a cousin of the mortgage-related product that malfunctioned a decade ago, has become one of the hottest investments on Wall Street.

Source: NYTimes.com

Date: Oct 18, 2018

Link: https://www.nytimes.com/2018/10/19/business/economy/clo-corporate-loans.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=rank&module=package&version=highlights&contentPlacement=1&pgtype=sectionfront

Questions for discussion:

  • Summarize what the article says about C.L.O. and the concerns investors should have?
  • Do you share these concerns?

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?

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

Description:  If the market always speaks a message, then Wednesday’s 800-point tumble in the Dow Industrials and 3.2 percent break in the S&P 500 can be considered the market shouting for attention.

Source: CNBC.com

Date: Oct 11, 2018

Link: https://www.cnbc.com/2018/10/11/this-sell-off-was-long-overdue-and-is-likely-not-the-end-of-the-bull-market.html

Questions for discussion:

  • How does the report explain the sudden sell-off?
  • Do you agree with the assessment?
  • Why is there confidence that the bull market is still alive?

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

Description: Warren Buffett believes interest rates are critical in determining stock valuations. The Dow Jones Industrial Average plunged more than 1,300 points in two days as investors worried about the negative effects from the rising interest rate environment. In a 2017 interview video clip found using CNBC’s Warren Buffett Archive, the investor explained why rates matter so much for investors.

Source: CNBC.com – video report

Date: Oct 11, 2018

Link: https://www.cnbc.com/2018/10/11/warren-buffett-on-why-interest-rates-matter-so-much-for-investing.html?yptr=yahoo

Questions for discussion:

  • Summarize the relationship between interest rates and investing, according to Warren Buffett?
  • Does this thinking hold up well in todays markets?
  • What advice do you think Buffett would be giving investors at this time?

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

Description: Government debt yields sank Thursday after the Labor Department said consumer prices rose less than expected in September, calming inflation fears that sent the 10-year Treasury yield to its highest in seven years earlier this week.

Source: CNBC.com

Date: Oct 11, 2018

Link: https://www.cnbc.com/2018/10/11/us-bonds-and-fixed-income-global-equity-markets-in-turmoil.html

Questions for discussion:

  • What happened in the bond market and why, according to the report?
  • What would you advise investors do now?

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

Description: Berkshire Hathaway (ticker: BRK.A, BRK.B) CEO and legendary investor Warren Buffetthas always been generous in sharing his time and his investing philosophy.

Source: Finance.Yahoo.com

Date: Oct 12, 2018

Link: https://finance.yahoo.com/news/7-things-warren-buffett-says-stock-market-174444524.html

Questions for discussion:

  • Summarize Warren Buffett’s current thinking about investing in the stock market?
  • Which item in this report do you think is most important for investors to know?