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

Description: Considering how much coverage there has been of the strengthening U.S. economy, demand for workers and a massive tax cut that has boosted corporate earnings, 2018 has been a disappointing year for the stock market overall. Investors seem to be disappointed as they look ahead.

Source: MarketWatch.com

Date: Dec 06, 2018

Link: https://www.marketwatch.com/story/here-are-the-sp-500s-best-and-worst-stock-performers-of-2018-2018-12-06

Questions for discussion:

  • Summarize the analysis presented in this article.
  • What should investors take away from it as they look ahead to 2019?

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

Description:  Despite the stock market sell-off this week, J.P. Morgan Chase CEO Jamie Dimon predicts the Federal Reserve will likely still raise interest rates in December.

Source: CNBC.com

Date: Dec 05, 2018

Link: https://www.cnbc.com/2018/12/06/dimon-says-fed-will-likely-still-hike-rates-in-december-despite-market-turmoil.html

Questions for discussion:

  • What does Jamie Dimon have to say about interest rates and the economy?
  • Do you agree with his assessments and interest rate predictions?
  • Do you agree a rate hike in December would be good for the world?

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

Description: Omega Advisors founder Leon Cooperman on Thursday blamed the Securities and Exchange Commission for failing to address the impact computerized trading has had on the broader market and how it exacerbates volatility during market swings.

Source: CNBC.com – video report

Date: Dec 06, 2018

Link: https://www.cnbc.com/2018/12/06/leon-cooperman-says-sec-needs-to-investigate-computer-trading-for-causing-wild-west-with-markets.html

Questions for discussion:

  • What does Leon Cooperman say about the recent stock market trading environment?
  • What does he recommend?
  • Do you think this will happen?

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

Description: With the S&P 500 SPX, -1.65% poised to produce a bearish “death cross” chart pattern on Friday, more than half of the index’s components are already there. A death cross is when the 50-day moving average (DMA) crosses below the 200-DMA, with many chart watchers viewing that occurrence as marking the spot a shorter-term pullback transitions to a longer-term downtrend.

Source: MarketWatch.com

Date: Dec 06, 2018

Link: https://www.marketwatch.com/story/more-than-half-of-the-sp-500-components-have-produced-death-crosses-2018-12-06?mod=bnbh

Questions for discussion:

  • What does article say about the market?
  • How should investors deal with this analysis?

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

Description: CNN’s Dr. Sanjay Gupta explains how to use Apple Watch’s built-in ECG monitor.

Source: CNN.com – video report

Date: Dec 04, 2018

Link:  https://www.cnn.com/videos/business/2018/12/05/apple-watch-ecg-app-health-review.cnn-business/video/playlists/top-news-videos/

Questions for discussion:

  • Do you think this device will significantly increase consumer choice for Apple in place of other brands?
  • Do you think this product development changes investor’s perception of Apple as a growth stock?

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

Description: Third-quarter earnings season is just about over, and corporate results haven’t been this strong in eight years. With 97% of the S&P 500 having reported results through the end of last week, the blended earnings growth rate for the S&P 500 is25.9%, according to data from FactSet.

Source: Finance.Yahoo.com – video report

Date: Dec 04, 2018

Link: https://finance.yahoo.com/news/earnings-still-great-thats-matters-stocks-225640951.html

Questions for discussion:

  • What do the earnings analysis suggest?
  • How have markets been reacting lately?
  • Explain the disconnect.

 

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

Description:  I often read articles, along with the comments, to gauge the stock market’s sentiment from an anecdotal perspective. I recently noticed a quote by investor Sir John Templeton: “For 100 years optimists have carried the day in U.S. stocks. Even in the dark ’70s, many professional money managers, and many individual investors too, made money in stocks, especially those of smaller companies.

Source: MarketWatch.com

Date: Dec 03, 2018

Link: https://www.marketwatch.com/story/elliott-wave-theory-suggests-an-unsettling-event-will-occur-in-the-stock-market-2018-12-03

Questions for discussion:

  • Summarize the analysis presented.
  • What can investors learn from this article?

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

Description: Bitcoin is now entering a death spiral

Source: MarketWatch.com

Date: Dec 03, 2018

Link: https://www.marketwatch.com/story/bitcoin-is-close-to-becoming-worthless-2018-12-03

Questions for discussion:

  • What does the report say about the future valuations for Bitcoin?
  • Do you agree with this assessment?

Posted by & filed under Financial Planning, Growth & Valuation, Management Issues, Personal Finance.

Description: No more dinners with female colleagues. Don’t sit next to them on flights. Book hotel rooms on different floors. Avoid one-on-one meetings. In fact, as a wealth adviser put it, just hiring a woman these days is “an unknown risk.” What if she took something he said the wrong way? Across Wall Street, men are adopting controversial strategies for the #MeToo era and, in the process, making life even harder for women.

Source: Bloomberg.com – video report

Date: Dec 04, 2018

Link: https://www.bloomberg.com/news/articles/2018-12-03/a-wall-street-rule-for-the-metoo-era-avoid-women-at-all-cost

Questions for discussion:

  • What does article say about the direction of working relationships between men and women?
  • How should management deal with this issue?

Posted by & filed under Financial Planning, Growth & Valuation, Management Issues, Personal Finance.

Description: How an obscure legal document turned New York’s court system into a debt-collection machine that’s chewing up small businesses across America.

Source: Bloomberg.com

Date: Nov 20, 2018

Link: https://www.bloomberg.com/graphics/2018-confessions-of-judgment/?srnd=businessweek-v2

Questions for discussion:

  • Why are small business people typically the target?
  • How can they protect themselves from this risk?
  • Is there a role for government here?