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

Description: When Federal Reserve officials called inflation ‘transitory’ (or temporary) in 2021, Mohamed El-Erian warned investors that the data didn’t back up their claims.

Source: YahooFinance.com – video report

Date: Sep 20, 2022

Link: https://finance.yahoo.com/news/mohammed-el-erian-policymakers-avoid-110000027.html

Questions for discussion:

  • Summarize the analysis presented by Mohamed El-Erian, his advice to governments and his predictions.
  • Do you you agree with his thinking?
  • What would you advise investors do at this time?

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

Description: To say streaming platform and hardware provider Roku (NASDAQ: ROKU) stock is having a bad year down (69%) would be an understatement.

Source: Entrepreneur.com

Date: Sep 21, 2022

Link: https://www.entrepreneur.com/finance/roku-stock-is-down-but-not-out/435715

Questions for discussion:

  • What does the report say about the reasons for Roku’s stock valuation and prospects for recovery?
  • Do you agree with this analysis?
  • Would you be a buyer of the stock today?

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

Description: With inflation continuing to hover near 40-year highs, consumers seek out savings wherever they can find them — except for one surprising segment.

Source: MediaPost.com

Date: Sep 15, 2022

Link: https://www.mediapost.com/publications/article/377781/cash-strapped-consumers-seek-simple-pleasures.html?utm_source=newsletter&utm_medium=email&utm_content=readmore&utm_campaign=127642&hashid=sEI_WGOFRPC9S2yOZBKY8g

Questions for discussion:

  • How have consumers reacted to inflation, according to the article?
  • How have marketers succeeded in this pricing environment?
  • What else does the article suggest to marketers?
  • What does this suggest to investors looking for winners in this inflationary environment?

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

Description: Loonie fell to near 75 cents US on Friday and analyst says it could go as low as 73 cents US soon

​Source: CBC.ca

Date: Sep 16, 2022

Link: https://www.cbc.ca/news/business/canadian-dollar-1.6585291

Questions for discussion:

  • Why is the Canadian dollar declining in terms of the US dollar but rising against other currencies?
  • What should investors do with this information, in your opinion?

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

Description: “While there used to be stigmas attached to not drinking, that has really changed dramatically in the last 4 or 5 years.” How did the the non-alcoholic beer market go from flavorless to a market forecast to reach $23+ billion in 2025? Rosalie e’Silva and Kate Krader explain. (Source: Bloomberg)

Source: Bloomberg.co – video report

Date: Sep 19, 2022

Link: https://www.bloomberg.com/news/videos/2022-09-19/the-rise-of-non-alcoholic-beer?srnd=premium-canada

Questions for discussion:

  • What do you think explains the success of this product category?
  • Who is the target market?
  • What do you this about the longer term investment in non-alcoholic brewing?

Posted by & filed under Management Issues.

Description: Turns out it’s something you already do. You just need to turn it up a notch.

Source: INC.com

Date: Sep 21, 2022

Link: https://www.inc.com/jeff-haden/mark-cuban-says-worst-career-advice-is-follow-your-passion-what-should-you-do-instead.html?utm_source=newsletters&utm_medium=email&leadId=261346&mkt_tok=NjEwLUxFRS04NzIAAAGG_s0bJ4rgO6-Ha4lfXKGHNmrUVBgsf9USSn96kvl21rxRpUyVC1h5Fm2L9rB4yzkHDbrt0menfW10UTIdXAGI6Xw1jRVgdymDiaKb9w

Questions for discussion:

  • What is Mark Cuban’s advice?
  • Do you think it applies well to most people?
  • Do you think most people follow this advice?

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

Description: New York Life Investments Economist and Portfolio Strategist Lauren Goodwin joins Yahoo Finance Live to discuss the August CPI report, inflation, the likeliness of a 75-basis-point rate hike, volatility, and the expectations for the Fed’s upcoming FOMC meeting.

Source: YahooFinance.com – video report

Date: Sep 14, 2022

Link: https://finance.yahoo.com/video/inflation-nowhere-near-fed-goal-140441438.html?.tsrc=fin-srch

Questions for discussion:

  • Summarize the critical items discussed in this report as they relate to inflation, interest rates and investing.
  • What do you think is happening and going to happen over the next few months?

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

Description: After that CPI shock earlier in the week, Wall Street is fielding a fresh batch of data on Thursday, with the headline retail sales number coming in stronger than expected. And a disastrous rail strike may be inverted.

Source: MarketWatch.com

Date: Sep 06, 2022

Link: https://www.marketwatch.com/story/ray-dalio-says-watch-out-for-rates-hitting-this-level-because-wall-street-stocks-will-take-a-20-hit-11663239288?siteid=yhoof2

Questions for discussion:

  • What is the basis for Ray Dalio’s dire predictions?
  • Do you agree with his assessment?
  • What would you advise investors do at this time?

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

Description: Adobe is paying 2021 prices. It’s 2022. Wall Street hates it. Silicon Valley is thrilled.

Source: CNBC.com – video report

Date: Sep 15, 2022

Link: https://www.cnbc.com/2022/09/15/figma-investors-score-historic-coup-with-adobe-deal-in-down-year-.html

Questions for discussion:

  • Why does Wall Street hate this deal?
  • Do you think it was a good one for both company’s shareholders?

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

Description: As the COVID-19 pandemic ramped up in early 2020, leading to widespread lockdowns and a plunge in economic activity, the Canadian government, like virtually all its peers, flooded households with extra cash to supplement cascading income. As a result, even though employee compensation fell 9.2 per cent, a whopping 30.5 per cent surge in government transfers led to overall household income rising by nearly eight per cent from Q4 2019 to Q2 2020.

Source: FinancialPost.com – video report

Date: Sep 15, 2022

Link: https://financialpost.com/news/economy/david-rosenberg-canadian-recession-set-in-stone

Questions for discussion:

  • What does David Rosenberg say about the reasons for inflationary pressures and the inevitability pf recession?
  • Do you agree with this analysis?
  • What would you advise investors do at this time?