Velshi: Are we in a recession?

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

Description: Despite people feeling better about the economy, one prominent economist says we’ve already dipped into a recession. Source: CNNMoney.com – video report Date: Nov 29, 2012 Link: http://money.cnn.com/video/news/2012/11/29/n-velshi-recession-your-money-daily.cnnmoney/ Questions for Discussions: Summarize the arguments for suggesting the US is already in recession? What does each of the four indicators presented represent? Do you believe… Read more »

What Awaits Mark Carney at the Bank of England

Posted by & filed under Economic Analysis, Financial Planning, Governments & Regulators, Growth & Valuation, Management Issues, Market Analysis.

Description: He has been touted as the best man for the job, but what exactly can Mark Carney expect when he takes on the role of governor at the Bank of England next year? DeAnne Julius, former MPC member, and Chris Giles, economics editor, lay out some of the challenges to the FT’s Seb Morton-Clark…. Read more »

Why mortgage deduction may sail by fiscal cliff

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

Description:  Commentary: Initial reports from retailers are unreliable Source: Marketwatch.com Date: Nov 29, 2012 Link: http://www.marketwatch.com/story/why-mortgage-deduction-may-sail-by-fiscal-cliff-2012-11-29?dist=afterbell Questions for Discussions: What are the implications of a move to reform mortgage deductibility? Do you think it can be phased out gradually without causing excessive stress on the housing recovery? How might investments in home building companies be… Read more »

Fiscal Cliff Fears Drive Huge Spike in Dividend Payouts

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

Description:  Taxes on dividends may go up on January 1. And companies are shoveling dividends out to their shareholders before the taxman comes calling. Source:  TheDailyBeast.com Date: Nov 28, 2012 Link:  http://www.thedailybeast.com/articles/2012/11/28/fiscal-cliff-fears-drive-huge-spike-in-dividend-payouts.html Questions for Discussions: What is the history of dividend payouts and changing tax policies? Do you think the payouts are good for the… Read more »