Description: Standard and Poor’s Ratings Services Thomas Watters discusses OPEC and lower oil. He speaks on “Street Smart.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Dec 11, 2014 Link: http://www.bloomberg.com/video/opec-why-won-t-it-cut-oil-production-X9uVXkRwSXq4vmju2gvNtQ.html Questions for Discussions: Why are oil prices under pressure? Do you think some producers are likely to abandon operations? How should investors approach the… Read more »
Monthly Archives: December 2014
Description: There’s a price war in wireless. That’s great news for consumers shopping for a new smartphone … but terrible for investors in Verizon, AT&T, Sprint and T-Mobile. Source: CNNMoney.com – video report Date: Dec 12, 2014 Link: http://money.cnn.com/video/investing/2014/12/12/wireless-telco-stocks.cnnmoney/ Questions for Discussions: Why do you suppose there is a price war? How is this likely… Read more »
Description: Fortune’s Shawn Tully discusses his latest feature on Rick McVey, CEO of electronic trader MarketAxess Holdings. Source: Fortune.com – video report Date: Dec 12, 2014 Link: http://for.tn/1x9oxWd Questions for Discussions: Describe the transition toward electronic trading in bonds as presented in this report? Why would greater variety be good for the industry?
Description: The quants are winning.Hedge funds that rely on computer programs to trade are producing some of the highest returns in the industry after a particularly profitable November. Source: Bloomberg.com Date: Dec 12, 2014 Link: http://www.bloomberg.com/news/2014-12-12/this-hedge-fund-s-machines-are-making-the-right-calls-on-oil.html Questions for Discussions: What does the report say about these funds and the reasons for their success? What is… Read more »
Description: Uber dominates any discussion about smartphone car services in the U.S., but the company is a bit player in the race to win over Chinese taxi riders. By taking a new investment from Baidu that could be worth as much as $600 million, Uber is hoping for help in catching up with local competitors before it’s too late. Source:… Read more »
Description: As oil prices fall further, T. Boone Pickens says the trend of falling prices could last for up to 18 months, but says the U.S. shale boom can survive — and that he hopes the United States will eventually stop using OPEC oil altogether. Source: CNNMoney.com – video report Date: Dec 05, 2014 Link:… Read more »
Description: Fortune’s Stephen Gandel sits down with a group of investors and strategists and they discuss what kind of return investors can expect in the current market. Source: Fortune.com – video report Date: Dec 04, 2014 Link: http://for.tn/1tNJHBH Questions for Discussions: What is the basis for lower market performance in the near future? Do you… Read more »
Description: Dell Chief Executive Officer and Founder Michael Dell discusses being back in charge and the benefits of being a private company. He speaks to Bloomberg’s Erik Schatzker in New York on December 3. (Source: Bloomberg) Source: Bloomberg.com – video report Date: Dec 06, 2014 Link: http://www.bloomberg.com/video/michael-dell-growth-rate-accelerating-as-private-company-56Vqo_FOSQOvqrqCHnxTAA.html Questions for Discussions: What does Michael Dell say… Read more »
Description: When is good economic news a reason to worry? Source: NYTimes.com Date: Dec 04, 2014 Link: http://www.nytimes.com/2014/12/05/upshot/falling-oil-prices-create-a-central-banking-conundrum.html?ref=international&abt=0002&abg=0 Questions for Discussions: Summarize the economic concerns expressed in this report. What do you is likely to occur?
Description: While oil prices were soaring, Russia amassed a pile of hard currency that most countries could only dream of. Source: Businessweek.com Date: Dec 05, 2014 Link: http://www.businessweek.com/articles/2014-12-05/russia-needs-cash#r=hpt-ls Questions for Discussions: How has oil changed Russia’s economy? Why is capital leaving? What can Russia do about the low price of oil to mitigate the damage… Read more »