Description: There are now over 6,000 ETFs on 60 exchanges and ETFs exist for everything from corporate bonds to gold bars to oil futures. Like the USB port or a gas pump, ETFs have basically standardized the entire universe of investing so that everything under the sun now trades like shares of Apple. But what,… Read more »
Monthly Archives: March 2016
Mystery ‘Dude’ Rattles Markets for Turkish Stock Traders
Description: Stock traders in Istanbul are dealing with the mysterious case of “the dude,” a trader shaking up the Turkish markets with large bets and boosting trading volume on the Borsa Istanbul by nearly eight percent this year. Bloomberg’s Constantine Courcoulas examines the details on “Bloomberg Markets.” (Source: Bloomberg) Source: Bloomberg.com – video report Date:… Read more »
Stock Buyback Plans, Seen as Shareholder Boon, Can Backfire
Description: Stock buybacks are a boon for shareholders, right? Source: NYTimes.com Date: Mar 11, 2016 Link: http://www.nytimes.com/2016/03/13/business/stock-buyback-plans-seen-as-shareholder-boon-can-backfire.html?ref=business&_r=0 Questions for discussion: Summarize the arguments presented in the report. Do you agree with the assessment?
Dow breaks above bullish chart level first time this year
Description: Dow, S&P 500 first moves above 200-day moving average is the latest to start the year since 2009 Source: MarketWatch.com Date: Mar 11, 2016 Link: http://www.marketwatch.com/story/dow-breaks-above-bullish-chart-level-first-time-this-year-2016-03-11 Questions for Discussions: What are the reasons for optimism? Do you agree with the interpretation?
Big pay cut for Chipotle’s bosses
Description: The company shaved the total 2015 compensation of both Steve Ells and Monty Moran by roughly half: Ells brought in $13.8 million and Moran $13.6 million. Source: CNNMoney.com Date: Mar 11, 2016 Link: http://money.cnn.com/2016/03/11/news/companies/chipotle-ceo-pay-cut/index.html?iid=hp-stack-dom Questions for Discussions: Are you surprised at the executive compensation levels at Chipotle? What do you think of the change… Read more »
Time for Hedge Funds to Comeback?
Description: Credit Suisee Global Head: Capital Services Bob Leonard discusses his outlook for hedge funds. He speaks on “Bloomberg Markets.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Mar 03, 2016 Link: http://www.bloomberg.com/news/videos/2016-03-03/time-for-hedge-funds-to-comeback Questions for Discussions: What does the report say about the hedge fund industry today and the direction it is heading? How should… Read more »
The Lone Analyst Who Said Sell Valeant When Hedge Funds Piled In
Description: In July 2014, Dimitry Khmelnitsky advised investors to sell Valeant Pharmaceuticals International Inc. and then watched the stock double in a year. “It was very painful,” Khmelnitsky, an analyst at Veritas Investment Research Corp., said in an telephone interview from his office in Toronto. “What I felt was pain.” Source: Bloomberg.com – video report Date:… Read more »
This investor thinks big banks are doomed
Description: Bond king Bill Gross is not known for his sunny outlook for the markets. But he took his pessimism to a new level in his latest monthly outlook. Source: CNNMoney.com – video report Date: Mar 03, 2016 Link: http://money.cnn.com/2016/03/03/investing/bill-gross-janus-banks-stocks/index.html?iid=hp-stack-dom Questions for discussion: Summarize the bank problems as argued in the report. What do you… Read more »
Surging copper is obvious ‘chart of the day’
Description: Dr. Copper is looking a little healthier these days. The industrial metal has seen its role as an international economic bellwether tarnished over the past few years, but its rebound from nearly seven-year lows set in January is attracting attention from traders and certainly isn’t doing any harm to sentiment across financial markets given… Read more »
The man behind a $6 billion hedge fund says ‘very dangerous investors’ have one thing in common
Description: Ricky Sandler, the founder of $6 billion long/short equity hedge fund Eminence Capital, wants to hire folks with the “desire to win above the desire to be right.” Source: BusinessInsider.com Date: Mar 03, 2016 Link: http://www.businessinsider.com/eminence-capital-ricky-sandler-on-people-2016-3 Questions for discussion: What does Ricky Sandler say is an important quality in the people he believes are best… Read more »
