Description: Tax cuts are a big gift to business. But will workers win too? Source: CNNMoney.com – video report Date: Dec 01, 2017 Link: http://money.cnn.com/2017/12/01/investing/trump-market-slides-flynn-comey-cohn/index.html Questions for discussion: What does the report suggest businesses will do with the tax cut? How will that affect the markets and the economy in general?
Monthly Archives: December 2017
Eleven Weeks of Bliss Shattered for the Stock Market’s Hottest Trade
Description: It’s tough luck for semiconductor bulls that during a stretch in which one of their favorite things, bitcoin, surged to $11,000, the industry took its worst stock market beating in 23 months. Source: Bloomberg.com Date: Dec 01, 2017 Link: https://www.bloomberg.com/news/articles/2017-12-01/eleven-weeks-of-bliss-shattered-for-stock-market-s-hottest-trade Questions for discussion: Explain what happened to the stocks in this sector? What is… Read more »
Goldman says highest valuations since 1900 leave investors in for a world of hurt
Description: Returns are expected to fall across assets going forward Source: MarketWatch.com Date: Dec 02, 2017 Link: https://www.marketwatch.com/story/goldman-says-highest-valuations-since-1900-leave-investors-in-for-a-world-of-hurt-2017-11-29?mod=MW_story_latest_news Questions for discussion: What do you think of the model used and the predictions? How should investors react to this report, in your opinion?
Trump Took Office. Stocks Rose. Investors Are Still Worried.
Description: Some of President Trump’s least controversial tweets involve him boasting about the stock market. It has certainly done well since he was elected a year ago, with the Dow Jones industrial average up more than 30 percent in that time. Source: NYTimes.com Date: Dec 02, 2017 Link: https://www.nytimes.com/2017/12/01/your-money/trump-stock-market-investors.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business®ion=rank&module=package&version=highlights&contentPlacement=13&pgtype=sectionfront Questions for discussion: According to the… Read more »
CVS Gets Close to Buying Aetna as Amazon Threat Looms
Description: CVS Health (CVS, -1.96%), which operates the massive Caremark pharmacy benefits manager as well as the CVS drugstore chain, is getting close to acquiring Aetna (AET, +0.64%) in a deal for more than $66 billion in cash and stock. Source: Fortune.com – video report Date: Nov 30, 2017 Link: http://fortune.com/2017/11/30/cvs-aetna-deal/ Questions for discussion: Explain the motivation for the… Read more »
Tax Bill Offers Last-Minute Breaks for Developers, Banks and Oil Industry
Description: Far from simplifying taxes, the bill opened up a whole range of tactics to lower the amount owed to the Internal Revenue Service. Source: NYTimes.com Date: Dec 02, 2017 Link: https://www.nytimes.com/2017/12/02/business/tax-bill-offers-last-minute-breaks-for-developers-banks-and-oil-industry.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business®ion=rank&module=package&version=highlights&contentPlacement=1&pgtype=sectionfront Questions for discussion: What are the highlights of the tax bill, according to the report? How will investors be affected by these changes?… Read more »
Bitcoin Futures Are About To Be a Thing and It’s Sending Prices Soaring
Description: Bitcoin prices soared as high as $10,700 Friday after the main U.S. currency trading watchdog handed the Chicago Mercantile Exchange and Chicago Board Options Exchange a tentative go-ahead to offer Bitcoin futures. Source: Fortune.com – video report Date: Dec 02, 2017 Link: http://fortune.com/2017/12/01/bitcoin-price-cme-cftc-futures/ Questions for discussion: Explain why the introduction of futures trading would… Read more »
Netflix can shake off Kevin Spacey scandal — and ‘Stranger Things’ will help
Description: Streaming giant will survive the sexual harassment scandal as long as it remains an isolated incident, analyst says Source: MarketWatch.com Date: Dec 02, 2017 Link: https://www.marketwatch.com/story/netflix-can-shake-off-kevin-spacey-scandal-and-stranger-things-will-help-2017-12-01 Questions for discussion: What does the report say about how the recent scandal has impacted Netflix profitability? Do you think the risk to investors has substantially changed? How… Read more »
‘It’s beautiful’: This Toronto startup is investors’ secret weapon to beating the market
Description: Hedge funds pay handsomely for Quandl’s market-beating alternative data, but when does such data cross the line into privacy violations or insider trading? Source: FinancialPost.com Date: Dec 01, 2017 Link: http://business.financialpost.com/technology/its-beautiful-this-toronto-startup-is-investors-secret-weapon-to-beating-the-market Questions for discussion: What is meant by alternative data? Do you think there are legal issues facing investors using this service?
How the Fall of Finance Led to French Tech’s Rise
Description: After the financial crisis, educated French youth opted for startups instead of conventional job paths. Source: Bloomberg.com Date: Nov 28, 2017 Link: https://www.bloomberg.com/view/articles/2017-11-28/how-the-fall-of-finance-led-to-french-tech-s-rise Questions for discussion: What does the article have to say about changes taking place in France? What are the major reasons for the change in attitudes and thinking towards entrepreneurialism and… Read more »