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
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 »
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?
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 »
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 »
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 »
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 »
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 »
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?
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 »