Description: Economic growth won’t last as the U.S. labors under the burden of growing entitlement programs and weakness around the world, former Federal Reserve Chairman Alan Greenspan told CNBC. Source: CNBC.com – video report Date: Apr 12, 2019 Link: https://www.cnbc.com/2019/04/12/alan-greenspan-says-economy-will-start-to-fade-out-because-of-growing-us-entitlement-burden.html Questions for discussion: What does Alan Greenspan say about the economy that should concern investors? Do you… Read more »
Monthly Archives: April 2019
Disney’s $6.99-per-month streaming immediately makes it a value winner over Netflix for families
Description: For Disney, the price is the story. Disney announced pricing for its new streaming service on Thursday, and it’s surprisingly low: $6.99 per month and $69.99 annually (or $5.83 per month). The service won’t include any advertisements. Source: CNBC.com – video report Date: Apr 12, 2019 Link: https://www.cnbc.com/2019/04/12/disneys-6point99-per-month-price-immediately-makes-it-a-value-winner.html Questions for discussion: Why is pricing so critical in… Read more »
Opinion: As Apple’s stock rides high, 7 reasons investors should worry
Description: Dig a little into Apple’s business and you’ll find plenty of problems Source: MarketWatch.com Date: Apr 12, 2019 Link: https://www.marketwatch.com/story/as-apples-stock-rides-high-7-reasons-investors-should-worry-2019-04-12?mod=mw_theo_homepage Questions for discussion: What are the concerns expressed in this article? Do you think they are valid? What would you do as an investor at this time?
What a Deutsche Bank Merger Could Mean for Germany
Description: A deal with Commerzbank could be a solution, but it could also make things a lot messier. Source: Bloomberg.com Date: Apr 12, 2019 Link: https://www.bloomberg.com/news/features/2019-04-12/what-a-deutsche-bank-merger-could-mean-for-germany?srnd=businessweek-v2 Questions for discussion: What is driving the merger? Do you think it is the solution?
How Uber and Lyft Compare, in Four Charts
Description: Uber and Lyft have competed for riders and drivers across North America. They raced each other to go public. They even filed paperwork for their initial public offerings with the Securities and Exchange Commission on the same day late last year. Source: NYTimes.com Date: Apr 11, 2019 Link: https://www.nytimes.com/2019/04/11/business/dealbook/uber-vs-lyft-ipo-financials.html Questions for discussion: What do… Read more »
Mohamed El-Erian says rally could last another year or two
Description: Mohamed El-Erian, chief economic adviser of Allianz, said the Federal Reserve made a “massive U-turn” to become more dovish in recent months. Other global central banks have followed suit. For that reason, El-Erian thinks that the current bull market could go on for another one or two more years. Source: CNNMoney.com – video report Date:… Read more »
This is the ‘canary in the coal mine’ for stocks, market analyst warns
Description: “We’re back to the levels as if the December decline never happened and I think what’s interesting is what’s pushing that is the Fed has decided to not hike for the rest of 2019 and only once in 2020. Now that is a double-edged sword, that’s a canary in the coal mine,” Sanchez said… Read more »
McDonald’s announced 2 deals in a week. Here’s why investors should care
Description: McDonald’s took nearly 20 years to step back into mergers and acquisitions. But now it has returned to dealmaking, as it looks to build on its tech-heavy strategy with calculated digital investments. Source: CNBC.com Date: Apr 03, 2019 Link: https://www.cnbc.com/2019/04/03/mcdonalds-announced-2-deals-in-a-week-heres-why-investors-should-care.html Questions for discussion: Why should investors care, according to the report? How should investors respond,… Read more »
Opinion: Investors’ widely-held beliefs about ETFs and index funds may be wrong
Description: An analysis of mutual fund stock trades over the past two decades has thrown into question the rationale that has sent everybody and her grandmother stampeding into low-cost index funds and exchange traded funds. Source: MarketWatch.com Date: Apr 03, 2019 Link: https://www.marketwatch.com/story/investors-widely-held-beliefs-about-etfs-and-index-funds-may-be-wrong-2019-04-03?mod=mw_theo_homepage Questions for discussion: What is the essence of the research findings and… Read more »
Digital Ad Spending 2019 – China
Description: Despite China’s economic slowdown—due in part to weaknesses in consumption and a trade war with the US—total media ad spending will increase 14.6% in 2019. Source: eMarketer.com Date: Mar 28, 2019 Link: https://www.emarketer.com/content/china-digital-ad-spending-2019?ecid=NL1001 Questions for discussion: What does this report tell investors interested in Chinese online businesses? Would you be buying today?
