Opinion: The Fed can’t rescue us from the coming supply-shock recession

Posted by & filed under Governments & Regulators, Growth & Valuation, Market Analysis, Personal Finance.

Description: NEW YORK (Project Syndicate) — There are three negative supply shocks that could trigger a global recession by 2020. All of them reflect political factors affecting international relations, two involve China, and the United States is at the center of each. Source: MarketWatch.com Date: Aug 22, 2019 Link: https://www.marketwatch.com/story/the-fed-cant-rescue-us-from-the-coming-supply-shock-recession-2019-08-22 Questions for discussion: What does the report… Read more »

Shares of companies that manufacture in China plunge after Trump orders them to move

Posted by & filed under Governments & Regulators, Growth & Valuation, Market Analysis, Personal Finance.

Description: Multinationals that rely on the supply chain from China are tumbling after President Donald Trump ordered them to find alternatives to their Chinese operations. Source: CNBC.com Date: Aug 23, 2019 Link: https://www.cnbc.com/2019/08/23/shares-of-companies-that-manufacture-in-china-plunge-after-trump-orders-them-to-move.html Questions for discussion: Why did these particular share-values fall so dramatically? Why did the market decline overall? Is this the start of… Read more »

The investing mistakes you want to avoid as the market sinks — and what to do instead

Posted by & filed under Economic Analysis, Governments & Regulators, Growth & Valuation, Personal Finance.

Description: If a potential global economic slowdown and recent market volatility has you worried, you should proceed with caution with your own investments. Source: CNBC.com – video report Date: Aug 24, 2019 Link: https://www.cnbc.com/2019/08/24/dan-ariely-on-portfolio-mistakes-you-want-to-avoid–during-volatility.html Questions for discussion: Summarize the investor thinking and behavior suggested by Professor Ariely. Do you think he is right? What would… Read more »

Why one big stock-market bear says it’s ‘dangerous to be short’ right now

Posted by & filed under Economic Analysis, Governments & Regulators, Growth & Valuation, Market Analysis, Personal Finance.

Description: ‘It’s certainly possible we can rally another six or nine months because we have Trump who does not want to see the market go down in front of the election. We have Jerome Powell… on the side of trying to keep the market up… It’s dangerous to be short right now.’David Tice Source: MarketWatch.com… Read more »

The $30 Billion Exodus: Foreign Oil Firms Bail on Canada

Posted by & filed under Company Analysis, Economic Analysis, Industry Analysis, Management Issues, Personal Finance.

Description: Capital keeps marching out of Canada’s oil industry, with Kinder Morgan Inc.’s sale of its remaining holdings in the country on Wednesday adding to more than $30 billion of foreign-company divestitures in the past three years. Source: Bloomberg.com Date: Aug 21, 2019 Link: https://www.bloomberg.com/news/articles/2019-08-21/the-30-billion-exodus-foreign-oil-firms-are-bailing-on-canada?srnd=premium-canada Questions for discussion: What is happening in the Canadian oil… Read more »