Description: The City of Boston is ending its relationship with Fisher Investments, pulling $248 million in pension assets from the firm. Source: CNBC.com – video report Date: Oct 16, 2019 Link: https://www.cnbc.com/2019/10/16/fisher-investments-takes-248m-hit-as-boston-pulls-pension-assets.html Questions for discussion: Explain the reaction by City of Boston and other clients of Ken Fisher. Do you think there is a public… Read more »
Monthly Archives: October 2019
The world economy’s strange new rules
Description: How economies work has changed radically. So must economic policy Source: Economist.com Date: Oct 10, 2019 Link: https://www.economist.com/leaders/2019/10/10/the-world-economys-strange-new-rules Questions for discussion: Summarize the highlights discussed in this article. How do you think the restructuring process will play out?
President Trump and Federal Reserve chief Powell may join forces to send stocks skyrocketing
Description: President Trump has consistently, vocally trashed the monetary policy work done by his handpicked Federal Reserve chief Jerome Powell. Powell has taken it in stride, at least out in public settings. Source: Yahoo.Finance.com – video report Date: Oct 11, 2019 Link: https://finance.yahoo.com/news/trump-and-federal-reserve-chair-jerome-powell-may-join-forces-to-send-stocks-skyrocketing-164032925.html Questions for discussion: What does the report say about the reasons for… Read more »
Trade War Is Bleeding Into Enterprise Software — NetApp, Cisco, HPQ Downgraded
Description: Here’s the significance of an enterprise software industry downgrade some may overlook Source: TheStreet.com – video report Date: Oct 10, 2019 Link: https://www.thestreet.com/video/trade-is-war-bleeding-into-enterprise-software-netapp-cisco-hpq-downgraded-15122738 Questions for discussion: What does the report say about the effect the trade war is having on enterprise software firms? How should investors respond?
Charles Schwab says he would never buy the money-losing companies going public these days
Description: Investing legend Charles Schwab, founder and chairman of his namesake brokerage firm, said he would stay away from money-losing companies going public. Source: CNBC.com Date: Oct 07, 2019 Link: https://www.cnbc.com/2019/10/07/charles-schwab-says-he-would-never-buy-the-money-losing-companies-going-public-these-days.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for discussion: What is Charles Schwab’s advice to investors? Do you agree with his assessment?
With palladium rising to record highs, a $1-billion deal for a darling of the Canadian exchange
Description: Toronto-based North American Palladium on Monday presented shareholders with a $1 billion buyout proposal from a larger South African rival just as its namesake metal touches record high prices. Source: FinancialPost.com Date: Oct 08, 2019 Link: https://business.financialpost.com/commodities/mining/south-africas-impala-to-buy-north-american-palladium-for-c1-billion Questions for discussion: What is driving this deal? What do you think of the deal, from the… Read more »
Budweiser wants to take on China, the world’s largest beer market where local brews rule
Description: The world’s largest brewer is making a big push for China and other parts of Asia — but it could prove challenging for Anheuser-Busch InBev to topple local beers that have long dominated their home markets. Source: CNBC.com Date: Oct 06, 2019 Link: https://www.cnbc.com/2019/10/07/budweiser-seeks-growth-in-china-vietnam-india-south-korea-beer-markets.html Questions for discussion: Why does this strategy make sense for the company?… Read more »
SPOS #691 – The Collaborative Advantage With Paul Skinner
Description: Here it is: Six Pixels of Separation – Episode #691 – Host: Mitch Joel. There are some books that hit my desk and captivate me. That was my reaction to Paul Skinner‘s book, Collaborative Advantage – How collaboration beats competition as a strategy for success. This is Paul’s antidote to competitive advantage, and a new perspective in… Read more »
Now Is a Really Good Time to Get Into Munis, Neuberger’s Iselin Says
Description: James Iselin, Neuberger Berman Group managing director, discusses the outlook for the municipal bond market with Bloomberg’s Taylor Riggs on “Bloomberg Markets.” Source: Bloomberg.com – video report Date: Oct 02, 2019 Link: https://www.youtube.com/watch?v=xMB2GUenlfk Questions for discussion: What does the report say about getting into municipal bonds today? Do you agree with the assessments and… Read more »
Apple Stock Is Rising After Reports Suggest the New iPhone Isn’t a Dud After All
Description: Apple’s bet on a more affordable iPhone model might be paying off after Nikkei reported that the company is increasing production by as much as 10%. That news has helped push Apple stock higher in premarket trading. Source: Barrons.com Date: Oct 04, 2019 Link: https://www.barrons.com/articles/apple-stock-rises-on-reports-of-increased-iphone-production-51570191033?siteid=yhoof2&yptr=yahoo Questions for discussion: What does the article say about Apple and its… Read more »
