Inflation and Deficits Don’t Dim the Appeal of U.S. Bonds

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

Description: Treasury rates remain strikingly low, partly because of the safety government debt offers corporations and retirees. Whether that endures is crucial to federal spending. Source: NYTimes.com Date: Jan 30, 2022 Link: https://www.nytimes.com/2022/01/30/business/economy/inflation-bonds-treasury-yields.html? Questions for discussion: Summarize the key points made about the direction of bond prices, interest rates and inflation. Do you agree with… Read more »

Trans Mountain expansion is running over budget by billions of dollars and months behind schedule

Posted by & filed under Company Analysis, Economic Analysis, Financial analysis, Financial Planning, Governments & Regulators, Growth & Valuation, Industry Analysis, Management Issues.

Description: Work to expand the oil pipeline is now forecast to cost more than $17 billion and likely won’t be done until sometime in 2023, sources say Source: FinancialPost.com Date: Feb 03, 2022 Link: https://financialpost.com/commodities/energy/oil-gas/trans-mountain-expansion-running-over-budget-by-billions-of-dollars-and-months-behind-schedule Questions for discussion: Why are projected costs rising? How does government ownership influence the factors affecting this project, in your… Read more »

What to know about the Apple privacy changes that crushed Facebook parent Meta

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Description: Shares of Facebook parent Meta were hammered Thursday, falling 26% after the company revealed that privacy changes Apple made to its iOS platform last year have begun to sink their teeth into the social networking giant’s bottom line. Source: Yahoo.Finance.com – video report Date: Feb 03, 2022 Link: https://finance.yahoo.com/news/how-apple-app-tracking-transparency-works-162225922-220141435.html Questions for discussion: Why did… Read more »

Streaming video no longer impresses investors, so media companies need a next act

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Description: For the past two years, media and entertainment companies have been dead-set on showing Wall Street that they have a strong streaming video strategy to counter traditional pay-TV declines. Source: CNBC.com – video report Date: Jan 29, 2022 Link: https://www.cnbc.com/2022/01/29/streaming-video-no-longer-impresses-investors-whats-next.html Questions for discussion: Summarize the main challenges facing the industry competitors? What do you… Read more »