Mohammed El Erian on how policymakers can avoid stagflation

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

Description: When Federal Reserve officials called inflation ‘transitory’ (or temporary) in 2021, Mohamed El-Erian warned investors that the data didn’t back up their claims. Source: YahooFinance.com – video report Date: Sep 20, 2022 Link: https://finance.yahoo.com/news/mohammed-el-erian-policymakers-avoid-110000027.html Questions for discussion: Summarize the analysis presented by Mohamed El-Erian, his advice to governments and his predictions. Do you you agree with… Read more »

Roku Stock is Down but Not Out

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Description: To say streaming platform and hardware provider Roku (NASDAQ: ROKU) stock is having a bad year down (69%) would be an understatement. Source: Entrepreneur.com Date: Sep 21, 2022 Link: https://www.entrepreneur.com/finance/roku-stock-is-down-but-not-out/435715 Questions for discussion: What does the report say about the reasons for Roku’s stock valuation and prospects for recovery? Do you agree with this… Read more »

Cash-Strapped Consumers Seek Simple Pleasures

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Description: With inflation continuing to hover near 40-year highs, consumers seek out savings wherever they can find them — except for one surprising segment. Source: MediaPost.com Date: Sep 15, 2022 Link: https://www.mediapost.com/publications/article/377781/cash-strapped-consumers-seek-simple-pleasures.html?utm_source=newsletter&utm_medium=email&utm_content=readmore&utm_campaign=127642&hashid=sEI_WGOFRPC9S2yOZBKY8g Questions for discussion: How have consumers reacted to inflation, according to the article? How have marketers succeeded in this pricing environment? What else… Read more »

The loonie has fallen to its lowest level in almost two years — here’s why

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

Description: Loonie fell to near 75 cents US on Friday and analyst says it could go as low as 73 cents US soon ​Source: CBC.ca Date: Sep 16, 2022 Link: https://www.cbc.ca/news/business/canadian-dollar-1.6585291 Questions for discussion: Why is the Canadian dollar declining in terms of the US dollar but rising against other currencies? What should investors do… Read more »

Mark Cuban Says the Worst Career Advice Is ‘Follow Your Passion.’ What Should You Do Instead?

Posted by & filed under Management Issues.

Description: Turns out it’s something you already do. You just need to turn it up a notch. Source: INC.com Date: Sep 21, 2022 Link: https://www.inc.com/jeff-haden/mark-cuban-says-worst-career-advice-is-follow-your-passion-what-should-you-do-instead.html?utm_source=newsletters&utm_medium=email&leadId=261346&mkt_tok=NjEwLUxFRS04NzIAAAGG_s0bJ4rgO6-Ha4lfXKGHNmrUVBgsf9USSn96kvl21rxRpUyVC1h5Fm2L9rB4yzkHDbrt0menfW10UTIdXAGI6Xw1jRVgdymDiaKb9w Questions for discussion: What is Mark Cuban’s advice? Do you think it applies well to most people? Do you think most people follow this advice?

Inflation is ‘nowhere near’ the Fed’s goal, strategist says

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Description: New York Life Investments Economist and Portfolio Strategist Lauren Goodwin joins Yahoo Finance Live to discuss the August CPI report, inflation, the likeliness of a 75-basis-point rate hike, volatility, and the expectations for the Fed’s upcoming FOMC meeting. Source: YahooFinance.com – video report Date: Sep 14, 2022 Link: https://finance.yahoo.com/video/inflation-nowhere-near-fed-goal-140441438.html?.tsrc=fin-srch Questions for discussion: Summarize the… Read more »

Ray Dalio says watch out for rates reaching this level, because Wall Street stocks will take a 20% hit

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Description: After that CPI shock earlier in the week, Wall Street is fielding a fresh batch of data on Thursday, with the headline retail sales number coming in stronger than expected. And a disastrous rail strike may be inverted. Source: MarketWatch.com Date: Sep 06, 2022 Link: https://www.marketwatch.com/story/ray-dalio-says-watch-out-for-rates-hitting-this-level-because-wall-street-stocks-will-take-a-20-hit-11663239288?siteid=yhoof2 Questions for discussion: What is the basis for… Read more »

$20 billion Figma deal is a historic coup for startup investors in an otherwise miserable year

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

Description: Adobe is paying 2021 prices. It’s 2022. Wall Street hates it. Silicon Valley is thrilled. Source: CNBC.com – video report Date: Sep 15, 2022 Link: https://www.cnbc.com/2022/09/15/figma-investors-score-historic-coup-with-adobe-deal-in-down-year-.html Questions for discussion: Why does Wall Street hate this deal? Do you think it was a good one for both company’s shareholders? ​

David Rosenberg: A Canadian recession is ‘all but set in stone’

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

Description: As the COVID-19 pandemic ramped up in early 2020, leading to widespread lockdowns and a plunge in economic activity, the Canadian government, like virtually all its peers, flooded households with extra cash to supplement cascading income. As a result, even though employee compensation fell 9.2 per cent, a whopping 30.5 per cent surge in… Read more »