The 2023 stock market rally is facing its first technical challenge: Morning Brief

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

Description: As we’ve been writing, this year’s market action has been a reversal of one of last year’s most important trends, which saw the Dow outperform the Nasdaq by the widest margin in two decades.This year, the Nasdaq is now up 8%, substantially outperforming the Dow’s return of just under 2%. Source: Yahoo.Finance.com – video report Date: Jan… Read more »

What the hell are stock buybacks?

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Description: Major corporations are buying back their own stock at alarming rates. But whom does the practice really benefit? Source: TheHustle.co Date: Jan 23, 2023 Link: https://thehustle.co/what-the-hell-are-stock-buybacks/ Questions for discussion: Summarize the key points made in the article about corporate profits, executive compensation, shareholder value as they relate to buybacks. What does all of this… Read more »

Microsoft beats on earnings as cloud unit shows strong growth

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Description: Microsoft shares rose as much as 5% in extended trading on Tuesday after the company reported fiscal second-quarter earnings that topped analysts’ estimates. Source: CNBC.com – video report Date: Jan 24, 2023 Link: https://www.cnbc.com/2023/01/24/microsoft-msft-earnings-q2-2023.html Questions for discussion: What does the report say about Microsoft financials and stock performance? Would you be an investor in Microsoft… Read more »

Bank of Canada strategy to tame inflation is out of date, says economist

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Description: Economist Armine Yalnizyan says the kinds of inflationary pressures that exist today make it extremely difficult for the Bank of Canada to tame inflation to about 2 per cent through interest rate hikes. Source: CBC.ca – video report Date: Jan 26, 2023 Link: https://www.cbc.ca/player/play/2165279811808 Questions for discussion: Summarize the key points made by Armine… Read more »

Law Professor Urges FTC To Regulate Ad-Tech

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Description: Many online ad practices are “unfair, deceptive, and privacy-invasive,” Brooklyn Law School professor Jonathan Askin says in a petition filed this month with the Federal Trade Commission. Source: MediaPost.com Date: Jan 19, 2023 Link: https://www.mediapost.com/publications/article/381747/law-professor-urges-ftc-to-regulate-ad-tech.html?utm_source=newsletter&utm_medium=email&utm_content=headline&utm_campaign=129023&hashid=xIhhTnG4Qdmubrqstxmgaw Questions for discussion: What is the goal of the petition? Do you think it is justified and regulations should be adopted?… Read more »

Why Florida Makes $20M A Year From Gatorade

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Description: The Gatorade shower is a post-game ritual seen from the Sandlot to the Super Bowl. Celebrations aside, Gatorade is the most popular sports drink in the world, bringing in billions of dollars every year to its parent company, PepsiCo. But Pepsi doesn’t get to keep every dollar. Over the last few years, Pepsi has… Read more »

U.S. stocks flash rare bull-market signal for first time in nearly 3 years, but some have their doubts

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Description: Chart watchers question indicator’s reliability Source: MarketWatch.com – video report Date: Jan 19, 2023 Link: https://www.marketwatch.com/story/stocks-flash-rare-bull-market-signal-for-first-time-in-nearly-3-years-but-some-have-their-doubts-11674079952 Questions for discussion: What is the basis for this technical analysis? Why is there doubt by some analysts? What do you think the analysis suggests about the market?

Apple is the only tech giant that still hasn’t announced layoffs — these charts may explain why

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Description: Many of the biggest technology companies are laying off staff as fears of a recession rises. But the job cuts come after a few years of rapid expansion. Source: CNBC.com Date: Jan 18, 2023 Link: https://www.cnbc.com/2023/01/18/apple-had-slower-headcount-growth-than-tech-peers-no-layoffs-yet.html Questions for discussion: Why is Apple not laying off employees at this time while other technology firms are?… Read more »

Filmmaker Oliver Stone slams environmental movement over ‘destructive’ actions on nuclear

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Description: The environmental movement’s stance on nuclear power was “wrong” and derailed the sector’s development, according to the filmmaker Oliver Stone. Source: CNBC.com – video report Date: Jan 18, 2023 Link: https://www.cnbc.com/2023/01/18/oliver-stone-slams-environmental-movement-over-actions-on-nuclear.html Questions for discussion: Summarize the arguments revolving around development of nuclear energy. Do you believe someone like Oliver Stone can be an influence… Read more »

David Rosenberg: Permabear to turn into a bull sooner than you think

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Description: David Rosenberg took Breakfast with Dave on the road with a live event in Toronto hosted by Rosenberg Research in partnership with the Financial Post. The Year of the Rabbit: Hopping out of the Hole! took an in-depth look into the global financial markets and the economic outlook for 2023. Source: Yahoo.Finance.com/FinancialPost.com Date: Jan 19,… Read more »