Purdue Pharma reaches tentative deal to settle opioid lawsuits

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

Description: A tentative settlement announced Wednesday over the role Purdue Pharma played in the nation’s opioid addiction crisis falls short of the far-reaching national settlement the OxyContin maker had been seeking for months. But litigation is sure to continue against the company and the family that owns it. Source: CBS.com – video report Date: Sep 11, 2019… Read more »

Why one money manager is jumping back into Canadian energy

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

Description: Rafi Tahmazian, senior portfolio manager at Canoe Financial, joins BNN Bloomberg to talk about why he’s increasing his position in Canadian energy. He says that unprecedented valuations are largely behind this move. Source: BNNBloomberg.ca – video report Date: Sep 12, 2019 Link: https://www.bnnbloomberg.ca/commodities/video/why-one-money-manager-is-jumping-back-into-canadian-energy%7E1776827 Questions for discussion: Summarize the industry analysis presented by Rafi Tahmazian…. Read more »

Goldman: That big market shift is because things aren’t as bad as everyone thought

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Description: A massive move away from the momentum stocks that have dominated much of the last decade has come in part because investors have grown less fearful of an impending downturn, according to Goldman Sachs. Source: CNBC.com – video report Date: Sep 12, 2019 Link: https://www.cnbc.com/2019/09/12/goldman-that-big-market-shift-is-because-things-arent-so-bad.html Questions for discussion: What does the article say about… Read more »

Ignore this data at your peril — it’s pointing to a recession: Société Générale’s Albert Edwards

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

Description: Whole U.S. economy profits data looks ‘extremely anemic’ Source: MarketWatch.com Date: Sep 12, 2019 Link: https://www.marketwatch.com/story/ignore-this-data-at-your-peril-its-pointing-to-a-recession-societe-generales-albert-edwards-2019-09-12?mod=mw_theo_homepage Questions for discussion: What is the basis of the analysis and prediction? Do you agree?

SPOS #687 – The Trillion Dollar Shift With Marga Hoek

Posted by & filed under Growth & Valuation, Management Issues, Personal Finance.

Description: Here it is: Six Pixels of Separation – Episode #687 – Host: Mitch Joel. Marga Hoek wants to change the world… for the better. She believes that business for good is good business. As an international strategist on sustainable business and capital, Marga is internationally recognized as a seasoned business leader, professional speaker and writer. She recently published The… Read more »

The Big Short’s Michael Burry Explains Why Index Funds Are Like Subprime CDOs

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

Description: For an investor whose story was featured in a best-selling book and an Oscar-winning movie, Michael Burry has kept a surprisingly low profile in recent years. Source: Bloomberg.com – video report Date: Sep 04, 2019 Link: https://www.bloomberg.com/news/articles/2019-09-04/michael-burry-explains-why-index-funds-are-like-subprime-cdos Questions for discussion: Summarize the analysis presented? Do you agree with the risk perception? What should investors… Read more »

Biggest Bond Rout in Years Whiplashes Bulls Who Had Been Right

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Description: (Bloomberg) — After August’s historic drop, it was starting to seem like Treasury yields could only fall. And then came Thursday, when an enormous surge reminded even well-entrenched bulls that the world’s biggest bond market isn’t a one-way street. Source: Bloomberg – Yahoo.Finance.com – video report Date: Sep 05, 2019 Link: https://finance.yahoo.com/news/bond-bulls-big-reminder-treasuries-145330270.html Questions for… Read more »

Mohamed El-Erian on the bond markets: ‘If you stick with the old rules, you will lose’

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

Description: Economist Mohamed El-Erian told CNBC Friday that investors need to think differently about the global bond market, saying that the asset class should be treated in an “opportunistic” manner rather than as a core part of a portfolio. Source: CNBC.com – video report Date: Sep 04, 2019 Link: https://www.cnbc.com/2019/09/06/mohamed-el-erian-on-bonds-if-you-stick-with-old-rules-you-will-lose.html Questions for discussion: What is… Read more »

Beyond Meat’s stock falls after D.A. Davidson analyst starts coverage with a rare bearish rating

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Description: Shares of Beyond Meat Inc. BYND, -3.91% sank 3.2% in midday trading Thursday, after analyst Brian Holland at D.A. Davidson started coverage of the plant-based meat company with a rare bearish rating, citing concerns over the total addressable market of “non-meat” eaters over the longer term. Source: MarketWatch.com Date: Sep 06, 2019 Link: https://www.marketwatch.com/story/beyond-meats-stock-falls-after-da-davidson-analyst-starts-coverage-with-a-rare-bearish-rating-2019-09-06?mod=mw_theo_homepage Questions for discussion:… Read more »