Description: Currency-only hedge funds were once a hot corner of the investment world. From 2000 to 2008 the tally of currency funds tracked by the BarclayHedge Currency Traders Index almost tripled, to 145. Now they’re looking more like an endangered species, with just 49 in operation. Source: Bloomberg.com Date: Apr 16, 2019 Link: https://www.bloomberg.com/news/articles/2019-04-16/why-no-one-wants-to-invest-in-currency-hedge-funds-anymore?srnd=businessweek-v2 Questions… Read more »
Posts By: Brahm Canzer
Description: BlackRock Inc. BLK, +3.25% Chief Exeuctive Larry Fink says that with stocks knocking on the door of records, a surge to the upside appears more likely than a market collapse. That is because so many investors still have lots of cash to put to work, the head of the world’s largest asset manager told CNBC in a Tuesday interview…. Read more »
Description: Economic growth won’t last as the U.S. labors under the burden of growing entitlement programs and weakness around the world, former Federal Reserve Chairman Alan Greenspan told CNBC. Source: CNBC.com – video report Date: Apr 12, 2019 Link: https://www.cnbc.com/2019/04/12/alan-greenspan-says-economy-will-start-to-fade-out-because-of-growing-us-entitlement-burden.html Questions for discussion: What does Alan Greenspan say about the economy that should concern investors? Do you… Read more »
Description: For Disney, the price is the story. Disney announced pricing for its new streaming service on Thursday, and it’s surprisingly low: $6.99 per month and $69.99 annually (or $5.83 per month). The service won’t include any advertisements. Source: CNBC.com – video report Date: Apr 12, 2019 Link: https://www.cnbc.com/2019/04/12/disneys-6point99-per-month-price-immediately-makes-it-a-value-winner.html Questions for discussion: Why is pricing so critical in… Read more »
Description: Dig a little into Apple’s business and you’ll find plenty of problems Source: MarketWatch.com Date: Apr 12, 2019 Link: https://www.marketwatch.com/story/as-apples-stock-rides-high-7-reasons-investors-should-worry-2019-04-12?mod=mw_theo_homepage Questions for discussion: What are the concerns expressed in this article? Do you think they are valid? What would you do as an investor at this time?
Description: A deal with Commerzbank could be a solution, but it could also make things a lot messier. Source: Bloomberg.com Date: Apr 12, 2019 Link: https://www.bloomberg.com/news/features/2019-04-12/what-a-deutsche-bank-merger-could-mean-for-germany?srnd=businessweek-v2 Questions for discussion: What is driving the merger? Do you think it is the solution?
Description: Uber and Lyft have competed for riders and drivers across North America. They raced each other to go public. They even filed paperwork for their initial public offerings with the Securities and Exchange Commission on the same day late last year. Source: NYTimes.com Date: Apr 11, 2019 Link: https://www.nytimes.com/2019/04/11/business/dealbook/uber-vs-lyft-ipo-financials.html Questions for discussion: What do… Read more »
Description: Mohamed El-Erian, chief economic adviser of Allianz, said the Federal Reserve made a “massive U-turn” to become more dovish in recent months. Other global central banks have followed suit. For that reason, El-Erian thinks that the current bull market could go on for another one or two more years. Source: CNNMoney.com – video report Date:… Read more »
Description: “We’re back to the levels as if the December decline never happened and I think what’s interesting is what’s pushing that is the Fed has decided to not hike for the rest of 2019 and only once in 2020. Now that is a double-edged sword, that’s a canary in the coal mine,” Sanchez said… Read more »
Description: McDonald’s took nearly 20 years to step back into mergers and acquisitions. But now it has returned to dealmaking, as it looks to build on its tech-heavy strategy with calculated digital investments. Source: CNBC.com Date: Apr 03, 2019 Link: https://www.cnbc.com/2019/04/03/mcdonalds-announced-2-deals-in-a-week-heres-why-investors-should-care.html Questions for discussion: Why should investors care, according to the report? How should investors respond,… Read more »