Now, the Markets Can Worry About Other Things. Here’s a List.

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Description: So much for the midterms. Now the markets can start obsessing about gridlock, impeachment and the 2020 election. And they can resume worrying about bread-and-butter issues like corporate earnings, interest rates and the threat of rising tariffs and recession. Source: NYTimes.com Date: Nov 09, 2018 Link: https://www.nytimes.com/2018/11/09/business/stock-market-midterms-congress.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=rank&module=package&version=highlights&contentPlacement=9&pgtype=sectionfront Questions for discussion: Summarize the concerns investors… Read more »

Ed Yardeni is feeling déjà vu about this market sell-off — here’s what he…

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Description: Ed Yardeni, president of Yardeni Research, makes sense of the market’s volatility, discusses rates and much more in this one-on-one interview with Mike Santoli. Ed Yardeni is feeling déjà vu about this market sell-off — here’s what he sees next from CNBC. Source: CNBC.com – video report Date: Oct 26, 2018 Link: https://www.cnbc.com/video/2018/10/26/ed-yardeni-feeling-deja-vu-about-market-sell-off.html Questions… Read more »

Warning from Jack Ma – the global economy in a ‘state of turmoil’

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Description: In a Chinese Politburo meeting, officials say downward pressure on the economy is continuing. Yahoo Finance’s Seana Smith, Adam Shapiro, Andy Serwer and Mike Murphy of Rosehill Capital discuss. Source: Yahoo.Finance.com – video report Date: Nov 01, 2018 Link: https://finance.yahoo.com/video/warning-jack-ma-global-economy-170146340.html?soc_src=hl-viewer&soc_trk=ma Questions for discussion: Why would a trade war between the U.S. and China induce… Read more »

Dr. Doom’s Latest Warning Should Not Go Unheeded

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Description: Dr. Doom is back—and age has done nothing to soften his views. Source: Barrons.com Date: Oct 18, 2018 Link: https://www.barrons.com/articles/dr-dooms-henry-kaufman-1539822343?mod=mktw Questions for discussion: What is Henry Kaufman’s warning to investors? Do you agree with his assessments?

Bond yields sink after consumer prices reading is lighter than expected, quelling inflation fears

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Description: Government debt yields sank Thursday after the Labor Department said consumer prices rose less than expected in September, calming inflation fears that sent the 10-year Treasury yield to its highest in seven years earlier this week. Source: CNBC.com Date: Oct 11, 2018 Link: https://www.cnbc.com/2018/10/11/us-bonds-and-fixed-income-global-equity-markets-in-turmoil.html Questions for discussion: What happened in the bond market and why,… Read more »

Bill Gross: This is why bonds are selling off

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Description:  Investors are still grappling with some whiplash caused by a bond sell off Wednesday, which saw the biggest one-day climb in two years for the 30-year U.S. Treasury yield. Source: MarketWatch.com Date: Oct 04, 2018 Link: https://www.marketwatch.com/story/bill-gross-this-is-why-bonds-are-selling-off-2018-10-04 Questions for discussion: What does Bill Gross have to say about the cause of the bond sell… Read more »

The ‘great bull’ market is dead, says BofA analyst

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Description: Bank of America’s Michael Harnett writes that slowing growth, rising interest rates and too much debt killed the rally. The market that takes its place will feature lower returns in assets that suffered during the recovery. That means shifting focus to pharmaceutical companies and tech disruptors. The ‘great bull’ market is dead, says BofA… Read more »

Dodd-Frank is a disaster and won’t protect us from the next crisis, says…

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Description: Dan Gallagher, former SEC commissioner and now Mylan N.V. chief legal officer, discusses his views on banking regulations in the wake of the financial crisis. Dodd-Frank is a disaster and won’t protect us from the next crisis, says former SEC commissioner from CNBC. Source: CNBC.com – video report Date: Sep 04, 2018 Link: https://www.cnbc.com/video/2018/09/11/dodd-frank-is-a-disaster-and-wont-protect-us-from-the-next-crisis-says-former-sec-commissioner.html… Read more »

One of Wall Street’s biggest bulls sees raging market in 2019

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Description: Credit Suisse’s Jonathan Golub breaks from the street and issues the first major S&P 500 forecast for 2019. One of Wall Street’s biggest bulls sees raging market in 2019 from CNBC. Source: CNBC.com – video report Date: Sep 04, 2018 Link: https://www.cnbc.com/video/2018/09/05/one-of-wall-streets-biggest-bulls-sees-raging-market-in-2019.html Questions for discussion: Summarize the key points presented in this report suggesting… Read more »

Why work has failed us: Because you can have a job and still not afford the doctor

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Description: The insurance you get from your employer is supposed to pay for medical fees if you get sick. But they keep finding ways to shift those costs to workers instead. Source: FastCompany.com Date: Sep 07, 2018 Link: https://www.fastcompany.com/90230761/why-work-has-failed-us-because-you-can-have-a-job-and-still-not-afford-the-doctor?utm_source=postup&utm_medium=email&utm_campaign=Fast%20Company%20Daily&position=1&partner=newsletter&campaign_date=09072018 Questions for discussion: Why is the current health care management model not sustainable, according to the… Read more »