Bets against U.S. stocks swell to highest levels since 2011. History shows that’s actually good news for markets.

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Description: However, history shows crowded position are a reliable counter-indicator. Source: MarketWatch.com Date: Apr 11, 2023 Link: https://www.marketwatch.com/story/bets-against-u-s-stocks-swell-to-highest-level-since-2011-history-shows-thats-actually-good-news-for-markets-9f6237e6?mod=home-page Questions for discussion: Summarize what the report says about market indicators. Do you agree with the interpretation? Why do you suppose investors have taken these positions?

Airlines’ answer for congested airports and rising costs: Bigger planes

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Description: NEWARK, New Jersey — Faced with congested airports, rising costs, a pilot shortage and a resurgence in travel demand, airlines are increasingly turning to the same remedy: bigger planes that fit more passengers. Source: CNBC.com – video report Date: Apr 06, 2023 Link: https://www.cnbc.com/2023/04/06/why-airlines-are-flying-bigger-planes.html Questions for discussion: Summarize what is happening in aviation travel and what the… Read more »

Fallout from the Banking Crisis: What’s Ahead?

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Description: During a recent LinkedIn Live event, a panel of Wharton experts noted that the fallout from Silicon Valley Bank’s failure will likely be contained within the commercial real estate sector. Much, however, depends on the Fed’s rate moves, they said. Source: knowledge.wharton.upenn.edu Date: Apr 04, 2023 Link: https://knowledge.wharton.upenn.edu/article/fallout-from-the-banking-crisis-whats-ahead/?utm_campaign=KatW2023&utm_medium=email&utm_source=kw_campaign_monitor&utm_term=4-5-23&utm_content=Fallout_from_the_Banking_Crisis:_What’s_Ahead Questions for discussion: Summarize the main… Read more »

Toronto-Dominion becomes biggest bank short with US$3.7 billion on the line

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Description: Turns out, the biggest short in the banking industry anywhere in the world isn’t in Switzerland or Silicon Valley, but rather, in the relatively tame financial centre of Canada. In recent weeks, short sellers have upped their bearish bets against Toronto-Dominion Bank, and now have roughly US$3.7 billion on the line vis-à-vis Canada’s second-largest… Read more »

Doctors are drowning in paperwork. Some companies claim AI can help

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Description: When Dereck Paul was training as a doctor at the University of California San Francisco, he couldn’t believe how outdated the hospital’s records-keeping was. The computer systems looked like they’d time-traveled from the 1990s, and many of the medical records were still kept on paper. Source: NPR.org Date: Apr 05, 2023 Link: https://www.npr.org/sections/health-shots/2023/04/05/1167993888/chatgpt-medicine-artificial-intelligence-healthcare Questions… Read more »

Here’s what went wrong with Virgin Orbit

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Description: Not too long ago, Virgin Orbit was in rarified air among U.S. rocket builders, and executives were in New York celebrating its public stock debut. The scene was true to the marketing pizazz that has helped Sir Richard Branson build his Virgin empire of companies, showcasing with a rocket model in the middle of Times Square. Source: CNBC.com… Read more »

Tipping in the United States has gotten out of control, experts say. Here’s why

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Description: “What we’re seeing now nationwide is something that is known as ‘tipflation’ … at every opportunity we’re being presented with a tablet that’s asking us how much we’d like to tip,” said etiquette expert Thomas Farley, also known as “Mister Manners.” Source: CNBC.com – video report Date: Apr 01, 2023 Link: https://www.cnbc.com/2023/04/01/how-tipping-in-the-united-states-got-out-of-control.html Questions for discussion:… Read more »

Rogers-Shaw deal approved by Canada’s industry minister

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Description: The Canadian government will allow Rogers Communications Inc. to acquire rival Shaw Communications Inc., ending a two-year odyssey to seal one of the biggest corporate takeovers in the country’s history. Source: BNNBloomberg.ca – video report Date: Mar 31, 2023 Link: https://www.bnnbloomberg.ca/rogers-shaw-deal-approved-by-canada-s-industry-minister-1.1903059 Questions for discussion: Summarize the key points presented in the report about the… Read more »

Your Next Landlord Could Be 100 Random People

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Description: Startups are buying properties and wooing first-time real estate investors to buy shares. The model could have real repercussions for renters. Source: Wired.com Date: Mar 30, 2023 Link: https://www.wired.com/story/arrived-fractional-investment-real-estate/?_hsmi=252508126&_hsenc=p2ANqtz-_6BxRUZp1vSN_Bh9FIR75GdG5FKWsByHxbC_DJZDAZmwMgmVCH8bsPs5FGOfillRcF-m8PKY-jKUpm8wARM0PD-Glm5NW2HTIr6kMQs_1UcPfQ4tE Questions for discussion: Summarize the pros and cons of this sort of business model, as described in the article. What is the impact on rentals,… Read more »

David Rosenberg: Even if this banking crisis is not a repeat of 2008, it won’t be a picnic

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Description: Nobody seems to have any clue at this point about the degree of the damage already done in the current banking crisis or whether there are more shoes to drop. The knock-on effects from Silicon Valley Bank to First Republic Bank are now obvious, but the investor fear, whether rational or not, is spreading. Source: Financialpost.com… Read more »