The holiday shopping season could start on 10/10/2020 with retailers hopeful that consumers will turn out early

Posted by & filed under Economic Analysis, Financial Planning, Industry Analysis, Management Issues.

Description: Forget Thanksgiving Day. The start to the holiday shopping season could be October 10, or 10/10/2020, according to Keith Jelinek, managing director in the retail practice at global consultancy Berkeley Research Group. Source: MarketWatch.com Date: Sep 16, 2020 Link: https://www.marketwatch.com/story/the-holiday-shopping-season-could-start-on-10-10-2020-with-retailers-hopeful-that-consumers-will-turn-out-early-11600197849?mod=home-page Questions for discussion: What is the basis for these notions of an earlier start… Read more »

Nikola shares pop as much as 53% after General Motors takes 11% stake in electric truck maker

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

Description: Shares of Nikola surged Tuesday after General Motors announced it’s taking an 11% stake in the electric truck maker and will produce its marquee hydrogen fuel cell electric pickup truck the Badger by the end of 2022. Source: CNBC.com – video report Date: Sep 08, 2020 Link: https://www.cnbc.com/2020/09/08/general-motors-takes-11percent-stake-and-2-billion-in-equity-in-electric-truck-maker-nikola-.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for discussion: Why did the stock jump so dramatically?… Read more »

Why the stock market and the economy actually aren’t disconnected

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

Description: What’s up with this crazy stock market anyway? Apple, Tesla, Zoom and their ilk have been going nuts, driving the Nasdaq and S&P 500 to record highs—and greatly enriching the billionaire class—(only to drop precipitously late this week.) All this while the economy is in recession and millions are unemployed—some even unable to put food… Read more »

Tesla Won’t Be Joining the S&P 500

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

Description: The S&P Dow Jones Indices announced changes to the S&P 500 index, effective at the open of trading Sept. 21. The addition list did not include Tesla  (TSLA) – Get Report, which was in the running to join the elite index. Source: TheStreet.com – video report Date: Sep 04, 2020 Link: https://www.thestreet.com/investing/tesla-wont-be-joining-the-s-and-p-500?jwsource=cl Questions for discussion: What… Read more »

The stock market shakeout is likely not over yet, even with Friday’s comeback

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

Description: The tech wreck is probably not over, despite Friday’s market comeback. Analysts expect the shakeout in stocks to continue after the long Labor Day weekend, especially in technology names and the Nasdaq, areas of the market that notched the sharpest gains. Source: CNBC.com – video report Date: Sep 04, 2020 Link: https://www.cnbc.com/2020/09/04/the-stock-market-shakeout-is-likely-not-over-yet-even-with-fridays-comeback.html Questions for discussion: What… Read more »

Why the TSX is heading to an all-time high of 18,200 by year-end: BMO’s Brian Belski

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

Description: Brian Belski, Chief Investment Strategist at BMO Capital Markets, speaks with Financial Post’s Larysa Harapyn about what might affect stock prices and why the TSX is headed to an all-time high by year-end. Source: FinancialPost.com – video report Date: Sep 02, 2020 Link: https://youtu.be/z7cLq6Hwd24 Questions for discussion: Summarize the highlights presented in this interview… Read more »

Founder of world’s largest hedge fund doubles down on ‘cash is trash’ argument, warning of debt-fueled inflation

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

Description: Ray Dalio says government spending will soon erode the value of the U.S. dollar Source: MarketWatch.com Date: Apr 09, 2020 Link: https://www.marketwatch.com/story/founder-of-worlds-largest-hedge-fund-doubles-down-on-cash-is-trash-argument-warning-of-debt-fueled-inflation-2020-04-08?mod=home-page Questions for discussion: What is the inflation scenario painted by Ray Dalio? Do think this is likely? What should investors do if they agree with this scenario?

El-Erian foresees more volatility but finds Monday’s rally on medical news encouraging

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

Description: Economist Mohamed El-Erian said he finds Monday’s rally in stock futures encouraging because the optimism is fueled by positive developments around the coronavirus. Source: CNBC.com – video report Date: Apr 06, 2020 Link: https://www.cnbc.com/2020/04/06/coronavirus-el-erian-encouraged-by-mondays-rally-on-medical-news.html Questions for discussion: Summarize the key recommendations made by El-Erian. Do you agree with this line of thinking or the criticism… Read more »

Market bottom or ‘very tough times ahead’? Here’s what one chart watcher is keeping his eye on

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

Description: Commodities index ‘will go miles and miles’ toward telling us if we are headed for tough times, says Kimble Source: MarketWatch.com Date: Apr 04, 2020 Link: https://www.marketwatch.com/story/market-bottom-or-very-tough-times-ahead-heres-what-one-chart-watcher-is-keeping-his-eye-on-2020-04-03?mod=home-page Questions for discussion: What is the indicator and what is the basis of this analysis? Do you agree with the interpretation of this indicator, as suggested in… Read more »

‘Once in a decade’ opportunity: Financial experts’ advice for investing in the market downturn

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

Description: The coronavirus pandemic has thrown global markets into turmoil, causing double-digit daily swings and making it difficult to find a safe store for your money. Source: CNBC.com Date: Apr 01, 2020 Link: https://www.cnbc.com/2020/04/01/investing-advice-where-to-find-investment-opportunities-in-a-downturn.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for discussion: Summarize the key recommendations made in this article. Do you agree with this line of thinking?