The economy is expected to boom in the second quarter, and that’s good news for stocks

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

Description: The nation’s economic growth is in for a boost in the second quarter, as parts of the economy most impacted by the pandemic reopen. Source: CNBC.com – video report Date: Apr 01, 2021 Link: https://www.cnbc.com/2021/04/01/economic-boom-in-the-second-quarter-a-boost-for-stocks.html Questions for discussion: What is the basis for this prediction? Do you agree with the assessment? What would you… Read more »

BorgWarner Shares Drop After New EV Vision Fails to Impress

Posted by & filed under Company Analysis, Economic Analysis, Financial analysis, Growth & Valuation, Industry Analysis, Management Issues.

Description: (Bloomberg) — BorgWarner Inc.’s attempt to garner more respect from investors for its effort to shift to electrification fell flat, triggering an 8% slide in the auto-parts maker’s shares on the day it presented its strategic vision. ​Source: Yahoo.Finance.com and Bloomberg.com Date: Mar 24, 2021 Link: https://ca.finance.yahoo.com/news/borgwarner-shares-drop-attempt-showcase-225352524.html Questions for discussion: Explain the stock price… Read more »

‘This is a low-cost peoples’ vaccine:’ Expert on India’s Biological E vaccine

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

Description: Johnson & Johnson (JNJ) is getting lots of help both at home and abroad to get its COVID-19 jab out to the masses. In the U.S., Merck (MRK) stepped up to begin the process this month, while in Europe, Sanofi (SNY) has offered to help fill and finish vials. And in India, J&J has… Read more »

Google will spend $7 billion and add 10,000+ jobs in 2021: Alphabet CFO Ruth Porat

Posted by & filed under Company Analysis, Economic Analysis, Financial Planning, Growth & Valuation, Industry Analysis, Management Issues, Personal Finance.

Description: Alphabet CFO Ruth Porat joins ‘Influencers with Andy Serwer’ to discuss Google’s massive $7 billion investment in U.S. offices and new jobs. Source: Yahoo.Finance.com – video report Date: Mar 18, 2021 Link: https://ca.finance.yahoo.com/video/google-spend-7-billion-add-123804119.html Questions for discussion: How is the growth in Google in the U.S. and globally a sign of good economic development? Who… Read more »

Biden’s ‘Morning in America’ moment sparks a furious debate

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

Description: Another massive injection of federal cash could ignite the economy like never before. It also could drive up inflation and burst market bubbles, creating new headaches in an otherwise positive outlook. Source: Politico.com Date: Mar 10, 2021 Link: https://www.politico.com/news/2021/03/09/biden-economy-coronavirus-stimulus-474860 Questions for discussion: What does the article say is the connection between the deficit spending… Read more »

RBC CEO McKay sees inflation prompting rate hikes next year

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

Description: Royal Bank of Canada Chief Executive Officer Dave McKay says inflationary pressures will force central banks to start raising interest rates as soon as next year. Source: FinancialPost.com Date: Mar 10, 2021 Link: https://www.bnnbloomberg.ca/rbc-ceo-mckay-sees-inflation-prompting-rate-hikes-next-year-1.1574442 Questions for discussion: Summarize the opinions expressed by CEO Dave McKay. Do you agree with his assessments and predictions? What… Read more »

Disneyland, Stadiums Can Begin Reopening in California April 1

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

Description: California officials said theme parks and stadiums can reopen as soon as April 1 provided they meet local requirements and take precautions against the coronavirus, marking a key milestone for the most populous U.S. state. Source: Bloomberg.com Date: Mar 05, 2021 Link: https://www.bloomberg.com/news/articles/2021-03-05/california-theme-parks-stadiums-can-begin-reopening-april-1?srnd=premium-canada Questions for discussion: What does the reopening mean for the economy… Read more »

‘This bond market is so radically oversold,’ economist David Rosenberg says

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

Description: Economist David Rosenberg says he made a career by not following the herd, and his bond forecast could be considered the latest example. Source: CNBC.com – video report Date: Feb 28, 2021 Link: https://www.cnbc.com/2021/02/28/this-bond-market-is-so-radically-oversold-economist-david-rosenberg.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for discussion: What are the predictions for bonds made by David Rosenberg? What is the basis of his analysis and… Read more »

Did a tweet from Elon Musk cause the Bitcoin crash? This is what we know

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

Description: The price of the cryptocurrency fell almost 10% after the Tesla mogul hinted on Twitter that Bitcoin is overvalued. Source: Entrepreneur.com Date: Feb 22, 2021 Link: https://www.entrepreneur.com/article/365892?utm_source=newsletter&utm_medium=email Questions for discussion: What does the report say about the influence Elon Musk may have had on Bitcoin? What do you think the effect of his involvement… Read more »

Can the bull market in stocks survive rising inflation, bond yields? Here’s what history says

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

Description: Rising Treasury yields are sending shivers through the stock market, particularly for highflying tech-related stocks. But history shows that when yields are rising “for the right reasons,” tech shares and cyclically sensitive stocks tend to thrive, according to Raymond James. Source: MarketWatch.com Date: Feb 22, 2021 Link: https://www.marketwatch.com/story/rising-bond-yields-mean-these-stock-market-sectors-have-the-most-to-gain-or-lose-11614014529?reflink=mw_share_email Questions for discussion: What are the… Read more »