Description: Historian Niall Ferguson warned Friday that the world is sleepwalking into an era of political and economic upheaval akin to the 1970s — only worse. Source: CNBC.com – video report Date: Sep 02, 2022 Link: https://www.cnbc.com/2022/09/02/1970s-inflation-historian-niall-ferguson-has-a-warning-for-investors.html Questions for discussion: What does historian Niall Ferguson think is happening and likely to happen in the near… Read more »
Posts Categorized: Economic Analysis
Lululemon earnings show ‘the brand is strong’: Analyst
Description: BMO Managing Director Simeon Siegel joins Yahoo Finance Live to discuss second-quarter earnings for Lululemon, consumer demand, competition in the athletic apparel space, inventory, and the outlook for profit growth. Source: YahooFinance.com – video report Date: Sep 02, 2022 Link: https://ca.finance.yahoo.com/video/lululemon-earnings-show-brand-strong-150359430.html Questions for discussion: What does the report say about the performance of the… Read more »
How electric vehicle manufacturing could shrink the Midwestern job market
Description: The race to build electric vehicles in the U.S. is heating up as fresh rounds of investment come out of Washington. Workers at the former heart of the auto industry fear being left behind. Source: CNBC.com – video report Date: Sep 04, 2022 Link: https://www.cnbc.com/2022/09/04/ev-manufacturing-may-shrink-us-midwest-auto-parts-trade.html Questions for discussion: What is happening to the industry as the… Read more »
How Barnes & Noble Went From Villain to Hero
Description: After years on the decline, Barnes & Noble’s sales are up, its costs are down — and the same people who for decades saw the superchain as a supervillain are celebrating its success. Source: NYTimes.com Date: April 15, 2022 Link: https://www.nytimes.com/2022/04/15/arts/barnes-noble-bookstores.html Questions for discussion: What has happened to the bookselling business and to Barnes… Read more »
The end of one-chip wonders: Why Nvidia, Intel and AMD’s valuations have experienced massive upheaval
Description: Five years ago, Intel was worth as much as Nvidia and AMD combined; now, Nvidia is worth as much as the other two as Taiwan Semi also surges, reflecting a massive change in the semiconductor industry in the past decade Source: MarketWatch.com – video report Date: Apr 14, 2022 Link: https://www.marketwatch.com/story/the-end-of-one-chip-wonders-why-nvidia-intel-and-amds-valuations-have-experienced-massive-upheaval-11649786169 Questions for discussion:… Read more »
What Lies Ahead for the IPO Market?
Description: Many macro factors and regulatory uncertainty lower IPO market sentiment, but a hugely successful offering could reignite it, says Wharton’s David Hsu. Source: https://knowledge.wharton.upenn.edu Date: Apr 12, 2022 Link: https://knowledge.wharton.upenn.edu/article/what-lies-ahead-for-the-ipo-market/?utm_campaign=KatW2022&utm_medium=email&utm_source=kw_campaign_monitor&utm_term=4-13-2022&utm_content=What_Lies_Ahead_for_the_IPO_Market? Questions for discussion: What does Professor Hsu think is happening and likely to happen in the IPO environment? Do you agree with his analysis?… Read more »
Biggest emitters paying smallest price on pollution, critics say
Description: Big industrial plants in provinces covered by the national carbon pricing system paid more than $161 million for their greenhouse gas emissions in 2019, but some critics say the system is designed to ensure the biggest emitters pay the smallest price on pollution. Source: BNNBloomberg.com – video report Date: Apr 13, 2022 Link: https://www.bnnbloomberg.ca/biggest-emitters-paying-smallest-price-on-pollution-critics-say-1.1752319 Questions for discussion:… Read more »
How Amazon plans to fix its massive returns problem
Description: Amazon is handling a rapidly growing number of returns that are causing a massive problem for the e-commerce giant and the planet. A National Retail Federation survey found a record $761 billion of merchandise was returned to retailers in 2021. That amount surpasses what the U.S. spent on national defence in 2021, which was $741 billion. Source: CNBC.com… Read more »
Elon Musk says Tesla may have to get into the lithium business because costs are so ‘insane’
Description: Elon Musk tweeted Tesla may get into the lithium mining and refining business directly and at scale because the cost of the metal, a key component in manufacturing batteries, has gotten so high. Source: CNBC.com – video report Date: Apr 08, 2022 Link: https://www.cnbc.com/2022/04/08/elon-musk-telsa-may-have-get-into-mining-refining-lithium-directly.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for discussion: What are the pros and cons to this investment decision?… Read more »
Why the U.S. Government Should Regulate Cryptocurrency
Description: The Biden administration’s executive order to develop a national policy on cryptocurrency and digital assets is an important first step in setting some guardrails around a global market now worth more than $3 trillion, said Wharton legal studies and business ethics professor Kevin Werbach. Source: https://knowledge.wharton.upenn.edu Date: Mar 28, 2022 Link: https://knowledge.wharton.upenn.edu/article/why-the-u-s-government-should-regulate-cryptocurrency/ Questions for discussion: Summarize the key… Read more »
