Description: Donald Trump’s shock victory over Hillary Clinton in the presidential race has implications for all sectors of the economy, from the highly regulated health care, energy and financial sectors, to the much less-regulated tech sector that makes most of its parts and products overseas and employs many foreign workers. Source: MarketWatch.com Date: Nov 18,… Read more »
Posts Categorized: Economic Analysis
Stock Markets, Initially Shaken, Edge Higher After Trump Victory
Description: After a sharp sell-off overnight in Asia, markets staged a recovery on Wednesday as investors shook off the shock of a Donald J. Trump presidency and began to focus on whether his mix of policies could spur a still-fragile global economic recovery. Source: NYTimes.com Date: Nov 10, 2016 Link: https://www.nytimes.com/2016/11/10/business/dealbook/stock-markets-election.html Questions for discussion: How… Read more »
‘The unthinkable has happened’: President-elect Trump sends drug stocks up and other players tumbling
Description: President-elect is expected to take easier stance in combating drug-price hikes Source: MarketWatch.com Date: Nov 09, 2016 Link: https://www.marketwatch.com/story/drug-stocks-rally-health-insurers-tumble-as-investors-prepare-for-president-trump-2016-11-09 Questions for Discussions: What does the article say about investor reaction to the election results? What do you think the wise investor should at this time?
The restaurant recession has arrived
Description: Moody’s slashes its profit growth outlook as consumers struggle to pay bills and restaurants grapple with weak traffic Source: MarketWatch.com Date: Nov 03, 2016 Link: https://www.marketwatch.com/story/analysts-who-warned-this-summer-of-a-restaurant-recession-are-looking-smart-now-2016-11-01?siteid=nwtwk Questions for Discussions: What does the article say about the restaurant business and consumer spending? What does the analysis suggest to investors?
El-Erian’s Cash-Stash Strategy Catches on as Bond Rout Deepens
Description: Mohamed El-Erian said he’s favoring cash when managing his own money. The idea is catching on in the bond market as benchmark 10-year U.S. yields rise to the highest level since May. Source: Bloomberg.com – video report Date: Oct 28, 2016 Link: https://bloom.bg/2e3JFIV Questions for Discussions: What is happening in the global bond markets?… Read more »
Opinion: Here’s proof that investors are wising up to Wall Street’s earnings game
Description: When a company’s earnings have beaten expectations this season, the stock has barely risen Source: MarketWatch.com Date: Oct 28, 2016 Link: https://www.marketwatch.com/story/heres-proof-that-investors-are-wising-up-to-wall-streets-earnings-game-2016-10-28 Questions for Discussions: What does the article say about the “game” going on? What do you think of this analysis?
The stock market is caught deep inside ‘no man’s land’
Description: Where is this market headed? It is anyone’s guess. Source: MarketWatch.com Date: Oct 22, 2016 Link: https://www.marketwatch.com/story/the-stock-market-is-caught-deep-in-no-mans-land-2016-10-20 Questions for discussion: Summarize the analysis presented in the report. What do you think about this line of thinking?
Think Your Retirement Plan?Is Bad? Talk to a Teacher
Description: Schoolteachers and others who pursue careers of service in exchange for modest?paychecks get lightly regulated retirement plans that often charge excessive fees. Source: NYTimes.com Date: Oct 21, 2016 Link: https://www.nytimes.com/2016/10/23/your-money/403-b-retirement-plans-fees-teachers.html?ref=business Questions for Discussions: What does the article say about the administration of these plans? Are there legitimate reasons for concern? What would you advise… Read more »
The stock market is turning into a sloppy, ugly mess—and it could get worse
Description: Dow industrials on pace for longest streak of monthly losses in 5 years. Here are some of the reasons behind the slide Source: MarketWatch.com Date: Oct 14, 2016 Link: https://www.marketwatch.com/story/the-stock-market-is-turning-into-a-sloppy-ugly-mess-and-it-could-get-worse-2016-10-13 Questions for Discussions: What does the article say about trends and reasons for concern? What would you advise investors do at this time?
Mylan to Settle EpiPen Overpricing Case for $465 Million
Description: Mylan, the maker of the allergy treatment EpiPen, said Friday that it had reached a $465 million settlement with the Justice Department and other government agencies over questions on whether the company had overcharged Medicaid for the treatment by improperly classifying it as a generic drug. Source: NYTimes.com Date: Oct 08, 2016 Link: https://www.nytimes.com/2016/10/08/business/epipen-mylan-justice-department-settlement.html?ref=business&_r=0… Read more »
Fundamentals of Corporate Finance
