Description: The U.S. economy will continue to heal; the European and Japanese economies will continue to struggle. Source: Businessweek.com Date: Nov 06, 2014 Link: http://www.businessweek.com/articles/2014-11-06/global-economics-expert-outlook-2015-mohamed-el-erian#r=nav-r-story Questions for Discussions: What, in your opinion, is the most significant prediction made by El-Erian of interest to investors? Do you agree with his assessment?
Posts Categorized: Economic Analysis
Will the LeBron James Stimulus Be Good for Cleveland?
Description: When LeBron James announced his return to the Cleveland Cavaliers in July, fans celebrated by hanging banners, getting drunk and digging old jerseys out of purgatory. Source: NYTimes.com Date: Nov 04, 2014 Link: http://www.nytimes.com/2014/11/09/magazine/will-the-lebron-james-stimulus-be-good-for-cleveland.html?ref=business Questions for Discussions: What is the expected economic impact on Cleveland? Do you think it is a fair assessment? What… Read more »
The Eurozone’s zombie banks
Description: They can’t be saved. They can’t be killed and are ready to cause the next global crisis! You’d be right to think zombies, but were you thinking zombie banks? Source: CNNMoney.com – video report Date: Oct 31, 2014 Link: http://money.cnn.com/video/news/2014/10/31/zombie-banks.cnnmoney/index.html Questions for Discussions: What are “zombie” banks and how were they “created”? Why are… Read more »
David Rosenberg: Bear markets don’t just appear out of nowhere — they’re cause by these two conditions
Description: Gluskin Sheff’s David Rosenberg isn’t rattled by the recent volatility in the financial markets. “For stocks, it always comes down to the Fed and the economy,” Rosenberg said to Business Insider. Source: FinancialPost.com Date: Oct 29, 2014 Link: http://business.financialpost.com/2014/10/29/david-rosenberg-bear-markets-dont-just-appear-out-of-nowhere-theyre-cause-by-these-two-conditions/ Questions for Discussions: What is David Rosenberg’s fundamental belief about stock market behavior? Does his… Read more »
Holy guacamole! Chipotle stumbles
Description: Chipotle’s stock had been hotter than a Serrano pepper. But investors aren’t happy about slowing growth. Is Qdoba, the burrito chain owned by Jack in the Box, stealing customers? Source: CNNMoney.com – video report Date: Oct 21, 2014 Link: http://money.cnn.com/video/investing/2014/10/21/investing-the-buzz-chipotle-qdoba.cnnmoney/ Questions for Discussions: Why did Chipotle stock drop off? Is this a good time… Read more »
Amazon torn apart by Wall Street piranhas
Description: Wall Street has a message to Amazon CEO Jeff Bezos. Stop spending so much! Big investments have led to red ink. Amazon’s weak holiday quarter sales outlook doesn’t help either. Source: CNNMoney.com – video report Date: Oct 24, 2014 Link: http://money.cnn.com/video/investing/2014/10/24/investing-the-buzz-amazon-jeff-bezos-black-friday.cnnmoney/ Questions for Discussions: Why did investors sell off Amazon stock? What are they… Read more »
Saudi Arabia’s Risky Oil-Price Play
Description: With the U.S. on track to become the world’s largest oil producer by next year, it’s become popular in Washington and on Wall Street to call America the new Saudi Arabia. Yet the real Saudi Arabia hasn’t relinquished its role as the producer with the most influence over oil prices. Source: Businessweek.com Date: Oct… Read more »
Why one economist says no recession until at least 2016
Description: It’s going to take a little bit more than Ebola, eurozone pessimism and a rising U.S. dollar to turn David Rosenberg into a bear. Source: Marketwatch.com Date: Oct 24, 2014 Link: http://www.marketwatch.com/story/why-one-economist-says-no-recession-until-at-least-2016-2014-10-24 Questions for Discussions: What are the arguments presented for the prediction? Do you agree? What event might cause this scenario to change?
One Great Idea From Jean Tirole, the Nobel Economist
Description: The government worries mainly about “horizontal” mergers in which one company buys another that does the same thing. But there’s also risk in vertical combinations. Source: Businessweek.com Date: Oct 13, 2014 Link: http://www.businessweek.com/articles/2014-10-13/this-nobel-economist-analyzes-competition#r=nav-f-story Questions for Discussions: What does Jean Tirole say about mergers? How should investors use this information to guide their investment thinking?
GM Sued for $10 Billion Over Losses on 27 Million Cars
Description: General Motors Co. (GM) was hit with its biggest lawsuit so far over serial recalls, brought on behalf of drivers of 27 million vehicles seeking more than $10 billion in compensation for fallen car prices. Source: Bloomberg.com Date: Oct 15, 2014 Link: http://www.bloomberg.com/news/2014-10-15/gm-sued-for-10-billion-over-losses-on-27-million-cars.html Questions for Discussions: What are the issues in this report related… Read more »
