Description: Chief Economic Adviser at Allianz Mohamed El-Erian says without a political solution in Ukraine, sanctions could lead to increased energy prices and a global recession. Source: CNNMoney.com – video report Date: April 24, 2014 Link: http://money.cnn.com/video/investing/2014/04/25/investing-russia-ukraine-economic-sanctions-global-markets-recession-risk.cnnmoney/index.html Questions for Discussions: Summarize Mohamed El-Erian’s concerns for the global economy. Do you agree with his analysis? How… Read more »
Posts Categorized: Economic Analysis
Taking On Adam Smith (and Karl Marx)
Description: Thomas Piketty turned 18 in 1989, when the Berlin Wall fell, so he was spared the tortured, decades-long French intellectual debate about the virtues and vices of communism. Even more telling, he remembers, was a trip he took with a close friend to Romania in early 1990, after the collapse of the Soviet empire…. Read more »
Jeremy Siegel: The Bull Run Is Not Over
Description: Wharton School Professor of Finance Jeremy Siegel and Josh Rosner, managing director at Graham Fisher, discuss where the U.S. markets go from here with Trish Regan on Bloomberg Television’s “Street Smart.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Apr 11, 2014 Link: http://www.bloomberg.com/video/siegel-says-stock-decline-not-end-of-bull-run-ONp_QCmISD6YTdHOIPjBmw.html Questions for Discussions: Summarize the economic and market debate presented… Read more »
Teen Retailers: Who’s Worth Buying?
Description: Should you invest in what your kid’s like to wear? We put the three A’s under the spotlight: Aeropostale, American Eagle, and Ambercrombie & Fitch. Source: BNN.com – video report Date: Apr 04, 2014 Link: http://watch.bnn.ca/#clip1078271 Questions for Discussions: Summarize the financial highlights presented in this report and the reasons for the decline at… Read more »
Red Lobster, Olive Garden still a mess
Description: Darden Restaurants wants to spin off struggling Red Lobster. But Olive Garden is not doing well either. The entire company is missing the restaurant stock rally this year. Source: CNNMoney.com – video report Date: Mar 21, 2014 Link: http://money.cnn.com/video/investing/2014/03/21/investing-the-buzz-darden-restaurants-red-lobster-olive-garden-longhorn.cnnmoney/index.html Questions for Discussions: Why is Darden stock underperforming in comparison to other restaurants? Is the… Read more »
Why the bull market could end tomorrow
Description: One smart prognosticator thinks the five-year run will soon come to a close. Source: Fortune.com Date: Mar 21, 2014 Link: http://finance.fortune.cnn.com/2014/03/21/why-the-bull-market-could-end-tomorrow/?iid=SF_F_River Questions for discussion: What is the basis for the argument? Do you agree with the analysis?
How to take the bull market by the horns
Description: Investment strategists say the fundamentals of the stock market are still strong and gains are possible with the right buying strategy. Source: CNNMoney.com – video report Date: Mar 10, 2014 Link: http://money.cnn.com/video/investing/2014/03/10/investing-bull-market-five-year-anniversary.cnnmoney/index.html Questions for Discussions: What does this report have to say to investors? Do you agree?
This company loves the snow
Description: Let it snow. Douglas Dynamics, a maker of snow plows, loves the winter weather. It reported strong earnings and its stock (ticker symbol PLOW) is up on the news. Source: CNNMoney.com – video report Date: Mar 05, 2014 Link: http://money.cnn.com/video/investing/2014/03/11/buzz-douglas-dynamics-snow-plows.cnnmoney/index.html Questions for Discussions: Is it likely the firm would experience increases year over year… Read more »
Dividend Stocks Fall on Rising Rate Forecast: EcoPulse
Description: Shares of high-dividend-yielding companies are trading near the lowest level in almost three years relative to the market, as the prospect of higher interest rates makes these stocks less attractive to investors. Source: Bloomberg.com Date: Mar 14, 2014 Link: http://www.bloomberg.com/news/2014-03-14/dividend-stocks-fall-on-rising-rate-forecast-ecopulse.html Questions for discussion: Summarize the reasons for investor rotation into and out of these… Read more »
Puerto Rico Gets a Break With Rates on Its Bonds
Description: Puerto Rico is expected to sell roughly $3 billion in bonds on Tuesday at interest rates that are considerably lower than many investors in the municipal market had expected, providing a rare bright spot for the cash-squeezed island. Source: NYTimes.com Date: Mar 10, 2014 Link: http://dealbook.nytimes.com/2014/03/10/puerto-rico-gets-a-break-with-rates-on-its-bonds/?ref=economy Questions for discussion: What are the concerns to… Read more »
