Description: The proverbial Fed put is officially dead and gone: strategist Source: MarketWatch.com Date: Jan 06, 2023 Link: https://www.marketwatch.com/story/why-the-fed-doesnt-like-stock-market-rallies-11672945830 Questions for discussion: What does the article say is going on in the stock market and the role played by the Fed? Do you think the Fed is behaving wisely? Do you think there is a… Read more »
Posts Categorized: Economic Analysis
Amazon says it will cut over 18,000 jobs, more than initially planned
Description: Amazon said Wednesday it will cut more than 18,000 jobs, a bigger number than the e-retailer initially said it would be eliminating last year. Source: CNBC.com – video report Date: Jan 04, 2023 Link: https://www.cnbc.com/2023/01/04/amazon-says-it-will-cut-over-18000-jobs-more-than-initially-planned.html?qsearchterm=amazon Questions for discussion: What does the report say about the job cuts and the reasons given? What do you believe… Read more »
What did Tesla’s stock plunge cost S&P 500 investors last year? Billions and billions
Description: A lot of retail investors are getting a good laugh from watching the impact that the huge decline in Tesla’s (TSLA) share price is having on CEO Elon Musk, who was the world’s richest person before Tesla started tanking. Source: Yahoo.Finance.com – video report Date: Jan 07, 2023 Link: https://finance.yahoo.com/news/what-did-teslas-stock-plunge-cost-sp-500-investors-last-year-billions-and-billions-135118666.html Questions for discussion: What does the… Read more »
CES: Made-in-Canada Project Arrow unveiled
Description: A made-in-Canada electric vehicle concept car was unveiled to the world on Thursday. Project Arrow was showcased at the Consumer Electronic Show (CES) tech conference in Las Vegas, after smaller-scale previews in Canada last year. Source: BNNBloomberg.ca – video report Date: Jan 07, 2023 Link: https://www.bnnbloomberg.ca/ces-made-in-canada-project-arrow-unveiled-1.1866140 Questions for discussion: Summarize the analysis of the… Read more »
SPOS #859 – Joshua Gans On The Economics Of Artificial Intelligence
Description: Here it is: Six Pixels of Separation – The ThinkersOne Podcast – Episode #859. How does artificial intelligence affect the structure and dynamics of the global economy? What are the potential benefits and risks associated with artificial intelligence on the future of humanity? Joshua Gans is the co-author of the recently published book, Power and Prediction – The Disruptive… Read more »
A New Area of A.I. Booms, Even Amid the Tech Gloom
Description: An investment frenzy over “generative artificial intelligence” has gripped Silicon Valley, as tools that generate text, images and sounds in response to short prompts seize the imagination. Source: NYTimes.com Date: Jan 07, 2023 Link: https://www.nytimes.com/2023/01/07/technology/generative-ai-chatgpt-investments.html? Questions for discussion: Why is there so much excitement about this latest development in AI technology? What are some… Read more »
JPMorgan looks at ‘Armageddon scenario’ of Fed jacking rates up to 6.5%. Its conclusion may come as a surprise.
Description: The stock and bond market could handle a much more aggressive Fed than expected, strategists argue Source: MarketWatch.com Date: Dec 08, 2022 Link: https://www.marketwatch.com/story/jpmorgan-looks-at-an-armageddon-scenario-of-the-fed-jacking-rates-up-to-6-5-its-conclusion-may-be-a-surprise-11670507441 Questions for discussion: What is the basis for this argument? Do you agree with this assessment? What do you think the Fed will do over the next few months and… Read more »
Here’s what America’s top CEOs are saying about a possible recession in 2023
Description: As 2023 approaches and the prospect of a recession looms, corporate America is preparing for a slowdown in consumer spending. CEOs of major companies including Walmart and General Motors joined CNBC’s “Squawk Box” on Tuesday morning to talk inflation, interest rates, geopolitics and what it all means for their outlooks in the new year…. Read more »
Opinion: There’s a strong possibility that the bear market in stocks is over as investors have given up hope
Description: There’s a strong possibility that the bear market in stocks is over as investors have given up hope Source: MarketWatch.com Date: Dec 03, 2022 Link: https://www.marketwatch.com/story/theres-a-strong-possibility-that-the-bear-market-in-stocks-is-over-as-investors-have-given-up-hope-11669999664 Questions for discussion: What is the basis for this opinion? Do you agree with the analysis?
Tim Cook says Apple will use chips built in the U.S. at Arizona factory
Description: CEO Tim Cook confirmed that Apple will buy U.S.-made microchips at an event in Arizona on Tuesday, where President Joe Biden also spoke. Source: CNBC.com – video report Date: Dec 06, 2022 Link: https://www.cnbc.com/2022/12/06/tim-cook-says-apple-will-use-chips-built-in-the-us-at-arizona-factory.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for discussion: Why is Apple doing this? What are the implications for future global supply channels? What does this… Read more »
