Should Commodities Investors Take Cover?

Posted by & filed under Economic Analysis, Financial Planning, Growth & Valuation, Industry Analysis, Market Analysis.

Description:   If the U.S economy begins moving into a downward spiral, as many believe it might, should commodities investors take cover? WSJ’s Simon Constable visits Mean Street to break down the numbers. Source: Marketwatch.com – video report Date: July 06, 2012 Link: http://live.wsj.com/video/should-commodities-investors-take-cover/0643512D-78CC-4962-8D54-C977BD6BFD12.html Questions for Discussions: Summarize the arguments presented about the movement in commodities…. Read more »

France slaps seven billion euros in taxes on rich and big firms

Posted by & filed under Economic Analysis, Governments & Regulators, Growth & Valuation.

Description:  France’s new Socialist government announced tax rises worth 7.2 billion euros on Wednesday, including heavy one-off levies on wealthy households and big corporations, to plug a revenue shortfall this year caused by flagging economic growth. Source: Reuters.com Date: July 04, 2012 Link: http://www.reuters.com/article/2012/07/05/us-france-budget-idUSBRE86307X20120705 Questions for Discussions: What are the implications for Euro-based debt, the… Read more »

There’s more to fear: Americans eating in

Posted by & filed under Company Analysis, Economic Analysis, Financial analysis, Growth & Valuation, Industry Analysis, Market Analysis.

Description: Slow sales for Darden Restaurant chains Olive Garden and Red Lobster have investors asking for the check as Americans opt to dine at home. Source: CNNMoney.com – video report Date: June 22, 2012 Link: http://money.cnn.com/video/markets/2012/06/22/investing-bz-darden.cnnmoney/ Questions for Discussion: Why is there concern over financial details related to these firms? Do you agree with the… Read more »

Why Spain’s 7% bond yield is so scary

Posted by & filed under Economic Analysis, Governments & Regulators, Market Analysis.

Description: Sky-high borrowing costs and a lack of investor confidence may contribute to pushing Spain closer to a bailout. Source: CNNMoney.com – video report Date: June 14, 2012 Link: http://money.cnn.com/video/markets/2012/06/14/mkts-spain-10-year-bonds.cnnmoney/ Questions for Discussion: What is the significance of the 7% bond yield for Spain, for Europe, and for investors? What should investors do under these… Read more »

U.S. Government Bond `Bubble’ to Burst, Faber Says

Posted by & filed under Economic Analysis, Market Analysis.

Description: Marc Faber, publisher of the Gloom, Boom & Doom report, talks about his strategy for global stocks, bonds, commodities and currencies. Faber speaks with Sara Eisen on Bloomberg Television’s “InsideTrack.” (Source:Bloomberg) Source: Bloomberg.com – video report Date: June 07, 2012 Link: http://bloom.bg/KJzJRu Questions for Discussion: Summarize analysis and recommendations presented by Marc Faber. Do… Read more »

Stocks Suffer Biggest Drop of 2012

Posted by & filed under Economic Analysis, Market Analysis.

Description: A third straight disappointing monthly U.S. jobs report pushed the Dow industrials into the red for 2012. Russell Investments Chief Market Strategist Stephen Wood on The News Hub discusses today’s big market moves and whether it’s likely to continue into the summer. Source: Marketwatch.com – video report Date: June 01, 2012 Link: http://www.marketwatch.com/video/asset/stocks-suffer-biggest-drop-of-2012/5F6FA568-F081-4047-AFAE-2F4EC4E9E449 Questions… Read more »

Europe’s Crisis Spotlight Shifts to Spain

Posted by & filed under Economic Analysis, Governments & Regulators.

Description: As Greece prepares for a June 17 election that may determine whether it exits the euro, the attention has shifted to Spain, where the problems are different—and much larger. Greece’s troubles stem from excessive government borrowing; Spain suffers from a property bust and its banks remain crippled by an estimated €184 billion ($230 billion)… Read more »

GM plant closing in Oshawa ‘absolutely sickening’

Posted by & filed under Economic Analysis, Financial analysis, Growth & Valuation, Industry Analysis.

Description: Employment at General Motors of Canada Ltd., once the biggest employer by far in the auto sector in Canada with more than 40,000 workers, will fall to about one-fifth that number by next June when it ceases production on one of two assembly lines at its Oshawa, Ont., plant. Source: GlobeandMail.com Date: June 01,… Read more »

El-Erian: ‘A Greek exit is inevitable’

Posted by & filed under Economic Analysis, Financial analysis, Governments & Regulators.

Description: PIMCO’s Mohamed El-Erian says a snowballing run on Greek banks is making the nation’s exit from the eurozone inevitable. Source: CNNMoney.com – video report Date: May 25, 2012 Link: http://money.cnn.com/video/news/2012/05/25/n-el-erian-greek-exit.cnnmoney/ Questions for Discussion: Summarize the opinions presented by El-Erian. Do you agree with his analysis? What trading recommendations would be in order if an… Read more »

Want $1 billion? All you need is an app

Posted by & filed under Company Analysis, Economic Analysis, Growth & Valuation.

Description:  An app, a dream, and millions of users couldn’t hurt. But as Facebook forks over $1 bln for Instagram, has the app craze gone too far? Source: CNNMoney.com – video report Date: 04/10/2012 Link:  http://money.cnn.com/video/markets/2012/04/10/mkts-bz-fb-instagram.cnnmoney/ Questions for discussion: Justify the valuation paid for this acquisition? Does it make financial sense? How can Instagram increase cash… Read more »