Here comes the big profit lie

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

Description:  Wall Street expects corporate miracles in 2012, and that means trouble. Source: Fortune.com Date: 01/06/2012 Link:  http://finance.fortune.cnn.com/2012/01/06/profit-expectations-unrealistic/?iid=SF_F_LN Questions for discussion: Summarize the arguments presented in this critique of Wall Street. Do you agree with this assessment? Is there anything to be done by regulators?

U.S. Stocks Funds Have Second-Worst Year as Clients Pull Out

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

Description:  U.S. stock mutual funds that invest in domestic equities had their second-worst redemptions last year as record market swings sent investors to the perceived safety of bond funds. Source: Businessweek.com Date: 01/06/2012 Link:  http://www.businessweek.com/news/2012-01-06/u-s-stocks-funds-have-second-worst-year-as-clients-pull-out.html Questions for discussion: Summarize the key points presented in the report. What does the report suggest about possible future economic… Read more »

Investors flee gold and hedge funds

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

Description:  TrimTabs CEO Charles Biderman says money flowed out of gold and hedge funds and into bonds and bank savings accounts in 2011. Source: CNNMoney.com – video report Date: 12/29/2011 Link: http://money.cnn.com/video/news/2011/12/28/n_trimtabs_ceo.cnnmoney/ Questions for discussion: Summarize the arguments presented by Charles Biderman concerning investor behavior and the economy. Do you agree with his assessments? How… Read more »

U.S. & Brazil: 2012’s breakout stars

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

Description:  Fund managers at Fortune’s investors roundtable single out the U.S. and Brazil as the likely star performers of 2012. Source: CNNMoney.com – video report Date: 12/28/2011 Link:  http://money.cnn.com/video/markets/2011/12/28/mkts_2012_breakout_stars.cnnmoney/ Questions for discussion: Do you agree with the assessments presented by these fund managesr? What would you advise investors do today?

10 worst business predictions of 2011

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Description:  From a muni meltdown to a recovery in bank stocks to a Yahoo turnaround, we were told a bunch of things would happen this year that didn’t even come close. Source: Fortune.com   Date: 12/30/2011 Link:  http://money.cnn.com/galleries/2011/news/economy/1112/gallery.worst-predictions-2011.fortune/index.html Questions for discussion: Which prediction seems particularly weak, given 20-20 hindsight today? What does this report suggest… Read more »

Sachs: How Reaganomics toppled the U.S.

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

Description:  Economist Jeffrey Sachs says the policies of the Reagan administration led to the destruction of the American middle class. Source: CNNMoney.com – video report Date: 12/23/2011 Link:  http://money.cnn.com/video/news/2011/12/22/n_opinion_jeff_sachs.cnnmoney/ Questions for discussion: Summarize the arguments presented by Jeffrey Sachs favoring greater government involvement in the economy. What are the items you agree with and those… Read more »

The super rich just don’t get it

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

Description:  Wealthy financiers are trying to turn the Occupy movement into a rich vs. poor debate. What they still don’t understand is that Americans don’t hate the rich. They hate the rich in finance. Source: Fortune.com Date: 12/23/2011 Link:  http://finance.fortune.cnn.com/2011/12/22/jamie-dimon-rich/?iid=SF_F_River Questions for discussion: Summarize the opinions and ethical issues expressed in this report? What is… Read more »

What would make Caterpillar add jobs

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

Description:  Caterpillar CEO Doug Oberhelman explains what the company needs to hire in the near and long-term. Source: CNNMoney.com – video report Date: 12/13/2011 Link:  http://money.cnn.com/video/news/2011/12/13/n_cat_ceo_adding_jobs.cnnmoney/ Questions for discussion: What are the challenges facing the firm? How do these issues relate to your understanding of the state of the economy? What should companies, governments and… Read more »

Investing after the Arab Spring: Unfinished business

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

Description:  The ongoing revolutions across the Middle East would seem to be good news for markets. But so far they’ve scared most foreign investors away. Source: Fortune.com Date: 12/13/2011 Link:  http://finance.fortune.cnn.com/2011/12/13/investing-middle-east-north-africa/?iid=SF_F_Lead Questions for discussion: Summarize the opinions expressed in this report? What would your advice be to investors at this time?

Sentiment Looks Too Rosy for Stronger Stock Rally

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

Description:  Stocks like to climb a “wall of worry,” according to Mark Hulbert, who says the positive readings on various investor-sentiment surveys suggest it will be tough for stocks to build on recent gains. Laura Mandaro reports. (Photo: AP) Source: Marketwatch.com – video report Date: 12/08/2011 Link:  http://www.marketwatch.com/video/asset/sentiment-looks-too-rosy-for-stronger-stock-rally/1BFCFC60-F0CA-4FEA-9D1A-99C1B0FD903C Questions for discussion: Summarize the analysis presented… Read more »