Why 2011 May Be the End of the Housing Crash

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

Description: Source:  Marketwatch.com – video report Date: 03/01/2011 Link:  http://www.marketwatch.com/video/asset/why-2011-may-be-the-end-of-the-housing-crash/9A7D3C38-BBDD-4DCF-8C8D-41A080E3969B Questions for discussion: Summarize the analysis and metrics used to argue that housing might be turning around this year. Do you agree with the analysis presented? Why did prices collapse so abruptly and why might that not happen now? Instead of actually buying a house,… Read more »

$100 oil: Here to stay or soon to go?

Posted by & filed under Economic Analysis, Financial analysis.

Description: Market veterans were expecting oil prices to reach $100 a barrel even before the political turmoil in the Middle East and North Africa hit the fan this year, and now that oil’s reached triple digits, predicting prices is more daunting than ever. Source: Marletwatch.com Date: 03/04/2011 Link: http://www.marketwatch.com/story/100-oil-here-to-stay-or-soon-to-go-2011-03-03?siteid=nwtwk Questions for discussion:  Summarize the reasons… Read more »

Eyeing Inflation with Liz Ann Sonders

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

Description: Liz Ann Sonders, chief investment strategist at Charles Schwab & Co., gives her view on inflation in the U.S. now and inflationary signs to look for in the year ahead. Dow Jones’ Veronica Dagher has the interview. Source: Marketwatch.com – video report Date: 02/23/2011 Link:  http://www.marketwatch.com/video/asset/eyeing-inflation-with-liz-ann-sonders/5658E1E7-2BD4-498B-A73C-A7CC24C49E96 Questions for discussion:  Do you agree with the… Read more »

U.S. housing market going private

Posted by & filed under Economic Analysis, Industry Analysis.

Description: Let the great unwind begin. A report released by the Obama administration on Friday laid out a plan to reform the American housing finance market, saying the government should be more focused on oversight and consumer protection rather than direct involvement. Source: BNN.com – video report Date: 02/11/2011 Link:  http://www.bnn.ca/News/2011/2/11/US-housing-market-going-private.aspx Questions for discussion:  Summarize… Read more »

Banks slashed small business lending by $43 billion

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

Description:  The numbers back up what small business owners have been saying for two years: Main Street suffered a brutal credit crunch. Source:  CNNMoney.com Date: 02/11/2011 Link:  http://money.cnn.com/2011/02/11/smallbusiness/small_business_lending_drop/index.htm Questions for discussion:  Do you believe there was a credit crunch for small business? How differently were bigger businesses treated by the banks? How much affect do… Read more »

Venture Capital As Patient Capital

Posted by & filed under Economic Analysis.

Description: Wall Street is in a transactional business, but venture capitalists are in a more long-term business of building companies — a sort of patient capital, according to legendary VC Bill Draper, author of “The Startup Game.” Jonathan Burton reports. Source:  Marketwatch.com – video report Date: 02/04/2011 Link:  http://www.marketwatch.com/video/asset/venture-capital-as-patient-capital/DC3C301D-95FD-4CB6-ABFC-43C0F8398F6A Questions for discussion:  Summarize the relationship… Read more »

Good news. Yield ahead!

Posted by & filed under Economic Analysis.

Description:  Savers and investors relying on fixed incomes have been punished for several years. Many healthy companies sat on their growing piles of cash instead of boosting dividends. Some struggling firms were forced to cut or even suspend quarterly payouts during the financial crisis. And the Federal Reserve’s easy money policies (rates near 0% plus… Read more »

Roubini on Global Economy, Risks Ahead

Posted by & filed under Economic Analysis.

Description: Nouriel Roubini, co-founder and chairman of Roubini Global Economics and economics professor at NYU Stern School of Business, foresees risks ahead as the economies of developing nations surge, while the U.S. and the West are stagnating. He talks with WSJ’s Simon Constable. Source:  Marketwatch.com – video report Date: 01/25/2011 Link:  http://www.marketwatch.com/video/asset/roubini-on-global-economy-risks-ahead/E83AF703-1580-4666-89FC-F59F18DD06FB Questions for discussion:… Read more »

George Soros: ‘A new economic reality

Posted by & filed under Economic Analysis.

Description: Financier George Soros says that markets and regulators are imperfect and that U.S. and EU economies need to get used to it. Source:  CNNMoney.com – video report Date: 01/28/2011 Link:  http://money.cnn.com/video/news/2011/01/28/n_davos_soros.cnnmoney/ Questions for discussion:  Summarize the views expressed by Mr. Soros? Do you agree with them? How should investors and financial managers respond to… Read more »

Stocks plunge amid Egypt unrest

Posted by & filed under Economic Analysis.

Description: U.S. stocks plunged Friday, with the three major indices logging the worst daily drops in months, as investors grew nervous about political unrest in Egypt. Source:  CNNMoney.com Date: 01/28/2011 Link:  http://money.cnn.com/2011/01/28/markets/markets_newyork/index.htm Questions for discussion:  How have markets responded to political unrest in Egypt? Is this an opportunity or the beginning of a trend? How… Read more »