Description: Bank of America’s Ethan Harris and Mizuho Securities’s Steven Ricchiuto discuss the possibility of a double-dip recession. Source: CNNMoney.com – video report   Date: 08/27/2010 Link: http://money.cnn.com/video/news/2010/08/27/n_ss_lake_panel.cnnmoney/ Questions for discussion: Summarize and evaluate the opinions presented? What would you advise investors to do under the current conditions, given your views of the future? What… Read more »
Posts Categorized: Economic Analysis
Treasury Two-Year Yields Increase Most Since April After Bernanke Speech
Description: Treasuries dropped, pushing two-year note yields up the most since April, after remarks from Federal Reserve Chairman Ben S. Bernanke tempered speculation that the central bank will step up debt buying. Source: Bloomberg.com Date: 08/28/2010 Link: http://www.bloomberg.com/news/2010-08-28/treasury-two-year-yields-increase-most-since-april-after-bernanke-speech.html  Questions for discussion: Summarize the recent activity in treasuries and the bond market. What do you… Read more »
AM Report: Deals Make a Comeback
Description:Â Global merger activity is at its highest levels since late 2009, presenting a glimmer of economic confidence even as the stock and bond markets continue to price in a weakening U.S. economy. Anupreeta Das and Dennis Berman discuss. Also, Dan Michaels discusses the race among 21 American museums to land one of the three… Read more »
BHP Billiton will take bid directly to Potash shareholders
Description: Mining giant BHP Billiton went on the attack Wednesday, saying it will take its nearly $39 billion takeover bid for Potash Corp. straight to shareholders after the fertilizer firm’s board spurned the offer as grossly inadequate. Source: Marketwatch.com   Date: 08/18/2010 Link: http://www.marketwatch.com/story/bhp-billiton-takes-bid-to-potash-shareholders-2010-08-18?siteid=nwtwk Questions for discussion: What are the arguments favoring the acquisition of… Read more »
M&A Sees August Revival as Companies Tap $3 Trillion
Description: Companies sitting on almost $3 trillion in cash are starting to spend it, putting what is typically the slowest month for mergers and acquisitions on course to be the busiest this year. Source: Businessweek.com Date: 08/20/2010 Link: http://www.businessweek.com/news/2010-08-20/m-a-sees-august-revival-as-companies-tap-3-trillion.html  Questions for discussion: Summarize the current state of M&A activity? What are the reasons for… Read more »
Reagan insider: ‘GOP destroyed U.S. economy’
Description:   “How my G.O.P. destroyed the U.S. economy.” Yes, that is exactly what David Stockman, President Ronald Reagan’s director of the Office of Management and Budget, wrote in a recent New York Times op-ed piece, “Four Deformations of the Apocalypse.” Source: Marketwatch.com   Date: 08/10/2010 Link: http://www.marketwatch.com/story/reagan-insider-gop-destroyed-us-economy-2010-08-10?pagenumber=1 Questions for discussion: Summarize the comments made in… Read more »
Wall Street resumes hiring
Description: CNN’s Maggie Lake talks to a high-powered headhunter, who says Wall Street hiring is bouncing back. Source: CNNMoney.com – video report   Date: 08/06/2010 Link: http://money.cnn.com/video/news/2010/08/06/n_wall_street_hiring.cnnmoney/ Questions for discussion: How do you interpret the increase in hiring on Wall Street? Do you believe there is a correlation between Wall Street activity and the economy in… Read more »
Afraid of Deflation? Try Some Medicine
Description: AS chatter has grown about the possibility of a double-dip recession, so, too, have fears about another “D†word: deflation. Source: NYTimes.com  Date: 08/07/2010 Link: http://www.nytimes.com/2010/08/08/business/economy/08fund.html?ref=business Questions for discussion: Summarize the arguments presented in this article? Do you believe we are going to experience unusual levels of inflation or deflation? Which investing strategies… Read more »
Investor Be Nimble
Description: The market’s got a lot of investors scared, but the fundamentals are good, says Liz Ann Sonders, chief investment strategist at Charles Schwab. The environment has been volatile, but smart, long-term investors can take advantage of that. Source: Marketwatch.com – video report  Date: 07/27/2010 Link: http://www.marketwatch.com/video/asset/investor-be-nimble/C3D27E09-4DFB-4B6C-849D-B10BDA98B94F Questions for discussion: Summarize the arguments made… Read more »
Don’t Buy Gold
Description: Forget gold, says Wealth Adviser columnist James Altucher. He tells Dow Jones Newswires’ Veronica Dagher why and where investors should put their money instead. Source: Marketwatch.com – video report  Date: 07/30/2010 Link: http://www.marketwatch.com/video/asset/dont-buy-gold/2034712A-1FB7-4924-96F7-80751D9346F1 Questions for discussion: Summarize the arguments presented in this report. Do you agree with the advice presented? Why do you… Read more »
