Uncertainty Restores Glitter to an Old Refuge, Gold

Posted by & filed under Economic Analysis.

Description: It is the resurgent passion of the doomsday crowd, a bet that everything will go wrong. No matter what has you worried, they say, the answer is gold. Source: NYTimes.com Date: 06/12/2010 Link: http://www.nytimes.com/2010/06/13/business/13gold.html?ref=business Questions for discussion: Summarize the arguments presented in the article about gold as an investment at this time. What strategy… Read more »

15 Steps for Successful Strategic Alliances (and Marriages)

Posted by & filed under Economic Analysis.

Description: Wedding bells fill the Northern Hemisphere air for this season’s happy couples. Among the newlyweds armed with pre-nuptial agreements are numerous companies starting strategic alliances, joint ventures, and focused collaboratives. Source: Bloomberg.com Date: 06/01/2010 Link: http://www.bloomberg.com/apps/harvardbusiness?sid=Hf4bf828cb7a8e91f3cc9bd45f37e6165 Questions for discussion: Evaluate the suggestions made in this report. How do the suggestions in this report compare… Read more »

Debtors’ Prism: Who Has Europe’s Loans?

Posted by & filed under Economic Analysis, Management Issues.

Description: IT’S a $2.6 trillion mystery. That’s the amount that foreign banks and other financial companies have lent to public and private institutions in Greece, Spain and Portugal, three countries so mired in economic troubles that analysts and investors assume that a significant portion of that mountain of debt may never be repaid. Source: NYTimes.com… Read more »

Is Gold the Next Bubble?

Posted by & filed under Economic Analysis.

Description:  With gold having run up to record prices of late, some have wondered whether the yellow metal is likely to be the next bubble? Brett Arends discusses. And Peter Lattman profiles C. Dean Metropoulos, an low-profile investor with a knack for rebuilding old brands like Chef Boyardee, Bumble Bee and Schlitz. His most recent… Read more »

Treasury 10-Year Yield Falls Most in 17 Months on Europe Crisis

Posted by & filed under Economic Analysis.

Description:  Treasuries climbed in May, lowering 10-year yields the most since the Federal Reserve dropped interest rates to a record low in December 2008 to spur the economy, on speculation efforts to contain Europe’s debt crisis will slow the global economic recovery. Source: Bloomberg.com   Date: 05/29/2010 Link: http://www.bloomberg.com/apps/news?pid=20601103&sid=aXJVN2j1ufUM Questions for discussion:  Explain the reasons… Read more »

Euro Hit By German Proposals to Ban Shorts

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

Description:  Germany’s unilateral plan to stop short-selling doesn’t look well thought out. Dow Jones Newswires’ Mark Cranfield reports. Source:  Marketwatch.com – video report   Date: 05/19/2010 Link: http://www.marketwatch.com/video/asset/euro-hit-by-german-proposals-to-ban-shorts/1A26355B-337A-4DF9-91DB-8E8047F8536B Questions for discussion: Summarize the positive impact that this ban is expected to have on markets? What negative impact is also possible? Given these considerations, is the… Read more »

Dell profit jumps on strong sales to businesses

Posted by & filed under Company Analysis, Economic Analysis.

Description: Dell Inc. said Thursday that strong demand from business customers helped drive the PC maker’s profit up 52% in its most recent quarter. Source:  CNNMoney.com Date: 05/20/2010 Link: http://money.cnn.com/2010/05/20/technology/Dell/index.htm   Questions for discussion: What does this report suggest about Dell’s future stock value? How can Dell improve growth prospects? Explain why margins are so… Read more »

Treasuries Advance on European Debt Concern, Inflation Outlook

Posted by & filed under Economic Analysis.

Description:  Treasuries climbed, pushing the benchmark 10-year note yield to the lowest level in a year, as a drop in stocks, a plunging euro and U.S. data showing a lack of inflation damped investor appetite for higher-yielding assets. Source: Bloomberg.com   Date: 05/22/2010 Link: http://www.bloomberg.com/apps/news?pid=20601103&sid=aWUL9jshR76A Questions for discussion: Summarize the concerns of investors and their… Read more »

Why Cisco is so bullish

Posted by & filed under Company Analysis, Economic Analysis.

Description:  Cisco CEO John Chambers says the most recent quarter was its “best ever,” citing growth in video, routers and collaborative technology. Source:  CNNMoney.com – video report   Date: 05/13/2010 Link: http://money.cnn.com/video/news/2010/05/13/n_cisco_chambers_quarter.cnnmoney/ Questions for discussion: Summarize the reasons to be optimistic about the global economy? Why do you suppose Cisco is considered a bellwether stock?… Read more »

Market Edge: Life Left in Bear-Market Rally

Posted by & filed under Economic Analysis.

Description:  The stock market has a chance to hit new recovery highs until it tops out, with that halt potentially coming late this summer, according to Stockmarket Cycles editor and money manager Peter Eliades. MarketWatch’s Laura Mandaro reports. Source:  Marketwatch.com – video report   Date: 05/11/2010 Link: http://www.marketwatch.com/video/asset/market-edge-life-left-in-bear-market-rally/2123C27E-3E52-471D-BE2D-B2AF295DD078 Questions for discussion: Summarize the stock market… Read more »