Description: On the heels of last week’s bullish turn for stocks, the market is off to a mixed start for Monday. Hong Kong stocks may be affecting the mood with a giant slump after China’s leader cemented his power. Source: MarketWatch.com Date: Oct 24, 2022 Link: https://www.marketwatch.com/story/this-hedge-fund-manager-who-made-winning-bets-in-2020-says-investors-should-brace-for-decades-long-stock-pullbacks-11666607362 Questions for discussion: What does Boaz Weinstein warn… Read more »
Posts Categorized: Economic Analysis
Opinion: Stocks have been rallying, but the 9 painful stages of this bear market are not even halfway done
Description: Bear markets typically end with a massive selloff. Here’s what to do before then. Source: MarketWatch.com Date: Oct 19, 2022 Link: https://www.marketwatch.com/story/stocks-are-rallying-now-but-the-9-painful-stages-of-this-bear-market-are-not-even-halfway-done-11666110036 Questions for discussion: What do you think of this model and the guidance suggested? What is the admitted weakness in this model? What is the risk to investors who follow this line… Read more »
United Airlines shares surge on higher profit and strong demand forecast
Description: United Airlines forecast another profit for the end of the year and said consumer appetite for travel is showing no signs of slowing down despite high airfares. Shares jumped more than 7% in after-hours trading on Tuesday. Source: CNBC.com – video report Date: Oct 18, 2022 Link: https://www.cnbc.com/2022/10/18/united-airlines-ual-earnings-3q-22.html Questions for discussion: What does the report… Read more »
RBC adds US$2.5B to Canadian bank bond sales spree
Description: Royal Bank of Canada issued US$2.5 billion of senior bail-in bonds as Canadian banks dive into record issuance before the fiscal fourth quarter ends even as borrowing cost rise amid concerns of a looming global recession. Source: BNNBloomberg.com – video report Date: Oct 20, 2022 Link: https://www.bnnbloomberg.ca/rbc-adds-us-2-5b-to-canadian-bank-bond-sales-spree-1.1835444 Questions for discussion: What does the report… Read more »
‘The Cash Monster Was Insatiable’: How Insurers Exploited Medicare for Billions
Description: By next year, half of Medicare beneficiaries will have a private Medicare Advantage plan. Most large insurers in the program have been accused in court of fraud. Source: NYTimes.com Date: Oct 08, 2022 Link: https://www.nytimes.com/2022/10/08/upshot/medicare-advantage-fraud-allegations.html Questions for discussion: What does the report say about the reasons for the growth of these insurance companies? Should… Read more »
A great week that adds to Deere & Company’s (NYSE:DE) one-year returns, institutional investors who own 72% must be happy
Description: If you want to know who really controls Deere & Company (NYSE:DE), then you’ll have to look at the makeup of its share registry. We can see that institutions own the lion’s share in the company with 72% ownership. In other words, the group stands to gain the most (or lose the most) from… Read more »
Seven in 10 Canadians want more domestic oil & gas output to cut Russian influence: poll
Description: More than 70 per cent of Canadians support increasing the country’s oil and gas production to reduce global dependence on Russian energy exports, according to a new poll released on Wednesday. Source: Yahoo.Finance.com Date: Oct 12, 2022 Link: https://ca.finance.yahoo.com/news/seven-in-10-canadians-want-more-domestic-oil-gas-output-to-cut-russian-influence-poll-161700849.html Questions for discussion: Summarize the key points presented in the article. What impact, if any,… Read more »
Mismanagement and ‘Monster Trains’ Have Wrecked American Rail
Description: After World War II, railroad companies ceded freight, including mail and perishables, to semi trucks and instead favored goods like newsprint, chemicals and steel coils, which could sit in rail yards for days. Many freight companies made this change enthusiastically; trucking’s rise gave them a strong reason to stop servicing goods that were financial and… Read more »
The economics of Costco rotisserie chicken
Description: Costco’s popular chickens have stayed fixed at $4.99 for more than a decade — even in the face of raging inflation. But it’s come at a cost. Source: TheHustle.com Date: Oct 08, 2022 Link: https://thehustle.co/the-economics-of-costco-rotisserie-chicken/ Questions for discussion: Why has Costco kept chicken prices fixed? How has this strategy fit with overall branding strategy?… Read more »
How John Deere plans to build a world of fully autonomous farming by 2030
Description: Can John Deere become one of the leading AI and robotics companies in the world alongside Tesla and Silicon Valley technology giants over the next decade Source: CNBC.com Date: Oct 02, 2022 Link: https://www.cnbc.com/2022/10/02/how-deere-plans-to-build-a-world-of-fully-autonomous-farming-by-2030.html Questions for discussion: Based on the report, how would you answer the question posed at the start? How should investors… Read more »
