Description: Wharton real estate professor Fernando Ferreira doesn’t believe the U.S. housing market has entered a recession. Source: https://knowledge.wharton.upenn.edu Date: Sep 06, 2022 Link: https://knowledge.wharton.upenn.edu/article/why-the-housing-market-is-not-in-recession/ Questions for discussion: What does the article say is happening in the real estate industry? Why is this industry so important to understanding the economy? How are business decisions affected by changes… Read more »
Posts Categorized: Financial analysis
If you need one more reason why stocks will likely lose money in September, here it is.
Description: Finally, investors have a good reason for why the U.S. stock market will suffer above-average volatility and below-average performance this month: It’s the Fed. Source: MarketWatch.com – video report Date: Sep 03, 2022 Link: https://www.marketwatch.com/story/if-you-need-one-more-reason-why-stocks-will-likely-lose-money-in-september-here-it-is-11662108548?mod=home-page Questions for discussion: What does the report say are the reasons for the prediction of a poor September stock… Read more »
How to Confront the Anti-ESG Campaign
Description: In the following opinion piece, Witold Henisz, vice dean and faculty director of Wharton’s Environmental, Social and Governance (ESG) Initiative, explains why the anti-ESG investing movement is gaining ground, and what can be done to mitigate its impact. Source: https://knowledge.wharton.upenn.edu – podcast Date: August 30, 2022 Link: https://knowledge.wharton.upenn.edu/article/how-to-confront-the-anti-esg-campaign/ Questions for discussion: What are the issues… Read more »
‘Why shouldn’t it be as bad as the 1970s?’: Historian Niall Ferguson has a warning for investors
Description: Historian Niall Ferguson warned Friday that the world is sleepwalking into an era of political and economic upheaval akin to the 1970s — only worse. Source: CNBC.com – video report Date: Sep 02, 2022 Link: https://www.cnbc.com/2022/09/02/1970s-inflation-historian-niall-ferguson-has-a-warning-for-investors.html Questions for discussion: What does historian Niall Ferguson think is happening and likely to happen in the near… Read more »
Lululemon earnings show ‘the brand is strong’: Analyst
Description: BMO Managing Director Simeon Siegel joins Yahoo Finance Live to discuss second-quarter earnings for Lululemon, consumer demand, competition in the athletic apparel space, inventory, and the outlook for profit growth. Source: YahooFinance.com – video report Date: Sep 02, 2022 Link: https://ca.finance.yahoo.com/video/lululemon-earnings-show-brand-strong-150359430.html Questions for discussion: What does the report say about the performance of the… Read more »
How electric vehicle manufacturing could shrink the Midwestern job market
Description: The race to build electric vehicles in the U.S. is heating up as fresh rounds of investment come out of Washington. Workers at the former heart of the auto industry fear being left behind. Source: CNBC.com – video report Date: Sep 04, 2022 Link: https://www.cnbc.com/2022/09/04/ev-manufacturing-may-shrink-us-midwest-auto-parts-trade.html Questions for discussion: What is happening to the industry as the… Read more »
How Barnes & Noble Went From Villain to Hero
Description: After years on the decline, Barnes & Noble’s sales are up, its costs are down — and the same people who for decades saw the superchain as a supervillain are celebrating its success. Source: NYTimes.com Date: April 15, 2022 Link: https://www.nytimes.com/2022/04/15/arts/barnes-noble-bookstores.html Questions for discussion: What has happened to the bookselling business and to Barnes… Read more »
The end of one-chip wonders: Why Nvidia, Intel and AMD’s valuations have experienced massive upheaval
Description: Five years ago, Intel was worth as much as Nvidia and AMD combined; now, Nvidia is worth as much as the other two as Taiwan Semi also surges, reflecting a massive change in the semiconductor industry in the past decade Source: MarketWatch.com – video report Date: Apr 14, 2022 Link: https://www.marketwatch.com/story/the-end-of-one-chip-wonders-why-nvidia-intel-and-amds-valuations-have-experienced-massive-upheaval-11649786169 Questions for discussion:… Read more »
TechWatch: Elon Musk accused of market manipulation over Twitter shares
Description: In TechWatch, there is a new twist in the Elon Musk-Twitter saga. The company’s largest stakeholder is now facing a lawsuit accusing the billionaire of market manipulation. The suit alleges that the world’s richest man illegally delayed disclosing his stake in the company in order to purchase more shares at a lower price. CBS… Read more »
Elon Musk says Tesla may have to get into the lithium business because costs are so ‘insane’
Description: Elon Musk tweeted Tesla may get into the lithium mining and refining business directly and at scale because the cost of the metal, a key component in manufacturing batteries, has gotten so high. Source: CNBC.com – video report Date: Apr 08, 2022 Link: https://www.cnbc.com/2022/04/08/elon-musk-telsa-may-have-get-into-mining-refining-lithium-directly.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for discussion: What are the pros and cons to this investment decision?… Read more »
