Monetary policy will not be enough to fight the next recession

Posted by & filed under Economic Analysis, Governments & Regulators, Growth & Valuation, Personal Finance.

Description: The biggest challenge economists face today is how to deal with downturns. America’s expansion is the longest on record; a slowdown at some point is inevitable. The fear is that central banks will not have enough tools to fight the next recession. Source: Economist.com Date: Jan 09, 2020 Link: https://www.economist.com/leaders/2020/01/11/monetary-policy-will-not-be-enough-to-fight-the-next-recession?cid1=cust/dailypicks1/n/bl/n/2020019n/owned/n/n/dailypicks1/n/n/NA/375620/n Questions for discussion: Summarize the… Read more »

‘Damning’ Boeing messages reveal efforts to manipulate regulators of 737 Max

Posted by & filed under Company Analysis, Governments & Regulators, Growth & Valuation, Industry Analysis, Management Issues, Personal Finance.

Description: Boeing employees boasted about bullying regulators to approve the now-grounded 737 Max without requiring pilots to undergo simulator training while others raised safety concerns and complained about lax standards, according to a trove of internal documents the company released on Thursday. Source: CNBC.com – video report Date: Jan 10, 2020 Link: https://www.cnbc.com/2020/01/09/boeing-releases-communications-on-737-max-simulators-it-calls-completely-unacceptable.html Questions for discussion:… Read more »

Stock market bubble is forming and a 50% plunge is inevitable: strategist

Posted by & filed under Governments & Regulators, Growth & Valuation, Market Analysis, Personal Finance.

Description: One can’t help but to think the “everything rally” that is engulfing Wall Street right now is a classic asset bubble just waiting to explode sometime in 2020. Source: Yahoo.Finance.com – video report Date: Dec 26, 2019 Link: https://finance.yahoo.com/news/stock-market-bubble-is-forming-and-a-50-plunge-is-inevitable-strategist-164718742.html Questions for discussion: Summarize the analysis and recommendations presented. Do you agree? What is meant by… Read more »

The battery decade: How energy storage could revolutionize industries in the next 10 years

Posted by & filed under Governments & Regulators, Industry Analysis, Management Issues, Personal Finance.

Description: What a difference a decade can make. In 2010, batteries powered our phones and computers. By the end of the decade, they are starting to power our cars and houses too. Source:CNBC.com – video report Date: Dec 30, 2019 Link: https://www.cnbc.com/2019/12/30/battery-developments-in-the-last-decade-created-a-seismic-shift-that-will-play-out-in-the-next-10-years.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for discussion: How is battery technology disrupting industries and changing many of… Read more »

A Roundtable of Investing Experts Share Their Best Advice for 2020

Posted by & filed under Governments & Regulators, Growth & Valuation, Market Analysis, Personal Finance.

Description: Fortune’s panelists see great opportunities for 2020. But they also see a changing of the guard among the stock market’s winners. Source: Fortune.com – video report Date: Nov 21, 2019 Link: https://fortune.com/longform/best-stocks-2020-investing-advice-experts/ Questions for discussion: Summarize and explain what the panel suggests will happen in 2020. Do you agree?

Beware the ‘bezzle’: Three likely sources of illusory wealth in the markets today

Posted by & filed under Governments & Regulators, Growth & Valuation, Market Analysis, Personal Finance.

Description: Tom Bradley: With the ‘bezzle,’ you don’t know you’ve been robbed until much later Source: FinancialPost.com Date: Nov 29, 2019 Link: https://business.financialpost.com/investing/investing-pro/beware-the-bezzle-three-likely-sources-of-illusory-wealth-in-the-markets-today Questions for discussion: For what is Tom Bradley warning investors to be on the lookout? What do you think about his concerns? Do you think investors are wise to these issues?

Why Libra passes the money test and bitcoin doesn’t

Posted by & filed under Governments & Regulators, Growth & Valuation, Industry Analysis, Personal Finance.

Description: Private digital money just doesn’t work. Or so say the doubters, and they’ve been right. Wildly fluctuating cryptocurrencies — bitcoin and thousands of variants — have demonstrated that the miracle of blockchain-driven digital currencies, altcoins, crypto tokens and other forms of electronic cash cannot serve the role of money. Source: FinancialPost.com Date: Nov 29,… Read more »

ETFs are seeing ‘enormous growth’ in this part of the global market, says pro

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Description: Bond funds are having a banner year. Fixed-income-based exchange-traded funds are on pace for a record year, accruing $130 billion in inflows as of Nov. 14, according to ETF.com. If the year ended there, that would be the largest-ever annual haul for fixed-income ETFs, the research website says. Source: CNBC.com – video report Date: Nov… Read more »

Big Tech takes aim at the low-profit retail-banking industry

Posted by & filed under Governments & Regulators, Growth & Valuation, Industry Analysis, Personal Finance.

Description: Silicon Valley giants are after your data, not your money Source: TheEconomist.com Date: Nov 21, 2019 Link: https://www.economist.com/finance-and-economics/2019/11/21/big-tech-takes-aim-at-the-low-profit-retail-banking-industry?cid1=cust/ednew/n/bl/n/2019/11/21n/owned/n/n/nwl/n/n/NA/346869/n Questions for discussion: Summarize what the report says is happening in the retail banking industry. How should investors look at this competitive landscape?

Goldman Sees Baby Bond Bear Market, Cyclicals Rally in 2020

Posted by & filed under Governments & Regulators, Growth & Valuation, Market Analysis, Personal Finance.

Description: The global economy and earnings will stabilize in 2020, allowing riskier assets to flourish even with central banks keeping policy little changed, according to Goldman Sachs Group Inc. Source: Bloomberg.com Date: Nov 22, 2019 Link: https://www.bloomberg.com/news/articles/2019-11-22/goldman-sees-baby-bond-bear-market-cyclical-stock-rally-in-2020 Questions for discussion: Summarize the thinking at Goldman, according to this report. What do you think of this… Read more »