Founder of world’s largest hedge fund doubles down on ‘cash is trash’ argument, warning of debt-fueled inflation

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

Description: Ray Dalio says government spending will soon erode the value of the U.S. dollar Source: MarketWatch.com Date: Apr 09, 2020 Link: https://www.marketwatch.com/story/founder-of-worlds-largest-hedge-fund-doubles-down-on-cash-is-trash-argument-warning-of-debt-fueled-inflation-2020-04-08?mod=home-page Questions for discussion: What is the inflation scenario painted by Ray Dalio? Do think this is likely? What should investors do if they agree with this scenario?

Forget Unicorns. Startups Should Be Camels.

Posted by & filed under Financial Planning, Governments & Regulators, Growth & Valuation, Management Issues, Personal Finance.

Description: Startup ‘camels’ prioritize sustainability by balancing growth with cash flow. Source: Entrepreneur.com Date: Apr 07, 2020 Link: https://www.entrepreneur.com/article/347659?utm_source=newsletter&utm_medium=email Questions for discussion: What is the fundament difference between growing a unicorn versus a camel? What are the financial recommendations for start-ups and the reasons given for those choices? Do you agree with these suggestions?

How the coronavirus crash is setting the stage for the next oil boom

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

Description: Tom Bradley: When someone tells you that oil is dead, don’t believe them Source: FinancialPost.com – video report Date: Apr 09, 2020 Link: https://business.financialpost.com/investing/investing-pro/coronavirus-crash-next-oil-boom?video_autoplay=true Questions for discussion: Explain why oil will rise again, according to the theory presented in the article? How should investors approach this sector at this time?

Cash crunch and layoffs: Inside small businesses’ fight for survival

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

Description: It’s been a tough month for Canada’s small businesses. A significant part of Canada’s economic engine, many small businesses across the country have laid off staff as COVID-19 threatens to close their doors permanently. To avoid this, Ottawa has announced a ?wage subsidy program for companies, charities and non-profits to help cover three-quarters of employees’ salaries… Read more »

The U.S. Tried to Build a New Fleet of Ventilators. The Mission Failed.

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

Description: As the coronavirus spreads, the collapse of the project helps explain America’s acute shortage. Source: NYTimes.com Date: Mar 29, 2020 Link: https://www.nytimes.com/2020/03/29/business/coronavirus-us-ventilator-shortage.html Questions for discussion: What does the article say is the primary reason for the failure to produce an inexpensive ventilator? Could this issue have been avoided if multiple governments around the world… Read more »

COVID-19 Will Turbocharge Legal Industry Transformation

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

Description: The 2019 novel coronavirus (COVID-19) is attacking the health, financial welfare, social order and political stability of nations across the globe. At a time when millions are fighting to survive illness, financial hardship, political upheaval, and other existential threats, it is difficult to look beyond the moment. The scourge of COVID-19 will pass. When, at what… Read more »

Former Fed Chairman Ben Bernanke sees ‘very sharp’ recession, followed by ‘fairly quick’ rebound

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Description: Former Federal Reserve Chairman Ben Bernanke sounded an optimistic tone on the longer-term state of the economy, predicting in a CNBC interview Wednesday that while the U.S. is facing an acute recession, it shouldn’t last. Source: CNBC.com – video report Date: Mar 25, 2020 Link: https://www.cnbc.com/2020/03/25/former-fed-chairman-ben-bernanke-sees-very-sharp-recession-followed-by-fairly-quick-rebound.html Questions for discussion: What does Ben Bernanke say is happening… Read more »

Canada’s stock market collapse is like nothing we’ve ever seen before

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Description: That doesn’t mean the stock market should be shut down until Covid-19 panic has passed Source: Macleans.ca Date: Mar 27, 2020 Link: https://www.macleans.ca/economy/canadas-stock-market-collapse-is-like-nothing-weve-ever-seen-before/   Questions for discussion: How does the current drop in stock values compare to other times of crisis? What should investors do at this time, in your opinion?

The World Catches a Dangerous Virus of the Mind

Posted by & filed under Governments & Regulators, Management Issues.

Description: The coronavirus is more than a health menace. It’s a wealth destroyer that the global economy will have to live with for many months to come. Source: Bloomberg.com Date: Feb 25, 2020 Link: https://www.bloomberg.com/news/articles/2020-02-28/the-world-catches-a-dangerous-virus-of-the-mind?srnd=businessweek-v2 Questions for discussion: What does the article say about what was known about the coronavirus a month ago and how people… Read more »

The Dow just crashed 3,000 points — here is why it happened

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

Description: A press conference with President Trump on Monday afternoon sent an already crashing market right on through a trapdoor. Source: YahooFinance.com – video report Date: Mar 16, 2020 Link: https://ca.finance.yahoo.com/news/the-dow-just-crashed-3000-points-here-is-why-it-happened-203917420.html Questions for discussion: What triggered the 3,00 point drop? Why are credit markets so critical to a quicker economic and stock market recovery? What… Read more »