Purdue Pharma reaches tentative deal to settle opioid lawsuits

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

Description: A tentative settlement announced Wednesday over the role Purdue Pharma played in the nation’s opioid addiction crisis falls short of the far-reaching national settlement the OxyContin maker had been seeking for months. But litigation is sure to continue against the company and the family that owns it. Source: CBS.com – video report Date: Sep 11, 2019… Read more »

Why one money manager is jumping back into Canadian energy

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

Description: Rafi Tahmazian, senior portfolio manager at Canoe Financial, joins BNN Bloomberg to talk about why he’s increasing his position in Canadian energy. He says that unprecedented valuations are largely behind this move. Source: BNNBloomberg.ca – video report Date: Sep 12, 2019 Link: https://www.bnnbloomberg.ca/commodities/video/why-one-money-manager-is-jumping-back-into-canadian-energy%7E1776827 Questions for discussion: Summarize the industry analysis presented by Rafi Tahmazian…. Read more »

The Big Short’s Michael Burry Explains Why Index Funds Are Like Subprime CDOs

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

Description: For an investor whose story was featured in a best-selling book and an Oscar-winning movie, Michael Burry has kept a surprisingly low profile in recent years. Source: Bloomberg.com – video report Date: Sep 04, 2019 Link: https://www.bloomberg.com/news/articles/2019-09-04/michael-burry-explains-why-index-funds-are-like-subprime-cdos Questions for discussion: Summarize the analysis presented? Do you agree with the risk perception? What should investors… Read more »

Biggest Bond Rout in Years Whiplashes Bulls Who Had Been Right

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Description: (Bloomberg) — After August’s historic drop, it was starting to seem like Treasury yields could only fall. And then came Thursday, when an enormous surge reminded even well-entrenched bulls that the world’s biggest bond market isn’t a one-way street. Source: Bloomberg – Yahoo.Finance.com – video report Date: Sep 05, 2019 Link: https://finance.yahoo.com/news/bond-bulls-big-reminder-treasuries-145330270.html Questions for… Read more »

Mohamed El-Erian on the bond markets: ‘If you stick with the old rules, you will lose’

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

Description: Economist Mohamed El-Erian told CNBC Friday that investors need to think differently about the global bond market, saying that the asset class should be treated in an “opportunistic” manner rather than as a core part of a portfolio. Source: CNBC.com – video report Date: Sep 04, 2019 Link: https://www.cnbc.com/2019/09/06/mohamed-el-erian-on-bonds-if-you-stick-with-old-rules-you-will-lose.html Questions for discussion: What is… Read more »

The Almighty Dollar Needs a Rival

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

Description: America’s currency has become the lingua franca of commerce. That’s “putting the global economy under increasing strain.” Source: Bloomberg.com Date: Aug 29, 2019 Link: https://www.bloomberg.com/news/articles/2019-08-29/the-almighty-dollar-needs-a-rival?srnd=businessweek-v2 Questions for discussion: What are the issues related to the role played by the U.S. dollar in global business and investment? Do you think there would be a serious… Read more »

Opinion: The Fed can’t rescue us from the coming supply-shock recession

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

Description: NEW YORK (Project Syndicate) — There are three negative supply shocks that could trigger a global recession by 2020. All of them reflect political factors affecting international relations, two involve China, and the United States is at the center of each. Source: MarketWatch.com Date: Aug 22, 2019 Link: https://www.marketwatch.com/story/the-fed-cant-rescue-us-from-the-coming-supply-shock-recession-2019-08-22 Questions for discussion: What does the report… Read more »

Shares of companies that manufacture in China plunge after Trump orders them to move

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

Description: Multinationals that rely on the supply chain from China are tumbling after President Donald Trump ordered them to find alternatives to their Chinese operations. Source: CNBC.com Date: Aug 23, 2019 Link: https://www.cnbc.com/2019/08/23/shares-of-companies-that-manufacture-in-china-plunge-after-trump-orders-them-to-move.html Questions for discussion: Why did these particular share-values fall so dramatically? Why did the market decline overall? Is this the start of… Read more »

The investing mistakes you want to avoid as the market sinks — and what to do instead

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

Description: If a potential global economic slowdown and recent market volatility has you worried, you should proceed with caution with your own investments. Source: CNBC.com – video report Date: Aug 24, 2019 Link: https://www.cnbc.com/2019/08/24/dan-ariely-on-portfolio-mistakes-you-want-to-avoid–during-volatility.html Questions for discussion: Summarize the investor thinking and behavior suggested by Professor Ariely. Do you think he is right? What would… Read more »

Why one big stock-market bear says it’s ‘dangerous to be short’ right now

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

Description: ‘It’s certainly possible we can rally another six or nine months because we have Trump who does not want to see the market go down in front of the election. We have Jerome Powell… on the side of trying to keep the market up… It’s dangerous to be short right now.’David Tice Source: MarketWatch.com… Read more »