David Rosenberg: This turbocharged debt cycle will end miserably — it’s just a matter of when

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

Description: There have probably never been as many characteristics of a top as we are experiencing today Source: FinancialPost.com Date: Feb 07, 2020 Link: https://business.financialpost.com/investing/investing-pro/david-rosenberg-this-turbocharged-debt-cycle-will-end-miserably-its-just-a-matter-of-when Questions for discussion: What does David Rosenberg say about markets and what investors should be prepared for? Do you agree?

‘The dismantling of Bombardier’: Company abandons commercial aerospace, eyes focus on private jets as sale of train unit said to loom

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Description: The business jet division could soon be all that’s left of the storied Quebec plane and train manufacturer that’s shedding assets to pay off debt Source: FinancialPost.com Date: Feb 13, 2020 Link: https://business.financialpost.com/transportation/the-dismantling-of-bombardier-company-abandons-commercial-aerospace-eyes-focus-on-private-jets-as-sale-of-train-unit-said-to-loom Questions for discussion: How is the firm fixing its balance sheet? Do you think the firm can survive? Is it a… Read more »

Disruption 2020: An Interview With Clayton M. Christensen

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Description: With technology and capital rapidly increasing the pace of innovation, Christensen’s thinking is more relevant today than ever. What do we know now about the power of disruption and where it’s taking us? Source: SloanReview.mit.edu Date: Feb 04, 2020 Link: https://sloanreview.mit.edu/article/an-interview-with-clayton-m-christensen/?utm_source=El1&utm_medium=pr&utm_campaign=Chris0220 Questions for discussion: What are the important lessons directed at managers, marketers and investors? Which… Read more »

The next big thing in ETFs could give a boost to long suffering active investors

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Description: Active portfolio managers could get some help in the battle against passive investing if a new kind of financial instrument gains traction with investors: the “nontransparent ETF.” Source: CNBC.com Date: Jan 25, 2020 Link: https://www.cnbc.com/2020/01/25/the-next-big-thing-in-etfs-could-give-a-boost-to-long-suffering-active-investors.html Questions for discussion: What are “nontransparent ETFs”? Do you think they will attract a segment of the ETF market?… Read more »

Canadian rare earths metals look for shot in the arm from U.S. government funds

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

Description: The U.S. government is putting up millions of dollars for the construction of processing plants in North America, and Canadian companies are eligible to apply Source: FinancialPost.com Date: Jan 31, 2020 Link: https://business.financialpost.com/commodities/mining/canadian-rare-earths-metals-look-for-shot-in-the-arm-from-u-s-government-funds Questions for discussion: Why does this North American-wide economic policy make sense? How can the mining industry and investors be expected… Read more »

Debut of GM’s Cruise Origin shows the future of ride-hailing, autonomous vehicles is a box

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Description: The future of the auto industry isn’t horsepower or style when it comes to autonomous vehicles and ride-hailing services. It’s a box. Source: CNBC.com – video report Date: Jan 23, 2020 Link: https://www.cnbc.com/2020/01/23/debut-of-gms-cruise-origin-shows-the-future-of-ride-hailing-autonomous-vehicles-is-a-box.html Questions for discussion: Summarize the projected future for this industry, as described in the report. Create a more detailed business plan… Read more »

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

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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

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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

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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 »