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 »
Posts Categorized: Governments & Regulators
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 »
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 »
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 »
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?
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?
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 »
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 »
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?
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 »