Description: Wharton finance professor Itamar Drechsler discusses what led to the collapse of SVB and the questions it raises for banks, depositors, and regulators going forward. Source: knowledge.wharton.upenn.edu – podcast Date: Mar 14, 2023 Link: https://knowledge.wharton.upenn.edu/podcast/knowledge-at-wharton-podcast/lessons-from-the-silicon-valley-bank-collapse/?utm_campaign=KatW2023&utm_medium=email&utm_source=kw_campaign_monitor&utm_term=3-15-23&utm_content=Lessons_from_the_Silicon_Valley_Bank_Collapse Questions for discussion: Summarize the key points presented in the podcast by professor Itamar Drechsler. What is your opinion… Read more »
Posts Categorized: Governments & Regulators
How to Make This the Last Banking Bailout
Description: Here we go again. The federal government is bailing out the banking industry, and the American people, who have seen this show far too often, have every right to be furious. The proper target for that anger, however, is not the bailout itself, but the need for it. Source: NYTimes.com Date: Mar 14, 2023… Read more »
Jim Cramer says the Fed is on the cusp of a ‘soft, safe landing’ in its inflation fight
Description: The collapse of multiple banks, the potential folding of start-ups and the general unease in the economy all suggest the Federal Reserve is on the “cusp of a soft, safe landing,” CNBC’s Jim Cramer said Tuesday. Source: CNBC.com – video report Date: Mar 14, 2023 Link: https://www.cnbc.com/2023/03/14/cramer-fed-on-the-cusp-of-a-soft-safe-landing-in-inflation-fight.html Questions for discussion: Summarize the arguments presented… Read more »
Couche-Tard to Buy TotalEnergies Assets for $3.3 Billion
Description: (Bloomberg) — Canadian convenience-store operator Alimentation Couche-Tard Inc. agreed to buy almost 2,200 gasoline stations in Europe from TotalEnergies SE for €3.1 billion ($3.3 billion). Source: Yahoo.Finance.com Date: Mar 16, 2023 Link: https://ca.finance.yahoo.com/news/couche-tard-buy-totalenergies-retail-080229157.html Questions for discussion: Financially speaking, what does this acquisition mean for Couche-Tard? Is this a good opportunity for growth, in your… Read more »
How to Understand the Problems at Silicon Valley Bank
Description: If you’re wondering why Silicon Valley Bank, one of the biggest lenders to tech start-ups, had to be taken over Friday by the Federal Deposit Insurance Corporation, one good place to look is the Federal Reserve. Source: Nytimes.com Date: Mar 10, 2023 Link: https://www.nytimes.com/2023/03/10/opinion/silicon-valley-bank-federal-reserve.html Questions for discussion: Explain the demise at SVB as described in the… Read more »
William Watson: The global inflation pandemic won’t end until the economy hits a wall
Description: Last two inflation pandemics only ended after real interest rates went big-time positive — almost to double-digits Source: FinancialPost.com Date: Feb 28, 2023 Link: https://financialpost.com/opinion/global-inflation-pandemic-wont-end-economy-hits-wall?utm_medium=Social&utm_source=Facebook&fbclid=IwAR1sws58ASzLstDBcfzlYtDA_ho92uRR3mi4pirYfp06AsF6WYrljrpRSv4#Echobox=1677599780 Questions for discussion: What does the report say about inflation, interest rates, and the strategies used to control both? What do believe will take place over 6the next year?… Read more »
iPhone supplier Foxconn will build a factory in India, moving away from China: Report
Description: Foxconn, one of Apple’s largest suppliers and a major manufacturer of iPhone components, will invest about $700 million to build a new plant in India’s Karnataka state, Bloomberg reported Friday. The report comes as U.S. companies continue to reevaluate their reliance on China in the wake of mounting tension between the U.S. and the… Read more »
Canada’s inflation rate is expected to fall significantly this year. Here’s why
Description: After a steep and rapid climb in prices, Canada’s inflation rate is expected to fall significantly this year, giving comfort to economists worried about untamed price growth but little relief to Canadians who have fallen behind. Source: BNNBloomberg.ca – video report Date: Feb 23, 2023 Link: https://www.bnnbloomberg.ca/canada-s-inflation-rate-is-expected-to-fall-significantly-this-year-here-s-why-1.1887819 Questions for discussion: What does the report… Read more »
Nvidia stock pops amid increasing role in the ‘AI arms race’
Description: Nvidia shares jumped as Bank of America says the company is well-position in the A.I. space. Source: Yahoo.Finance.com – video report Date: Feb 13, 2023 Link: https://ca.finance.yahoo.com/video/nvidia-stock-pops-amid-increasing-204757704.html?contentType=VIDEO Questions for discussion: Why did the stock jump in price, according to the report? Would you be a buyer at this time?
Charlie Munger says BYD is so far ahead of Tesla in China it’s almost ridiculous
Description: Charlie Munger said Wednesday that Tesla pales in comparison to BYD in China, calling the Chinese electric vehicle maker his favorite stock ever. Source: CNBC.com – video report Date: Feb 15, 2023 Link: https://www.cnbc.com/2023/02/15/charlie-munger-says-byd-is-far-ahead-of-tesla-in-china.html Questions for discussion: Compare BYD’s stock performance to Tesla’s over the last 10 years. What explains this difference? Would you be a… Read more »
