The ETF Tax Dodge is Wall Street’s “Dirty Little Secret”

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

Description: One day last September an unidentified trader pumped more than $3 billion into a tech fund run by State Street Corp. Source: Bloomberg.com Date: Mar 29, 2019 Link: https://www.bloomberg.com/graphics/2019-etf-tax-dodge-lets-investors-save-big/?srnd=businessweek-v2 Questions for discussion: What is motivating heartbeat trades? Should traders be concerned with this issue?

10-year Treasury yield dives to the lowest in a year after Fed says no more rates hikes

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Description: The yield on the benchmark 10-year Treasury note dove to its lowest level since January 2018 after the Federal Reserve said that it’s no longer likely that it will hike rates again this year. Source: CNBC.com – video report Date: Mar 20, 2019 Link: https://www.cnbc.com/2019/03/20/us-treasury-yields-tick-lower-ahead-of-fed-rate-decision.html Questions for discussion: What is the significance of this decision? How should… Read more »

Opinion: When the U.S. falls into a recession, a credit bubble will explode

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

Description: The U.S. economy, at its own peril, has been driven by cheap credit Source: MarketWatch.com Date: Mar 20, 2019 Link: https://www.marketwatch.com/story/when-the-us-falls-into-a-recession-a-credit-bubble-will-explode-2019-03-20?mod=mw_theo_homepage Questions for discussion: What is the meaning of the term “credit cycle”? Do interest rates determine stock and bond market valuations? What do you think will happen in the next 12 months?

Google Fined $1.7 Billion by E.U. for Unfair Advertising Rules

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Description: LONDON — European authorities on Wednesday fined Google 1.5 billion euros for antitrust violations in the online advertising market, continuing its efforts to rein in the world’s biggest technology companies. Source: NYTimes.com Date: Mar 20, 2019 Link: https://www.nytimes.com/2019/03/20/business/google-fine-advertising.html Questions for discussion: What are the reasons given for the fines? From a profitability point of… Read more »

Mohamed El-Erian joins Influencers with Andy Serwer

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

Description: Yahoo Finance Editor-in-Chief Andy Serwer sits down with Mohamed El-Erian, Chief Economic Advisor at Allianz, former deputy director at the International Monetary Fund, and former chair of President Obama’s Global Development Council. Source: Yahoo.Finance.com – video report Date: Mar 14, 2019 Link: https://finance.yahoo.com/video/mohamed-el-erian-joins-influencers-100000239.html?soc_src=strm&soc_trk=ma Questions for discussion: Summarize the highlights presented in this interview. What… Read more »

As Costs Skyrocket, More U.S. Cities Stop Recycling

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Description: With China no longer accepting used plastic and paper, communities are facing steep collection bills, forcing them to end their programs or burn or bury more waste. Source: NYTimes.com Date: Mar 16, 2019 Link: https://www.nytimes.com/2019/03/16/business/local-recycling-costs.html Questions for discussion: What are the financial details driving the decision-making in this situation? What are some likely solution-oriented… Read more »

Modern Monetary Theory explained by Stephanie Kelton

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

Description: Modern Monetary Theory (MMT) is gaining traction in American politics, energizing the progressive left and roiling deficit hawks. Stephanie Kelton, who advised Bernie Sanders’ 2016 presidential campaign, explains the basics. Source: CNBC.com – video report Date: Mar 08, 2019 Link: https://www.cnbc.com/video/2019/03/01/stephanie-kelton-explains-modern-monetary-theory.html Questions for discussion: Summarize the key points that explain the theory and the… Read more »

How China’s Economic Slowdown Is Rippling Around the Region

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Description:  How China’s Economic Slowdown Is Rippling Around the Region Source: MarketWatch.com and WSJ.com – video report Date: Feb 2, 2019 Link: https://www.marketwatch.com/video/how-chinas-economic-slowdown-is-rippling-around-the-region/89AF83D6-4A39-4FD7-982F-534892258A73.html Questions for discussion: Summarize what the report says about the impact China’s economic slowdown is having and the reasons given. What is the suggested impact of a return to normal growth? What… Read more »

Amazon abandoning NYC headquarters is a cautionary tale for big tech

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Description:  Amazon’s (AMZN) abandonment of its proposed HQ2 location in New York City is a cautionary tale for tech companies looking to open offices in new cities, several members of the tech community told Yahoo Finance. Source: Finnance.Yahoo.com – video report Date: Feb 06, 2019 Link: https://finance.yahoo.com/news/amazon-long-island-city-lessons-163016646.html Questions for discussion: Summarize what the article says about management’s strategic… Read more »

How a dovish Fed could put stock market on path for a ‘late 90s style meltup’

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Description: Fed’s recent moves have echoes of Greenspan in ‘95 and ‘98, says analyst Source: MarketWatch.com Date: Feb 08, 2019 Link: https://www.marketwatch.com/story/how-the-powell-put-could-unleash-one-last-stock-market-meltup-2019-02-08 Questions for discussion: What are the historical similarities guiding the predictions presented in this article? What do you think will happen?