Dr. Doom’s Latest Warning Should Not Go Unheeded

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

Description: Dr. Doom is back—and age has done nothing to soften his views. Source: Barrons.com Date: Oct 18, 2018 Link: https://www.barrons.com/articles/dr-dooms-henry-kaufman-1539822343?mod=mktw Questions for discussion: What is Henry Kaufman’s warning to investors? Do you agree with his assessments?

Wall Street Loves These Three Letters. The Rest of Us Should Be Wary.

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

Description: The C.L.O., a cousin of the mortgage-related product that malfunctioned a decade ago, has become one of the hottest investments on Wall Street. Source: NYTimes.com Date: Oct 18, 2018 Link: https://www.nytimes.com/2018/10/19/business/economy/clo-corporate-loans.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=rank&module=package&version=highlights&contentPlacement=1&pgtype=sectionfront Questions for discussion: Summarize what the article says about C.L.O. and the concerns investors should have? Do you share these concerns?

Lean into ‘volatility spikes’: Credit Suisse

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

Description: Lean into ‘volatility spikes’: Credit Suisse Source: Finance.Yahoo.com – video report Date: Oct 12, 2018 Link: https://finance.yahoo.com/video/lean-volatility-spikes-credit-suisse-143711471.html Questions for discussion: Summarize the arguments presented. Do you agree with these recommendations? What would you advise investors?

Warren Buffett on why interest rates matter so much for investing

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

Description: Warren Buffett believes interest rates are critical in determining stock valuations. The Dow Jones Industrial Average plunged more than 1,300 points in two days as investors worried about the negative effects from the rising interest rate environment. In a 2017 interview video clip found using CNBC’s Warren Buffett Archive, the investor explained why rates matter so much for investors. Source:… Read more »

Bond yields sink after consumer prices reading is lighter than expected, quelling inflation fears

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

Description: Government debt yields sank Thursday after the Labor Department said consumer prices rose less than expected in September, calming inflation fears that sent the 10-year Treasury yield to its highest in seven years earlier this week. Source: CNBC.com Date: Oct 11, 2018 Link: https://www.cnbc.com/2018/10/11/us-bonds-and-fixed-income-global-equity-markets-in-turmoil.html Questions for discussion: What happened in the bond market and why,… Read more »

Bond Slump Goes Global; Dollar Gains, Stocks Drop: Markets Wrap

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

Description: A bond selloff that sent benchmark U.S. Treasury yields to the highest since 2011 spread into Asia and Europe on Thursday, spurring more gains for the dollar and triggering widespread declines in equities. Source: Bloomberg.com – video report Date: Oct 03, 2018 Link: https://www.bloomberg.com/news/articles/2018-10-03/treasuries-slide-asia-stocks-set-to-nudge-higher-markets-wrap Questions for discussion: Summarize and explain the movements in markets…. Read more »

Bill Gross: This is why bonds are selling off

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

Description:  Investors are still grappling with some whiplash caused by a bond sell off Wednesday, which saw the biggest one-day climb in two years for the 30-year U.S. Treasury yield. Source: MarketWatch.com Date: Oct 04, 2018 Link: https://www.marketwatch.com/story/bill-gross-this-is-why-bonds-are-selling-off-2018-10-04 Questions for discussion: What does Bill Gross have to say about the cause of the bond sell… Read more »

Opinion: Two ways to view Amazon’s $15 wage: a cynical move or as a surprising way to cut costs

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

Description: Amazon.com recently announced that it would be raising its entry wage to $15 an hour and would lobby for a higher minimum wage at federal, state and municipal governments. Other companies have announced similar moves in recent months, including Walmart, which bumped its starting wages to $10 an hour. These are interesting developments that merit a… Read more »

Tesla stock could fall more than 20 percent if Elon Musk ousted…

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

Description: Toni Sacconaghi, senior analyst at Bernstein, discusses the impact that the securities fraud charges against Tesla CEO Elon Musk can have on the company. Tesla stock could fall more than 20 percent if Elon Musk ousted following securities fraud charges, analyst says from CNBC. Source: CNBC.com – video report Date: Sep 28, 2018 Link:… Read more »

Tesla could be in serious trouble if Musk were out

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

Description: Shares of Tesla (TSLA) tumbled Friday, extending losses after Thursday’s news that the Securities and Exchange Commission (SEC) filed a lawsuit accusing Tesla CEO Elon Musk of defrauding investors when he tweeted last month that he was considering taking the company private. Source: YahooFinance.com – video report Date: Sep 21, 2018 Link: https://finance.yahoo.com/news/tesla-shares-plummeting-following-sec-lawsuit-122749623.html Questions for discussion:… Read more »