Inside Wisconsin’s Disastrous $4.5 Billion Deal With Foxconn

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

Description:  A huge tax break was supposed to create a manufacturing paradise, but interviews with 49 people familiar with the project depict a chaotic operation unlikely to ever employ 13,000 workers. Source: Bloomberg.com Date: Feb 06, 2019 Link: https://www.bloomberg.com/news/features/2019-02-06/inside-wisconsin-s-disastrous-4-5-billion-deal-with-foxconn?srnd=businessweek-v2 Questions for discussion: Summarize what the article says about the deal. Do you think the criticism… Read more »

The Financial Crisis Put a Chill on Big Bank Deals. That Ended Thursday.

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

Description: Two banks announced the industry’s biggest merger in a decade on Thursday, signaling bank executives’ growing confidence that the regulatory constraints imposed after the 2008 financial crisis have begun to loosen. Source: NYTimes.com Date: Feb 08, 2019 Link: https://www.nytimes.com/2019/02/07/business/dealbook/bbt-suntrust-bank-mergers.html Questions for discussion: What does the article say about the regulatory environment and this merger?… Read more »

For Emerging Markets, China’s Shift to Consumer Goods Is a Blow

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

Description:  Bulls see cheap stocks poised for a rebound. But one big thing has changed since the last boom. Source: Bloomberg.com Date: Feb 01, 2019 Link: https://www.bloomberg.com/news/articles/2019-02-01/for-emerging-markets-china-s-shift-to-consumer-goods-is-a-blow?srnd=businessweek-v2 Questions for discussion: Summarize the analysis presented. Do you agree with the assessment? What would you advise investors?

Big Pharma’s Drug Studies Are Getting a NASA-Style Makeover

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

Description: A third of development costs comes from clinical trials. Novartis wants to make them cheaper and faster. Source: Bloomberg.com Date: Jan 25, 2019 Link: https://www.bloomberg.com/news/articles/2019-01-25/big-pharma-s-drug-studies-are-getting-a-nasa-style-makeover?srnd=businessweek-v2 Questions for discussion: Summarize the approach being developed to reduce and control expenses? Why do you suppose it is only now being considered by these drug companies? Should investors… Read more »

Health care industry spends $30 billion a year on marketing

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

Description: Critics say patients are often misled by ads that advocate high-priced drugs, unapproved stem cell treatments or genetic tests. Source: NBC.com Date: Jan 08, 2019 Link: https://www.nbcnews.com/health/health-news/health-care-industry-spends-30-billion-year-marketing-n956251 Questions for discussion: Summarize the criticisms directed at the health care industry in this report? Do you agree with the assessments? How should the industry, governments, investors,… Read more »

Why this year suddenly fell apart on Wall Street, and what’s ahead

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

Description: Everything was going right for the stock market until Oct. 3. Then everything went wrong. Source: CNBC.com Date: Dec 31, 2018 Link: https://www.cnbc.com/2018/12/31/why-this-year-suddenly-fell-apart-on-wall-street-and-whats-ahead.html Questions for discussion: What went wrong, according to the report? What has happened since the start of 2019?

Opinion: Stock-market investors, it’s time to hear the ugly truth

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

Description: The Federal Reserve is propping up the market — and here’s the evidence Source: MarketWatch.com Date: Jan 05, 2019 Link: https://www.marketwatch.com/story/stock-market-investors-its-time-to-hear-the-ugly-truth-2019-01-05 Questions for discussion: What does the article say about the role played by the Fed? Do you agree with this assessment? Should this information influence investing decisions?

Dimon says Fed will likely still hike rates in December despite market turmoil

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

Description:  Despite the stock market sell-off this week, J.P. Morgan Chase CEO Jamie Dimon predicts the Federal Reserve will likely still raise interest rates in December. Source: CNBC.com Date: Dec 05, 2018 Link: https://www.cnbc.com/2018/12/06/dimon-says-fed-will-likely-still-hike-rates-in-december-despite-market-turmoil.html Questions for discussion: What does Jamie Dimon have to say about interest rates and the economy? Do you agree with his assessments and interest… Read more »

Leon Cooperman says SEC needs to investigate computer trading for causing ‘Wild West’ with markets

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

Description: Omega Advisors founder Leon Cooperman on Thursday blamed the Securities and Exchange Commission for failing to address the impact computerized trading has had on the broader market and how it exacerbates volatility during market swings. Source: CNBC.com – video report Date: Dec 06, 2018 Link: https://www.cnbc.com/2018/12/06/leon-cooperman-says-sec-needs-to-investigate-computer-trading-for-causing-wild-west-with-markets.html Questions for discussion: What does Leon Cooperman say about the recent… Read more »

Hedge fund titan Ray Dalio says the world is counting on stocks going up and that will mean trouble in a bear market

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

Description: Hedge fund magnate Ray Dalio warned investors on Thursday the next bear market could be very painful since most are not prepared for it. Source: CNBC.com – video report Date: Nov 15, 2018 Link: https://www.cnbc.com/2018/11/15/hedge-fund-king-ray-dalio-says-the-world-is-long-stocks-and-that-will-mean-trouble-in-a-bear-market.html Questions for discussion: Explain the concerns expressed by Ray Dalio in the interview. Do you think he is overly concerned about… Read more »