Description: If you are a frequent city driver, you’ve learned to predict traffic flows to get where you need to go. But imagine that the direction of all the one-way streets was suddenly reversed, causing bottlenecks, even car accidents. Source: FinancialPost.com Date: Feb 11, 2016 Link: http://business.financialpost.com/investing/investing-pro/the-tail-is-wagging-the-dog-gluskin-sheffs-george-young-explains-the-2016-market-turmoil Questions for discussion: Summarize the explanation for market… Read more »
Posts Categorized: Governments & Regulators
There will be another financial crisis. The only question is when?
Description: Financial bubbles are inevitable and their pathologies virtually identical. The only variable is timing. Source: The Telegraph; FinancialPost.com Date: Feb 18, 2016 Link: http://business.financialpost.com/news/economy/there-will-be-another-financial-crisis-the-only-question-is-when Questions for discussion: What are the indicators of concern, as described in the article? Do you agree with this assessment? How should investors deal with the risk?
This Is Why Boeing Shares Are Dropping
Description: Shares dropped more than 11%. Source: Fortune.com – video report Date: Feb 11, 2016 Link: http://for.tn/1Tfnjmw Questions for discussion: Why did the share price drop? What are investors afraid might emerge from the investigation? Is this a good time to buy?
The bond balloon is deflating
Description: That loud swooshing sound you can hear is the air leaving the credit market. Source: BusinessInsider.com Date: Feb 11, 2016 Link: http://www.businessinsider.com/ubs-the-bubble-is-deflating-2016-2 Questions for Discussions: Summarize what is happening and the reasons given by the reporter? Do you agree with this assessment?
5 worst investment calls of this century
Description: Subprime ‘contained’? Gold at $5,000? No housing bubble? Here are the worst of the worst Source: MarketWatch.com Date: Feb 11, 2016 Link: http://www.marketwatch.com/story/opinion-the-5-worst-investment-calls-of-this-century-2016-02-11 Questions for discussion: How would you explain the poor judgments in each of these cases? What lessons can be learned in today’s economy from these colossal errors?
The World’s Favorite New Tax Haven Is the United States
Description: Moving money out of the usual offshore secrecy havens and into the U.S. is a brisk new business. Source: Bloomberg.com Date: Jan 27, 2016 Link: http://www.bloomberg.com/news/articles/2016-01-27/the-world-s-favorite-new-tax-haven-is-the-united-states Questions for Discussions: What does the article say about the secret movement of money into the U.S.? What do think is motivating this rising tide? Do you consider… Read more »
Case Sheds Light on Goldman’s Role as Lender in Short Sales
Description: It would be easy to overlook the case against Goldman Sachs filed by the Securities and Exchange Commission on Jan. 14. It involved a complex piece of Wall Street plumbing, led to a minuscule $15 million fine and came on the same day that Goldman agreed to pay up to $5 billion to settle… Read more »
Nouriel Roubini: Global Economy Not Back to 2008
Description: Nouriel Roubini: Global Economy Not Back to 2008 Source: Bloomberg.com – video report Date: Jan 22, 2016 Link: http://bloom.bg/1Pa5Fhi Questions for Discussions: What does Nouriel Roubini have to say about the global economy and comparisons to 2008? What do you think?
Opinion: Russia, China and Saudi Arabia are on the ropes
Description: Three huge, vastly important countries on the world stage are in deep economic and political trouble—far worse than we may realize. I’m talking about Russia, China and Saudi Arabia. Source: MarketWatch.com Date: Jan 22, 2016 Link: http://www.marketwatch.com/story/russia-china-and-saudi-arabia-are-on-the-ropes-2016-01-22 Questions for discussion: What does this report say about economic problems that might impact on global markets?… Read more »
Opinion: 5 black swans that could rock markets in 2016
Description: What if Apple failed the next iPhone launch, or peace broke out in Syria? Source: MarketWatch.com Date: Dec 28, 2015 Link: http://www.marketwatch.com/story/5-black-swans-that-could-rock-markets-in-2016-2015-12-29 Questions for discussion: What do you think of the risks associated with the scenarios presented? Do you agree with the analysis?
