Opinion: These two unloved stock market sectors are sending a ‘buy’ signal

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

Description: Emerging markets and commodities hold appeal in a rising interest-rate climate Source: MarketWatch.com – video report Date: Dec 10, 2015 Link: http://www.marketwatch.com/story/these-two-unloved-stock-market-sectors-are-sending-a-buy-signal-2015-12-10?dist=countdown Questions for discussion: What advice is presented and the reasons for them? Do you agree?

Why the Jobs Report Sent Stocks Surging

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

Description: Bloomberg’s Joe Weisenthal talks about what he’s following ahead of today’s ‘What’d You Miss?’ Watch the show with Joe, Alix Steel and Scarlet Fu every weekday at 4 p.m. ET on Bloomberg. (Source: Bloomberg) Source: Bloomberg.com – video report Date: Dec 04, 2015 Link: http://www.bloomberg.com/news/videos/2015-12-04/why-the-jobs-report-sent-stocks-surging Questions for discussion: Why did the market rise, according… Read more »

Debt Market Distortions Go Global as Nothing Makes Sense Anymore

Posted by & filed under Financial analysis, Governments & Regulators.

Description: Something very strange is happening in the world of fixed income. Across developed markets, the conventional relationship between government debt — long considered the risk-free benchmark — and other assets has been turned upside-down. Source: Bloomberg.com – video report Date: Nov 15, 2015 Link: http://www.bloomberg.com/news/articles/2015-11-15/debt-market-distortions-go-global-as-nothing-makes-sense-anymore Questions for discussion: What is the unusual situation currently… Read more »

Allergan CEO Talks Mergers and Acquisitions Past and Future

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

Description: Brent Saunders sits down with Fortune’s Susie Gharib to discuss buying Actavis and his merger talks with Pfizer. Source: Fortune.com – video report Date: Nov 12, 2015 Link: http://for.tn/1NsY9t5 Questions for discussion: Summarize the reasons given by Brent Saunders for more and more mergers taking place. What do you think about his explanation and… Read more »

Pharma exec Martin Shkreli may be an ass, but he’s only taking advantage of warped U.S. regulatory incentives

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

Description: Avoiding toxoplasmosis generally comes down to washing your hands after handling soiled kitty litter and cooking meat properly. Source: FinancialPost.com Date: Nov 12, 2015 Link: http://business.financialpost.com/financial-post-magazine/pharma-exec-martin-shkreli-may-be-an-ass-but-hes-only-taking-advantage-of-warped-u-s-regulatory-incentives Questions for discussion: Summarize the issues raised in this article? Is there a regulatory problem?

Is the Keystone XL Pipeline the Right Energy Debate?

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

Description: Andrew Winston, Winston Eco-Strategies founder and author of “The Big Pivot,” discusses President Barack Obama’s rejection of TransCanada’s bid to build the Keystone XL pipeline. He speaks with Bloomberg’s Scarlet Fu and Alix Steel on “Bloomberg Markets.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 7, 2015 Link: http://www.bloomberg.com/news/videos/2015-11-06/is-the-keystone-xl-pipeline-the-right-energy-debate- Questions for discussion: Summarize… Read more »

Was Obama Wrong?: Why U.S. Needs Keystone Pipeline

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

Description: Texas Republican Senator Blake Farenthold discusses President Obama’s decision to reject the Keystone Pipeline with Betty Liu on “Bloomberg Markets.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 6, 2015 Link: http://www.bloomberg.com/news/videos/2015-11-06/was-obama-wrong-why-u-s-needs-keystone-pipline Questions for discussion: What are the arguments presented by Senator Blake Farenthold favoring Keystone? Do you agree with his assessment?

SABMiller may have rejected a merger offer worth 12 figures

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

Description: Anheuser-Busch InBev’s $100 billion takeover offer wasn’t good enough for SABMiller, insiders say. Source: Fortune.com – video report Date: Oct 06, 2015 Link: http://for.tn/1VBOdqR Questions for Discussions: Summarize the financial issues related to proposed merger that were presented in this report. Do you think a deal will eventually be made and if so, at… Read more »

Fears of a Chinese ‘hard landing’ trigger mass exodus from emerging markets

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

Description: Investors are pulling their money out of emerging markets in the biggest net outflow of capital since 1988 Source: TheTelegraph.co.uk Date: Sep 25, 2015 Link: http://www.telegraph.co.uk/finance/economics/11904423/Fears-of-a-Chinese-hard-landing-trigger-mass-exodus-from-emerging-markets.html Questions for discussion: Explain the impact of a flight of capital on emerging market economies and on others in the world. How should investors respond to current conditions?

Who’s Left to Sell U.S. Stocks? Mood Darkens Most Since Volcker

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

Description: Investors hate stocks– again. Source: Bloomberg.com – video report Date: Sep 21, 2015 Link: http://www.bloomberg.com/news/articles/2015-09-21/who-s-left-to-sell-u-s-stocks-mood-darkens-most-since-volcker Questions for Discussions: Why are investors leaving markets? What are the reasons given for optimism at this time? Do you agree with this analysis and assessment?