NRG CEO: Massive change is coming to the energy world

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Description: David Crane sits down with Fortune’s Susie Gharib to talk about the changing landscape of the energy business. Source: Fortune.com – video report Date: May 21, 2015 Link: http://for.tn/1EhEjMg Questions for Discussions: What are the issues discussed in this report that should concern the energy industry, according to David Crane? How do you think… Read more »

What to Make of the Topsy-Turvy Bond Market

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

Description: If you happen to trade bonds for a living, it is entirely understandable if you are feeling a little anxious these days. Source: NYTimes.com Date: May 21, 2015 Link: http://www.nytimes.com/2015/05/21/upshot/what-to-make-of-the-topsy-turvy-bond-market.html?abt=0002&abg=0 Questions for Discussions: What is happening in the bond market these days, according to the report? Do you agree with this analysis?

How do mergers and acquisitions help big pharma?

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Description: The CEO of Novartis sits down with Fortune’s Susie Gharib and talks about how M&A’s help companies to develop innovative drugs faster. Source: Fortune.com Date: May 06, 2015 Link: http://for.tn/1QnpHnu Questions for Discussions: Why is there more M&A interest in the pharmaceutical industry? Is this a good thing for the industry? How should investors… Read more »

Investors get stark reality check as global bond market comes unglued

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Description: Bond investors, for years accustomed to rising prices and big returns, are getting a stark reality check. Source: FinancialPost.com Date: May 07, 2015 Link: http://business.financialpost.com/investing/investors-get-stark-reality-check-as-global-bond-market-comes-unglued Questions for Discussions: Explain what the report says is happening to bonds and why? Do you agree with this assessment? What strategy would you suggest to those holding bonds?

Air Ambulances Offer a Lifeline, and Then a Sky-High Bill

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Description: Clarence W. Kendall, a rancher in Pearce, Ariz., was moving bales on top of a haystack when he fell eight feet and struck his head on the corner of a truck below. His health insurance covered most of the cost of treating the head trauma caused by the accident. But there was one bill,… Read more »

George Soros May Face a Monster Tax Bill

Posted by & filed under Governments & Regulators, Growth & Valuation, Management Issues.

Description: George Soros likes to say the rich should pay more taxes. A substantial part of his wealth, though, comes from delaying them. Source: Bloomberg.com Date: April 30, 2015 Link: http://www.bloomberg.com/news/articles/2015-04-30/george-soros-s-tax-bill Questions for Discussions: How has George Soros benefited financially from the tax code? Do you think it is unethical to allow this sort of… Read more »

Greek Bonds Jump Most in 9 Months on Steps to Bailout Compromise

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Description: Greece’s government bonds rallied, with three-year yields dropping the most since the securities were sold in July, on optimism the nation may be moving toward a strategy that would help unlock funding and avert a default. Source: Bloomberg.com Date: April 27, 2015 Link: http://www.bloomberg.com/news/articles/2015-04-27/germany-s-bonds-climb-as-greek-funding-impasse-spurs-haven-bid Questions for Discussions: How are Greek bonds performing? What are… Read more »

Potential Comcast-Time Warner Cable merger has many concerned

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Description: The Department of Justice reportedly has concerns the merger would be too large in the cable and broadband market. Source: Fortune.com – video report Date: April 21, 2015 Link: http://for.tn/1cV6c7m Questions for Discussions: What are the concerns over this deal? Do you believe they are justified? How should investors deal with the possible outcomes?

Comcast’s Track Record in Past Deals May Be Hitch for Merger With Time Warner Cable

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Description: In July 2013, executives from the three companies that co-owned Hulu — Comcast, 21st Century Fox and Walt Disney — had a conversation about their joint venture. Hulu, the video streaming service, had been on the auction block, and lucrative bids had come in from two Comcast rivals, AT&T and the satellite operator DirecTV,… Read more »

What’s better for stocks: bad economic data or good?

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

Description: Until now, bad data has driven the market higher. Could that change this year? Source: CNNMoney.com – video report Date: April 06, 2015 Link: http://money.cnn.com/video/investing/2015/04/06/can-bad-economic-data-be-good-for-stocks.cnnmoney/ Questions for Discussions: What does this report suggest is the reason stocks have been rising on bad economic news? Do you agree with the overall analysis presented in this… Read more »