CES: Made-in-Canada Project Arrow unveiled

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Description: A made-in-Canada electric vehicle concept car was unveiled to the world on Thursday. Project Arrow was showcased at the Consumer Electronic Show (CES) tech conference in Las Vegas, after smaller-scale previews in Canada last year. Source: BNNBloomberg.ca – video report Date: Jan 07, 2023 Link: https://www.bnnbloomberg.ca/ces-made-in-canada-project-arrow-unveiled-1.1866140 Questions for discussion: Summarize the analysis of the… Read more »

JPMorgan looks at ‘Armageddon scenario’ of Fed jacking rates up to 6.5%. Its conclusion may come as a surprise.

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Description: The stock and bond market could handle a much more aggressive Fed than expected, strategists argue Source: MarketWatch.com Date: Dec 08, 2022 Link: https://www.marketwatch.com/story/jpmorgan-looks-at-an-armageddon-scenario-of-the-fed-jacking-rates-up-to-6-5-its-conclusion-may-be-a-surprise-11670507441 Questions for discussion: What is the basis for this argument? Do you agree with this assessment? What do you think the Fed will do over the next few months and… Read more »

Here’s what America’s top CEOs are saying about a possible recession in 2023

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Description: As 2023 approaches and the prospect of a recession looms, corporate America is preparing for a slowdown in consumer spending. CEOs of major companies including Walmart and General Motors joined CNBC’s “Squawk Box” on Tuesday morning to talk inflation, interest rates, geopolitics and what it all means for their outlooks in the new year…. Read more »

Opinion: There’s a strong possibility that the bear market in stocks is over as investors have given up hope

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Description: There’s a strong possibility that the bear market in stocks is over as investors have given up hope Source: MarketWatch.com Date: Dec 03, 2022 Link: https://www.marketwatch.com/story/theres-a-strong-possibility-that-the-bear-market-in-stocks-is-over-as-investors-have-given-up-hope-11669999664 Questions for discussion: What is the basis for this opinion? Do you agree with the analysis?

Tim Cook says Apple will use chips built in the U.S. at Arizona factory

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Description: CEO Tim Cook confirmed that Apple will buy U.S.-made microchips at an event in Arizona on Tuesday, where President Joe Biden also spoke. Source: CNBC.com – video report Date: Dec 06, 2022 Link: https://www.cnbc.com/2022/12/06/tim-cook-says-apple-will-use-chips-built-in-the-us-at-arizona-factory.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for discussion: Why is Apple doing this? What are the implications for future global supply channels? What does this… Read more »

Investors Cozy Back Up to Stocks as Recession Fears Loom

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Description: Survey shows investors re-entering the market despite recession concerns Source: Investopedia.com Date: Dec 01, 2022 Link: https://www.investopedia.com/investors-cozy-back-up-to-stocks-as-recession-fears-loom-6834242 Questions for discussion: What does the research say about current investor intentions and attitude toward stock market investing? How, in your opinion, should this research be interpreted and applied by investors in their own decision-making?

Royal Bank agrees to buy HSBC’s Canada unit for $13.5B

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Description: Royal Bank of Canada agreed to buy HSBC Holdings Plc’s Canadian unit — the country’s seventh-largest bank — for $13.5 billion in cash, expanding its roster of business clients and bulking up its retail presence on the West Coast as HSBC focuses on Asia. Source: BNNBloomberg.ca – video report Date: Nov 29, 2022 Link:… Read more »

In defensive interview, Sam Bankman-Fried claims he’s broke and committed no fraud

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Description: Former FTX CEO Sam Bankman-Fried, in possibly the understatement of 2022, said Wednesday, “I’ve had a bad month.” The former billionaire added that he “didn’t do a good job” at upholding his responsibilities to regulators, customers and investors in a hotly anticipated conversation with CNBC’s Andrew Ross Sorkin at the DealBook Summit. Source: CNBC.com… Read more »

Have the Anticapitalists Reached Harvard Business School?

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Description: Social justice joins discounted cash flows on the syllabus as essential knowledge for aspiring corporate leaders. Source: NYTimes.com Date: Nov 28, 2022 Link: https://www.nytimes.com/2022/11/28/business/business-school-social-justice.html?smid=em-share Questions for discussion: What are the main arguments presented in this article? Where do you stand on these questions? What do you believe are the obligations of the corporation to… Read more »

Wharton Professor Jeremy Siegel says stocks will soar 20% next year as inflation fades—but legendary investor Bill Ackman says not so fast

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

Description: In boardrooms at Fortune 500 companies, at swanky Wall Street bars, and in the halls of business schools across the country, there’s been a consistent debate over “what’s next?” for U.S. inflation over the past year. Source: Yahoo.Finance.com Date: Nov 22, 2022 Link: https://finance.yahoo.com/news/wharton-professor-jeremy-siegel-says-204143788.html Questions for discussion: Why is inflation so important to understanding predictions about… Read more »