There will be another financial crisis. The only question is when?

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

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: https://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?

5 worst investment calls of this century

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

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: https://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

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

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: https://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 »

Opinion: Russia, China and Saudi Arabia are on the ropes

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

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: https://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

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

Description: What if Apple failed the next iPhone launch, or peace broke out in Syria? Source: MarketWatch.com Date: Dec 28, 2015 Link: https://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?

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: https://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?