On 10th anniversary of Bear Stearns’ near collapse, Senate pushes to rewrite financial regulation

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Description: Almost 10 years to the day Bear Stearns’ near collapse accelerated the worst financial crisis in generations, Congress is pushing to relax rules that were designed to prevent one from happening again. Source: CNBC.com Date: Mar 12, 2018 Link: https://www.cnbc.com/2018/03/12/on-10th-anniversary-of-bear-stearns-near-collapse-senate-pushes-to-rewrite-financial-regulation.html Questions for discussion: What is the legislation about? Why do you suppose this legislation… Read more »

Is Bitcoin a Waste of Electricity, or Something Worse?

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Description: WASHINGTON — A manufacturing start-up recently announced plans to move into a shuttered aluminum factory in upstate New York, taking advantage of abundant cheap electricity from the St. Lawrence River. Source: NYTimes.com Date: Feb 28, 2018 Link: https://www.nytimes.com/2018/02/28/business/economy/bitcoin-electricity-productivity.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=rank&module=package&version=highlights&contentPlacement=2&pgtype=sectionfront Questions for discussion: Summarize the discussion points in this report. What is your view on the… Read more »

U.S. Blocks a Chinese Deal Amid Rising Tensions Over Technology

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Description: HONG KONG — United States officials have torpedoed a Chinese state-backed group’s plan to buy an American electronics company, signaling the Trump administration’s continuing skepticism toward Chinese investment deals, particularly those that involve transferring technological know-how. Source: NYTimes.com Date: Feb 23, 2018 Link: https://www.nytimes.com/2018/02/23/technology/china-microchips-cfius-xcerra.html?rref=collection%2Fsectioncollection%2Ftechnology&action=click&contentCollection=technology&region=rank&module=package&version=highlights&contentPlacement=2&pgtype=sectionfront Questions for discussion: What does this report suggest about the… Read more »

Inflation is not running away on the upside: CIO

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Description: Steve Massocca, Wedbush Securities managing director, and Jerry Castellini, CastleArk Management president and CIO, discuss the effect of the recent period of volatility alongside current inflation and rising rate fears on the markets. Inflation is not running away on the upside: CIO from CNBC. Source: CNBC.com – video report Date: Feb 15, 2018 Link:… Read more »

Three Gauges Show Prices Rising in U.S. Production Pipeline

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Description: Three measures of price pressures for American businesses showed they’re facing higher production costs, adding to evidence that inflation is creeping up in the U.S. economy. Source: Bloomberg.com Date: Feb 15, 2018 Link: https://www.bloomberg.com/news/articles/2018-02-15/empire-state-factory-gauges-show-upward-pressure-on-prices Questions for discussion: What are inflationary indicators suggesting, according to the report? How might regulators and investors respond to these developments?

How Inflation Works (or Why Your Chicken Is Going to Cost More)

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Description: It’s the worrisome byproduct of a healthy economy: inflation. Source: NYTimes.com Date: Feb 14, 2018 Link: https://www.nytimes.com/interactive/2018/02/14/business/economy/inflation-prices.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=rank&module=package&version=highlights&contentPlacement=1&pgtype=sectionfront Questions for discussion: What does the article say about how inflation develops? How does it grow into a problem for the economy and the markets?

What on Earth Happened to Stocks? Here’s Where to Cast the Blame

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Description: Not widely welcomed, but arguably overdue? Source: Bloomberg.com – video report Date: Feb 06, 2018 Link: https://www.bloomberg.com/news/articles/2018-02-06/what-on-earth-happened-to-stocks-here-s-where-to-cast-the-blame Questions for discussion: Summarize the explanations presented in the report. What do you think was the major reason? Would you be a buyer today?

The Stock Market Is Worried About Inflation. Should It Be?

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Description: Is the economy at risk of overheating? The answer will depend on what really drives price increases, and what the Fed does. Source: NYTimes.com Date: Feb 08, 2018 Link: https://www.nytimes.com/2018/02/07/upshot/the-stock-market-is-worried-about-inflation-should-it-be.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=rank&module=package&version=highlights&contentPlacement=1&pgtype=sectionfront Questions for discussion: What does the article say about inflation concerns? What is the Phillips Curve and how is it influencing thinking about inflation,… Read more »

Dow sinks 600 points: Here’s what’s behind the big drop

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

Description: CNBC’s Mike Santoli discusses the volatile activity in stocks as the Dow sees a 600-point drop before the close. Dow sinks 600 points: Here’s what’s behind the big drop from CNBC. Source: CNBC.com – video report Date: Feb 02, 2018 Link: https://www.cnbc.com/video/2018/02/02/dow-sinks-600-points-heres-whats-behind-the-big-drop.html Questions for discussion: What does the report say about the 600 point… Read more »

JP Morgan CEO: Capital investment in America drives wages

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Description: Jamie Dimon, J.P. Morgan Chase chairman and CEO, talks about the benefits of providing companies with competitive tax rates, what he would like to hear from President Trump at Davos, immigration reform, economic growth, implementing bipartisan infrastructure projects, the future of banking and his thoughts on cryptocurrencies. JP Morgan CEO: Capital investment in America… Read more »