Making the case for negative interest rates

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

Description:  Former Fed official Alan Blinder talks about how to fix the economy, where the next crisis will come from, and how scared investors should be. Source:  Fortune.com Date: Jan 25, 2013 Link: http://finance.fortune.cnn.com/2013/01/25/alan-blinder-interest-rates/?iid=SF_F_River Questions for Discussions: What are the major concerns and recommendations made by Alan Binder? Do you agree with his positions? What… Read more »

Why We’ll Still Never See a 100% Reserve Economy

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

Description:  “I’m going to start with a model of a perfectly safe 100 percent reserve economy,” said Robert Lucas, “…which looks better and better to me.” Lucas, a Nobel Prize-winning economist at the University of Chicago, was speaking two weeks ago at a panel in San Diego to mark the 100th anniversary of the Federal… Read more »

Ali Velshi debunks debt ceiling myths

Posted by & filed under Governments & Regulators.

Description: CNN’s Ali Velshi (@alivelshi) explains the how the debt ceiling works, and why we can’t afford another Congressional stand-off. Source: CNNMoney.com.com – video report Date: Jan 11, 2013 Link: http://cnn.com/video/?/video/bestoftv/2013/01/11/ym-debt-ceiling-congress-washington.cnn Questions for Discussions: What is the debt ceiling? What will happen to interest rates if the debt ceiling is not raised? How should investors… Read more »

No showtime at Apollo’s U. of Phoenix

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

Description: Shares of for profit education owners sank after University of Phoenix owner Apollo reported a decline in enrollment. Source: CNNMoney.com.com – video report Date: Jan 09, 2013 Link: http://money.cnn.com/video/investing/2013/01/09/investing-education-phoenix-apollo.cnnmoney/ Questions for Discussions: Why has Apollo’s stock fallen recently? Explain their business model and whether you think it is sustainable? Would you be an investor… Read more »

The battle over Herbalife

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

Description: An inside look at Herbalife’s business model and the $1 billion bet hedge fund manager Bill Ackman has against it. Source: CNNMoney.com – video report Date: Jan 11, 2013 Link: http://money.cnn.com/video/news/2013/01/11/n-herbalife-bill-ackman-queens.cnnmoney/ Questions for Discussions: Compare the organizational structure of Herbalife to a pyramid selling organization. Do you believe Herbalife is a conventional distributor of… Read more »

What’s at the Center of the Debate Over Herbalife

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

Description: In the wake of the bombshell announcement that Daniel S. Loeb’s Third Point has taken an 8.9 percent stake in Herbalife after the company’s shares were shorted by William A. Ackman of Pershing Square, the question is: Which very rich hedge fund manager is right? Source: NYTimes.com Date: Jan 10, 2013 Link:  http://dealbook.nytimes.com/2013/01/10/whats-at-the-center-of-the-debate-over-herbalife/?ref=business Questions… Read more »

Second terms’ impact on stock market

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

Description:  Does the stock market perform any differently during second presidential terms? Source:  Marketwatch.com Date: Jan 11, 2013 Link: http://www.marketwatch.com/story/second-terms-impact-on-stock-market-2013-01-11?siteid=nwtwk Questions for Discussions: How does the article answer the question posed? What is your opinion of the assessment? How should investors weigh the information in this report?  

El-Erian: Look for Bottom-Up Housing Opportunities

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

Description: Pimco CEO Mohamed El-Erian discusses politicians can do to bring the labor market to “escape velocity’ and how to invest off of the December jobs report. He speaks on Bloomberg Television’s “In The Loop.” Source: Bloomberg.com – video report Date: Jan 04, 2013 Link: http://bloom.bg/WqRpl8#ooid=x1N2wyODrh7cAvcnvu0a95OK800KKZDU Questions for Discussions: Summarize the analysis presented by El-Erian… Read more »

Exxon Mobil to spend $14 billion on Hebron offshore oild project

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

Description: Exxon Mobil Corp., one of the world’s largest energy companies, has pledged to spend $14-billion (U.S.) to develop the Hebron oilfield off Canada’s east coast. Source: theglobeandmail.com Date: Jan 04, 2013 Link:  http://www.theglobeandmail.com/globe-investor/exxon-mobil-to-spend-14-billion-on-hebron-offshore-oil-project/article6942298/ Questions for Discussions: Summarize the highlights in this report that relate to the involvement of government in decision-making. Why would the… Read more »

GM Buying 200M Shares, U.S. to Exit in 12-15 Months

Posted by & filed under Company Analysis, Governments & Regulators, Industry Analysis, Management Issues.

Description: Dec. 19 (Bloomberg) — Bloomberg’s Dominic Chu reports that General Motors will purchase 200 million shares of its stock from the U.S. Treasury as part of the department’s plan to sell its entire holding of GM stock within 15 months. He speaks on Bloomberg Television’s “In The Loop.” Source: Bloomberg.com – video report Date:… Read more »