Founder of world’s largest hedge fund doubles down on ‘cash is trash’ argument, warning of debt-fueled inflation

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Description: Ray Dalio says government spending will soon erode the value of the U.S. dollar Source: MarketWatch.com Date: Apr 09, 2020 Link: https://www.marketwatch.com/story/founder-of-worlds-largest-hedge-fund-doubles-down-on-cash-is-trash-argument-warning-of-debt-fueled-inflation-2020-04-08?mod=home-page Questions for discussion: What is the inflation scenario painted by Ray Dalio? Do think this is likely? What should investors do if they agree with this scenario?

Forget Unicorns. Startups Should Be Camels.

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Description: Startup ‘camels’ prioritize sustainability by balancing growth with cash flow. Source: Entrepreneur.com Date: Apr 07, 2020 Link: https://www.entrepreneur.com/article/347659?utm_source=newsletter&utm_medium=email Questions for discussion: What is the fundament difference between growing a unicorn versus a camel? What are the financial recommendations for start-ups and the reasons given for those choices? Do you agree with these suggestions?

El-Erian foresees more volatility but finds Monday’s rally on medical news encouraging

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Description: Economist Mohamed El-Erian said he finds Monday’s rally in stock futures encouraging because the optimism is fueled by positive developments around the coronavirus. Source: CNBC.com – video report Date: Apr 06, 2020 Link: https://www.cnbc.com/2020/04/06/coronavirus-el-erian-encouraged-by-mondays-rally-on-medical-news.html Questions for discussion: Summarize the key recommendations made by El-Erian. Do you agree with this line of thinking or the criticism… Read more »

How the coronavirus crash is setting the stage for the next oil boom

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Description: Tom Bradley: When someone tells you that oil is dead, don’t believe them Source: FinancialPost.com – video report Date: Apr 09, 2020 Link: https://business.financialpost.com/investing/investing-pro/coronavirus-crash-next-oil-boom?video_autoplay=true Questions for discussion: Explain why oil will rise again, according to the theory presented in the article? How should investors approach this sector at this time?

Quibi Is Jeffrey Katzenberg’s $1.7 Billion Gamble

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Description: Jeffrey Katzenberg has nearly 50 years of entertainment experience and a massive war chest. Neither of those things guarantee success for his new mobile video service. Source: INC.com Date: Apr 03, 2020 Link: https://www.inc.com/matt-haber/quibi-mobile-video-jeffrey-katzenberg-startup.html?utm_source=incthismorning Questions for discussion: Do you think the business model will work? How would you improve chances for success? Who will… Read more »

Watch Tesla Design Ventilators Using Mostly Model 3 Parts

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Description: Tesla posted a video to its YouTube channel that shows Tesla engineers working on designing ventilators out of mainly Tesla Model 3 parts. It’s pretty amazing to see how many existing Tesla parts can be repurposed into assembling a ventilator. Source: InsideEVS.com Date: Apr 05, 2020 Link: https://insideevs.com/news/408057/tesla-making-ventilators-from-model-3-parts/ Questions for discussion: How does the publicity from this… Read more »

Market bottom or ‘very tough times ahead’? Here’s what one chart watcher is keeping his eye on

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Description: Commodities index ‘will go miles and miles’ toward telling us if we are headed for tough times, says Kimble Source: MarketWatch.com Date: Apr 04, 2020 Link: https://www.marketwatch.com/story/market-bottom-or-very-tough-times-ahead-heres-what-one-chart-watcher-is-keeping-his-eye-on-2020-04-03?mod=home-page Questions for discussion: What is the indicator and what is the basis of this analysis? Do you agree with the interpretation of this indicator, as suggested in… Read more »

‘Once in a decade’ opportunity: Financial experts’ advice for investing in the market downturn

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Description: The coronavirus pandemic has thrown global markets into turmoil, causing double-digit daily swings and making it difficult to find a safe store for your money. Source: CNBC.com Date: Apr 01, 2020 Link: https://www.cnbc.com/2020/04/01/investing-advice-where-to-find-investment-opportunities-in-a-downturn.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for discussion: Summarize the key recommendations made in this article. Do you agree with this line of thinking?

Cash crunch and layoffs: Inside small businesses’ fight for survival

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Description: It’s been a tough month for Canada’s small businesses. A significant part of Canada’s economic engine, many small businesses across the country have laid off staff as COVID-19 threatens to close their doors permanently. To avoid this, Ottawa has announced a ?wage subsidy program for companies, charities and non-profits to help cover three-quarters of employees’ salaries… Read more »

COVID-19 Will Turbocharge Legal Industry Transformation

Posted by & filed under Economic Analysis, Governments & Regulators, Growth & Valuation, Industry Analysis, Management Issues, Personal Finance.

Description: The 2019 novel coronavirus (COVID-19) is attacking the health, financial welfare, social order and political stability of nations across the globe. At a time when millions are fighting to survive illness, financial hardship, political upheaval, and other existential threats, it is difficult to look beyond the moment. The scourge of COVID-19 will pass. When, at what… Read more »