The ETF Tax Dodge is Wall Street’s “Dirty Little Secret”

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

Description: One day last September an unidentified trader pumped more than $3 billion into a tech fund run by State Street Corp. Source: Bloomberg.com Date: Mar 29, 2019 Link: https://www.bloomberg.com/graphics/2019-etf-tax-dodge-lets-investors-save-big/?srnd=businessweek-v2 Questions for discussion: What is motivating heartbeat trades? Should traders be concerned with this issue?

KFC Aims to Keep Its China Edge With AI Menu, Robot Ice Cream Maker

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Description: In Shanghai’s southeastern district of Xujiahui, Colonel Sanders’s smiling visage looms over the restaurant entrance, as it does at thousands of KFC locations around the globe. But step inside, and it quickly becomes clear that this is no ordinary KFC. Source: Bloomberg.com Date: Mar 20, 2019 Link: https://www.bloomberg.com/news/articles/2019-03-20/yum-china-is-building-the-kfc-of-the-future?srnd=businessweek-v2 Questions for discussion: What is motivating… Read more »

As Costs Skyrocket, More U.S. Cities Stop Recycling

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Description: With China no longer accepting used plastic and paper, communities are facing steep collection bills, forcing them to end their programs or burn or bury more waste. Source: NYTimes.com Date: Mar 16, 2019 Link: https://www.nytimes.com/2019/03/16/business/local-recycling-costs.html Questions for discussion: What are the financial details driving the decision-making in this situation? What are some likely solution-oriented… Read more »

Politics are tearing tech companies apart, says new survey

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Description: A survey commissioned by a conservative group shows most tech workers identify as moderate, but the findings leave plenty of room for the right or left to argue about bias. Source: FastCompany.com Date: Mar 02, 2019 Link: https://www.fastcompany.com/90313045/politics-are-tearing-tech-companies-apart-says-new-survey?utm_source=postup&utm_medium=email&utm_campaign=Fast%20Company%20Daily&position=5&partner=newsletter&campaign_date=03022019 Questions for discussion: What does the research say about the influence of politics on company performance?… Read more »

Why the $15.4 billion Kraft Heinz brand write-down was unusual

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Description: The ‘mega-impairment’ was non-routine and event driven according to research firm Audit Analytics Source: MarketWatch.com Date: Feb 22, 2019 Link: https://www.marketwatch.com/story/why-the-154-billion-kraft-heinz-brand-write-down-was-unusual-2019-02-22 Questions for discussion: What does the article say about the reporting issues at the firm? Do you think investors will be affected?

Amazon abandoning NYC headquarters is a cautionary tale for big tech

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Description:  Amazon’s (AMZN) abandonment of its proposed HQ2 location in New York City is a cautionary tale for tech companies looking to open offices in new cities, several members of the tech community told Yahoo Finance. Source: Finnance.Yahoo.com – video report Date: Feb 06, 2019 Link: https://finance.yahoo.com/news/amazon-long-island-city-lessons-163016646.html Questions for discussion: Summarize what the article says about management’s strategic… Read more »

Bezos’ private life is no concern to investors

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Description: New York (CNN Business)Wall Street traders may love to gossip about merger rumors and other corporate dramas. But the private life of Amazon CEO Jeff Bezos is apparently of no concern to investors. Source: CNNMoney.com – video report Date: Feb 08, 2019 Link: https://www.cnn.com/2019/02/08/investing/amazon-stock/index.html Questions for discussion: What does the article say about investor… Read more »

Inside Wisconsin’s Disastrous $4.5 Billion Deal With Foxconn

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Description:  A huge tax break was supposed to create a manufacturing paradise, but interviews with 49 people familiar with the project depict a chaotic operation unlikely to ever employ 13,000 workers. Source: Bloomberg.com Date: Feb 06, 2019 Link: https://www.bloomberg.com/news/features/2019-02-06/inside-wisconsin-s-disastrous-4-5-billion-deal-with-foxconn?srnd=businessweek-v2 Questions for discussion: Summarize what the article says about the deal. Do you think the criticism… Read more »

Sackler Scion’s Email Reveals Push for High-Dose OxyContin, New Lawsuit Disclosures Claim

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Description: A member of the Sackler family that owns OxyContin’s maker directed the company to put a premium on selling high dosages of its potentially addicting painkillers, according to new disclosures in a lawsuit. Source: NYTimes.com Date: Jan 31, 2019 Link: https://www.nytimes.com/2019/01/31/health/opioids-purdue-pharma-sackler.html Questions for discussion: What does the article say to investors about risk? Is… Read more »

Big Pharma’s Drug Studies Are Getting a NASA-Style Makeover

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Description: A third of development costs comes from clinical trials. Novartis wants to make them cheaper and faster. Source: Bloomberg.com Date: Jan 25, 2019 Link: https://www.bloomberg.com/news/articles/2019-01-25/big-pharma-s-drug-studies-are-getting-a-nasa-style-makeover?srnd=businessweek-v2 Questions for discussion: Summarize the approach being developed to reduce and control expenses? Why do you suppose it is only now being considered by these drug companies? Should investors… Read more »