Description: Stocks traded slightly higher on Friday as investors weighed better-than-expected economic data against a mixed batch of quarterly earnings. Source: CNBC.com – video report Date: Apr 26, 2019 Link: https://www.cnbc.com/2019/04/26/stock-market-gdp-data-and-corporate-earnings-in-focus-on-wall-street.html Questions for discussion: What explains stock performances, according to the article? What would you expect investors to do going forward at this time?
Posts Categorized: Market Analysis
Description: (Bloomberg) — Memo to traders back from the most bruising bout of the bull market. If the past is any precedent, the rewards of sticking around can be high. Source: Bloomberg.com Date: Apr 16, 2019 Link: https://finance.yahoo.com/news/bullish-history-near-death-experiences-110500656.html Questions for discussion: What does the analysis suggest may happen? Do you agree with this assessment?
Description: BlackRock Inc. BLK, +3.25% Chief Exeuctive Larry Fink says that with stocks knocking on the door of records, a surge to the upside appears more likely than a market collapse. That is because so many investors still have lots of cash to put to work, the head of the world’s largest asset manager told CNBC in a Tuesday interview…. Read more »
Description: Economic growth won’t last as the U.S. labors under the burden of growing entitlement programs and weakness around the world, former Federal Reserve Chairman Alan Greenspan told CNBC. Source: CNBC.com – video report Date: Apr 12, 2019 Link: https://www.cnbc.com/2019/04/12/alan-greenspan-says-economy-will-start-to-fade-out-because-of-growing-us-entitlement-burden.html Questions for discussion: What does Alan Greenspan say about the economy that should concern investors? Do you… Read more »
Description: Mohamed El-Erian, chief economic adviser of Allianz, said the Federal Reserve made a “massive U-turn” to become more dovish in recent months. Other global central banks have followed suit. For that reason, El-Erian thinks that the current bull market could go on for another one or two more years. Source: CNNMoney.com – video report Date:… Read more »
Description: “We’re back to the levels as if the December decline never happened and I think what’s interesting is what’s pushing that is the Fed has decided to not hike for the rest of 2019 and only once in 2020. Now that is a double-edged sword, that’s a canary in the coal mine,” Sanchez said… Read more »
Description: An analysis of mutual fund stock trades over the past two decades has thrown into question the rationale that has sent everybody and her grandmother stampeding into low-cost index funds and exchange traded funds. Source: MarketWatch.com Date: Apr 03, 2019 Link: https://www.marketwatch.com/story/investors-widely-held-beliefs-about-etfs-and-index-funds-may-be-wrong-2019-04-03?mod=mw_theo_homepage Questions for discussion: What is the essence of the research findings and… Read more »
Description: The Federal Reserve’s policy reversal on interest rates has driven benchmark yields to the lowest levels in more than a year. For stock investors, the falling rates environment is now favoring one particular sector: consumer staples. Source: CNBC.com – video report Date: Mar 27, 2019 Link: https://www.cnbc.com/2019/03/27/these-stocks-are-seen-as-a-good-bet-when-interest-rates-fall.html Questions for discussion: Why are consumer staples favored… Read more »
Description: 3 of past 7 recessions have seen stocks peak before recession takes hold Source: MarketWatch.com Date: Mar 29, 2019 Link: https://www.marketwatch.com/story/this-time-an-inverted-yield-curve-suggests-the-stock-market-has-already-peaked-some-analysts-say-2019-03-28?mod=MW_home_top_stories Questions for discussion: Explain the thinking behind the different market predictions for the coming year. Explain what you think is going to happen?
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?