The economy is expected to boom in the second quarter, and that’s good news for stocks

Posted by & filed under Economic Analysis, Growth & Valuation, Industry Analysis, Market Analysis, Personal Finance.

Description: The nation’s economic growth is in for a boost in the second quarter, as parts of the economy most impacted by the pandemic reopen. Source: CNBC.com – video report Date: Apr 01, 2021 Link: https://www.cnbc.com/2021/04/01/economic-boom-in-the-second-quarter-a-boost-for-stocks.html Questions for discussion: What is the basis for this prediction? Do you agree with the assessment? What would you… Read more »

Biden’s ‘Morning in America’ moment sparks a furious debate

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Description: Another massive injection of federal cash could ignite the economy like never before. It also could drive up inflation and burst market bubbles, creating new headaches in an otherwise positive outlook. Source: Politico.com Date: Mar 10, 2021 Link: https://www.politico.com/news/2021/03/09/biden-economy-coronavirus-stimulus-474860 Questions for discussion: What does the article say is the connection between the deficit spending… Read more »

Tech comeback rally gains steam as Nasdaq jumps 4%, Tesla rebounds 17%

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Description: U.S. stocks jumped sharply on Tuesday after bond yields declined, causing investors to buy the dip in beaten-up technology shares. Source: CNBC.com – video report Date: Mar 09, 2021 Link: https://www.cnbc.com/2021/03/08/dow-futures-rise-extending-mondays-300-point-rally.html Questions for discussion: What explains the sudden movements in stocks, according to the report? What would you advise investors do over the next… Read more »

RBC CEO McKay sees inflation prompting rate hikes next year

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Description: Royal Bank of Canada Chief Executive Officer Dave McKay says inflationary pressures will force central banks to start raising interest rates as soon as next year. Source: FinancialPost.com Date: Mar 10, 2021 Link: https://www.bnnbloomberg.ca/rbc-ceo-mckay-sees-inflation-prompting-rate-hikes-next-year-1.1574442 Questions for discussion: Summarize the opinions expressed by CEO Dave McKay. Do you agree with his assessments and predictions? What… Read more »

‘This bond market is so radically oversold,’ economist David Rosenberg says

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Description: Economist David Rosenberg says he made a career by not following the herd, and his bond forecast could be considered the latest example. Source: CNBC.com – video report Date: Feb 28, 2021 Link: https://www.cnbc.com/2021/02/28/this-bond-market-is-so-radically-oversold-economist-david-rosenberg.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for discussion: What are the predictions for bonds made by David Rosenberg? What is the basis of his analysis and… Read more »

Can the bull market in stocks survive rising inflation, bond yields? Here’s what history says

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Description: Rising Treasury yields are sending shivers through the stock market, particularly for highflying tech-related stocks. But history shows that when yields are rising “for the right reasons,” tech shares and cyclically sensitive stocks tend to thrive, according to Raymond James. Source: MarketWatch.com Date: Feb 22, 2021 Link: https://www.marketwatch.com/story/rising-bond-yields-mean-these-stock-market-sectors-have-the-most-to-gain-or-lose-11614014529?reflink=mw_share_email Questions for discussion: What are the… Read more »

S&P 500 closes slightly lower as investors grow concerned about surging bond yields

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Description: The S&P 500 reversed lower in volatile trading on Tuesday, slipping from a record high as rising bond yields kept investors on edge.The broad equity benchmark erased a 0.4% gain to close 0.1% lower at 3,932.59. The tech-heavy Nasdaq Composite fell 0.3% to 14,047.50. The Dow Jones Industrial Average closed up 64.35 points, or… Read more »

Individual investors are back — here’s what it means for the stock market

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Description: Look who’s back. After a long absence, active individual investors have returned. While breakneck and foolhardy trading activity in shares of GameStop Corp. GME, +19.20% has dominated the headlines, unanswered questions remain as to whether a broader resurgence in retail trading will last and what it will mean for the stock market as U.S. benchmark indexes march… Read more »

‘Dumb Money’ Is on GameStop, and It’s Beating Wall Street at Its Own Game

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Description: GameStop shares have soared 1,700 percent as millions of small investors, egged on by social media, employ a classic Wall Street tactic to put the squeeze — on Wall Street. Source: NYTimes.com Date: Jan 27, 2021 Link: https://www.nytimes.com/2021/01/27/business/gamestop-wall-street-bets.html Questions for discussion: Why are shares of GameStop rising? How do hedge funds stand to lose?… Read more »

Here’s another sign that markets have gone nuts and everyone is chasing everything

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Description: It doesn’t take a rocket scientist to discern that financial markets are full of juice at the moment, with the S&P 500 SPX, -0.12% ending Thursday at its fourth record high of the young year and up 72% from the lows of March 2020. The last 12 weeks have seen the largest inflows to stocks ever, according… Read more »