Description: Far from simplifying taxes, the bill opened up a whole range of tactics to lower the amount owed to the Internal Revenue Service. Source: NYTimes.com Date: Dec 02, 2017 Link: https://www.nytimes.com/2017/12/02/business/tax-bill-offers-last-minute-breaks-for-developers-banks-and-oil-industry.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business®ion=rank&module=package&version=highlights&contentPlacement=1&pgtype=sectionfront Questions for discussion: What are the highlights of the tax bill, according to the report? How will investors be affected by these changes?… Read more »
Posts Categorized: Market Analysis
Description: Hedge funds pay handsomely for Quandl’s market-beating alternative data, but when does such data cross the line into privacy violations or insider trading? Source: FinancialPost.com Date: Dec 01, 2017 Link: http://business.financialpost.com/technology/its-beautiful-this-toronto-startup-is-investors-secret-weapon-to-beating-the-market Questions for discussion: What is meant by alternative data? Do you think there are legal issues facing investors using this service?
Description: The stock market is at a record high. The U.S. economy has grown at a healthy clip for the past six months. So is there really a pressing need for major tax reform, as President Trump and Republicans in Congress suggest? Source: CNNMoney.com – video report Date: Nov 28, 2017 Link: http://money.cnn.com/2017/11/28/investing/stocks-tax-reform-trump/index.html Questions for… Read more »
Description: It’s almost getting boring: the three major U.S. stock market indexes keep hitting record highs. Source: MarketWatch.com Date: Nov 30, 2017 Link: https://www.marketwatch.com/story/where-to-stash-your-money-when-this-bull-market-makes-you-sweat-2017-11-30 Questions for discussion: What do you think of the analysis and recommendations presented in this report? Where do you see stocks heading over the next quarter?
Description: How much of a rise in yields would it take to upend the bull market in stocks? Maybe not as much as investors think. Strategists at Société Générale say if longer-term yields begin to recover, asset valuations could look particularly steep once the risk-free rate, usually the 10-year Treasury yield TMUBMUSD10Y, -1.58% rose. Source: MarketWatch.com Date: Nov… Read more »
Description: Lower tax rate would provide ‘big boost,’ fuel heavy rotation Source: MarketWatch.com Date: Nov 16, 2017 Link: https://www.marketwatch.com/story/stock-market-not-even-close-to-pricing-in-tax-cuts-says-ubs-2017-11-15 Questions for discussion: What does the article say about the impact tax cuts will have on markets? What are the risks that investors need to be wary of, according to the report?
Description: Bill Strazzullo, Bell Curve Trading chief market strategist, takes a technical look at the markets to explain where the rally will be by year’s end. Source: CNBC.com – video report Date: Oct 26, 2017 Link: https://www.cnbc.com/video/2017/10/31/heres-what-the-market-charts-are-saying-for-the-rest-of-the-year-strategist.html Questions for discussion: What does Bill Strazzullo say about the reasons for current market valuations and where they… Read more »
Description: On Wall Street, it’s sometimes possible to see a rainbow — and maybe even find a pot of gold — without having to suffer through a downpour first. Source: CNBC.com Date: Oct 31, 2017 Link: https://www.cnbc.com/2017/10/31/stock-market-busts-through-sell-in-may-period.html Questions for discussion: What does the data say about the strength of the current bull market? What would… Read more »
Description: Shares of General Electric (GE) keep falling after the company reported lousy earnings last week. GE is down more than 30% this year, easily the worst performer of the 30 companies in the venerable stock average. Source: CNNMoney.com – video report Date: Oct 25, 2017 Link: http://money.cnn.com/2017/10/25/investing/ge-stock-dow-exit/index.html Questions for discussion: Why is GE at risk of delisting from the… Read more »
Description: The Dow has rocketed through yet another milestone — 23,000. Source: CNNMoney.com – video report Date: Oct 17, 2017 Link: http://money.cnn.com/2017/10/17/investing/dow-23000-stocks-trump/index.html?iid=EL Questions for discussion: Why have some Dow listed stocks declined as the index grew? How much further do you think investors will push the Dow before there is a general correction?