How Analytics Is Changing Finance

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

Description: In the first session of this year’s Beyond Business discussion series, Wharton professors Michael Roberts and Daniel Taylor explored how analytics is influencing the field of finance, bringing new efficiencies while creating new challenges. Source: knowledge.wharton.upenn.edu – video report Date: Nov 29, 2022 Link: https://knowledge.wharton.upenn.edu/article/how-analytics-is-changing-finance/?utm_campaign=KatW2022&utm_medium=email&utm_source=kw_campaign_monitor&utm_term=11-30-2022&utm_content=How_Analytics_Is_Changing_Finance Questions for discussion: Summarize the key points made in… Read more »

Investors Cozy Back Up to Stocks as Recession Fears Loom

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Description: Survey shows investors re-entering the market despite recession concerns Source: Investopedia.com Date: Dec 01, 2022 Link: https://www.investopedia.com/investors-cozy-back-up-to-stocks-as-recession-fears-loom-6834242 Questions for discussion: What does the research say about current investor intentions and attitude toward stock market investing? How, in your opinion, should this research be interpreted and applied by investors in their own decision-making?

Royal Bank agrees to buy HSBC’s Canada unit for $13.5B

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Description: Royal Bank of Canada agreed to buy HSBC Holdings Plc’s Canadian unit — the country’s seventh-largest bank — for $13.5 billion in cash, expanding its roster of business clients and bulking up its retail presence on the West Coast as HSBC focuses on Asia. Source: BNNBloomberg.ca – video report Date: Nov 29, 2022 Link:… Read more »

In defensive interview, Sam Bankman-Fried claims he’s broke and committed no fraud

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Description: Former FTX CEO Sam Bankman-Fried, in possibly the understatement of 2022, said Wednesday, “I’ve had a bad month.” The former billionaire added that he “didn’t do a good job” at upholding his responsibilities to regulators, customers and investors in a hotly anticipated conversation with CNBC’s Andrew Ross Sorkin at the DealBook Summit. Source: CNBC.com… Read more »

Wharton Professor Jeremy Siegel says stocks will soar 20% next year as inflation fades—but legendary investor Bill Ackman says not so fast

Posted by & filed under Economic Analysis, Financial analysis, Financial Planning, Governments & Regulators, Growth & Valuation, Market Analysis, Personal Finance.

Description: In boardrooms at Fortune 500 companies, at swanky Wall Street bars, and in the halls of business schools across the country, there’s been a consistent debate over “what’s next?” for U.S. inflation over the past year. Source: Yahoo.Finance.com Date: Nov 22, 2022 Link: https://finance.yahoo.com/news/wharton-professor-jeremy-siegel-says-204143788.html Questions for discussion: Why is inflation so important to understanding predictions about… Read more »

Tesla’s Sinking Shares Leave Wall Street Analyst Targets in Dust

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Description: The rapid selloff in Tesla Inc. shares has left most price targets from ever-bullish Wall Street analysts seemingly obsolete. Source: Bloomberg.com Date: Nov 22, 2022 Link: https://www.bloomberg.com/news/articles/2022-11-22/tesla-s-sinking-shares-leave-wall-street-analyst-targets-in-dust?srnd=premium-canada&leadSource=uverify%20wall Questions for discussion: What does the report say about Tesla’s current and future stock valuations? Do you agree with the analysis? What would you advise investors?

You need to understand the FTX debacle even if you have no investments in crypto

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

Description: The sudden collapse of FTX, the world’s third-largest cryptocurrency exchange, underlines how important it is for any investor to learn about the risks they take when they park their money with a lightly regulated firm. Source: MarketWatch.com Date: Nov 13, 2022 Link: https://www.marketwatch.com/story/you-need-to-understand-the-ftx-debacle-even-if-you-have-no-investments-in-crypto-11668184909 Questions for discussion: Summarize the key points made in the report… Read more »

Markets are getting a wake-up call in 2023, says Morgan Stanley, which offers a plan for investors to get ready.

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

Description: Overreacting much? According to Fed Reserve Gov. Christopher Waller and several strategists, last week’s softer-than-expected October CPI that sent the S&P 500 to its best level in five months was overdone. Source: MarketWatch.com Date: Nov 14, 2022 Link: https://www.marketwatch.com/story/markets-are-getting-a-wake-up-call-in-2023-says-morgan-stanley-which-offers-a-plan-for-investors-to-get-ready-11668427567 Questions for discussion: What does the report say about market behavior today and the prospects longer term?… Read more »

Ontario Teachers writes off FTX stake, citing potential fraud

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Description: Ontario Teachers’ Pension Plan said it will write down its stake in FTX to zero, taking a US$95 million loss barely a year after making its first investment in Sam Bankman-Fried’s now-bankrupt cryptocurrency exchange. Source: BNNBloomberg.ca – video report Date: Nov 19, 2022 Link: https://www.bnnbloomberg.ca/ontario-teachers-writes-off-ftx-stake-citing-potential-fraud-1.1848170 Questions for discussion: Summarize the analysis presented and evaluation… Read more »

The Fed Won’t Say It, but It Doesn’t Want a Strong Stock Market

Posted by & filed under Economic Analysis, Financial Planning, Governments & Regulators, Market Analysis, Personal Finance.

Description: What a great country, right? Six days before a crucial midterm election, the head of the central bank was talking down the stock market. Source: NYTimes.com Date: Nov 07, 2022 Link: https://www.nytimes.com/2022/11/07/opinion/fed-stock-market-inflation.html Questions for discussion: What does the article say about the behavior of the Fed and the reasons? Do you agree with this assessment? What… Read more »