The Stock Market Charges Ahead, Despite the World’s Storms

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

Description: Hurricanes in North America, earthquakes in Latin America, tensions on the Korean Peninsula and political turbulence in the United States, Germany and Spain have produced little but shrugs on Wall Street. Source: NYTimes.com Date: Oct 13, 2017 Link: https://www.nytimes.com/2017/10/13/business/mutfund/stock-market-calm-world.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=stream&module=stream_unit&version=latest&contentPlacement=10&pgtype=sectionfront Questions for discussion: What does the report say about market conditions and the reasons for… Read more »

Opinion: 12 things you can learn about investing from Nobel Prize winner Richard Thaler

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

Description: Tren Griffin notes that the economist is also a skilled professional investor Source: MarketWatch.com Date: Oct 09, 2017 Link: http://www.marketwatch.com/story/12-things-you-can-learn-about-investing-from-nobel-prize-winner-richard-thaler-2017-10-09?siteid=nwtwk Questions for discussion: What are the most useful ideas presented in this article for investors to weigh? What is your opinion of this field of economic theory as a tool for investors?

Dow industrials flirtation with 23,000 is a sign of the stock market’s velocity

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Description: Dow has registered 44 record closes—its most all-time high finishes in a single year since 2013 Source: MarketWatch.com Date: Oct 05, 2017 Link: http://www.marketwatch.com/story/the-stock-markets-velocity-has-the-dow-flirting-with-230000-2017-10-05 Questions for discussion: What are the reasons for optimism in the market? Do you believe the market will continue on its way to break new highs in the next year?

Yale fellow, former Morgan Stanley chief economist: A correction looms

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Description: ‘We are long overdue for a correction’ Source: MarketWatch.com – video report Date: Sep 28, 2017 Link: http://www.marketwatch.com/story/yale-fellow-former-morgan-stanley-chief-economist-a-correction-looms-2017-09-28 Questions for discussion: What is the basis for this assessment? Do you agree with the analysis?

A Start-Up Slump Is a Drag on the Economy. Big Business May Be to Blame.

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Description: Unemployment has fallen, and the stock market has soared. So why has the economic expansion since the recession been so tame, with sluggish productivity and, at least until recently, anemic wage growth? Source: NYTimes.com Date: Sep 20, 2017 Link: https://www.nytimes.com/2017/09/20/business/economy/startup-business.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=rank&module=package&version=highlights&contentPlacement=1&pgtype=sectionfront Questions for discussion: Explain the arguments made in this article. Do you agree? What… Read more »

How the ‘great central bank unwind’ could ignite the next financial crisis

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

Description: As the Federal Reserve prepares to begin paring the size of its $4.5 trillion balance sheet next month, analysts at Deutsche Bank on Wednesday warned that what they have dubbed the “great central bank unwind” is one of several candidates for creating the next financial crisis. Source: MarketWatch.com Date: Sep 20, 2017 Link: http://www.marketwatch.com/story/how-the-great-central-bank-unwind-could-ignite-the-next-financial-crisis-2017-09-20… Read more »

Stock market’s 5-month win streak should cheer the bulls

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

Description: Wall Street has tended to maintain momentum after similar streaks Source: MarketWatch.com Date: Sep 13, 2017 Link: http://www.marketwatch.com/story/stock-markets-5-month-win-streak-should-cheer-the-bulls-2017-09-13 Questions for discussion: What is the basis for confidence in future market gains? Do you agree with the analysis and advice?

‘False Peace’ for Markets? A Trader Is Betting Millions on It

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Description: AUSTIN, Tex. — Last Wednesday was another good day to make money on Wall Street: Stocks pushed up, interest rates were at rock bottom and the VIX gauge of investor unease was again trending downward. Source: NYTimes.com Date: Sep 13, 2017 Link: https://www.nytimes.com/2017/09/13/business/dealbook/market-volatility.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=rank&module=package&version=highlights&contentPlacement=2&pgtype=sectionfront Questions for discussion: What does the article say about conditions and… Read more »

Opinion: This rocky stock market requires an all-terrain portfolio

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

Description: The bulk of U.S. stock gains in this long-running bull market are due to one variable: the expansion of the price-to-earnings ratio. Source: MarketWatch.com Date: Sep 07, 2017 Link: http://www.marketwatch.com/story/this-rocky-stock-market-requires-an-all-terrain-portfolio-2017-09-07 Questions for discussion: Summarize the concerns presented in this article. Do you agree with the analysis and advice?

Bond Manager With $6.6 Billion Just Saw the Scariest Chart Ever

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Description: Morten Steinsland, head of fixed income at Alfred Berg in Oslo, has been in the fixed income markets for three decades but the other day he saw the scariest chart he’s ever seen. Source: Bloomberg.com Date: Sep 07, 2017 Link: https://www.bloomberg.com/news/articles/2017-09-07/bond-manager-with-6-6-billion-just-saw-the-scariest-chart-ever Questions for discussion: What does the chart say and why is it scary?… Read more »