Economist Perspective: Negative Rates—An Option in the Fed’s Playbook?

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

Description: Could the Federal Reserve ever adopt a negative rate policy? Source: MarketWatch.com Date: Nov 12, 2019 Link: https://sponsor.marketwatch.com/cme-group/economist-perspective-negative-rates-an-option-in-the-feds-playbook/ Questions for discussion: Summarize Blu Putnam’s opinions on future Fed actions. Do you agree? What should investors take away from these thoughts?

If you haven’t built yourself an investing fallout shelter, now is the time

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

Description: Larry Sarbit: When markets fall — not if — you don’t want to suffer by giving back a large chunk of the profits you’ve made over the last decade Source: FinancialPost.com Date: Nov 13, 2019 Link: https://business.financialpost.com/investing/investing-pro/if-you-havent-built-yourself-an-investing-fallout-shelter-now-is-the-time Questions for discussion: Summarize the analysis and advice presented in this article. Do you agree? How can… Read more »

America’s yield curve is no longer inverted

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

Description: So, no need to worry about recession? Hmm, maybe Source: TheEconomist.com Date: Nov 13, 2019 Link: https://www.economist.com/united-states/2019/11/13/americas-yield-curve-is-no-longer-inverted Questions for discussion: What is the inverted yield curve predicting, according to the analysis in this article? What do you think is likely? How should investors adjust to this assessment?

Canada needs to ditch its addiction to real estate and start investing in technology

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

Description: Martin Pelletier: While many are singing the praises of Toronto’s tech scene, the fact of the matter is there are only 15 tech companies on the TSX to choose from Source: FinancialPost.com Date: Nov 11, 2019 Link: https://business.financialpost.com/investing/investing-pro/canada-needs-to-ditch-its-addiction-to-real-estate-and-start-investing-in-technology Questions for discussion: What are the issues related to the limited number of technology stocks available to… Read more »

Opinion: Why the prospective $70 billion buyout of Walgreens may signal the stock-market rally is about to end

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

Description: The deal would be the biggest LBO ever — and carry echoes of a troubled deal of the past Source: MarketWatch.com Date: Nov 07, 2019 Link: https://www.marketwatch.com/story/walgreens-possible-70-billion-buyout-is-a-clear-sign-the-stock-market-rally-is-about-to-end-2019-11-06?mod=home-page Questions for discussion: What are the concerns, as highlighted in the article? Do you share these concerns?

Top Morgan Stanley fund manager sees stocks rallying another 5% before 2020, led by cheap value stocks

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

Description: With eight weeks until 2020, one of Morgan Stanley Investment Management’s top fund managers is positioning for a market breakout that he thinks is just beginning. Source: CNBC.com – video report Date: Nov 01, 2019 Link: https://www.cnbc.com/2019/11/05/top-fund-manager-sees-5percent-market-rally-before-2020-led-by-value-stocks.html Questions for discussion: What is the basis for the predictions? Do you agree with this assessment?

Goldman says there are three big stock buyers that will keep the record rally going

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

Description: The S&P 500 surged to a new all-time high on Monday, and Goldman Sachs says the bull market will keep on rolling into 2020 on the back of three big buyers: corporations, foreign investors and US households. Companies will spend $470 billion on stocks next year, with foreign investors and US households contributing $50 billion and… Read more »

‘This is a tragedy for Canada’: Fear and dismay as Encana chooses U.S. as its new home

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

Description: CALGARY / EDMONTON – Described as a “tragedy” in a downtrodden industry, one of Canada’s oldest and largest energy companies Encana Corp. is dropping Canada from its name and moving to the United States to attract more investors. Source: FinancialPost.com – video report Date: Oct 31, 2019 Link: https://business.financialpost.com/commodities/energy/bitter-pill-to-swallow-fear-and-dismay-as-encana-chooses-u-s-as-new-home?video_autoplay=true Questions for discussion: Why is… Read more »

Foreigners are ditching Canadian stocks as flows dip to 7-year low

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Description: Canada’s $2.2 trillion stock market has hit multiple records this year but that’s not impressing foreign investors. Source: BNNBloomberg.com – video report Date: Oct 24, 2019 Link: https://www.bnnbloomberg.ca/foreigners-are-so-over-canada-stocks-as-flows-dip-to-7-year-low-1.1336836 Questions for discussion: Explain what the report says is happening in Canada’s stock markets. Do you think this is a good time to be a contrarian?

The economy could shock all the bears in 2020

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Description: Sometimes being contrarian in markets pays off handsomely. And that appears to be the line of thinking at the world’s largest asset manager BlackRock as the calendar gets ready to turn to 2020. Source: Yahoo.Finance.com – video report Date: Oct 17, 2019 Link: https://finance.yahoo.com/news/the-economy-could-shock-all-the-bears-in-2020-194835472.html Questions for discussion: What does Mike Pyle say is happening… Read more »