Founder of world’s largest hedge fund doubles down on ‘cash is trash’ argument, warning of debt-fueled inflation

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

Description: Ray Dalio says government spending will soon erode the value of the U.S. dollar Source: MarketWatch.com Date: Apr 09, 2020 Link: https://www.marketwatch.com/story/founder-of-worlds-largest-hedge-fund-doubles-down-on-cash-is-trash-argument-warning-of-debt-fueled-inflation-2020-04-08?mod=home-page Questions for discussion: What is the inflation scenario painted by Ray Dalio? Do think this is likely? What should investors do if they agree with this scenario?

El-Erian foresees more volatility but finds Monday’s rally on medical news encouraging

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

Description: Economist Mohamed El-Erian said he finds Monday’s rally in stock futures encouraging because the optimism is fueled by positive developments around the coronavirus. Source: CNBC.com – video report Date: Apr 06, 2020 Link: https://www.cnbc.com/2020/04/06/coronavirus-el-erian-encouraged-by-mondays-rally-on-medical-news.html Questions for discussion: Summarize the key recommendations made by El-Erian. Do you agree with this line of thinking or the criticism… Read more »

Market bottom or ‘very tough times ahead’? Here’s what one chart watcher is keeping his eye on

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Description: Commodities index ‘will go miles and miles’ toward telling us if we are headed for tough times, says Kimble Source: MarketWatch.com Date: Apr 04, 2020 Link: https://www.marketwatch.com/story/market-bottom-or-very-tough-times-ahead-heres-what-one-chart-watcher-is-keeping-his-eye-on-2020-04-03?mod=home-page Questions for discussion: What is the indicator and what is the basis of this analysis? Do you agree with the interpretation of this indicator, as suggested in… Read more »

‘Once in a decade’ opportunity: Financial experts’ advice for investing in the market downturn

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

Description: The coronavirus pandemic has thrown global markets into turmoil, causing double-digit daily swings and making it difficult to find a safe store for your money. Source: CNBC.com Date: Apr 01, 2020 Link: https://www.cnbc.com/2020/04/01/investing-advice-where-to-find-investment-opportunities-in-a-downturn.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for discussion: Summarize the key recommendations made in this article. Do you agree with this line of thinking?

Cash crunch and layoffs: Inside small businesses’ fight for survival

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

Description: It’s been a tough month for Canada’s small businesses. A significant part of Canada’s economic engine, many small businesses across the country have laid off staff as COVID-19 threatens to close their doors permanently. To avoid this, Ottawa has announced a ?wage subsidy program for companies, charities and non-profits to help cover three-quarters of employees’ salaries… Read more »

The U.S. Tried to Build a New Fleet of Ventilators. The Mission Failed.

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

Description: As the coronavirus spreads, the collapse of the project helps explain America’s acute shortage. Source: NYTimes.com Date: Mar 29, 2020 Link: https://www.nytimes.com/2020/03/29/business/coronavirus-us-ventilator-shortage.html Questions for discussion: What does the article say is the primary reason for the failure to produce an inexpensive ventilator? Could this issue have been avoided if multiple governments around the world… Read more »

Former Fed Chairman Ben Bernanke sees ‘very sharp’ recession, followed by ‘fairly quick’ rebound

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Description: Former Federal Reserve Chairman Ben Bernanke sounded an optimistic tone on the longer-term state of the economy, predicting in a CNBC interview Wednesday that while the U.S. is facing an acute recession, it shouldn’t last. Source: CNBC.com – video report Date: Mar 25, 2020 Link: https://www.cnbc.com/2020/03/25/former-fed-chairman-ben-bernanke-sees-very-sharp-recession-followed-by-fairly-quick-rebound.html Questions for discussion: What does Ben Bernanke say is happening… Read more »

As Dow wipes out over 3 years of stock-market gains, here’s a warning about calling the bottom

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

Description: How much worse can it get? That’s a question many investors are undoubtedly asking themselves after a week of historic volatility that saw stocks suffer another pummeling and drove the Dow Jones Industrial Average to its lowest close since December 2016 as the global COVID-19 pandemic promises to push the world into recession. Source: MarketWatch.com Date:… Read more »

ARK Invest CEO Cathie Wood talks her market outlook and what’s next for Tesla

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Description: ARK Invest CEO Cathie Wood joins Yahoo Finance’s The Final Round to talk her outlook for the market and the impact coronavirus on stocks. She also talks her outlook for Tesla. Source: YahooFinance.com – video report Date: Mar 19, 2020 Link: https://finance.yahoo.com/video/ark-invest-ceo-cathie-wood-213742544.html Questions for discussion: Summarize the key points made by Cathie Wood. What… Read more »

Canada’s stock market collapse is like nothing we’ve ever seen before

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Description: That doesn’t mean the stock market should be shut down until Covid-19 panic has passed Source: Macleans.ca Date: Mar 27, 2020 Link: https://www.macleans.ca/economy/canadas-stock-market-collapse-is-like-nothing-weve-ever-seen-before/   Questions for discussion: How does the current drop in stock values compare to other times of crisis? What should investors do at this time, in your opinion?