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?
Posts Categorized: Market Analysis
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 »
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 »
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?
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 »
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 »
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 »
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 »
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 »
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?