Description: Funny (or sad, depending on how you look at it) short story from this past week that will inspire you to (hopefully) scrutinize your portfolio as we head into 2022. Source: Yahoo.Finance – video report Date: Oct 11, 2021 Link: https://finance.yahoo.com/news/inflation-is-here-its-ugly-it-stings-but-it-could-make-you-money-morning-brief-091043620.html Questions for discussion: Summarize the analysis presented in this report. How does inflation… Read more »
Posts Categorized: Market Analysis
A Nobel Prize for a revolution in economics
Description: Sure, winning the Nobel Prize in economics may be one of the crowning achievements of David Card’s storied career. Source: NPR.org Date: Oct 12, 2021 Link: https://www.npr.org/sections/money/2021/10/12/1045152279/a-nobel-prize-for-a-revolution-in-economics Questions for discussion: What is the essence of the revolution, as explained in this report? What are some other tests you would want to see carried out… Read more »
Blackstone’s Jon Gray Says It’s a Good Time to Sell Assets
Description: (Bloomberg) — Blackstone Inc. President Jon Gray said his $684 billion investment firm has been selling assets to take advantage of liquid markets. Source: Yahoo.Finance.com/Bloomberg.com Date: Oct 04, 2021 Link: https://finance.yahoo.com/news/blackstone-jon-gray-says-good-161656006.html Questions for discussion: What is Jon Gray doing with assets and why? Do you agree with this line of thinking? What would you… Read more »
Fallout of China’s ban on all crypto transactions
Description: Yahoo Finance’s Jennifer Schonberger breaks down the latest in the crypto market amid China’s crackdown on cryptocurrency. Source: Yahoo.Finance.com – video report Date: Sep 27, 2021 Link: https://finance.yahoo.com/video/fallout-chinas-ban-crypto-transactions-194733445.html Questions for discussion: Summarize the highlights presented in this report. Why do you suppose China is taking this action? Do you think other countries will follow… Read more »
Wall Street Scans the Lots as Used Cars Prod Inflation
Description: The Manheim Used Vehicle Value Index, an obscure tracker of wholesale used-car prices, has become closely watched by the finance world’s high rollers. Source: NYTimes.com Date: Sep 27, 2021 Link: https://www.nytimes.com/2021/09/27/business/used-cars-inflation.html Questions for discussion: Why have used-car prices risen? Why is this a bad indicator for the economy, bonds and stocks? Do you think… Read more »
Caisse de dépôt to exit oil production by end of next year in new climate strategy
Description: Caisse de dépôt et placement du Québec is ramping up its targets in reducing the carbon emissions footprint of its investment portfolio, including exiting oil production by the end of next year. Source: FinancialPost.com Date: Sep 28, 2021 Link: https://financialpost.com/investing/caisse-de-depot-to-exit-oil-production-by-end-of-next-year-in-new-climate-strategy Questions for discussion: What is driving this decision by the Caisse? Do you think… Read more »
JPMorgan says buy that S&P 500 dip, but you might want to look at this chart first
Description: For those out there still licking their wounds from a selloff that probably even your teenager saw coming (via TikTok), here’s a comforting chart from Goldman Sachs. Source: MarketWatch.com Date: Sep 21, 2021 Link: https://www.marketwatch.com/story/jpmorgan-says-buy-that-s-p-500-dip-but-you-might-want-to-look-at-this-chart-first-11632221985?mod=home-page Questions for discussion: Summarize the analysis and advice provided in this report. Do you agree with the positions taken?
Trudeau’s ‘Rifle Shot’ Tax Leaves Banks Among Election’s Losers
Description: The banking industry could be among the clearest losers from Canadian Prime Minister Justin Trudeau’s re-election to a third term. Source: Bloomberg.com Date: Sep 21, 2021 Link: https://www.bloomberg.com/news/articles/2021-09-21/trudeau-s-rifle-shot-tax-leaves-banks-among-election-s-losers?srnd=premium-canada Questions for discussion: How does the report assess the threat to Canadian banks? Do you agree with this analysis and recommendation to investors?
Here’s how inflation is hitting the online prices of everything from apparel to furniture
Description: Prices of goods online have now risen for an unprecedented 15 consecutive months, following what was a historical period of declines, according to a new report from Adobe Digital Insights. Source: CNBC.com – video report Date: Sep 15, 2021 Link: https://www.cnbc.com/2021/09/15/how-inflation-is-hitting-online-prices-of-apparel-to-furniture.html Questions for discussion: How would you explain the distribution of price changes by… Read more »
Bond Market Set for Fresh Take on Its Burning Inflation Question
Description: (Bloomberg) — Bond investors may be able to chip away at one of the Treasury market’s enduring mysteries in the coming week when they get a fresh update on U.S. consumer prices. Source: Yahoo.Finance.com/Bloomberg.com Date: Sep 11, 2021 Link: https://finance.yahoo.com/news/bond-market-set-fresh-burning-200000307.html Questions for discussion: What is the strategic thinking in the present environment? What do… Read more »
