Description: Modern Monetary Theory (MMT) is gaining traction in American politics, energizing the progressive left and roiling deficit hawks. Stephanie Kelton, who advised Bernie Sanders’ 2016 presidential campaign, explains the basics. Source: CNBC.com – video report Date: Mar 08, 2019 Link: https://www.cnbc.com/video/2019/03/01/stephanie-kelton-explains-modern-monetary-theory.html Questions for discussion: Summarize the key points that explain the theory and the… Read more »
Posts Categorized: Market Analysis
Description: The lost art of dividend investing Source: CNBC.com – video report Date: Mar 01, 2019 Link: https://www.cnbc.com/video/2019/02/28/the-lost-art-of-dividend-investing.html Questions for discussion: What is the history of dividend payouts as a means to share business wealth creation with investors? How has it changed? Does dividend investing offer less risk to investors?
Description: Barring a catastrophic event before the weekend, the S&P 500’s current bull market will turn 10 years old on Saturday, March 9. Since 2009, the S&P 500 (^GSPC) has returned an annualized 17.68% total return and gained $17.5 trillion on a stock basis, according to data from Howard Silverblatt at S&P Dow Jones Indices…. Read more »
Description: The Dow Jones Industrial Average is headed for its first negative week of 2019 and there a few key reasons why the stock market’s recent rally has slowed. Source: CNBC.com – video report Date: Feb 08, 2019 Link: https://www.cnbc.com/2019/02/08/the-stock-market-comeback-is-on-hold-after-rising-for-6-straight-weeks.html Questions for discussion: What explanations are presented? Can you suggest any others? What do you think the… Read more »
Description: Fed’s recent moves have echoes of Greenspan in ‘95 and ‘98, says analyst Source: MarketWatch.com Date: Feb 08, 2019 Link: https://www.marketwatch.com/story/how-the-powell-put-could-unleash-one-last-stock-market-meltup-2019-02-08 Questions for discussion: What are the historical similarities guiding the predictions presented in this article? What do you think will happen?
Description: Stocks had their best January gains in more than 30 years, and that should mean 2019 will be a pretty good year for the market. Source: CNBC.com Date: Feb 01, 2019 Link: https://www.cnbc.com/2019/02/01/as-goes-january-so-goes-the-year-old-wall-street-indicator-puts-odds-of-2019-gain-at-more-than-80percent.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for discussion: Summarize the various explanations and predictions presented. What do you think has happened in the market over the… Read more »
Description: In Fed aftermath, ‘we’re all data-dependent’ now, say stock-market investors Source: MarketWatch.com Date: Feb 01, 2019 Link: https://www.marketwatch.com/story/dovish-pivot-means-stock-market-investors-will-pay-more-attention-to-data-less-to-fed-talk-2019-01-31 Questions for discussion: What is the Fed’s thinking today, according to the report. What should investors do with this information?
Description: SAN FRANCISCO — Mark Zuckerberg, Facebook’s chief executive, plans to integrate the social network’s messaging services — WhatsApp, Instagram and Facebook Messenger — asserting his control over the company’s sprawling divisions at a time when its business has been battered by scandal. Source: NYTimes.com Date: Jan 26, 2019 Link: https://www.nytimes.com/2019/01/25/technology/facebook-instagram-whatsapp-messenger.html Questions for discussion: What… Read more »
Description: Much has been made about the performance of stocks so far in 2019. Source: MarketWatch.com Date: Jan 17, 2019 Link: https://www.marketwatch.com/story/small-cap-stocks-are-off-to-the-best-start-to-a-year-since-1987-uh-oh-2019-01-17 Questions for discussion: What are the concerns expressed in this report? Do you agree with the sentiment?
Description: Jeffrey Vinik, who announced the resurrection of his hedge fund on Thursday, believes that the current bull market could run for another decade. Source: CNBC.com – video report Date: Jan 10, 2019 Link: https://www.cnbc.com/2019/01/10/hedge-fund-manager-vinik-says-bull-market-could-go-another-10-years.html Questions for discussion: Summarize the analysis and predictions presented by Jeffrey Vinik. What do you think about his ideas?