Description: One day last September an unidentified trader pumped more than $3 billion into a tech fund run by State Street Corp. Source: Bloomberg.com Date: Mar 29, 2019 Link: https://www.bloomberg.com/graphics/2019-etf-tax-dodge-lets-investors-save-big/?srnd=businessweek-v2 Questions for discussion: What is motivating heartbeat trades? Should traders be concerned with this issue?
Posts Categorized: Market Analysis
Opinion: When the U.S. falls into a recession, a credit bubble will explode
Description: The U.S. economy, at its own peril, has been driven by cheap credit Source: MarketWatch.com Date: Mar 20, 2019 Link: https://www.marketwatch.com/story/when-the-us-falls-into-a-recession-a-credit-bubble-will-explode-2019-03-20?mod=mw_theo_homepage Questions for discussion: What is the meaning of the term “credit cycle”? Do interest rates determine stock and bond market valuations? What do you think will happen in the next 12 months?
Mohamed El-Erian joins Influencers with Andy Serwer
Description: Yahoo Finance Editor-in-Chief Andy Serwer sits down with Mohamed El-Erian, Chief Economic Advisor at Allianz, former deputy director at the International Monetary Fund, and former chair of President Obama’s Global Development Council. Source: Yahoo.Finance.com – video report Date: Mar 14, 2019 Link: https://finance.yahoo.com/video/mohamed-el-erian-joins-influencers-100000239.html?soc_src=strm&soc_trk=ma Questions for discussion: Summarize the highlights presented in this interview. What… Read more »
Modern Monetary Theory explained by Stephanie Kelton
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 »
The lost art of dividend investing
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?
The bull market is almost 10 – here are some facts and figures
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 »
After going up for six straight weeks, the stock market comeback is on hold – here’s why
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 »
How a dovish Fed could put stock market on path for a ‘late 90s style meltup’
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?
As goes January, so goes the year: Old Wall Street indicator puts odds of 2019 gain at more than 80%
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 »
In Fed aftermath, ‘we’re all data-dependent’ now, say stock-market investors
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?
