Description: Strategist: If S&P 500 continues at current pace, annualized return could hit 193% Source: MarketWatch.com Date: Jan 13, 2018 Link: https://www.marketwatch.com/story/this-epic-stock-market-rally-will-get-a-second-wind-from-stellar-earnings-2018-01-13 Questions for discussion: What does the report say about market conditions, expectations and the reasons given? Do you agree with the analysis? What should investors do, in your opinion?
Posts Categorized: Market Analysis
CNBC IQ 100 index: Microsoft ‘roars’ to the top of the list
Description: David Martin, M-Cam CEO, discusses which companies made the list as top innovators in their sectors. CNBC IQ 100 index: Microsoft ‘roars’ to the top of the list from CNBC. Source: CNBC.com – video report Date: Jan 02, 2018 Link: https://www.cnbc.com/video/2018/01/02/cnbc-iq-100-index-microsoft-roars-to-the-top-of-the-list.html Questions for discussion: What are some common characteristics of the firms that are… Read more »
The Dow is coming off an annual gain of 25% — here’s what typically happens next
Description: Welcome to the first trading day of the new year. It’s just one session and won’t set the tone for 2018, right? Source: MarketWatch.com Date: Jan 02, 2018 Link: https://www.marketwatch.com/story/the-dow-is-coming-off-an-annual-gain-of-25-heres-what-typically-happens-next-2018-01-02 Questions for discussion: What is the basis for predicting the market returns for the coming year? What do you think of the predictive value… Read more »
This isn’t the market’s first Trump panic attack
Description: Tax cuts are a big gift to business. But will workers win too? Source: CNNMoney.com – video report Date: Dec 01, 2017 Link: http://money.cnn.com/2017/12/01/investing/trump-market-slides-flynn-comey-cohn/index.html Questions for discussion: What does the report suggest businesses will do with the tax cut? How will that affect the markets and the economy in general?
Goldman says highest valuations since 1900 leave investors in for a world of hurt
Description: Returns are expected to fall across assets going forward Source: MarketWatch.com Date: Dec 02, 2017 Link: https://www.marketwatch.com/story/goldman-says-highest-valuations-since-1900-leave-investors-in-for-a-world-of-hurt-2017-11-29?mod=MW_story_latest_news Questions for discussion: What do you think of the model used and the predictions? How should investors react to this report, in your opinion?
Trump Took Office. Stocks Rose. Investors Are Still Worried.
Description: Some of President Trump’s least controversial tweets involve him boasting about the stock market. It has certainly done well since he was elected a year ago, with the Dow Jones industrial average up more than 30 percent in that time. Source: NYTimes.com Date: Dec 02, 2017 Link: https://www.nytimes.com/2017/12/01/your-money/trump-stock-market-investors.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business®ion=rank&module=package&version=highlights&contentPlacement=13&pgtype=sectionfront Questions for discussion: According to the… Read more »
Tax Bill Offers Last-Minute Breaks for Developers, Banks and Oil Industry
Description: Far from simplifying taxes, the bill opened up a whole range of tactics to lower the amount owed to the Internal Revenue Service. Source: NYTimes.com Date: Dec 02, 2017 Link: https://www.nytimes.com/2017/12/02/business/tax-bill-offers-last-minute-breaks-for-developers-banks-and-oil-industry.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business®ion=rank&module=package&version=highlights&contentPlacement=1&pgtype=sectionfront Questions for discussion: What are the highlights of the tax bill, according to the report? How will investors be affected by these changes?… Read more »
‘It’s beautiful’: This Toronto startup is investors’ secret weapon to beating the market
Description: Hedge funds pay handsomely for Quandl’s market-beating alternative data, but when does such data cross the line into privacy violations or insider trading? Source: FinancialPost.com Date: Dec 01, 2017 Link: http://business.financialpost.com/technology/its-beautiful-this-toronto-startup-is-investors-secret-weapon-to-beating-the-market Questions for discussion: What is meant by alternative data? Do you think there are legal issues facing investors using this service?
Stocks don’t need tax cuts to keep going strong
Description: The stock market is at a record high. The U.S. economy has grown at a healthy clip for the past six months. So is there really a pressing need for major tax reform, as President Trump and Republicans in Congress suggest? Source: CNNMoney.com – video report Date: Nov 28, 2017 Link: http://money.cnn.com/2017/11/28/investing/stocks-tax-reform-trump/index.html Questions for… Read more »
Opinion: Where to stash your money when this bull market makes you sweat
Description: It’s almost getting boring: the three major U.S. stock market indexes keep hitting record highs. Source: MarketWatch.com Date: Nov 30, 2017 Link: https://www.marketwatch.com/story/where-to-stash-your-money-when-this-bull-market-makes-you-sweat-2017-11-30 Questions for discussion: What do you think of the analysis and recommendations presented in this report? Where do you see stocks heading over the next quarter?
