Stock market could tumble 15% if 10-year Treasury yield crosses this line

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Description: How much of a rise in yields would it take to upend the bull market in stocks? Maybe not as much as investors think. Strategists at Société Générale say if longer-term yields begin to recover, asset valuations could look particularly steep once the risk-free rate, usually the 10-year Treasury yield TMUBMUSD10Y, -1.58% rose. Source: MarketWatch.com Date: Nov… Read more »

Stock market ‘not even close’ to pricing in tax cuts, says UBS

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Description: Lower tax rate would provide ‘big boost,’ fuel heavy rotation Source: MarketWatch.com Date: Nov 16, 2017 Link: https://www.marketwatch.com/story/stock-market-not-even-close-to-pricing-in-tax-cuts-says-ubs-2017-11-15 Questions for discussion: What does the article say about the impact tax cuts will have on markets? What are the risks that investors need to be wary of, according to the report?

Here’s what the market charts are saying for the rest of the year:…

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Description: Bill Strazzullo, Bell Curve Trading chief market strategist, takes a technical look at the markets to explain where the rally will be by year’s end. Source: CNBC.com – video report Date: Oct 26, 2017 Link: https://www.cnbc.com/video/2017/10/31/heres-what-the-market-charts-are-saying-for-the-rest-of-the-year-strategist.html Questions for discussion: What does Bill Strazzullo say about the reasons for current market valuations and where they… Read more »

Stock market busts through the weakest 6-month period, which bodes well for the rest of the year

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Description: On Wall Street, it’s sometimes possible to see a rainbow — and maybe even find a pot of gold — without having to suffer through a downpour first. Source: CNBC.com Date: Oct 31, 2017 Link: https://www.cnbc.com/2017/10/31/stock-market-busts-through-sell-in-may-period.html Questions for discussion: What does the data say about the strength of the current bull market? What would… Read more »

Could GE get booted from the Dow after 110 years?

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Description: Shares of General Electric (GE) keep falling after the company reported lousy earnings last week. GE is down more than 30% this year, easily the worst performer of the 30 companies in the venerable stock average. Source: CNNMoney.com – video report Date: Oct 25, 2017 Link: http://money.cnn.com/2017/10/25/investing/ge-stock-dow-exit/index.html Questions for discussion: Why is GE at risk of delisting from the… Read more »

Dow cruises past 23,000 for the first time

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Description: The Dow has rocketed through yet another milestone — 23,000. Source: CNNMoney.com – video report Date: Oct 17, 2017 Link: http://money.cnn.com/2017/10/17/investing/dow-23000-stocks-trump/index.html?iid=EL Questions for discussion: Why have some Dow listed stocks declined as the index grew? How much further do you think investors will push the Dow before there is a general correction?

Black Monday anniversary: How the 2017 stock market compares with 1987

Posted by & filed under Economic Analysis, Growth & Valuation, Market Analysis, Personal Finance.

Description: The 2017 rally isn’t a rerun of the 1987 pre-crash runup Source: MarketWatch.com Date: Oct 19, 2017 Link: http://www.marketwatch.com/story/heres-how-the-stock-market-stacks-up-on-30th-anniversary-of-1987-crash-2017-10-19?siteid=nwtwk Questions for discussion: What does the article say about the comparison? What do you think investors will do about the attention paid to this very public discussion?

The Stock Market Charges Ahead, Despite the World’s Storms

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Description: Hurricanes in North America, earthquakes in Latin America, tensions on the Korean Peninsula and political turbulence in the United States, Germany and Spain have produced little but shrugs on Wall Street. Source: NYTimes.com Date: Oct 13, 2017 Link: https://www.nytimes.com/2017/10/13/business/mutfund/stock-market-calm-world.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=stream&module=stream_unit&version=latest&contentPlacement=10&pgtype=sectionfront Questions for discussion: What does the report say about market conditions and the reasons for… Read more »

Opinion: 12 things you can learn about investing from Nobel Prize winner Richard Thaler

Posted by & filed under Economic Analysis, Growth & Valuation, Market Analysis, Personal Finance.

Description: Tren Griffin notes that the economist is also a skilled professional investor Source: MarketWatch.com Date: Oct 09, 2017 Link: http://www.marketwatch.com/story/12-things-you-can-learn-about-investing-from-nobel-prize-winner-richard-thaler-2017-10-09?siteid=nwtwk Questions for discussion: What are the most useful ideas presented in this article for investors to weigh? What is your opinion of this field of economic theory as a tool for investors?