Description: OMAHA, Neb. — Billionaire Warren Buffett used his much anticipated annual letter to Berkshire Hathaway shareholders to reiterate his wariness of high Wall Street fees and his positive outlook for the U.S. economy. Source: NationalPost.com Date: Feb 25, 2017 Link: http://business.financialpost.com/investing/global-investor/warren-buffetts-bottom-line-in-annual-letter-to-berkshire-hathaway-dont-waste-money-on-investment-fees Questions for discussion: What is the basis for Buffett’s advice? What would happen… Read more »
Posts Categorized: Market Analysis
Buffett’s $1 Million Bet: Index Funds vs. Hedge Funds
Description: Warren Buffett made a $1 million bet in 2007: that hedge funds would not outperform index funds over the next 10 years. WSJ’s Nicole Friedman checks the numbers and handicaps Buffett’s chances of winning the bet on Lunch Break with Tanya Rivero. Photo: Bloomberg Source: WSJ.com – video report Date: Feb 24, 2017 Link:… Read more »
Stocks and bonds tell investors two different stories
Description: Treasury yields are falling, but the VIX has remained steady Source: MarketWatch.com Date: Feb 24, 2017 Link: http://www.marketwatch.com/story/stocks-and-bonds-tell-investors-two-different-stories-2017-02-24 Questions for discussion: Explain the analysis presented in this report. What do you think these indicators are suggesting?
Peak Market?
Description: Like any good private-equity investor, Carlyle has demonstrated a knack for buying when others are selling, and vice versa. Source: NYTimes.com Date: Feb 24, 2017 Link: https://www.nytimes.com/2017/02/24/business/dealbook/carlyle-distressed-assets.html?ref=dealbook&_r=0 Questions for discussion: Summarize the arguments presented in this article. Do you agree with this line of thinking?
Five Charts That Say All Is Not Well in Markets
Description: A former TV star as U.S. president doesn’t seem to have injected markets with much of a ‘‘fear factor.’’ But digging beneath the surface of an eight-year bull run exposes subtle signs that hint at an uneasy optimism. Source: Bloomberg.com – video report Date: Feb 07, 2017 Link: https://www.bloomberg.com/news/articles/2017-02-06/five-charts-that-say-all-is-not-well-in-markets Questions for Discussions: What do… Read more »
2017 Is Shaping Up as a Volatile Year for Markets
Description: The world’s most famous measure of volatility in financial markets is flashing a sign akin to boredom — languishing around levels that prevailed before the global crisis. Source: Bloomberg.com Date: Jan 26, 2017 Link: https://www.bloomberg.com/news/articles/2017-01-26/2017-is-shaping-up-as-a-volatile-year-for-markets Questions for discussion: Summarize the arguments presented in this report. Do you agree with the assessments and recommendations?
Warren Buffett’s 17 Year Old Stock Predictions Come True
Description: His 1999 thought on annual returns were on point. Source: Fortune.com – video report Date: Nov 22, 2016 Link: http://for.tn/2gec1Cj Questions for Discussions: What were Warren Buffett’s predictions? Why do you think he was able to be so accurate? Do you think a 6% return is “fair” return to investors?
Opinion: Veteran dividend stock fund manager says it’s time to be very careful
Description: Don’t commit cash you might need to use within the next five years, says John Carey of Pioneer Investments Source: MarketWatch.com Date: Oct 08, 2016 Link: http://www.marketwatch.com/story/veteran-dividend-stock-fund-manager-says-its-time-to-be-very-careful-2016-10-06 Questions for Discussions: Summarize the advice and arguments made in this report. Do you agree with the assessments?
Mylan to Settle EpiPen Overpricing Case for $465 Million
Description: Mylan, the maker of the allergy treatment EpiPen, said Friday that it had reached a $465 million settlement with the Justice Department and other government agencies over questions on whether the company had overcharged Medicaid for the treatment by improperly classifying it as a generic drug. Source: NYTimes.com Date: Oct 08, 2016 Link: http://www.nytimes.com/2016/10/08/business/epipen-mylan-justice-department-settlement.html?ref=business&_r=0… Read more »
Stock-market ‘weather report’ has something for bulls and bears
Description: There are endless analogies between the stock market and the weather. Both are difficult to predict, go through regularly changing conditions, and require different methods of preparation depending on those conditions. Source: MarketWatch.com Date: Sep 30, 2016 Link: http://www.marketwatch.com/story/stock-market-weather-report-has-something-for-bulls-and-bears-2016-09-30 Questions for Discussions: Summarize the assessments presented by the model. What do you think of… Read more »