Are stocks a bargain right now?

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

Description: It’s a global selloff. So does that mean stocks are on sale right now? What does one important metric say? Source: CNNMoney.com – video report Date: Jan 22, 2016 Link: http://money.cnn.com/video/news/economy/2016/01/22/romans-numeral-stocks-on-sale.cnnmoney/ Questions for discussion: What is the technical argument for “bargain stocks”? Do you think that stocks are a bargain?

Fear is driving stock markets

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

Description: On the spectrum of fear and greed, fear is driving the global selloff. The crash in oil prices, coupled with China’s economic slowdown is leaving investors nervous. Source: CNN.com – video report Date: Jan 21, 2016 Link: http://money.cnn.com/video/news/economy/2016/01/21/romans-magic-wall-stocks-and-oil.cnnmoney/ Questions for Discussions: How does the report explain the drop in global stock markets? What are… Read more »

This Time, Cheaper Oil Does Little for the U.S. Economy

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

Description: WASHINGTON — It has been a truism of the American economy for decades: When oil prices rise, the economy suffers; when they fall, growth improves. Source: NYTimes.com Date: Jan 22, 2016 Link: http://www.nytimes.com/2016/01/22/business/energy-environment/this-time-cheaper-oil-does-little-for-the-us-economy.html?ref=business&_r=0 Questions for discussion: Summarize the arguments made in this report. Do you agree with the analysis?

Opinion: Russia, China and Saudi Arabia are on the ropes

Posted by & filed under Governments & Regulators, Growth & Valuation, Market Analysis.

Description: Three huge, vastly important countries on the world stage are in deep economic and political trouble—far worse than we may realize. I’m talking about Russia, China and Saudi Arabia. Source: MarketWatch.com Date: Jan 22, 2016 Link: http://www.marketwatch.com/story/russia-china-and-saudi-arabia-are-on-the-ropes-2016-01-22 Questions for discussion: What does this report say about economic problems that might impact on global markets?… Read more »

Opinion: 5 black swans that could rock markets in 2016

Posted by & filed under Company Analysis, Governments & Regulators, Growth & Valuation, Market Analysis.

Description: What if Apple failed the next iPhone launch, or peace broke out in Syria? Source:  MarketWatch.com Date: Dec 28, 2015 Link: http://www.marketwatch.com/story/5-black-swans-that-could-rock-markets-in-2016-2015-12-29 Questions for discussion:  What do you think of the risks associated with the scenarios presented? Do you agree with the analysis?

Opinion: These two unloved stock market sectors are sending a ‘buy’ signal

Posted by & filed under Governments & Regulators, Growth & Valuation, Market Analysis.

Description: Emerging markets and commodities hold appeal in a rising interest-rate climate Source: MarketWatch.com – video report Date: Dec 10, 2015 Link: http://www.marketwatch.com/story/these-two-unloved-stock-market-sectors-are-sending-a-buy-signal-2015-12-10?dist=countdown Questions for discussion: What advice is presented and the reasons for them? Do you agree?

Why the Jobs Report Sent Stocks Surging

Posted by & filed under Economic Analysis, Governments & Regulators, Growth & Valuation, Market Analysis.

Description: Bloomberg’s Joe Weisenthal talks about what he’s following ahead of today’s ‘What’d You Miss?’ Watch the show with Joe, Alix Steel and Scarlet Fu every weekday at 4 p.m. ET on Bloomberg. (Source: Bloomberg) Source: Bloomberg.com – video report Date: Dec 04, 2015 Link: http://www.bloomberg.com/news/videos/2015-12-04/why-the-jobs-report-sent-stocks-surging Questions for discussion: Why did the market rise, according… Read more »

Goldman Says the Years of Emerging-Markets Doldrums Are Over

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Description: After three years of disappointment, emerging markets are about to turn the corner, Goldman Sachs Group Inc. predicts. Source: Bloomberg.com – video report Date: Nov 19, 2015 Link: http://www.bloomberg.com/news/articles/2015-11-19/goldman-says-three-years-of-emerging-markets-doldrums-is-over Questions for discussion: Summarize the arguments supporting the predictions presented in this report. Do you agree with the assessments?