Description: The four most dangerous words in investing are said to be “It’s different this time.” Someone uses them at the peak of every bubble to justify ignoring lessons of the past. Source: Fool.com Date: Nov 04, 2013 Link: http://www.fool.com/investing/general/2013/11/04/sometimes-things-really-are-different-this-time.aspx?source=isesitlnk0000001&mrr=0.33 Questions for Discussions: Explain the arguments presented in this report. Do you agree with the… Read more »
Posts Categorized: Market Analysis
How to invest when you feel really good
Description: Bloomberg’s Eric Balchunas looks at how to play rising investor confidence with ETFs. He speaks with Adam Johnson on Bloomberg Television’s “Street Smart.” Cantor Fitzgerald’s Peter Cecchini also comments. (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 01, 2013 Link: http://bloom.bg/HtiS5D#ooid=xxeHNuZzq6yrqSmVDyle3l6TeLCdpGyo Questions for Discussions: Summarize the strategies suggested and their relationship with confidence… Read more »
5 signs the stock market is in a bubble
Description: (MoneyWatch) U.S. stock markets have had a good year so far, but has it been too good? Source: CBSNews.com Date: Oct 31, 2013 Link: http://www.cbsnews.com/8301-505123_162-57610208/5-signs-the-stock-market-is-in-a-bubble/?tag=nl.e713&s_cid=e713&ttag=e713&ftag=TRE4cf7aca Questions for Discussions: What are the indicators that suggest the stock market is due for a drop in value? Do you agree with the analysis presented?
An Intriguing Product That’s Too Complex for Many
Description: The sales pitches go something like this: A mutual fund that promises to zig when the rest of the stock market zags. Bond funds that protect investors when interest rates rise. Access to the most sophisticated hedge fund managers in the country, even if you’re not particularly wealthy. Source: NYTimes.com Date: Oct 25, 2013… Read more »
In defense of hedge funds
Description: Despite plenty of press indicating hedge funds do not beat the broader market, SkyBridge Capital founder Anthony Scaramucci says he can pick winners. Source: CNNMoney.com – video report Date: Oct 18, 2013 Link: http://money.cnn.com/video/investing/2013/10/18/investing-hedge-funds-return-anthony-scaramucci-skybridge-baseball.cnnmoney/index.html Questions for Discussions: What do you think of Anthony Scaramucci’s metaphorical comparison of hedge fund managers to baseball players? Do… Read more »
Shiller predicts more property bubbles
Description: Economist and Nobel laureate Robert Shiller thinks human beings are ‘irrational in many ways,’ and sees a number of property bubbles forming around the world right now. Source: CNNMoney.com – video report Date: Oct 15, 2013 Link: http://money.cnn.com/video/news/2013/10/15/n-robert-shiller-nobel-economics-people-irrational-behavioral-finance.cnnmoney/index.html Questions for discussion: What does Robert Shiller think about human judgement? Do you agree with his… Read more »
How money managers deal with D.C. gridlock
Description: Money managers sound off on the shutdown that has clients pulling their money out of the markets. Source: CNNMoney.com – video report Date: Oct 09, 2013 Link: http://money.cnn.com/video/news/2013/10/09/n-money-managers-shutdown-washington.cnnmoney/index.html Questions for Discussions: What are the different ways money managers are responding to the concerns over political gridlock? Which strategy has been the most successful thus… Read more »
Tech stocks partying like its 1999
Description: Shares of internet companies like Priceline, Yelp, Facebook, Netflix and Yahoo are at or near all-time or multi-year highs, thanks to solid profits and revenue prospects. But is this another bubble waiting to burst? Source: CNNMoney.com – video report Date: Oct 03, 2013 Link: http://money.cnn.com/video/investing/2013/10/03/investing-the-buzz-tech-stocks.cnnmoney/index.html Questions for Discussions: Do you think a tech bubble… Read more »
Men’s Wearhouse is out of style
Description: Investors flee the retailer after disappointing sales and earnings. Will ousted chairman George Zimmer try to take the company private? Source: CNNMoney.com – video report Date: Sep 12, 2013 Link: http://money.cnn.com/video/investing/2013/09/12/investing-buzz-mens-wearhouse-sales-george-zimmer-private.cnnmoney/index.html Questions for Discussions: Why do failing companies typically go private? Do you think the firm needs new management in order to revive sales… Read more »
Bond yields hitting 3%? Not so fast!
Description: Fewer jobs were added than expected in August, which may be a sign that the economy is not strong enough yet for the Fed to start tapering its monthly asset purchases. Source: CNNMoney.com – video report Date: Sep 06, 2013 Link: http://money.cnn.com/video/investing/2013/09/06/investing-the-buzz-us-bonds-taper-jobs-report.cnnmoney/index.html Questions for Discussions: Explain the connection between bond prices and the interest… Read more »
