Description: Jeffrey Sherman, DoubleLine Capital deputy chief investment officer, discusses how contagion from Turkey’s financial crisis and trade tensions are impacting commodities. ‘Dr. Copper’ signalling ailments in global economy, says pro from CNBC. Source: CNBC.com – video report Date: Aug 15, 2018 Link: https://www.cnbc.com/video/2018/08/16/copper-ailments-global-economy-pro.html Questions for discussion: Why would copper and other commodities signal global… Read more »
Posts Categorized: Market Analysis
Description: President Trump tweeted on Friday that switching to a six-month reporting system could help U.S. businesses. Source: INC.com Date: Aug 16, 2018 Link: https://www.inc.com/guadalupe-gonzalez/donald-trump-asks-sec-study-quarterly-earnings-reports-every-six-months.html?cid=hmside1 Questions for discussion: What are the pros and cons related to this decision? How would this change affect investors, companies and the markets, in your opinion?
Description: The length of the run really doesn’t matter very much. Source: Bloomberg.com Date: Aug 17, 2018 Link: https://www.bloomberg.com/view/articles/2018-08-17/old-age-isn-t-what-ends-a-bull-stock-market Questions for discussion: What does the article say to investors about understanding the age of a bull market? Do you agree with the assessments and advice?
Description: The yield on the 10-year U.S. Treasury note broke above 3% on Tuesday, amid growing speculation that the Federal Reserve will be more aggressive in raising interest rates in 2018. Here’s what this means for you and your money. Source: MoneyWatch.com – video report Date: Apr 25, 2018 Link: https://www.marketwatch.com/video/explainomics/10-year-treasury-yield-hits-3-here-what-this-means-for-your-wallet/61F24A8D-6059-4418-8BC3-03FF7D92EF90.html Questions for discussion: Summarize… Read more »
Description: The stock market is forward-looking. That’s a problem when there’s not much to look forward to. Source: NYTimes.com Date: Apr 25, 2018 Link: https://www.nytimes.com/2018/04/24/business/stock-markets-inflation-earnings.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business®ion=stream&module=stream_unit&version=latest&contentPlacement=7&pgtype=sectionfront Questions for discussion: What are the concerns facing investors, according to the report? Do you think investors are losing confidence in further market appreciation?
Description: The “big bear market” for stocks that market timer Tom McClellan has been expecting appears to have begun, as Tuesday’s broad selloff turned a key technical indicator down from an already negative position to convey a “promise” of lower lows. Source: MarketWatch.com Date: Apr 25, 2018 Link: https://www.marketwatch.com/story/big-bear-market-for-stocks-lasting-several-months-appears-to-have-begun-2018-04-25 Questions for discussion: What is the… Read more »
Description: The nine-year bull market might be on its last legs. Fifty-eight percent of global money managers surveyed by Bank of America Merrill Lynch think the stock market has already peaked or will later this year. Despite the market mayhem of recent months, the S&P 500 has quadrupled since its financial-crisis lowpoint in early 2009. Source: CNNMoney.com –… Read more »
Description: Are we in a bear market for bonds? Bond luminary Bill Gross thinks so. Earlier this year, he suggested that the more than 35-year-old bull market that started in 1981, when the 10-year Treasury bond topped out at 15.6 percent, ended in 2016, when rates bottomed at 1.45 percent. Source: CNBC.com Date: Apr 09,… Read more »
Description: Over the last 50 years, the New York Stock Exchange has outperformed all of its constituent companies. To beat this performance, companies will have to build internal markets for resource allocation. Source: GaryHamel.com Date: Apr 08, 2018 Link: http://www.garyhamel.com/video/why-investor-smarter-your-ceo Questions for discussion: What are the lessons for management and organizations to consider, as argued… Read more »
Description: Vanguard founder Jack Bogle has been around the block. The 88-year-old investing titan, who is basically the father of passive investing, says this renewed regime of volatility in stocks is uncanny. Source: MarketWatch.com – video report Date: Apr 07, 2018 Link: https://www.marketwatch.com/story/bogle-says-hes-never-seen-a-market-this-volatile-to-this-extent-in-my-career-2018-04-05 Questions for discussion: What does Jack Bogle say about the current level… Read more »