Warren Buffett on why interest rates matter so much for investing

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

Description: Warren Buffett believes interest rates are critical in determining stock valuations. The Dow Jones Industrial Average plunged more than 1,300 points in two days as investors worried about the negative effects from the rising interest rate environment. In a 2017 interview video clip found using CNBC’s Warren Buffett Archive, the investor explained why rates matter so much for investors. Source:… Read more »

Bond yields sink after consumer prices reading is lighter than expected, quelling inflation fears

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

Description: Government debt yields sank Thursday after the Labor Department said consumer prices rose less than expected in September, calming inflation fears that sent the 10-year Treasury yield to its highest in seven years earlier this week. Source: CNBC.com Date: Oct 11, 2018 Link: https://www.cnbc.com/2018/10/11/us-bonds-and-fixed-income-global-equity-markets-in-turmoil.html Questions for discussion: What happened in the bond market and why,… Read more »

Bond Slump Goes Global; Dollar Gains, Stocks Drop: Markets Wrap

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

Description: A bond selloff that sent benchmark U.S. Treasury yields to the highest since 2011 spread into Asia and Europe on Thursday, spurring more gains for the dollar and triggering widespread declines in equities. Source: Bloomberg.com – video report Date: Oct 03, 2018 Link: https://www.bloomberg.com/news/articles/2018-10-03/treasuries-slide-asia-stocks-set-to-nudge-higher-markets-wrap Questions for discussion: Summarize and explain the movements in markets…. Read more »

The ‘great bull’ market is dead, says BofA analyst

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

Description: Bank of America’s Michael Harnett writes that slowing growth, rising interest rates and too much debt killed the rally. The market that takes its place will feature lower returns in assets that suffered during the recovery. That means shifting focus to pharmaceutical companies and tech disruptors. The ‘great bull’ market is dead, says BofA… Read more »

Dodd-Frank is a disaster and won’t protect us from the next crisis, says…

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

Description: Dan Gallagher, former SEC commissioner and now Mylan N.V. chief legal officer, discusses his views on banking regulations in the wake of the financial crisis. Dodd-Frank is a disaster and won’t protect us from the next crisis, says former SEC commissioner from CNBC. Source: CNBC.com – video report Date: Sep 04, 2018 Link: https://www.cnbc.com/video/2018/09/11/dodd-frank-is-a-disaster-and-wont-protect-us-from-the-next-crisis-says-former-sec-commissioner.html… Read more »

We’re Living in What May Be the Most Boring Bull Market Ever

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

Description:  In an age of index funds and private companies, even a boom can feel blah. Source: Bloomberg.com Date: Sep 13, 2018 Link: https://www.bloomberg.com/news/articles/2018-09-13/we-re-living-in-what-may-be-the-most-boring-bull-market-ever?srnd=businessweek-v2 Questions for discussion: What is the basis for calling this market “boring”? Do you agree with this assessment?

One of Wall Street’s biggest bulls sees raging market in 2019

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

Description: Credit Suisse’s Jonathan Golub breaks from the street and issues the first major S&P 500 forecast for 2019. One of Wall Street’s biggest bulls sees raging market in 2019 from CNBC. Source: CNBC.com – video report Date: Sep 04, 2018 Link: https://www.cnbc.com/video/2018/09/05/one-of-wall-streets-biggest-bulls-sees-raging-market-in-2019.html Questions for discussion: Summarize the key points presented in this report suggesting… Read more »

After Amazon cracks $2,000 for the first time, trader sees bigger…

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

Description: Todd Gordon, founder of TradingAnalysis.com, breaks down on a trade on Amazon shares after the stock breaks the $2,000 mark. After Amazon cracks $2,000 for the first time, trader sees bigger breakout ahead from CNBC. Source: CNBC.com – video report Date: Aug 29, 2018 Link: https://www.cnbc.com/video/2018/08/30/after-amazon-cracks-2000-bigger-breakout-ahead.html Questions for discussion: Summarize the key points presented… Read more »

There are ‘four horsemen of the apocalypse’ that could kill this market… 

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

Description: Terri Spath, Sierra Investment Management chief investment officer, and Gabriela Santos, J.P. Morgan Funds global market strategist, discuss their market outlooks right here. There are ‘four horsemen of the apocalypse’ that could kill this market, says expert from CNBC. Source: CNBC.com – video report Date: Aug 30, 2018 Link: https://www.cnbc.com/video/2018/08/30/there-are-four-horsemen-of-the-apocalypse-that-could-kill-this-market-says-expert.html Questions for discussion: What… Read more »

The last time Wall Street’s ‘fear index’ and stocks traded this closely it didn’t end well

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

Description: The relationship between VIX and the stock indices looked a lot like this just before February unraveling Source: MarketWatch.com Date: Sep 01, 2018 Link: https://www.marketwatch.com/story/the-last-time-wall-streets-fear-index-and-stocks-traded-this-closely-it-didnt-end-well-2018-08-31 Questions for discussion: Summarize the concerns. Do you agree with the assessment?