Ireland Bulldozes Ghost Estate In Life After Real Estate Bubble

Posted by & filed under Economic Analysis, Financial Planning, Governments & Regulators, Growth & Valuation, Management Issues, Market Analysis.

Description:  Ireland is opting for bulldozers rather than bankers as it starts to clear the legacy of the housing boom whose collapse brought the economy to its knees. Source: Bloomberg.com Date: July 19, 2012 Link: http://www.bloomberg.com/news/2012-07-19/ireland-bulldozes-ghost-estate-in-life-after-real-estate-bubble.html Questions for Discussions: How did over-supply undermine the real estate market? Who is to blame for this fiasco? How… Read more »

Should Commodities Investors Take Cover?

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

Description:   If the U.S economy begins moving into a downward spiral, as many believe it might, should commodities investors take cover? WSJ’s Simon Constable visits Mean Street to break down the numbers. Source: Marketwatch.com – video report Date: July 06, 2012 Link: http://live.wsj.com/video/should-commodities-investors-take-cover/0643512D-78CC-4962-8D54-C977BD6BFD12.html Questions for Discussions: Summarize the arguments presented about the movement in commodities…. Read more »

There’s more to fear: Americans eating in

Posted by & filed under Company Analysis, Economic Analysis, Financial analysis, Growth & Valuation, Industry Analysis, Market Analysis.

Description: Slow sales for Darden Restaurant chains Olive Garden and Red Lobster have investors asking for the check as Americans opt to dine at home. Source: CNNMoney.com – video report Date: June 22, 2012 Link: http://money.cnn.com/video/markets/2012/06/22/investing-bz-darden.cnnmoney/ Questions for Discussion: Why is there concern over financial details related to these firms? Do you agree with the… Read more »

How we know you’re afraid to invest

Posted by & filed under Market Analysis.

Description:    CNNMoney has a new way to help you gauge whether investors are greedy or fearful. Source: CNNMoney.com – video report Date: June 20, 2012 Link: http://money.cnn.com/video/news/2012/06/19/n-fear-and-greed.cnnmoney/ Questions for Discussions: Summarize the methodology used to explain stock market behavior? Do you think it is a useful way of measuring and predicting behavior? Based on the… Read more »

Why Spain’s 7% bond yield is so scary

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

Description: Sky-high borrowing costs and a lack of investor confidence may contribute to pushing Spain closer to a bailout. Source: CNNMoney.com – video report Date: June 14, 2012 Link: http://money.cnn.com/video/markets/2012/06/14/mkts-spain-10-year-bonds.cnnmoney/ Questions for Discussion: What is the significance of the 7% bond yield for Spain, for Europe, and for investors? What should investors do under these… Read more »

U.S. Government Bond `Bubble’ to Burst, Faber Says

Posted by & filed under Economic Analysis, Market Analysis.

Description: Marc Faber, publisher of the Gloom, Boom & Doom report, talks about his strategy for global stocks, bonds, commodities and currencies. Faber speaks with Sara Eisen on Bloomberg Television’s “InsideTrack.” (Source:Bloomberg) Source: Bloomberg.com – video report Date: June 07, 2012 Link: http://bloom.bg/KJzJRu Questions for Discussion: Summarize analysis and recommendations presented by Marc Faber. Do… Read more »

Stocks Suffer Biggest Drop of 2012

Posted by & filed under Economic Analysis, Market Analysis.

Description: A third straight disappointing monthly U.S. jobs report pushed the Dow industrials into the red for 2012. Russell Investments Chief Market Strategist Stephen Wood on The News Hub discusses today’s big market moves and whether it’s likely to continue into the summer. Source: Marketwatch.com – video report Date: June 01, 2012 Link: http://www.marketwatch.com/video/asset/stocks-suffer-biggest-drop-of-2012/5F6FA568-F081-4047-AFAE-2F4EC4E9E449 Questions… Read more »

Sell in May: Dow Wipes Out 2012 Gains

Posted by & filed under Market Analysis.

Description: On today’s “Insight & Action,” Adam Johnson looks at how stocks perform in May. He speaks on Bloomberg Television’s “Street Smart.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: June 01, 2012 Link: http://www.bloomberg.com/video/93839935-sell-in-may-dow-wipes-out-2012-gains.html Questions for Discussion: Summarize the historical understanding of financial performance at this time of year. What advice is presented by the… Read more »

Spain should let its small banks fail

Posted by & filed under Financial analysis, Governments & Regulators, Market Analysis.

Description: Cobbling a bunch of zombie banks together has created a monster that the Spanish government cannot afford to kill. More consolidation isn’t the answer. Source: Fortune.com Date: May 31, 2012 Link: http://finance.fortune.cnn.com/2012/05/31/spain-bank-failures/?iid=SF_F_River Questions for Discussions: What are the arguments presented? How would this scenario play out in terms of the Euro and European stock… Read more »

Kvetch in May: Why Market Timing Isn’t Everything

Posted by & filed under Financial analysis, Growth & Valuation, Market Analysis.

Description: All hail Memorial Day weekend. In the tradition of my Miami childhood, ‘tis the season to don Crockett & Tubbs white pants and flaunt the right to bare arms. Hedgies and traders clad in Sperry Docksiders bolt Gotham for the leafy, saltwater-sprayed indolence of the Hamptons. The market’s volume dips to a trickle. Source:… Read more »