3 Ways to Prepare Yourself for the Great Wealth Transfer

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Description: We have officially entered the largest wealth transfer period in history. Here are three key ways to prepare yourself for the Great Wealth Transfer and improve our financial position. Source: Entrepreneur.com Date: Sep 27, 2022 Link: https://www.entrepreneur.com/money-finance/3-ways-to-prepare-yourself-for-the-great-wealth-transfer/434715?utm_source=newsletter&utm_medium=email Questions for discussion: What does the report say about “the great wealth transfer” and how to prepare… Read more »

Pandemic savings erased amid ‘perfect storm’ of economic pressures: StatCan

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Description: The financial cushion that Canadians were able to build up when pandemic-related restrictions were in place has largely evaporated, according to Statistics Canada, as household budgets feel the pinch from a number of economic strains. ​Source: Yahoo.Finance.com Date: Oct 03, 2022 Link: https://ca.finance.yahoo.com/news/pandemic-savings-erased-amid-perfect-storm-of-economic-pressures-stat-can-170021198.html Questions for discussion: What does the report say about the condition… Read more »

How to survive the worst bear market of all time

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Description: In Tom Wolfe’s famous essay about the 1970s, “The Me Decade,” he wrote about how Americans had abandoned communal thinking in favour of personal wealth. “They took their money and ran,” he wrote. In fact, there wasn’t much money to take. Source: Yahoo.Finance.com – video report Date: Sep 24, 2022 Link: https://finance.yahoo.com/news/how-to-survive-the-worst-bear-market-of-all-time-120034754.html Questions for… Read more »

How Banks Crowd Out Commercial Lending During Real Estate Booms

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Description: Banks love housing booms because they offer attractive returns on investment. But they also get preoccupied with real estate during those boom times at the cost of lending to other parts of the economy, according to research by Wharton finance professor Itay Goldstein, Miami Business School finance professor Indraneel Chakraborty, and Virginia Tech professor Andrew MacKinlay. Source:… Read more »

ESG without returns is ‘simply not sustainable,’ says investor Lauren Taylor Wolfe

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Description: ESG and sustainable investing generally have come under fire recently, with critics pointing to a lack of transparency and differing definitions sparking confusion around what investors are actually buying. Source: CNBC.com Date: Sep 28, 2022 Link: https://www.cnbc.com/2022/09/28/esg-without-returns-is-simply-not-sustainable-says-investor-lauren-taylor-wolfe.html Questions for discussion: What is ESG? Why is it a factor for some investors and not others,… Read more »

LNG Canada CEO says case for doubling export capacity ‘very strong’

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Description: Massive export terminal under construction in Kitimat B.C. on track for first deliveries by middle of decade ​Source: FinancialPost.com Date: Sep 29, 2022 Link: https://financialpost.com/commodities/energy/oil-gas/lng-canada-kitimat-export-liquefied-natural-gas Questions for discussion: What does the article say about the future of the industry? Do you agree with this analysis and projection for the future? What would you advise… Read more »

Mohammed El Erian on how policymakers can avoid stagflation

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Description: When Federal Reserve officials called inflation ‘transitory’ (or temporary) in 2021, Mohamed El-Erian warned investors that the data didn’t back up their claims. Source: YahooFinance.com – video report Date: Sep 20, 2022 Link: https://finance.yahoo.com/news/mohammed-el-erian-policymakers-avoid-110000027.html Questions for discussion: Summarize the analysis presented by Mohamed El-Erian, his advice to governments and his predictions. Do you you agree with… Read more »

Roku Stock is Down but Not Out

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Description: To say streaming platform and hardware provider Roku (NASDAQ: ROKU) stock is having a bad year down (69%) would be an understatement. Source: Entrepreneur.com Date: Sep 21, 2022 Link: https://www.entrepreneur.com/finance/roku-stock-is-down-but-not-out/435715 Questions for discussion: What does the report say about the reasons for Roku’s stock valuation and prospects for recovery? Do you agree with this… Read more »

Cash-Strapped Consumers Seek Simple Pleasures

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Description: With inflation continuing to hover near 40-year highs, consumers seek out savings wherever they can find them — except for one surprising segment. Source: MediaPost.com Date: Sep 15, 2022 Link: https://www.mediapost.com/publications/article/377781/cash-strapped-consumers-seek-simple-pleasures.html?utm_source=newsletter&utm_medium=email&utm_content=readmore&utm_campaign=127642&hashid=sEI_WGOFRPC9S2yOZBKY8g Questions for discussion: How have consumers reacted to inflation, according to the article? How have marketers succeeded in this pricing environment? What else… Read more »

The loonie has fallen to its lowest level in almost two years — here’s why

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Description: Loonie fell to near 75 cents US on Friday and analyst says it could go as low as 73 cents US soon ​Source: CBC.ca Date: Sep 16, 2022 Link: https://www.cbc.ca/news/business/canadian-dollar-1.6585291 Questions for discussion: Why is the Canadian dollar declining in terms of the US dollar but rising against other currencies? What should investors do… Read more »