The bond market is starting to wake up with interest rates headed higher

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

Description: The bond market appears to be waking up. After trading in a close range since June, Treasury yields are starting to break out of their range and look set to edge higher. The 10-year yield reached a high of 0.834% early Wednesday morning and was hovering just at the 0.80% level in afternoon trading…. Read more »

Raising Your Next Round? Here’s What You’ll Hear From Venture Capitalists Today

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

Description: Amid the Covid-19 pandemic and virtual meetings, this is what’s top of mind for venture capitalists. Source: INC.com Date: Oct 21, 2020 Link: https://www.inc.com/matt-cooper/raising-your-next-round-heres-what-youll-hear-from-venture-capitalists-today.html Questions for discussion: What are the reasons for concern, as explained in the article? What do think of this assessment? What should investors do, given this information?

Crisis Management: How to take over a sinking business

Posted by & filed under Financial analysis, Growth & Valuation, Management Issues, Personal Finance.

Description: Yahoo Finance Canada’s Alicja Siekierska and strategy expert Mark Satov discuss whether companies should buy a business that is struggling in the pandemic now, or wait until a recovery is well underway. Source: Yahoo.Finance.com – video report Date: Oct 16, 2020 Link: https://ca.finance.yahoo.com/video/crisis-management-over-sinking-business-183602594.html Questions for discussion: What is Mark Satov’s advice? Can you give… Read more »

‘A crazy time’: Toronto landlords dish out incentives as rental market cools

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

Description: The Toronto rental housing market has pulled a 180.  Before the pandemic, Canada’s largest city was characterized by a rush of renters competing for places to call home. But the tables have turned as a result of a pandemic that’s upending conventional wisdom about the way we live. Source: BNNBloomberg.ca – video report Date: Oct 22,… Read more »

‘Nightmare’ U.S. stock valuations driven by ‘young, dumb’ investors, fund manager says

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

Description: U.S. equity valuations have become a “total nightmare” fueled by “young and dumb” investors, according to Cole Smead, president and portfolio manager at Smead Capital Management. Source: CNBC.com – video report Date: Oct 15, 2020 Link: https://www.cnbc.com/2020/10/15/smead-nightmare-us-stock-valuations-driven-by-young-dumb-investors.html Questions for discussion: What are the reasons for concern, as explained in the article? What do think… Read more »

Goldman Warns of More Job Losses With Jumbo Mergers on the Rise

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Description: Wall Street’s top matchmaker for megadeals sees a wave of corporate takeovers coming with a worrying implication for the workforce: a jump in job losses. Source: Bloomberg.com Date: Oct 16, 2020 Link: https://www.bloomberg.com/news/articles/2020-10-16/goldman-warns-of-more-job-losses-with-jumbo-mergers-on-the-rise?srnd=premium-canada Questions for discussion: Summarize Goldman’s view of the near future. What does this mean for investors?

A 90x return in five years? Former Goldman hedge-fund manager says an ‘enormous wall of money’ is coming

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

Description: Bitcoin has been on fire in 2020, having rallied almost 60% year-to-date to completely dwarf the 7% return on the S&P 500. According to Raoul Pal, a former Goldman Sachs GS, -1.14% hedge-fund manager, the world’s biggest cryptocurrency is just getting warmed up. Source: MarketWatch.com Date: Oct 17, 2020 Link: https://www.marketwatch.com/story/a-90x-return-in-just-five-years-former-goldman-sachs-hedge-fund-manager-says-an-enormous-wall-of-money-is-coming-11602781826 Questions for discussion: What is the… Read more »

Air Canada CEO Who Averted Bankruptcy Retires, Hands Off to CFO

Posted by & filed under Company Analysis, Growth & Valuation, Industry Analysis, Management Issues, Personal Finance.

Description: Calin Rovinescu will retire as Air Canada’s top executive in February and hand the reins to Chief Financial Officer Michael Rousseau, who takes over an airline with a strong balance sheet but a huge rebuilding task ahead of it. Source: Bloomberg.com Date: Oct 16, 2020 Link: https://www.bloomberg.com/news/articles/2020-10-16/air-canada-s-rovinescu-retires-hands-control-to-cfo-rousseau?srnd=premium-canada Questions for discussion: What sort of special challenges… Read more »

Ruby Tuesday joins list of companies seeking bankruptcy protection. What to do if your own business is struggling

Posted by & filed under Company Analysis, Economic Analysis, Financial analysis, Financial Planning, Growth & Valuation, Industry Analysis, Personal Finance.

Description: For some small-business owners, watching their larger peers file for bankruptcy may do little to ease fears about their own financial solvency. Source: CNBC.com – video report Date: Oct 08, 2020 Link: https://www.cnbc.com/2020/10/08/ruby-tuesday-files-bankruptcy-here-are-options-for-struggling-firms.html Questions for discussion: What are the alternatives to bankruptcy, as illustrated in the article? In your opinion, should more debt holders… Read more »

Why AOL Co-Founder Steve Case Says the Future of American Innovation Is in the Heartland

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

Description: During a conversation with Minnesota senator Amy Klobuchar, Case discussed how the U.S. can keep its competitive edge. Source: INC.com Date: Oct 08, 2020 Link: https://www.inc.com/kevin-j-ryan/steve-case-amy-klobuchar-innovation-entrepreneurship-startup-hubs.html?utm_source=incthismorning Questions for discussion: Summarize what Steve Case said about the importance of venture capital and entrepreneurship? What does the article suggest is the role of government? Do you… Read more »