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

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

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 »

Inflation is ‘nowhere near’ the Fed’s goal, strategist says

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Description: New York Life Investments Economist and Portfolio Strategist Lauren Goodwin joins Yahoo Finance Live to discuss the August CPI report, inflation, the likeliness of a 75-basis-point rate hike, volatility, and the expectations for the Fed’s upcoming FOMC meeting. Source: YahooFinance.com – video report Date: Sep 14, 2022 Link: https://finance.yahoo.com/video/inflation-nowhere-near-fed-goal-140441438.html?.tsrc=fin-srch Questions for discussion: Summarize the… Read more »

Ray Dalio says watch out for rates reaching this level, because Wall Street stocks will take a 20% hit

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Description: After that CPI shock earlier in the week, Wall Street is fielding a fresh batch of data on Thursday, with the headline retail sales number coming in stronger than expected. And a disastrous rail strike may be inverted. Source: MarketWatch.com Date: Sep 06, 2022 Link: https://www.marketwatch.com/story/ray-dalio-says-watch-out-for-rates-hitting-this-level-because-wall-street-stocks-will-take-a-20-hit-11663239288?siteid=yhoof2 Questions for discussion: What is the basis for… Read more »

$20 billion Figma deal is a historic coup for startup investors in an otherwise miserable year

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Description: Adobe is paying 2021 prices. It’s 2022. Wall Street hates it. Silicon Valley is thrilled. Source: CNBC.com – video report Date: Sep 15, 2022 Link: https://www.cnbc.com/2022/09/15/figma-investors-score-historic-coup-with-adobe-deal-in-down-year-.html Questions for discussion: Why does Wall Street hate this deal? Do you think it was a good one for both company’s shareholders? ​

David Rosenberg: A Canadian recession is ‘all but set in stone’

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

Description: As the COVID-19 pandemic ramped up in early 2020, leading to widespread lockdowns and a plunge in economic activity, the Canadian government, like virtually all its peers, flooded households with extra cash to supplement cascading income. As a result, even though employee compensation fell 9.2 per cent, a whopping 30.5 per cent surge in… Read more »

Peloton co-founders John Foley and Hisao Kushi are leaving the company in a broad executive shakeup

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Description: Peloton on Monday announced the resignations of two of the company’s founders and another top executive, marking the end of an era for the struggling fitness-equipment company as CEO Barry McCarthy dramatically reshapes the business. Source: CNBC.com – video report Date: Sep 13, 2022 Link: https://www.cnbc.com/2022/09/12/peloton-co-founders-john-foley-hisao-kushi-are-leaving-company.html Questions for discussion: What has happened at the firm… Read more »

Bed Bath & Beyond: Pump and dump allegations ‘are without merit’

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Description: Bed Bath & Beyond is responding to a new shareholder lawsuit alleging its former CFO was involved in a pump and dump scheme.”The company is in the early stages of evaluating the complaint but based on current knowledge the company believes the claims are without merit,” Bed Bath & Beyond spokesperson Julie Strider told… Read more »