Spotify not raising prices reveals ‘competitive weakness’: Analyst

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Description: Spotify’s (SPOT) decision not to raise prices on its U.S.-based premium subscription plan speaks volumes about the music streaming giant’s lack of pricing power. At least according to one bearish analyst. Source: Yahoo.Finance.com Date: Feb 03, 2023 Link: https://ca.finance.yahoo.com/news/spotify-not-raising-prices-reveals-competitive-weakness-analyst-160358564.html Questions for discussion: What does the report say about Spotify’s ability to manage pricing, compared to… Read more »

Apple, Alphabet and Amazon hurt as economic slump crimps demand

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Description: Technology bellwethers Apple Inc., Amazon.com Inc. and Alphabet Inc. posted results Thursday that show an economic slowdown is throttling demand for everything from electronics and e-commerce to cloud computing and digital advertising. Source: BNNBloomberg.ca – video report Date: Feb 02, 2023 Link: https://www.bnnbloomberg.ca/apple-alphabet-and-amazon-hurt-as-economic-slump-crimps-demand-1.1878740 Questions for discussion: What does the report say about the way… Read more »

Some of Wall Street’s biggest names are exposed to the Adani Enterprises plunge

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Description: Shares of India’s Adani Enterprises have plummeted over the past week, after the publication of an extensive critical report from U.S. short-seller Hindenburg Research. Some big international players have exposure. Source: CNBC.com – video report Date: Feb 03, 2023 Link: https://www.cnbc.com/2023/02/03/some-of-wall-streets-biggest-names-are-exposed-to-the-adani-enterprises-plunge.html Questions for discussion: What does the report say about Adani Enterprises? Why is this story a concern… Read more »

Investors made up 20 to 30% of homeowners in some provinces: Statistics Canada

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Description: New Statistics Canada data shows investors made up almost one third of homeowners in some provinces in 2020. Source: BNNBloomberg.ca – video report Date: Feb 03, 2023 Link: https://www.bnnbloomberg.ca/investors-made-up-20-to-30-of-homeowners-in-some-provinces-statistics-canada-1.1879113 Questions for discussion: What does the report say about who owns homes and condos as an investment? What does this mean in terms of valuations… Read more »

Jobs report shows increase of 517,000 in January, crushing estimates, as unemployment rate hit 53-year low

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Description: The employment picture started off 2023 on a stunningly strong note, with nonfarm payrolls posting their biggest gain since July 2022. Source: CNBC.com – video report Date: Feb 03, 2023 Link: https://www.cnbc.com/2023/02/03/jobs-report-january-2023-.html Questions for discussion: Where were the main growth areas for employment? What does this say about how the economy is recovering from… Read more »

How a Drug Company Made $114 Billion by Gaming the U.S. Patent System

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Description: AbbVie for years delayed competition for its blockbuster drug Humira, at the expense of patients and taxpayers. The monopoly is about to end. Source: NYTimes.com Date: Jan 28, 2023 Link: https://www.nytimes.com/2023/01/28/business/humira-abbvie-monopoly.html Questions for discussion: Summarize the issues related to how businesses, governments, insurance companies and consumers are connected to the drug Humira. Is this… Read more »

The 2023 stock market rally is facing its first technical challenge: Morning Brief

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Description: As we’ve been writing, this year’s market action has been a reversal of one of last year’s most important trends, which saw the Dow outperform the Nasdaq by the widest margin in two decades.This year, the Nasdaq is now up 8%, substantially outperforming the Dow’s return of just under 2%. Source: Yahoo.Finance.com – video report Date: Jan… Read more »

What the hell are stock buybacks?

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Description: Major corporations are buying back their own stock at alarming rates. But whom does the practice really benefit? Source: TheHustle.co Date: Jan 23, 2023 Link: https://thehustle.co/what-the-hell-are-stock-buybacks/ Questions for discussion: Summarize the key points made in the article about corporate profits, executive compensation, shareholder value as they relate to buybacks. What does all of this… Read more »

Microsoft beats on earnings as cloud unit shows strong growth

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Description: Microsoft shares rose as much as 5% in extended trading on Tuesday after the company reported fiscal second-quarter earnings that topped analysts’ estimates. Source: CNBC.com – video report Date: Jan 24, 2023 Link: https://www.cnbc.com/2023/01/24/microsoft-msft-earnings-q2-2023.html Questions for discussion: What does the report say about Microsoft financials and stock performance? Would you be an investor in Microsoft… Read more »

Bank of Canada strategy to tame inflation is out of date, says economist

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Description: Economist Armine Yalnizyan says the kinds of inflationary pressures that exist today make it extremely difficult for the Bank of Canada to tame inflation to about 2 per cent through interest rate hikes. Source: CBC.ca – video report Date: Jan 26, 2023 Link: https://www.cbc.ca/player/play/2165279811808 Questions for discussion: Summarize the key points made by Armine… Read more »