Opinion: Short-sellers are scarce and that’s some of the best news the stock market’s had lately

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

Description: Solid reason to be bullish about U.S. stocks in the year ahead Source: MarketWatch.com Date: Mar 11, 2022 Link: https://www.marketwatch.com/story/short-sellers-are-scarce-and-thats-some-of-the-best-news-the-stock-markets-had-lately-11646993331?mod=home-page Questions for discussion: Why is there reason for optimism that stock markets will rise this year, according to the analysis presented? Do you agree with this interpretation?

Bed Bath & Beyond shares surge after GameStop chairman reveals big stake, pushes turnaround

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Description: Bed Bath & Beyond surged over 50% Monday morning after GameStop Chairman Ryan Cohen revealed he had a nearly 10% stake in the retailer, through his investment company RC Ventures. Source: CNBC.com – video report Date: Mar 07, 2022 Link: https://www.cnbc.com/2022/03/07/bed-bath-beyond-shares-surge-after-gamestop-chairman-reveals-big-stake.html Questions for discussion: Explain the dramatic jump in the company stock price. What would you advise… Read more »

What’s next for Pfizer, Moderna beyond their projected $51 billion in combined Covid vaccine sales this year

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Description: Pfizer and Moderna expect $51 billion in combined vaccine sales in the coming year, even as the omicron wave dramatically subsides in many parts of the world and both companies believe the pandemic is shifting into an endemic phase where the virus will be less disruptive to society. Source: CNBC.com Date: Mar 04, 2022 Link: https://www.cnbc.com/2022/03/03/covid-pfizer-moderna-project-51-billion-in-combined-vaccine-sales-this-year.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions… Read more »

Why Russian oil can’t find buyers even as crude soars above $100 a barrel

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Description: Call it a “buyers strike” or “self-sanctioning,” but Russian crude is being shunned in the physical market even as a scramble for barrels sends oil futures to their highest levels in years. Source: MarketWatch.com Date: Mar 04, 2022 Link: https://www.marketwatch.com/story/why-russian-oil-cant-find-buyers-even-as-crude-nearly-touches-120-a-barrel-11646347974 Questions for discussion: Why can’t Russian oil find buyers? How do you believe the… Read more »

Russia’s Sberbank collapses 95% on London stock exchange as it exits Europe

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Description: LONDON — Shares of Russia’s Sberbank plunged 95% on the London Stock Exchange on Wednesday to trade as low as a penny after the bank announced that it was pulling out of the European market. Source: CNBC.com – video report Date: Mar 02, 2022 Link: https://www.cnbc.com/2022/03/02/russias-sberbank-collapses-95percent-on-london-exchange-as-it-exits-europe.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for discussion: Summarize the report’s analysis that explains the collapse. What… Read more »

Why U.S. private equity is setting its sights on Canada

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Description: Data shows there is a growing amount of private money from south of the border flowing into Canadian businesses. Source: BNNBloomberg.ca – video report Date: Mar 04, 2022 Link: https://www.bnnbloomberg.ca/why-u-s-private-equity-is-setting-its-sights-on-canada-1.1732446 Questions for discussion: What is the explanation for more American investment flowing into Canada? What else is different and why? What does this mean… Read more »

For Warren Buffett, Apple is his new Cola-Cola as the investing icon reaps $100 billion in six years

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Description: Warren Buffett’s recent success from his massive Apple bet is spurring comparisons with the legend’s greatest investment of all time — Coca-Cola. Source: CNBC.com – video report Date: Mar 03, 2022 Link: https://www.cnbc.com/2022/03/03/for-warren-buffett-apple-is-his-new-cola-cola-as-the-investing-icon-reaps-100-billion-in-six-years.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for discussion: What do you believe draws Warren Buffet to Apple? What are the commonalities between Apple and Coca Cola? What does this… Read more »

Watch out for the ‘angry U.S. consumer’ as Russian invasion of Ukraine threatens America’s fight against inflation

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

Description: Russia’s invasion of Ukraine on Thursday had U.S. investors focused on the cost of food and energy in America, and the likely implications for financial markets. Source: MarketWatch.com Date: Feb 25, 2022 Link: https://www.marketwatch.com/story/watch-out-for-the-angry-u-s-consumer-as-russian-invasion-of-ukraine-threatens-americas-fight-against-inflation-11645754908?siteid=yhoof2 Questions for discussion: How has the conflict affected inflationary pressures? How is the Fed likely to respond to these conditions?… Read more »

Why megacap stocks rallied after Russia invaded Ukraine

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Description: As Russia launches a war against Ukraine, the Nasdaq Composite (^IXIC) — down more than 3% at Thursday’s open — mounted a furious comeback, with megacap stocks Microsoft (MSFT) and Alphabet (GOOGL, GOOG) doing much of the heavy lifting. Source: Yahoo.Finance.com Date: Feb 24, 2022 Link: https://finance.yahoo.com/news/why-megacap-stocks-rallied-after-russia-invaded-ukraine-214142370.html Questions for discussion: Why did these stocks rally after… Read more »

Warren Buffett in annual letter calls Apple one of ‘Four Giants’ driving the conglomerate’s value

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Description: Warren Buffett said he now considers tech giant Apple as one of the four pillars driving Berkshire Hathaway, the conglomerate of mostly old-economy businesses he’s assembled over the last five decades. Source: CNBC.com Date: Feb 26, 2022 Link: https://www.cnbc.com/2022/02/26/warren-buffett-in-annual-letter-calls-apple-one-of-four-giants-driving-the-conglomerates-value.html Questions for discussion: Why is Warren Buffett so invested in Apple? Why is the buyback good for investors? Do… Read more »