Description: Every stock market bubble begins with a story, and make no mistake—this is a stock market bubble. Source: MarketWatch.com Date: Sep 12, 2020 Link: https://www.marketwatch.com/articles/the-market-is-a-bubble-but-that-doesnt-mean-troubleyet-51599862332?mod=home-page Questions for discussion: What does the report say about the current state of the market? Do you agree with this assessment and advice? What should investors do with this information,… Read more »
Posts Categorized: Personal Finance
Lightspeed looking to capitalize on pandemic trends with U.S. IPO, says CEO
Description: The chief executive of Lightspeed POS Inc. says the company is looking to boost its profile and consider possible acquisitions in the wake of a share sale and stock listing south of the border. Source: FinancialPost.com Date: Sep 11, 2020 Link: https://financialpost.com/technology/lightspeed-looking-to-capitalize-on-pandemic-trends-with-u-s-ipo-says-ceo/wcm/f33e6dd5-5721-48e6-988d-2a0ce1547379/ Questions for discussion: Evaluate the statistics reported that would be of interest to… Read more »
Telemedicine
Description: When the coronavirus hit, medical practitioners started ramping up their virtual offerings – notably appointments via videoconferencing apps such as FaceTime and Zoom – as a way to continue caring for patients and keep their businesses alive. Source: Bloomberg.com Date: Sep 12, 2020 Link: https://www.bloomberg.com/quicktake/telemedicine?srnd=businessweek-v2 Questions for discussion: What does the report say about… Read more »
Why the stock market and the economy actually aren’t disconnected
Description: What’s up with this crazy stock market anyway? Apple, Tesla, Zoom and their ilk have been going nuts, driving the Nasdaq and S&P 500 to record highs—and greatly enriching the billionaire class—(only to drop precipitously late this week.) All this while the economy is in recession and millions are unemployed—some even unable to put food… Read more »
Tesla Won’t Be Joining the S&P 500
Description: The S&P Dow Jones Indices announced changes to the S&P 500 index, effective at the open of trading Sept. 21. The addition list did not include Tesla (TSLA) – Get Report, which was in the running to join the elite index. Source: TheStreet.com – video report Date: Sep 04, 2020 Link: https://www.thestreet.com/investing/tesla-wont-be-joining-the-s-and-p-500?jwsource=cl Questions for discussion: What… Read more »
The stock market shakeout is likely not over yet, even with Friday’s comeback
Description: The tech wreck is probably not over, despite Friday’s market comeback. Analysts expect the shakeout in stocks to continue after the long Labor Day weekend, especially in technology names and the Nasdaq, areas of the market that notched the sharpest gains. Source: CNBC.com – video report Date: Sep 04, 2020 Link: https://www.cnbc.com/2020/09/04/the-stock-market-shakeout-is-likely-not-over-yet-even-with-fridays-comeback.html Questions for discussion: What… Read more »
Why the TSX is heading to an all-time high of 18,200 by year-end: BMO’s Brian Belski
Description: Brian Belski, Chief Investment Strategist at BMO Capital Markets, speaks with Financial Post’s Larysa Harapyn about what might affect stock prices and why the TSX is headed to an all-time high by year-end. Source: FinancialPost.com – video report Date: Sep 02, 2020 Link: https://youtu.be/z7cLq6Hwd24 Questions for discussion: Summarize the highlights presented in this interview… Read more »
Founder of world’s largest hedge fund doubles down on ‘cash is trash’ argument, warning of debt-fueled inflation
Description: Ray Dalio says government spending will soon erode the value of the U.S. dollar Source: MarketWatch.com Date: Apr 09, 2020 Link: https://www.marketwatch.com/story/founder-of-worlds-largest-hedge-fund-doubles-down-on-cash-is-trash-argument-warning-of-debt-fueled-inflation-2020-04-08?mod=home-page Questions for discussion: What is the inflation scenario painted by Ray Dalio? Do think this is likely? What should investors do if they agree with this scenario?
Forget Unicorns. Startups Should Be Camels.
Description: Startup ‘camels’ prioritize sustainability by balancing growth with cash flow. Source: Entrepreneur.com Date: Apr 07, 2020 Link: https://www.entrepreneur.com/article/347659?utm_source=newsletter&utm_medium=email Questions for discussion: What is the fundament difference between growing a unicorn versus a camel? What are the financial recommendations for start-ups and the reasons given for those choices? Do you agree with these suggestions?
El-Erian foresees more volatility but finds Monday’s rally on medical news encouraging
Description: Economist Mohamed El-Erian said he finds Monday’s rally in stock futures encouraging because the optimism is fueled by positive developments around the coronavirus. Source: CNBC.com – video report Date: Apr 06, 2020 Link: https://www.cnbc.com/2020/04/06/coronavirus-el-erian-encouraged-by-mondays-rally-on-medical-news.html Questions for discussion: Summarize the key recommendations made by El-Erian. Do you agree with this line of thinking or the criticism… Read more »
