Description: Brookfield Asset Management Inc. is selling off assets and paying down bank lines after an eight-year bull run in stocks and bonds near highs, joining investors such as Warren Buffett and Canada’s Prem Watsa in accumulating cash. Source: Bloomberg.com Date: Nov 11, 2016 Link: http://www.bloomberg.com/news/articles/2016-11-11/brookfield-ceo-says-cash-is-king-after-8-year-stocks-bull-market Questions for Discussions: What does the article say about… Read more »
Posts Categorized: Personal Finance
Description: Financial planner Timothy LaPean is watching a wave of fear and confusion sweep over clients after Donald Trump’s stunning election as U.S. president. Source: Bloomberg.com Date: Nov 09, 2016 Link: http://www.bloomberg.com/news/articles/2016-11-09/is-trump-going-to-mess-with-your-investments-six-tips Questions for Discussions: What advice is presented in this article? Do you think most investors will follow this advice?
Description: After a sharp sell-off overnight in Asia, markets staged a recovery on Wednesday as investors shook off the shock of a Donald J. Trump presidency and began to focus on whether his mix of policies could spur a still-fragile global economic recovery. Source: NYTimes.com Date: Nov 10, 2016 Link: http://www.nytimes.com/2016/11/10/business/dealbook/stock-markets-election.html Questions for discussion: How… Read more »
Description: President-elect is expected to take easier stance in combating drug-price hikes Source: MarketWatch.com Date: Nov 09, 2016 Link: http://www.marketwatch.com/story/drug-stocks-rally-health-insurers-tumble-as-investors-prepare-for-president-trump-2016-11-09 Questions for Discussions: What does the article say about investor reaction to the election results? What do you think the wise investor should at this time?
Description: As he has done for decades, once a week David F. Swensen convenes his staff — including his cadre of apprentices — for a morning-long meeting among the Gothic revival flourishes and crenelations of the Yale University campus to debate investment ideas. Source: NYTimes.com Date: Nov 05, 2016 Link: http://www.nytimes.com/2016/11/06/business/the-money-management-gospel-of-yales-endowment-guru.html?ref=business Questions for discussion: What… Read more »
Description: Moody’s slashes its profit growth outlook as consumers struggle to pay bills and restaurants grapple with weak traffic Source: MarketWatch.com Date: Nov 03, 2016 Link: http://www.marketwatch.com/story/analysts-who-warned-this-summer-of-a-restaurant-recession-are-looking-smart-now-2016-11-01?siteid=nwtwk Questions for Discussions: What does the article say about the restaurant business and consumer spending? What does the analysis suggest to investors?
Description: TD Ameritrade’s US$4 billion deal to acquire Scottrade Financial Services Inc. will not only give the company greater scale, but also highlights the ongoing push of discount brokerages into the wealth management sphere amid growing competition in the financial services market. Source: FinancialPost.com Date: Oct 25, 2016 Link: http://business.financialpost.com/investing/td-ameritrade-scottrade-deal-marks-an-industry-in-the-midst-of-major-change?__lsa=64cb-7420 Questions for discussion: What does… Read more »
Description: When a company’s earnings have beaten expectations this season, the stock has barely risen Source: MarketWatch.com Date: Oct 28, 2016 Link: http://www.marketwatch.com/story/heres-proof-that-investors-are-wising-up-to-wall-streets-earnings-game-2016-10-28 Questions for Discussions: What does the article say about the “game” going on? What do you think of this analysis?
Description: And his long climb back to Wall Street Source: Fortune.com – video report Date: Oct 20, 2016 Link: http://for.tn/2etMX5o Questions for Discussions: Who is Steven Cohen? Do you think he will be able to attract outside investment dollars? What does the report have to say about financial regulatory controls?
Description: Where is this market headed? It is anyone’s guess. Source: MarketWatch.com Date: Oct 22, 2016 Link: http://www.marketwatch.com/story/the-stock-market-is-caught-deep-in-no-mans-land-2016-10-20 Questions for discussion: Summarize the analysis presented in the report. What do you think about this line of thinking?