Description: For an investor whose story was featured in a best-selling book and an Oscar-winning movie, Michael Burry has kept a surprisingly low profile in recent years. Source: Bloomberg.com – video report Date: Sep 04, 2019 Link: https://www.bloomberg.com/news/articles/2019-09-04/michael-burry-explains-why-index-funds-are-like-subprime-cdos Questions for discussion: Summarize the analysis presented? Do you agree with the risk perception? What should investors… Read more »
Posts Categorized: Personal Finance
Biggest Bond Rout in Years Whiplashes Bulls Who Had Been Right
Description: (Bloomberg) — After August’s historic drop, it was starting to seem like Treasury yields could only fall. And then came Thursday, when an enormous surge reminded even well-entrenched bulls that the world’s biggest bond market isn’t a one-way street. Source: Bloomberg – Yahoo.Finance.com – video report Date: Sep 05, 2019 Link: https://finance.yahoo.com/news/bond-bulls-big-reminder-treasuries-145330270.html Questions for… Read more »
Mohamed El-Erian on the bond markets: ‘If you stick with the old rules, you will lose’
Description: Economist Mohamed El-Erian told CNBC Friday that investors need to think differently about the global bond market, saying that the asset class should be treated in an “opportunistic” manner rather than as a core part of a portfolio. Source: CNBC.com – video report Date: Sep 04, 2019 Link: https://www.cnbc.com/2019/09/06/mohamed-el-erian-on-bonds-if-you-stick-with-old-rules-you-will-lose.html Questions for discussion: What is… Read more »
Beyond Meat’s stock falls after D.A. Davidson analyst starts coverage with a rare bearish rating
Description: Shares of Beyond Meat Inc. BYND, -3.91% sank 3.2% in midday trading Thursday, after analyst Brian Holland at D.A. Davidson started coverage of the plant-based meat company with a rare bearish rating, citing concerns over the total addressable market of “non-meat” eaters over the longer term. Source: MarketWatch.com Date: Sep 06, 2019 Link: https://www.marketwatch.com/story/beyond-meats-stock-falls-after-da-davidson-analyst-starts-coverage-with-a-rare-bearish-rating-2019-09-06?mod=mw_theo_homepage Questions for discussion:… Read more »
In a world of disappearing income, these stable stocks pay a high dividend yield
Description: In a world of falling and even negative interest rates, investors are searching high and low for yield. Source: CNBC.com Date: Sep 04, 2019 Link: https://www.cnbc.com/2019/09/04/in-a-world-of-disappearing-income-these-stable-stocks-pay-a-high-dividend-yield.html Questions for discussion: What do you think about the advice presented to investors in this report? What are the risks to investors who choose to follow the advice?… Read more »
‘Canada is pretty much played out’: What Canopy Rivers learned from thousands of pot pitches
Description: Members of the deal team at Canopy Rivers Inc. (RIV.V) look at about seven investment opportunities a day, getting to know cannabis entrepreneurs eager for financial backing in a sector where the stigma of illegal drugs lingers. Source: Yahoo.Finance.com Date: Sep 05, 2019 Link: https://ca.finance.yahoo.com/news/canada-is-pretty-much-played-out-what-canopy-rivers-learned-from-thousands-of-pot-pitches-141549137.html Questions for discussion: Summarize the investment thinking at Canopy… Read more »
The Almighty Dollar Needs a Rival
Description: America’s currency has become the lingua franca of commerce. That’s “putting the global economy under increasing strain.” Source: Bloomberg.com Date: Aug 29, 2019 Link: https://www.bloomberg.com/news/articles/2019-08-29/the-almighty-dollar-needs-a-rival?srnd=businessweek-v2 Questions for discussion: What are the issues related to the role played by the U.S. dollar in global business and investment? Do you think there would be a serious… Read more »
Why record low bond yields could keep heading lower as market fears ‘disaster scenario’
Description: Bond yields are heading south, and there appears to be no stopping them for now. Source: CNBC.com – video report Date: Aug 29, 2019 Link: https://www.cnbc.com/2019/08/28/bond-yields-still-heading-lower-as-market-fears-disaster-scenario.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for discussion: What does the article say is reason for concern? Do you agree with the analysis? What should investors do today?
Here’s how the stocks held by Warren Buffett’s Berkshire Hathaway have performed in 2019
Description: Winners include Mastercard and Costco, while Kraft Heinz is one of the worst performers Source: MarketWatch.com Date: Aug 29, 2019 Link: https://www.marketwatch.com/story/heres-how-the-stocks-held-by-warren-buffetts-berkshire-hathaway-have-performed-in-2019-2019-08-29?mod=mw_theo_homepage Questions for discussion: Summarize the portfolio performance. Explain what happened? What can an investor learn from Buffett’s decisions?
WeWork Is Going Public. Are Its Numbers Too Private?
Description: As the fast-growing purveyor of shared work space prepares for an I.P.O., its filings lack some important insights. Source: NYTimes.com Date: Aug 29, 2019 Link: https://www.nytimes.com/2019/08/29/business/wework-ipo.html Questions for discussion: What are the concerns expressed in the article? What do you think of the WEWORK business model, from an investor’s point of view?
