Description: Sound investing is partly about uncovering ‘truthiness’
Source: Marketwatch.com
Date: Dec 17, 2014
Questions for Discussions:
- Summarize the key ideas suggested to investors.
- Which do you think is most relevant today?
Description: Standard and Poor’s Ratings Services Thomas Watters discusses OPEC and lower oil. He speaks on “Street Smart.” (Source: Bloomberg)
Source: Bloomberg.com – video report
Date: Dec 11, 2014
Link: http://www.bloomberg.com/video/opec-why-won-t-it-cut-oil-production-X9uVXkRwSXq4vmju2gvNtQ.html
Questions for Discussions:
- Why are oil prices under pressure?
- Do you think some producers are likely to abandon operations?
- How should investors approach the current situation?
Description: There’s a price war in wireless. That’s great news for consumers shopping for a new smartphone … but terrible for investors in Verizon, AT&T, Sprint and T-Mobile.
Source: CNNMoney.com – video report
Date: Dec 12, 2014
Link: http://money.cnn.com/video/investing/2014/12/12/wireless-telco-stocks.cnnmoney/
Questions for Discussions:
- Why do you suppose there is a price war?
- How is this likely to affect stocks in the near term?
- What should investors do?
Description: Fortune’s Shawn Tully discusses his latest feature on Rick McVey, CEO of electronic trader MarketAxess Holdings.
Source: Fortune.com – video report
Date: Dec 12, 2014
Link: http://for.tn/1x9oxWd
Questions for Discussions:
- Describe the transition toward electronic trading in bonds as presented in this report?
- Why would greater variety be good for the industry?
Description: The quants are winning.Hedge funds that rely on computer programs to trade are producing some of the highest returns in the industry after a particularly profitable November.
Source: Bloomberg.com
Date: Dec 12, 2014
Questions for Discussions:
- What does the report say about these funds and the reasons for their success?
- What is your view on the reasons for their success?
Description: Uber dominates any discussion about smartphone car services in the U.S., but the company is a bit player in the race to win over Chinese taxi riders. By taking a new investment from Baidu that could be worth as much as $600 million, Uber is hoping for help in catching up with local competitors before it’s too late.
Source: Businessweek.com
Date: Dec 12, 2014
Link: http://www.businessweek.com/articles/2014-12-12/uber-is-now-a-pawn-in-chinas-internet-taxi-war
Questions for Discussions:
- Do any of these developments suggest a growth opportunity for Uber?
- How should investors deal with the information in this report?
Description: As oil prices fall further, T. Boone Pickens says the trend of falling prices could last for up to 18 months, but says the U.S. shale boom can survive — and that he hopes the United States will eventually stop using OPEC oil altogether.
Source: CNNMoney.com – video report
Date: Dec 05, 2014
Link: http://money.cnn.com/video/news/2014/12/05/t-boone-pickens-oil.cnnmoney/
Questions for Discussions:
- Summarize what T. Boone Pickens says about current and future oil prices.
- What would happen to oil prices if US imports from OPEC would continue to fall?
Description: Fortune’s Stephen Gandel sits down with a group of investors and strategists and they discuss what kind of return investors can expect in the current market.
Source: Fortune.com – video report
Date: Dec 04, 2014
Link: http://for.tn/1tNJHBH
Questions for Discussions:
- What is the basis for lower market performance in the near future?
- Do you agree with these assessments?
- How should investors deal with these economic forecasts?
Description: Dell Chief Executive Officer and Founder Michael Dell discusses being back in charge and the benefits of being a private company. He speaks to Bloomberg’s Erik Schatzker in New York on December 3. (Source: Bloomberg)
Source: Bloomberg.com – video report
Date: Dec 06, 2014
Questions for Discussions:
- What does Michael Dell say about the changes at Dell after going private?
- How should investors respond to the comments made in this report?
Description: When is good economic news a reason to worry?
Source: NYTimes.com
Date: Dec 04, 2014
Questions for Discussions:
- Summarize the economic concerns expressed in this report.
- What do you is likely to occur?
