Posted by & filed under Governments & Regulators.

Description: JUST before the Fourth of July weekend, Paul A. Volcker packed his fishing gear and set off for his annual outing to the Canadian wilds to cast for Atlantic salmon.
Source: NYTimes.com
 
Date: 07/09/2010

Link: http://www.nytimes.com/2010/07/11/business/11volcker.html?ref=business

Questions for discussion:

  • Summarize the main points presented in this article.
  • According to Paul Volcker, which reforms are missing?
  • Do you agree with this view?
  • How do you think the reform package will impact the markets?
  • Will the reforms act to reduce the risks of financial crisis in the future?

Posted by & filed under Market Analysis.

Description:  Stock futures in the U.S. moved lower as investors awaited key manufacturing data after a similar gauge from China disappointed. Mark Hulbert, David Weidner and Paul Vigna discuss. Also, Scott McCartney discusses why airlines are finally refurbishing their coach cabins after years of delays.

Source:  Marketwatch.com – video report
 
Date: 07/01/2010

Link: http://www.marketwatch.com/video/asset/am-report-stocks-poised-to-extend-selloff/549BA8C3-C41E-4855-844C-383BEA2C0CED

Questions for discussion: 

  • Summarize the major opinions presented in this reports.
  • What do you think of the various “signals” discussed in the report, such as the Dow Theory signal?
  • What is your view about the market direction for the balance of this year?

Posted by & filed under Market Analysis.

Description:  Despite a sea of pessimism, Wealth Adviser columnist James Altucher tells Dow Jones Newswires’ Veronica Dagher seven reasons the S&P 500 should hit 1500 and why investors should be optimistic.

Source:  Marketwatch.com – video report
 
Date: 07/02/2010

Link: http://www.marketwatch.com/video/asset/7-reasons-the-sp-500-should-hit-1500/415ADC1B-4D66-461F-9F20-CA597CE4165C

Questions for discussion:

  • Summarize the reasons given for optimism?
  • Do you agree with this analysis?
  • What would you advise investors and financial managers to do in this economic environment?

Posted by & filed under Economic Analysis.

Description: As benchmark yields fall to April ’09 lows, some see second-half rebound. The recent steep rally in U.S. Treasury bonds, helped by investor jitters over European debt and weakening U.S. economic data, isn’t likely to last, say some bond investors and strategists.

Source:  Marketwatch.com

Date: 07/02/2010

Link: http://www.marketwatch.com/story/bond-rally-reflects-gloom-dont-bet-on-it-lasting-2010-07-02
 
Questions for discussion:

  • Summarize the reasons for recent price movements of bonds?
  • What is your opinion of future price changes in the bond and stock markets for the balance of this year?

Posted by & filed under Governments & Regulators.

Description: Russian lawmakers say they plan to overhaul the law on economic crimes, resulting in the early release of as many as 100,000 imprisoned executives and entrepreneurs as the government seeks to attract investors.

Source: Bloomberg.com
 
Date: 07/02/2010

Link: http://www.bloomberg.com/news/2010-07-01/russian-revamp-of-predatory-legal-system-may-free-100-000-entrepreneurs.html

Questions for discussion:

  • What do you think of the Russian approach to “investment management”?
  • How would you expect foreign investors to react to this report?
  • What affect will the involvement of high profile business people such as Steve Jobs have on others thinking about Russian investment?

Posted by & filed under Market Analysis.

Description: WITH the stock market lurching again, plenty of investors are nervous, and some are downright bearish. Then there’s Robert Prechter, the market forecaster and social theorist, who is in another league entirely.

Source: NYTimes.com
 
Date: 07/02/2010

Link: http://www.nytimes.com/2010/07/04/your-money/04stra.html?ref=business

Questions for discussion:

  • What do think of Elliott Wave Theory as a predictive tool?
  • Summarize the key points made in this article.
  • Given that Prechter’s directions for investing have not outperformed the market, how should investors view his approach to technical analysis?
  • In general, what is your view of technical analysis as a tool for guiding investing? 

Posted by & filed under Governments & Regulators, Management Issues.

Description:  FDIC Chairman Sheila Bair talks to WSJ economics editor David Wessel about the financial-regulatory legislation pending in Congress, the current health of the banking business and what it’s like to be the sole woman among a band of powerful men.

Source:  Marketwatch.com – video report
 
Date: 06/25/2010

Link: http://www.marketwatch.com/video/asset/the-big-interview-sheila-bair/3505E1E8-BE42-4D21-8896-429459517801

Questions for discussion: 

  • Summarize the major points presented by FDIC Chairman Sheila Bair.
  • Do you agree with her positions?
  • What items should corporate finance managers pay particular attention to as they look ahead toward strategic planning?

Posted by & filed under Market Analysis.

Description:  In the wake of the Federal Reserve offering a subdued assessment of the economy and signaling it’s set to keep interest rates low, Treasury yields are testing record levels. The downturn in yields is happening even in the absence of the kind of panic that’s pushed yields to historic lows in the past. The move comes as the S&P 500 continues to test critical support levels. Paul Vigna, Madeleine Lim and Michael Casey discuss.

Source:  Marketwatch.com – video report
 
Date: 06/24/2010

Link: http://www.marketwatch.com/video/asset/markets-hub-how-low-can-yields-fall/2C0E1822-BFE9-4ED5-8E14-D029ED6EC065

Questions for discussion:

  •  Summarize the reasons given for current treasury yields?
  • What is your prediction for treasuries and the stock market over the next three months?
  • Why do you think this will occur?
  • How should financial managers behave in this market?

Posted by & filed under Company Analysis.

Description: BP shares dropped as much as 9% in London on Friday, putting the drop the oil major’s market capitalization at more than $100 billion since the Gulf of Mexico oil spill began, as an analyst suggested the company needs to sell stock to assure counterparties of its financial health.

Source:  Marketwatch.com

Date: 06/25/2010

Link: http://www.marketwatch.com/story/bp-shares-get-fresh-hammering-2010-06-25?siteid=nwtwk
 
Questions for discussion:

  • Summarize the financial situation for BP.
  • Evaluate BP as an investment for the next 12 months?
  • What could BP management do now to mitigate further erosion of its stock value?
  • What could other oil companies learn from BP’s experience?

Posted by & filed under Company Analysis, Financial Planning.

Description: Billionaire Anil Ambani’s Reliance Communications Ltd. will cut its debt by at least $3 billion by selling its mobile-phone transmission towers, people familiar with the deal said.

Source: Bloomberg.com
 
Date: 06/27/2010

Link: http://www.bloomberg.com/news/2010-06-27/gtl-to-buy-reliance-communications-towers-to-expand-mobile-phone-network.html

Questions for discussion:

  • Summarize the transaction described in the report?
  • What were the benefits derived for each side?
  • How will cash flow be affected at Reliance?
  • Was this a “good deal” for both parties or did one side benefit more?
  • What alternatives were available to Reliance?
  • Would you have made this deal?