Posted by & filed under Economic Analysis, Financial analysis, Governments & Regulators, Growth & Valuation, Personal Finance.

Description: Ed Yardeni, president of Yardeni Research, makes sense of the market’s volatility, discusses rates and much more in this one-on-one interview with Mike Santoli.

Ed Yardeni is feeling déjà vu about this market sell-off — here’s what he sees next from CNBC.

Source: CNBC.com – video report

Date: Oct 26, 2018

Link: https://www.cnbc.com/video/2018/10/26/ed-yardeni-feeling-deja-vu-about-market-sell-off.html

Questions for discussion:

  • Summarize how Ed Yardeni sees market behavior and the reasons he is optimistic going forward.
  • Why would the Fed want to raise interest rates now, while the economy is doing well? (hint: lowering interest rates helps the economy during recessions)

Posted by & filed under Economic Analysis, Governments & Regulators, Growth & Valuation, Market Analysis, Personal Finance.

Description: In a Chinese Politburo meeting, officials say downward pressure on the economy is continuing. Yahoo Finance’s Seana Smith, Adam Shapiro, Andy Serwer and Mike Murphy of Rosehill Capital discuss.

Source: Yahoo.Finance.com – video report

Date: Nov 01, 2018

Link: https://finance.yahoo.com/video/warning-jack-ma-global-economy-170146340.html?soc_src=hl-viewer&soc_trk=ma

Questions for discussion:

  • Why would a trade war between the U.S. and China induce a global recession?
  • What do you think will happen?
  • How should investors deal with the situation?

Posted by & filed under Company Analysis, Growth & Valuation, Market Analysis, Personal Finance.

Description: An October beating hurt many stocks

Source: MarketWatch.com – video report

Date: Nov 01, 2018

Link: https://www.marketwatch.com/story/bottom-fishers-these-stocks-are-within-5-of-their-52-week-lows-2018-11-01

Questions for discussion:

  • What explains the recent declines in these stocks?
  • Why should their present prices interest investors?

Posted by & filed under Company Analysis, Growth & Valuation, Management Issues, Personal Finance.

Description:  Apple Inc. gave an underwhelming forecast for the key holiday period suggesting weaker-than-expected demand for pricier new iPhones. The company further stoked concerns by saying it will stop reporting unit sales of its most-important product.

Source: Bloomberg.com – video report

Date: Nov 01, 2018

Link: https://www.bloomberg.com/news/articles/2018-11-01/apple-holiday-forecast-misses-analysts-estimates-shares-fall

Questions for discussion:

  • Why did Apple share value fall?
  • Do you think the market overreacted to the announcements?
  • What would you advise current shareholders do now?
  • Would you advise new investors to take advantage of the price drop?

Posted by & filed under Financial analysis, Governments & Regulators, Growth & Valuation, Management Issues, Personal Finance.

Description: SAN FRANCISCO — When John Vrionis and Jyoti Bansal set out to raise money this year for their first venture capital fund, Unusual Ventures, industry peers advised them to go after the easy money — sovereign wealth funds like those managed by Saudi Arabia and Abu Dhabi, which have become major investors in Silicon Valley.

Source: NYTimes.com

Date: Nov 02, 2018

Link: https://www.nytimes.com/2018/11/01/technology/start-ups-venture-capital-saudi-arabia.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=rank&module=package&version=highlights&contentPlacement=5&pgtype=sectionfront

Questions for discussion:

  • Summarize what the article says about the ethical concerns facing venture capital funding.
  • Is there any way to truly “know” the source of funds? Does it matter?

Posted by & filed under Governments & Regulators, Growth & Valuation, Market Analysis, Personal Finance.

Description:  Tony Dwyer, Canaccord Genuity; Tim Seymour, Seymour Asset Management; Karen Finerman, Metropolitan Capital; and Michael Farr of Farr, Miller and Washington, discuss what investors should do following another big drop in the market. With CNBC’s Melissa Lee.

Market’s down another 608 points, so what should investors do now? from CNBC.

Source: CNBC.com – video report

Date: Oct 24, 2018

Link: https://www.cnbc.com/video/2018/10/24/markets-down-another-608-points-so-what-should-investors-do-now.html

Questions for discussion:

  • What does the panel say about the market and what investors should do next?
  • What do think of their analysis and advice?

Posted by & filed under Company Analysis, Growth & Valuation, Industry Analysis, Personal Finance.

Description: Stock market darling Advanced Micro Devices appears to be a darling no more. The company, which makes microchips to power PCs and servers as well as video graphics cards, saw its share price shrivel by almost 25% in trading just on Wednesday through midday on Thursday.

Source: Fortune.com – video report

Date: Oct 25, 2018

Link: http://fortune.com/2018/10/25/why-amd-shares-have-plummeted-almost-25-in-two-days/

Questions for discussion:

  • Summarize AMD share price behavior?
  • Why are AMD share prices behaving this way?
  • What would you advise investors?

Posted by & filed under Governments & Regulators, Growth & Valuation, Market Analysis, Personal Finance.

Description: Former Fed Chair Paul Volcker says there’s a basic lack of respect for government institutions and described Washington as a ‘swamp’ run by plutocrats, in an interview with The New York Times’ and Squawk Box co-anchor Andrew Ross Sorkin.

U.S. in a ‘hell of a mess in every direction’: Volcker from CNBC.

Source: CNBC.com – video report

Date: Oct 22, 2018

Link: https://www.cnbc.com/video/2018/10/23/u-s-in-a-hell-of-a-mess-in-every-direction-volcker.html

Questions for discussion:

  • Summarize the key points made by Paul Volcker.
  • Why is trust in government institutions so important?
  • Do you think levels of trust are any different today than when Volcker was chairman?

Posted by & filed under Company Analysis, Financial analysis, Growth & Valuation, Personal Finance.

Description: ‘I scratch my head’ at General Motors’ low valuation, says John Buckingham, editor of the Prudent Speculator

Source: MarketWatch.com

Date: Oct 25, 2018

Link: https://www.marketwatch.com/story/teslas-success-underscores-the-tremendous-bargain-of-gms-shares-2018-10-25

Questions for discussion:

  • What is the argument made for buying GM?
  • Do you agree with the analysis and recommendation?

Posted by & filed under Financial analysis, Governments & Regulators, Growth & Valuation, Market Analysis, Personal Finance.

Description: It’s a less bullish time for investors, but mostly good for workers and the economy.

Source: NYTimes.com

Date: Oct 25, 2018

Link: https://www.nytimes.com/2018/10/25/upshot/why-has-the-stock-market-been-dropping-the-expansion-heads-for-a-new-phase.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=stream&module=stream_unit&version=latest&contentPlacement=4&pgtype=sectionfront

Questions for discussion:

  • Summarize what the article says about the state of the stock market.
  • What would you advise investors do at this time?