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

Description:  Commentary: Starving the government is not patriotic

Source:  Moneywatch.com

Date: 08/12/2011

Link:  http://www.marketwatch.com/story/ceos-and-tea-partiers-shut-up-and-pay-taxes-2011-08-12

Questions for discussion:

  • Summarize the arguments presented.
  • Do you agree with them?
  • What alternatives should highly paid management consider that might shift public attention away from their compensation packages and tax contributions?

Posted by & filed under Economic Analysis, Governments & Regulators, Market Analysis.

Description:   John Chambers, head of Sovereign Ratings for Standard & Poor?s, explains why the ratings agency downgraded the U.S. credit rating.

Source: CNNMoney.com – video report

Date: 08/06/2011

Link:  http://money.cnn.com/video/news/2011/08/06/n_us_credit_downgrade.cnnmoney/

Questions for discussion:

  • Summarize the reasons for the S&P decision?
  • Do you think it was justified?
  • What are the consequences for governments, businesses, and consumer?
  • How will this affect the economy?

Posted by & filed under Economic Analysis, Market Analysis.

Description:  Marc Faber, publisher of the Gloom, Boom & Doom report, talks about global financial markets. Faber also discusses Federal Reserve monetary policy. He speaks from Zurich with Susan Li and John Dawson on Bloomberg Television’s “On the Move Asia.” (Source: Bloomberg)

Source: Bloomberg.com – video report

Date: 08/05/2011

Link: http://bloom.bg/mUFPqB#ooid=5jb25wMjoIxPYlFTLNz_Fjul3sHHs0ng

Questions for discussion:

  • Summarize the opinions presented in this report.
  • Do you agree with Marc Farber?
  • What would you advise investors to do at this time?

Posted by & filed under Economic Analysis, Market Analysis.

Description: So many people are following the 200-day moving average, to help differentiate between bull and bear markets, that the indicator may have lost the effect it’s had for decades, according to MarketWatch columnist Mark Hulbert. Laura Mandaro reports. Image courtesy of Getty Images.

Source: Marketwatch.com – video report

Date: 08/02/2011

Link:  http://www.marketwatch.com/video/asset/sp-500-crash-through-200-day-average-not-all-bad/63F9BE13-BD5C-451B-B060-D6DD87BD8CD3

Questions for discussion:

  • Why is the 200-day moving average considered a good predictor of market direction; or is it?
  • How have the markets behaved since this article was posted?
  • Why would some analysts consider any moving average invalid today?

Posted by & filed under Economic Analysis, Market Analysis.

Description: BRADLEY ALFORD, a money manager in Atlanta, just hit the panic button.

Source: NYTimes.com

Date: 08/06/2011

Link: http://www.nytimes.com/2011/08/07/business/neurofinance-shows-how-investors-can-shun-reason.html?_r=1&ref=business

Questions for discussion:

  • What does this report have to say about investor psychology today?
  • Do you believe it is justified?
  • What would you advise investors to do at this time?

Posted by & filed under Company Analysis, Management Issues.

Description:  LinkedIn Corp. has suffered an unusual loss of support from the securities firms that led the professional-networking website’s initial public offering less than three months ago.

Source:  Bloomberg.com

Date: 08/05/2011

Link:  http://www.bloomberg.com/news/2011-08-05/linkedin-ipo-managers-stop-saying-buy-amid-networking-site-s-stock-surge.html

Questions for discussion:

  • How do you think investors will interpret the changes in recommendations so soon after their IPO recommendations?
  • What are the implications for this behavior?
  • Is there anything unethical about the behavior?

Posted by & filed under Company Analysis.

Description:   Dunkin’ Donuts has a successful IPO and Amazon simply continues to impress despite economic wariness.

Source: CNNMoney.com – video report

Date: 07/27/2011

Link:  http://money.cnn.com/video/markets/2011/07/27/mkts_bh_amazon_dunkin.cnnmoney/

Questions for discussion:

  • Summarize the commentary made for each of these stocks.
  • Would you advise investors to buy, sell or hold any of them?

Posted by & filed under Company Analysis.

Description: The oil giant’s earnings increased 41% to $10.7 billion but missed forecasts.

Source: CNNMoney.com – video report

Date: 07/28/2011

Link:  http://money.cnn.com/video/markets/2011/07/28/mkts_am_exxon.cnnmoney/

Questions for discussion:

  • Summarize the reasons for Exxon Mobil’s financial situation.
  • Given the investment decisions and energy pricing, what does the report suggest about the future of the company and industry?
  • Would you be an investor in the company or industry today?

Posted by & filed under Company Analysis, Financial Planning, Industry Analysis.

Description: After default, emergency restructuring was needed to satisfy lenders.

Source:  Fortune.com

Date: 07/28/2011

Link:  http://finance.fortune.cnn.com/2011/07/28/the-forbes-familys-big-deal-causes-big-trouble/

Questions for discussion:

  • Summarize the financial condition of the firm.
  • How would you advise management to deal with the current situation?

Posted by & filed under Economic Analysis, Management Issues.

Description: If Washington is deadlocked now, how will it deal with the much bigger debt problems that lurk in the decades to come?

Source: Businessweek.com
 
Date: 07/27/2011

Link:   http://www.businessweek.com/magazine/why-the-debt-crisis-is-even-worse-than-you-think-07272011.html

Questions for discussion: 

  • Summarize the key points made in the report.
  • What are the implications for the economy?
  • How should government manage the current situation?
  • How should investors view the near and longer term?