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

Description: Lean into ‘volatility spikes’: Credit Suisse

Source: Finance.Yahoo.com – video report

Date: Oct 12, 2018

Link: https://finance.yahoo.com/video/lean-volatility-spikes-credit-suisse-143711471.html

Questions for discussion:

  • Summarize the arguments presented.
  • Do you agree with these recommendations?
  • What would you advise investors?

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

Description:  If the market always speaks a message, then Wednesday’s 800-point tumble in the Dow Industrials and 3.2 percent break in the S&P 500 can be considered the market shouting for attention.

Source: CNBC.com

Date: Oct 11, 2018

Link: https://www.cnbc.com/2018/10/11/this-sell-off-was-long-overdue-and-is-likely-not-the-end-of-the-bull-market.html

Questions for discussion:

  • How does the report explain the sudden sell-off?
  • Do you agree with the assessment?
  • Why is there confidence that the bull market is still alive?

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

Description: Warren Buffett believes interest rates are critical in determining stock valuations. The Dow Jones Industrial Average plunged more than 1,300 points in two days as investors worried about the negative effects from the rising interest rate environment. In a 2017 interview video clip found using CNBC’s Warren Buffett Archive, the investor explained why rates matter so much for investors.

Source: CNBC.com – video report

Date: Oct 11, 2018

Link: https://www.cnbc.com/2018/10/11/warren-buffett-on-why-interest-rates-matter-so-much-for-investing.html?yptr=yahoo

Questions for discussion:

  • Summarize the relationship between interest rates and investing, according to Warren Buffett?
  • Does this thinking hold up well in todays markets?
  • What advice do you think Buffett would be giving investors at this time?

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

Description: Government debt yields sank Thursday after the Labor Department said consumer prices rose less than expected in September, calming inflation fears that sent the 10-year Treasury yield to its highest in seven years earlier this week.

Source: CNBC.com

Date: Oct 11, 2018

Link: https://www.cnbc.com/2018/10/11/us-bonds-and-fixed-income-global-equity-markets-in-turmoil.html

Questions for discussion:

  • What happened in the bond market and why, according to the report?
  • What would you advise investors do now?

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

Description: Berkshire Hathaway (ticker: BRK.A, BRK.B) CEO and legendary investor Warren Buffetthas always been generous in sharing his time and his investing philosophy.

Source: Finance.Yahoo.com

Date: Oct 12, 2018

Link: https://finance.yahoo.com/news/7-things-warren-buffett-says-stock-market-174444524.html

Questions for discussion:

  • Summarize Warren Buffett’s current thinking about investing in the stock market?
  • Which item in this report do you think is most important for investors to know?

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

Description: A bond selloff that sent benchmark U.S. Treasury yields to the highest since 2011 spread into Asia and Europe on Thursday, spurring more gains for the dollar and triggering widespread declines in equities.

Source: Bloomberg.com – video report

Date: Oct 03, 2018

Link: https://www.bloomberg.com/news/articles/2018-10-03/treasuries-slide-asia-stocks-set-to-nudge-higher-markets-wrap

Questions for discussion:

  • Summarize and explain the movements in markets.
  • What would you advise investors do in the short term?

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

Description:  Investors are still grappling with some whiplash caused by a bond sell off Wednesday, which saw the biggest one-day climb in two years for the 30-year U.S. Treasury yield.

Source: MarketWatch.com

Date: Oct 04, 2018

Link: https://www.marketwatch.com/story/bill-gross-this-is-why-bonds-are-selling-off-2018-10-04

Questions for discussion:

  • What does Bill Gross have to say about the cause of the bond sell off?
  • Should stock market investors be concerned, according to the report?
  • What do you think is happening?

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

Description: Amazon, the second largest private employer in the U.S., is raising the minimum wage for its full-time and temporary workers to $15 per hour.

Source: Finance.Yahoo.com – video report

Date: Sep 26, 2018

Link: https://finance.yahoo.com/news/real-reason-amazon-raising-minimum-wage-170807455.html

Questions for discussion:

  • What are the possible reasons for Amazon’s pay raise, according to the report?
  • What do you think is motivating management?
  • How has this affected the stock price?
  • Why do you think investors responded as they did?

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

Description: Amazon.com recently announced that it would be raising its entry wage to $15 an hour and would lobby for a higher minimum wage at federal, state and municipal governments. Other companies have announced similar moves in recent months, including Walmart, which bumped its starting wages to $10 an hour. These are interesting developments that merit a bit of discussion.

Source: MarketWatch.com

Date: Oct 04, 2018

Link: https://www.marketwatch.com/story/two-ways-to-view-amazons-15-wage-a-cynical-move-or-as-a-surprising-way-to-cut-costs-2018-10-04

Questions for discussion:

  • What does this editorial say about the motivation to raise wages at Amazon?
  • Do you agree with the assessment?

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

Description: CNBC’s ‘Squawk on the Street’ team discusses Apple’s new partnership with Salesforce to start developing technology such as voicing software together.

Apple Salesforce deal is so big, you should have to pay more for both stocks, says Jim Cramer from CNBC.

Source: CNBC.com – video report

Date: Sep 23, 2018

Link: https://www.cnbc.com/video/2018/09/24/jim-cramer-apple-is-integral-to-salesforce-package-and-vice-versa.html

Questions for discussion:

  • Why is Jim Cramer excited about an Apple and Saleforce partnership?
  • How can enterprise technology applications increase between the two firms and others?
  • How much do you think this developing partnership could affect stock prices for each firm?