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

Description: A press conference with President Trump on Monday afternoon sent an already crashing market right on through a trapdoor.

Source: YahooFinance.com – video report

Date: Mar 16, 2020

Link: https://ca.finance.yahoo.com/news/the-dow-just-crashed-3000-points-here-is-why-it-happened-203917420.html

Questions for discussion:

  • What triggered the 3,00 point drop?
  • Why are credit markets so critical to a quicker economic and stock market recovery?
  • What do you think will happen over the next 12 months?

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

Description: After that shock it took about 18 months for bond yields and equity markets to bottom

Source: FinancialPost.com – video report

Date: Mar 18, 2020

Link: https://business.financialpost.com/investing/david-rosenberg-stop-looking-to-2008-this-crisis-is-more-like-9-11?video_autoplay=true

Questions for discussion:

  • Summarize the key points made by David Rosenberg?
  • What do you think about his assessments and projections?
  • What would you advise investors today?

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

Description: As the government continues to wrestle with the COVID-19 epidemic, US consumers and news organizations have rediscovered one of the things that made social media so valuable: Democratizing information about a fast-moving global story brings to light important narratives that official sources may miss, ignore or suppress.

Source: eMarketer.com

Date: Mar 17, 2020

Link: https://www.emarketer.com/content/why-tech-companies-can-regain-consumer-trust-as-coronavirus-crisis-continues?ecid=NL1001

Questions for discussion:

  • What are the highlights presented in this report?
  • Do you agree that a brand that is viewed as a source of greater trust will benefit long after this crisis has passed?
  • What does this mean for managers, investors?

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

Description: Regeneron said it could produce ‘hundreds of thousands’ of does per month by the end of the summer if trials of its cocktail coronavirus treatment prove successful.

Source: TheStreet.com

Date: Mar 17, 2020

Link: https://www.thestreet.com/investing/regeneron-surges-after-identifying-coronavirus-antibodies

Questions for discussion:

  • What does the report say about the pharmaceutical effort to stop the spread of the Coronavirus?
  • What are the benefits to the first company that develops and distributes a treatment?
  • How do you think the global experience with this virus outbreak will change our behaviors in the future?

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

Description: The stock market has not reached its bottom yet, even as Wall Street headed higher Tuesday after historic declines,  economist Mohamed El-Erian told CNBC.

Source: CNBC.com – video report

Date: Mar 10, 2020

Link: https://www.cnbc.com/2020/03/10/mohamed-el-erian-market-bottom-not-in-yet-despite-bounce-off-big-drop.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail

Questions for discussion:

  • What does El-Elrian suggest is happening in markets today and what advice is he offering?
  • Do you agree with his thinking?

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

Description: Shares of Boeing (BA) – Get Report have become a disaster. Shares have declined 10% on Thursday and have fallen more than 60% from its highs.

Source: TheStreet.com

Date: Mar 12, 2020

Link: https://www.thestreet.com/investing/trading-boeing-ba-stock-coronavirus

Questions for discussion:

  • Summarize the reasons for the stock decline and why recent borrowing activity is a prime concern for investors?
  • What would you advise the firm do, financially speaking?
  • What would you advise investors?

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

Description: We could see a viscious cycle as recession fears rise..Morgan Stanleys Ruchir Sharma

Source: CNBC.com – video report

Date: Mar 9, 2020

Link: https://www.cnbc.com/video/2020/03/09/we-could-see-a-vicious-cycle-as-recession-fears-rise-morgan-stanleys-ruchir-sharma.html

Questions for discussion:

  • What does Ruchir Sharma say might happen to financial markets?
  • What do you think the probabilities are for these nightmare scenarios?
  • What should retail investors do today?

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

Description: Peter Hodson: Watching these might at least give you something to do if you find yourself quarantined somewhere

Source: FinancialPost.com – video report

Date: Mar 9, 2020

Link: https://business.financialpost.com/investing/investing-pro/these-are-the-indicators-investors-should-be-watching-for-signs-of-a-market-bottom?video_autoplay=true

Questions for discussion:

  • What are the indicators and what are they suggesting at the moment?
  • What should investors do, in your opinion?

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

Description: Peter Diamandis and Steven Kotler make their case in a new book “The Future Is Faster Than You Think.”

Source: Fortune.com – video report

Date: Mar 6, 2020

Link: https://fortune.com/videos/watch/964fb3ae-5def-4d56-8e8c-56edbbb4de90?activePlaylistName=On%20Leading

Questions for discussion:

  • What are the highlights presented in this video report?
  • What does the message suggest about innovation, business development and investing?

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

Description: The other day I went into Costco to buy some toilet paper. It came as a small shock when I couldn’t find a single roll.

Source: Yahoo.Finance.com

Date: Mar 11, 2020

Link: https://www.yahoo.com/news/theres-plenty-toilet-paper-us-122309255.html

Questions for discussion:

  • What does the report say about human behavior and consumer products?
  • How should investors deal with this understanding?