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

Description: Former Federal Reserve Chairman Ben Bernanke sounded an optimistic tone on the longer-term state of the economy, predicting in a CNBC interview Wednesday that while the U.S. is facing an acute recession, it shouldn’t last.

Source: CNBC.com – video report

Date: Mar 25, 2020

Link: https://www.cnbc.com/2020/03/25/former-fed-chairman-ben-bernanke-sees-very-sharp-recession-followed-by-fairly-quick-rebound.html

Questions for discussion:

  • What does Ben Bernanke say is happening and is likely to happen in stock markets?
  • Do you agree with his assessments?
  • What would you advise investors at this time?

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

Description: How much worse can it get? That’s a question many investors are undoubtedly asking themselves after a week of historic volatility that saw stocks suffer another pummeling and drove the Dow Jones Industrial Average to its lowest close since December 2016 as the global COVID-19 pandemic promises to push the world into recession.

Source: MarketWatch.com

Date: Mar 21, 2020

Link: https://www.marketwatch.com/story/as-dow-wipes-out-over-3-years-of-stock-market-gains-heres-a-warning-about-calling-the-bottom-2020-03-21

Questions for discussion:

  • Why should investors avoid trying to call the bottom?
  • What is the reason some may try?
  • How can regular long-term investors deal with taking advantage of first signs that the worst is over?

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

Description: ARK Invest CEO Cathie Wood joins Yahoo Finance’s The Final Round to talk her outlook for the market and the impact coronavirus on stocks. She also talks her outlook for Tesla.

Source: YahooFinance.com – video report

Date: Mar 19, 2020

Link: https://finance.yahoo.com/video/ark-invest-ceo-cathie-wood-213742544.html

Questions for discussion:

  • Summarize the key points made by Cathie Wood.
  • What do you think of her prediction for Tesla stock?

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

Description: That doesn’t mean the stock market should be shut down until Covid-19 panic has passed

Source: Macleans.ca

Date: Mar 27, 2020

Link: https://www.macleans.ca/economy/canadas-stock-market-collapse-is-like-nothing-weve-ever-seen-before/

 

Questions for discussion:

  • How does the current drop in stock values compare to other times of crisis?
  • What should investors do at this time, in your opinion?

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

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: e-Marketer.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 brands that are viewed as a source of greater trust will benefit after this crisis has passed?
  • What does this mean for managers, investors?

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

Description: The coronavirus is more than a health menace. It’s a wealth destroyer that the global economy will have to live with for many months to come.

Source: Bloomberg.com

Date: Feb 25, 2020

Link: https://www.bloomberg.com/news/articles/2020-02-28/the-world-catches-a-dangerous-virus-of-the-mind?srnd=businessweek-v2

Questions for discussion:

  • What does the article say about what was known about the coronavirus a month ago and how people interpreted and dealt with it?
  • Why do you think people behaved as they did?

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

Description: Stock futures took a wild ride heading into Tuesday’s Wall Street open, casting doubt on the reliability of premarket trading as an indicator of where things stand.

Source: CNBC.com – video report

Date: Mar 17, 2020

Link: https://www.cnbc.com/2020/03/17/stock-futures-are-swinging-all-over-the-place-cramer-says-theyre-a-total-joke.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail

Questions for discussion:

  • What do stock futures traditionally suggest to investors?
  • Why are they unreliable now, according to Jim Cramer?
  • How should investors regard stock futures at this time?

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

Description: Stocks plummeted Monday after being halted from trading soon after markets opened as investors weighed the deepening economic hit from the coronavirus pandemic and the Federal Reserve and other global central banks took emergency measures to prop up capital markets and liquidity. Chris Versace, Real Money contributor, joined TheStreet to weigh in on stocks to eye and his thoughts on whether or not we’re going to see a bottom in the market.

Source: TheStreet.com

Date: Mar 16, 2020

Link: https://www.thestreet.com/video/is-now-the-time-to-buy-cheap-stocks

Questions for discussion:

  • Summarize the reasons for waiting.
  • What indicators should longterm investors wait for before buying back into the market?

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?