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

Description: But officials and some investors see it as a sign of a healthier market

Source: TheEconomist.com

Date: Nov 29, 2019

Link: https://www.economist.com/finance-and-economics/2019/11/28/bond-defaults-have-soared-in-china

Questions for discussion:

  • Summarize the points presented in this article.
  • How should investors deal with the analysis and interpretation?

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

Description: Tom Bradley: With the ‘bezzle,’ you don’t know you’ve been robbed until much later

Source: FinancialPost.com

Date: Nov 29, 2019

Link: https://business.financialpost.com/investing/investing-pro/beware-the-bezzle-three-likely-sources-of-illusory-wealth-in-the-markets-today

Questions for discussion:

  • For what is Tom Bradley warning investors to be on the lookout?
  • What do you think about his concerns?
  • Do you think investors are wise to these issues?

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

Description: Private digital money just doesn’t work. Or so say the doubters, and they’ve been right. Wildly fluctuating cryptocurrencies — bitcoin and thousands of variants — have demonstrated that the miracle of blockchain-driven digital currencies, altcoins, crypto tokens and other forms of electronic cash cannot serve the role of money.

Source: FinancialPost.com

Date: Nov 29, 2019

Link: https://business.financialpost.com/technology/blockchain/why-libra-passes-the-money-test-and-bitcoin-doesnt

Questions for discussion:

  • Summarize the arguments for the successful establishment of Libra?
  • How would this development affect banking?

Posted by & filed under Management Issues, Personal Finance.

Description: Half a century on from the summer of love, marijuana is big business and mindfulness a workplace routine. 1843 asks how the movement found itself at the heart of capitalism

Source: TheEconomist.com

Date: Nov 29, 2019

Link: https://www.economist.com/news/2019/11/29/hippie-inc-how-the-counterculture-went-corporate?cid1=cust/dailypicks1/n/bl/n/20191129n/owned/n/n/dailypicks1/n/n/NA/351809/n

Questions for discussion:

  • Summarize what the report says about how business has changed?
  • What do think all of this means for business people today?

Posted by & filed under Growth & Valuation, Industry Analysis, Management Issues.

Description: If all goes as planned, by mid-2020 four of the most valuable companies on the S&P 500 will have introduced streaming services in less than a year.

Source: Bloomberg.com

Date: Nov 30, 2019

Link: https://www.bloomberg.com/news/articles/2019-11-30/what-the-streaming-wars-mean-for-the-future-of-tv-quicktake?srnd=businessweek-v2

Questions for discussion:

  • What does the article say is happening to the current business model for TV?
  • What does the future look like according to the report and how will these changes affect the management and finances of the TV industry?

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

Description: Bond funds are having a banner year. Fixed-income-based exchange-traded funds are on pace for a record year, accruing $130 billion in inflows as of Nov. 14, according to ETF.com. If the year ended there, that would be the largest-ever annual haul for fixed-income ETFs, the research website says.

Source: CNBC.com – video report

Date: Nov 29, 2019

Link: https://www.cnbc.com/2019/11/29/bond-flows-in-2019-may-signal-a-broader-market-rotation.html

Questions for discussion:

  • Summarize and explain what the report says is happening with ETFs and bonds in particular.
  • How should investors deal with this information, in your opinion?

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

Description: More money has been lost by investors trying to anticipate corrections, than has been lost in corrections themselves

Source: MarketWatch.com

Date: Nov 29, 2019

Link: https://www.marketwatch.com/story/dont-time-the-market-but-if-you-do-heres-when-the-bear-might-come-knocking-2019-11-29?mod=home-page

Questions for discussion:

  • What is the advice presented to investors in this article?
  • Do you think most people will follow?

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

Description: Dick’s Sporting Goods on Tuesday reported its strongest same-store sales gains since 2013, as its e-commerce sales grew 13% during the latest quarter, and it sold more apparel and footwear.

Source: CNBC.com

Date: Nov 26, 2019

Link: https://www.cnbc.com/2019/11/26/dicks-sporting-goods-dks-reports-q3-2019-earnings-beat-ups-outlook.html

Questions for discussion:

  • Summarize the financial results for the firm.
  • Do you think the company is a good investment going forward?

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

Description: Booth said there could be “carnage” in Canada’s cannabis industry over the next year if some producers remain unable to drop their cost of producing their cannabis amidst what has become an oversupplied market.

Source: BNNBloomberg.com

Date: Nov 29, 2019

Link: https://www.bnnbloomberg.ca/aurora-ceo-eyes-u-s-amid-looming-carnage-for-canadian-pot-industry-1.1355362

Questions for discussion:

  • Summarize the highlights presented in this report and the concerns.
  • What should investors do under the circumstances, in your opinion?

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

Description: eMarketer forecasting analyst Eric Haggstrom, vice president of content studio Paul Verna and vice president of forecasting Monica Peart talk about the peaking of US TV ad spending. Why has it stopped growing, how does cord-cutting contribute, and what makes video streaming services attractive? They then discuss the performance of Disney+ in its first week and Facebook’s new peer-to-peer service Facebook Pay.

Source: eMarketer.com – podcast

Date: Nov 19, 2019

Link: https://www.emarketer.com/content/podcast-tv-ad-spending-will-never-be-the-same?ecid=NL1009

Questions for discussion:

  • How has tv ad spending changed?
  • Why will it never be the same, according to the report?
  • What should players in this industry do, as a result of these changes?
  • How should investors respond?