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

Description: Modern Monetary Theory (MMT) is gaining traction in American politics, energizing the progressive left and roiling deficit hawks. Stephanie Kelton, who advised Bernie Sanders’ 2016 presidential campaign, explains the basics.

Source: CNBC.com – video report

Date: Mar 08, 2019

Link: https://www.cnbc.com/video/2019/03/01/stephanie-kelton-explains-modern-monetary-theory.html

Questions for discussion:

  • Summarize the key points that explain the theory and the debate?
  • What are your thoughts on the matter?
  • How should investors treat this debate?

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

Description: Latest earnings calls reflect growing concerns about the economy

Source: MarketWatch.com

Date: Mar 15, 2019

Link: https://www.marketwatch.com/story/us-corporate-leaders-are-getting-worried-about-a-recession-2019-03-15?mod=mw_theo_homepage

Questions for discussion:

  • What is the basis for a slowdown at this time, according to the report?
  • Do you agree with the assessment?
  • What should investors do, given the information in the article?

Posted by & filed under Personal Finance.

Description: Ensuring that girls and women, in particular, understand the basics of personal finance and economics — not just to be ready for rainy days but also to plan for a successful financial life — is critical for at least two key reasons: American women often live longer than men and more frequently manage their household’s finances.

Source: CNBC.com – video report

Date: Mar 11, 2019

Link: https://www.cnbc.com/2019/03/13/want-a-stronger-economy-support-financially-literate-girls-and-women.html

Questions for discussion:

  • What are the arguments presented for increasing financial literacy, particularly for women?
  • Do you think this is a social issue?

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

Description: The lost art of dividend investing

Source: CNBC.com – video report

Date: Mar 01, 2019

Link: https://www.cnbc.com/video/2019/02/28/the-lost-art-of-dividend-investing.html

Questions for discussion:

  • What is the history of dividend payouts as a means to share business wealth creation with investors?
  • How has it changed?
  • Does dividend investing offer less risk to investors?

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

Description: Gap’s split up is a “sobering reminder” that companies cannot “repurchase” their way to greatness,” CNBC’s Jim Cramer said Friday.

Source: CNBC.com – video report

Date: Mar 01, 2019

Link: https://www.cnbc.com/2019/03/01/cramer-its-about-time-that-gap-decided-to-split-its-businesses.html

Questions for discussion:

  • What does Cramer mean by saying “In short, buybacks don’t mean squat without a compelling growth story.”
  • Do you think the restructuring and store closures can result in greater stock values?

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

Description: Barring a catastrophic event before the weekend, the S&P 500’s current bull market will turn 10 years old on Saturday, March 9. Since 2009, the S&P 500 (^GSPC) has returned an annualized 17.68% total return and gained $17.5 trillion on a stock basis, according to data from Howard Silverblatt at S&P Dow Jones Indices.

Source: YahooFinance.com – video report

Date: Mar 07, 2019

Link: https://finance.yahoo.com/news/bull-market-sp-500-10-year-anniversary-141145530.html

Questions for discussion:

  • Summarize the highlights presented in this report.
  • What do you think will happen going forward?

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

Description: A survey commissioned by a conservative group shows most tech workers identify as moderate, but the findings leave plenty of room for the right or left to argue about bias.

Source: FastCompany.com

Date: Mar 02, 2019

Link: https://www.fastcompany.com/90313045/politics-are-tearing-tech-companies-apart-says-new-survey?utm_source=postup&utm_medium=email&utm_campaign=Fast%20Company%20Daily&position=5&partner=newsletter&campaign_date=03022019

Questions for discussion:

  • What does the research say about the influence of politics on company performance?
  • How should management deal with this issue in order to mitigate financial loss?
  • Should investors be concerned with the way management handles the political orientation of employees?

Posted by & filed under Personal Finance.

Description: Although many students may sulk at requiring additional classes, a finance class will create beneficial knowledge for the next generation of career-oriented adults.

Source: KSUSentinel.com

Date: Mar 04, 2019

Link: http://ksusentinel.com/2019/03/04/opinion-finance-course-should-be-required/

Questions for discussion:

  • What are the primary arguments for making a course mandatory?
  • Do you think it would help solve personal financial problems such as the burden of debt?
  • What content would you recommend for an undergraduate course in personal finance?

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

Description: Upstart direct-to-consumer brands—think Warby Parker eyeglasses or Allbirds shoes—should give a sustained boost to companies such as Facebook (ticker: FB) and Alphabet ’s (GOOGL) Google that benefit from their marketing efforts.

Source: Barrons.com

Date: Feb 25, 2019

Link: https://www.barrons.com/articles/facebook-alphabet-stock-could-see-boosts-from-direct-to-consumer-brands-51551111477

Questions for discussion:

  • Summarize what the report says about changes taking place online.
  • What does this mean for investors?

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

Description: There’s been some fist-bumping among the Netflix faithful this week, as the video streamer’s “Roma” walked away with multiple honors at Hollywood’s Oscars.

Source: MarkWatch.com

Date: Feb 26, 2019

Link: https://www.marketwatch.com/story/netflix-the-1-reason-to-snap-up-one-of-the-sps-hottest-stocks-2019-02-26

Questions for discussion:

  • What does the article say about Netflix, pricing and its stock appreciation potential?
  • Do you agree with this assessment?