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

Description: Trump’s possible new top economic adviser hates tariffs

Source: CNNMoney.com – video report

Date: Mar 13, 2018

Link: http://money.cnn.com/2018/03/13/investing/larry-kudlow-trump-national-economic-council/index.html

Questions for discussion:

  • Summarize what does Larry Kudlow says about trade, taxes, stocks and recessions.
  • What do you think will happen to these items in the near future?
  • What should investors do?

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

Description: The investor known for running the world’s largest technology fund during the dotcom boom is refreshing his call for investors to keep their portfolios light on the tech sector.

Source: CNBC.com – video report

Date: Mar 10, 2018

Link: https://www.cnbc.com/2018/03/10/investor-paul-meeks-warns-a-tech-correction-could-happen-at-any-time.html

Questions for discussion:

  • What does Paul Meeks have to say about conditions in tech stocks?
  • Do you agree with this assessment?

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

Description: SAN FRANCISCO — President Trump appeared to bail out Qualcomm on Monday by blocking Broadcom’s hostile takeover attempt of the chip maker, citing national security fears about China.

Source: NYTimes.com

Date: Mar 13, 2018

Link: https://www.nytimes.com/2018/03/13/technology/takeover-qualcomm-blocked-troubles.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=rank&module=package&version=highlights&contentPlacement=1&pgtype=sectionfront

Questions for discussion:

  • What does the report say about the situation at Qualcomm?
  • What do you think will happen?
  • What should investors do?

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

Description: Election results end uncertainty and could spark a rally

Source: MarketWatch.com

Date: Mar 13, 2018

Link: https://www.marketwatch.com/story/heres-hard-proof-for-why-the-stock-market-could-be-lower-in-november-2018-03-13

Questions for discussion:

  • Explain the arguments presented.
  • Do you agree with this assessment?
  • What do you think will happen?

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

Description: Almost 10 years to the day Bear Stearns’ near collapse accelerated the worst financial crisis in generations, Congress is pushing to relax rules that were designed to prevent one from happening again.

Source: CNBC.com

Date: Mar 12, 2018

Link: https://www.cnbc.com/2018/03/12/on-10th-anniversary-of-bear-stearns-near-collapse-senate-pushes-to-rewrite-financial-regulation.html

Questions for discussion:

  • What is the legislation about?
  • Why do you suppose this legislation is being presented at this time?
  • Should it be a concern to investors?

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

Description: Health insurance company Cigna Corp. CI, +0.06% said Thursday it will purchase Express Scripts Holding Co. ESRX, +17.13% in a cash-and-stock deal worth $67 billion.

Source: CNBC.com

Date: Mar 08, 2018

Link: https://www.cnbc.com/2018/03/07/health-insurer-cigna-is-close-to-buying-express-scripts.html

Questions for discussion:

  • How does the financial structure of this merger/acqusition compare to other deals on this scale?
  • Do you think it is a good deal for all investors?
  • What does this deal signify, if anything, about the industry at this time?
  • What other deals might be on the horizon, in your opinion?

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

Description: Inflation scares. Trade wars. Rising interest rates. Suddenly, it is a scary time to be an investor — but a great time to be a trader.

Source: NYTimes.com

Date: Mar 08, 2018

Link: https://www.nytimes.com/2018/03/08/business/stock-market-traders.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=rank&module=package&version=highlights&contentPlacement=6&pgtype=sectionfront

Questions for discussion:

  • What does the article say about conditions and investor behavior at this time?
  • Do you agree with this assessment?

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

Description: The world’s largest money manager is breaking its silence on the nation’s current gun debate.

Source: CNBC.com

Date: Mar 02, 2018

Link: https://www.cnbc.com/2018/03/02/blackrock-says-its-time-to-take-action-on-guns-may-use-voting-power-to-influence.html

Questions for discussion:

  • What is the significance of this decision by BlackRock?
  • How do you think it will impact investor’s decisions?

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

Description: From buying his first stock at age 11 to having his face on Cherry Coke cans in China, these Warren Buffett facts might surprise you.

Source: Entrepreneur.com

Date: Mar 05, 2018

Link: https://www.entrepreneur.com/article/290381?utm_source=newsletter&utm_medium=email

Questions for discussion:

  • Summarize what the report has to say about Warren Buffett that relates to investment thinking?
  • Are you surprised by any of the descriptions?
  • Do you think the firm will continue to appeal to the same investors after he leaves?

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

Description: Following the resignation of Gary Cohn, the chief economic advisor to President Trump, on Tuesday, the Dow Jones industrial average fell 189 points after opening more than 300 points down. Both the S&P 500 and the Nasdaq declined as well, though the Nasdaq rebounded. Experts continue to fret that a trade war might be imminent.

Source: CNBC.com

Date: Mar 08, 2018

Link: https://www.cnbc.com/2018/03/07/warren-buffett-and-ray-dalio-agree-on-what-to-do-in-a-volatile-market.html

Questions for discussion:

  • What advice do Buffett and Dalio have for average investors dealing with volatility in the markets?
  • Do you agree?