Wiley Corporate Finance Updates

Posted January 15th, 2023 by Brahm Canzer & filed under Company Analysis, Economic Analysis, Financial analysis, Governments & Regulators, Industry Analysis, Management Issues, Market Analysis, Personal Finance.

Description: The Swiss National Bank on Monday reported a loss of 132 billion Swiss francs ($143 billion) for the 2022 financial year, citing preliminary figures. It represents the biggest loss in the central bank’s 116-year history and equates to roughly 18% of Switzerland’s projected gross domestic product of 744.5 billion Swiss francs. Its previous record loss was 23 billion francs in 2015.

Source: CNBC.com – video report

Date: Jan 09, 2023

Link: https://www.cnbc.com/2023/01/09/swiss-national-bank-posts-record-143-billion-loss.html

Questions for discussion:

How did the bank lose money, according to the report?
Was there any way, these losses could have been mitigated by management?
How is this central bank similar but different from other banks?

Posted January 15th, 2023 by Brahm Canzer & filed under Economic Analysis, Governments & Regulators, Growth & Valuation, Market Analysis, Personal Finance.

Description: A mild stock market rally to kick off the new year will be put to the test..

Source: MarketWatch.com

Date: Jan 11, 2023

Link: https://www.marketwatch.com/story/why-thursdays-u-s-cpi-report-might-kill-stock-markets-hope-of-inflation-melting-away-11673449025?mod=home-page

Questions for discussion:

What does the report say about the expectations for Fed action on interest rates?
How do you expect the markets to behave if this proves to be correct?

Posted January 15th, 2023 by Brahm Canzer & filed under Company Analysis, Economic Analysis, Financial analysis, Governments & Regulators, Growth & Valuation, Industry Analysis, Management Issues, Market Analysis, Personal Finance.

Description: Canada’s largest cities are getting bigger and more expensive, forcing hundreds of thousands of people to search for affordable housing elsewhere.Toronto, the country’s biggest urban center, saw nearly 100,000 people leave the area, with 78 per cent choosing to settle in other parts of the province over a one-year period to July 1, according to Statistics Canada data released Wednesday. Montreal and Vancouver, Canada’s second and third biggest cities, saw about 35,000 and 14,000 people exit, respectively.

Source: BNNBloomberg.ca – video report

Date: Jan 11, 2023

Link: https://www.bnnbloomberg.ca/people-are-leaving-canada-s-biggest-cities-amid-a-housing-crunch-1.1868764

Questions for discussion:

Summarize the analysis of the industry.
What does this mean for realtors, builders, and the banks?
What would you advise investors?

Posted January 15th, 2023 by Brahm Canzer & filed under Company Analysis, Management Issues.

Description: There were more than a handful of worthy candidates considered by MediaPost editors for this year’s Executive of the Year honors.

Source: MediaPost.com

Date: Jan 08, 2023

Link: https://www.mediapost.com/publications/article/380606/2022-executive-of-the-year-marc-pritchard.html?utm_source=newsletter&utm_medium=email&utm_content=comment&utm_campaign=128856

Questions for discussion:

What are some marketing insights posed by Marc Pritchard?
Do you agree that there is “no average consumer”?
Can marketers always follow this line of thinking in all product categories?

Posted January 15th, 2023 by Brahm Canzer & filed under Company Analysis, Economic Analysis, Financial analysis, Governments & Regulators, Industry Analysis, Management Issues, Personal Finance.

Description: Widespread medical debt is a uniquely American problem. Roughly 40% of U.S. adults have at least $250 in medical debt, according to a survey conducted by Kaiser Family Foundation.

Source: CNBC.com – video report

Date: Jan 08, 2023

Link: https://www.cnbc.com/2023/01/08/how-health-insurance-may-have-made-health-care-more-expensive.html

Questions for discussion:

What is the explanation presented in this report for higher health care costs?
What are the solutions?
What would this mean for those businesses connected to health services, especially, insurance companies?

Posted January 8th, 2023 by Brahm Canzer & filed under Economic Analysis, Financial analysis, Governments & Regulators, Growth & Valuation, Market Analysis, Personal Finance.

Description: The proverbial Fed put is officially dead and gone: strategist

Source: MarketWatch.com

Date: Jan 06, 2023

Link: https://www.marketwatch.com/story/why-the-fed-doesnt-like-stock-market-rallies-11672945830

Questions for discussion:

What does the article say is going on in the stock market and the role played by the Fed?
Do you think the Fed is behaving wisely?
Do you think there is a strategy for investors because of this “cat and mouse game”?

Posted January 8th, 2023 by Brahm Canzer & filed under Company Analysis, Economic Analysis, Financial analysis, Growth & Valuation, Industry Analysis, Management Issues.

Description: Amazon said Wednesday it will cut more than 18,000 jobs, a bigger number than the e-retailer initially said it would be eliminating last year.

Source: CNBC.com – video report

Date: Jan 04, 2023

Link: https://www.cnbc.com/2023/01/04/amazon-says-it-will-cut-over-18000-jobs-more-than-initially-planned.html?qsearchterm=amazon

Questions for discussion:

What does the report say about the job cuts and the reasons given?
What do you believe this means for the short and long term value to investors?

Posted January 8th, 2023 by Brahm Canzer & filed under Company Analysis, Economic Analysis, Financial analysis, Financial Planning, Growth & Valuation, Industry Analysis, Management Issues.

Description: A lot of retail investors are getting a good laugh from watching the impact that the huge decline in Tesla’s (TSLA) share price is having on CEO Elon Musk, who was the world’s richest person before Tesla started tanking.

Source: Yahoo.Finance.com – video report

Date: Jan 07, 2023

Link: https://finance.yahoo.com/news/what-did-teslas-stock-plunge-cost-sp-500-investors-last-year-billions-and-billions-135118666.html

Questions for discussion:

What does the report say about Tesla and the impact it has had on portfolios?
What do you think investors should do at this time, given the drastic drop in price?

Posted January 8th, 2023 by Brahm Canzer & filed under Company Analysis, Economic Analysis, Financial analysis, Governments & Regulators, Growth & Valuation, Industry Analysis, Management Issues.

Description: A made-in-Canada electric vehicle concept car was unveiled to the world on Thursday. Project Arrow was showcased at the Consumer Electronic Show (CES) tech conference in Las Vegas, after smaller-scale previews in Canada last year.

Source: BNNBloomberg.ca – video report

Date: Jan 07, 2023

Link: https://www.bnnbloomberg.ca/ces-made-in-canada-project-arrow-unveiled-1.1866140

Questions for discussion:

Summarize the analysis of the firm and the impact it can have on the parts suppling industry.
Is this a good development for the industry?

Posted January 8th, 2023 by Brahm Canzer & filed under Company Analysis, Economic Analysis, Growth & Valuation, Industry Analysis, Management Issues.

Description: Here it is: Six Pixels of Separation – The ThinkersOne Podcast – Episode #859. How does artificial intelligence affect the structure and dynamics of the global economy? What are the potential benefits and risks associated with artificial intelligence on the future of humanity? Joshua Gans is the co-author of the recently published book, Power and Prediction – The Disruptive Economics of Artificial Intelligence. He is also widely known as the co-author of Prediction Machines and over ten other books at the intersection of technology, disruption and economics. Joshua is a Professor of Strategic Management and holder of the Jeffrey S. Skoll Chair of Technical Innovation and Entrepreneurship at the Rotman School of Management at the University of Toronto. He is also the Chief Economist at the Creative Destruction Lab and a Research Associate at the National Bureau of Economic Research. He is a leading expert in the field of economics, particularly in the areas of innovation, technology, and entrepreneurship. Along with book writing, he is a regular contributor to The New York Times, The Atlantic, and The Wall Street Journal. He has also done extensive work on entrepreneurship, the digital economy, and the management of intellectual property. Joshua is a recipient of the John Kenneth Galbraith Prize for his work on the economics of the digital economy and was recently named one of the world’s top 25 most influential economists by Bloomberg. Enjoy the conversation…

Source: SixPixels.com – podcast

Date: Dec 25, 2022

Link: https://www.sixpixels.com/podcast/archives/spos-859-joshua-gans-on-the-economics-of-artificial-intelligence/

Questions for discussion: