Description: The banking industry is telling the Federal Reserve that a flattening yield curve could squeeze their businesses. Source: Yahoo.Finance.com Date: Nov 13, 2018 Link: https://finance.yahoo.com/news/banks-ready-tighten-lending-yield-curve-inverts-210834687.html Questions for discussion: What are the banks’ concerns in terms of the spread? What should investors do, given this situation?
Posts Tagged: Bonds
Description: Dell agreed on Thursday to improve a takeover offer for owners of a special class of shares to about $23.9 billion, hoping to quell a shareholder rebellion against a deal meant to return the computer maker to the public markets. Source: NYTimes.com Date: Nov 15, 2018 Link: https://www.nytimes.com/2018/11/15/business/dealbook/dell-takeover-deal.html Questions for discussion: Summarize the highlights… Read more »
Description: So much for the midterms. Now the markets can start obsessing about gridlock, impeachment and the 2020 election. And they can resume worrying about bread-and-butter issues like corporate earnings, interest rates and the threat of rising tariffs and recession. Source: NYTimes.com Date: Nov 09, 2018 Link: https://www.nytimes.com/2018/11/09/business/stock-market-midterms-congress.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business®ion=rank&module=package&version=highlights&contentPlacement=9&pgtype=sectionfront Questions for discussion: Summarize the concerns investors… Read more »
Description: In a Chinese Politburo meeting, officials say downward pressure on the economy is continuing. Yahoo Finance’s Seana Smith, Adam Shapiro, Andy Serwer and Mike Murphy of Rosehill Capital discuss. Source: Yahoo.Finance.com – video report Date: Nov 01, 2018 Link: https://finance.yahoo.com/video/warning-jack-ma-global-economy-170146340.html?soc_src=hl-viewer&soc_trk=ma Questions for discussion: Why would a trade war between the U.S. and China induce… Read more »
Description: Friday is the anniversary of the 1987 stock-market crash, when the Dow Jones Industrial Average plunged 22.6% Source: CNBC.com – video report Date: Oct 19, 2018 Link: https://www.marketwatch.com/story/the-stock-market-is-overdue-for-a-one-day-5-or-10-plunge-2018-10-18 Questions for discussion: Summarize the analysis presented in this report. How much weight do you think investors should put into it? How can investors mitigate the… Read more »
Description: Dr. Doom is back—and age has done nothing to soften his views. Source: Barrons.com Date: Oct 18, 2018 Link: https://www.barrons.com/articles/dr-dooms-henry-kaufman-1539822343?mod=mktw Questions for discussion: What is Henry Kaufman’s warning to investors? Do you agree with his assessments?
Description: Lean into ‘volatility spikes’: Credit Suisse Source: Finance.Yahoo.com – video report Date: Oct 12, 2018 Link: https://finance.yahoo.com/video/lean-volatility-spikes-credit-suisse-143711471.html Questions for discussion: Summarize the arguments presented. Do you agree with these recommendations? What would you advise investors?
Description: Warren Buffett believes interest rates are critical in determining stock valuations. The Dow Jones Industrial Average plunged more than 1,300 points in two days as investors worried about the negative effects from the rising interest rate environment. In a 2017 interview video clip found using CNBC’s Warren Buffett Archive, the investor explained why rates matter so much for investors. Source:… Read more »
Description: Government debt yields sank Thursday after the Labor Department said consumer prices rose less than expected in September, calming inflation fears that sent the 10-year Treasury yield to its highest in seven years earlier this week. Source: CNBC.com Date: Oct 11, 2018 Link: https://www.cnbc.com/2018/10/11/us-bonds-and-fixed-income-global-equity-markets-in-turmoil.html Questions for discussion: What happened in the bond market and why,… Read more »
Description: Berkshire Hathaway (ticker: BRK.A, BRK.B) CEO and legendary investor Warren Buffetthas always been generous in sharing his time and his investing philosophy. Source: Finance.Yahoo.com Date: Oct 12, 2018 Link: https://finance.yahoo.com/news/7-things-warren-buffett-says-stock-market-174444524.html Questions for discussion: Summarize Warren Buffett’s current thinking about investing in the stock market? Which item in this report do you think is most important for investors… Read more »