The Stock Market Charges Ahead, Despite the World’s Storms

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

Description: Hurricanes in North America, earthquakes in Latin America, tensions on the Korean Peninsula and political turbulence in the United States, Germany and Spain have produced little but shrugs on Wall Street. Source: NYTimes.com Date: Oct 13, 2017 Link: https://www.nytimes.com/2017/10/13/business/mutfund/stock-market-calm-world.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=stream&module=stream_unit&version=latest&contentPlacement=10&pgtype=sectionfront Questions for discussion: What does the report say about market conditions and the reasons for… Read more »

A Lot of Apple’s Overseas Cash Is Already in the U.S.

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Description: Companies don’t have to avoid U.S. markets to steer clear of U.S. taxes. Source: Bloomberg.com Date: Oct 05, 2017 Link: https://www.bloomberg.com/news/articles/2017-10-05/a-lot-of-apple-s-overseas-cash-is-already-in-the-u-s Questions for discussion: Where is Apple’s “foreign” cash held? Do you think this cash would be diverted to more productive assests if the tax issues were resolved?

How a 32-Year-Old CEO Got a Team of Pharma Vets to Join His Radical Approach to Making Drugs

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

Description: Vivek Ramaswamy got a pretty special present for his 32nd birthday in August: $1.1 billion in funding from SoftBank and other investors for the audacious biopharmaceutical firm he founded and leads, Roivant Sciences. Source: Fortune.com Date: Sep 21, 2017 Link: http://fortune.com/2017/09/21/roivant-sciences-ceos-profile/?iid=leftrail Questions for discussion: What is so unique about this financial structuring? Why does it appeal to… Read more »

Toys ‘R’ Us Is a Cautionary Tale for Technology

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Description: How about this setup for a joke: What does Toys “R” Us Inc. have in common with business software companies? Source: Bloomberg.com Date: Sep 21, 2017 Link: https://www.bloomberg.com/gadfly/articles/2017-09-21/toys-r-us-is-a-cautionary-tale-for-technology-firms Questions for discussion: What does article say about the use of debt and the consequences? What should investors and financial managers take away from this report?

Bond Manager With $6.6 Billion Just Saw the Scariest Chart Ever

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Description: Morten Steinsland, head of fixed income at Alfred Berg in Oslo, has been in the fixed income markets for three decades but the other day he saw the scariest chart he’s ever seen. Source: Bloomberg.com Date: Sep 07, 2017 Link: https://www.bloomberg.com/news/articles/2017-09-07/bond-manager-with-6-6-billion-just-saw-the-scariest-chart-ever Questions for discussion: What does the chart say and why is it scary?… Read more »

ETF Investing Lessons from Warren Buffett

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Description: Billionaire investor Warren Buffett tuned 87 on Wednesday. And on the occasion, he shared a many investment tips in interviews. Source: Finance.Yahoo.com Date: Aug 31, 2017 Link: https://finance.yahoo.com/news/etf-investing-lessons-warren-buffett-183306500.html Questions for discussion: What does the report suggest about Warren Buffett’s thinking these days? Do you agree with his suggestions?

Puerto Rico: A Debt Problem That Kept Boiling Over

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

Description: It all goes back to 1917. Congress passed a law that year making Puerto Ricans United States citizens. That same law, still on the books today, empowered the island to raise money by issuing tax-exempt bonds. Source: NYTimes.com Date: May 05, 2017 Link: https://www.nytimes.com/2017/05/05/business/dealbook/puerto-rico-debt.html?ref=dealbook Questions for discussion: Summarize the reasons for the current financial… Read more »

Valeant Slumps After Longtime Backer Ackman Exits With a Loss

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Description: Valeant Pharmaceuticals International Inc. stock slumped after Bill Ackman, once its biggest champion, exited the struggling drugmaker at a loss. Source: Bloomberg.com – video report Date: Mar 14, 2017 Link: https://www.bloomberg.com/news/articles/2017-03-14/valeant-slumps-after-long-time-backer-ackman-exits-with-a-loss Questions for Discussions: Explain the reasons for the sudden stock plunge? What is the financial situation at the firm today? How should invesdtors… Read more »

Here’s Your Federal Reserve 101

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

Description: Plus what you need to know about interest rates. Source: Fortune.com – video report Date: March 10 , 2017 Link: http://for.tn/2m7EVCV Questions for Discussions: What does the Federal Reserve do to control inflation? As interest rates rise, how will businesses, consumers, and savers likely respond? What does this mean for investors?

Stocks and bonds tell investors two different stories

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

Description: Treasury yields are falling, but the VIX has remained steady Source: MarketWatch.com Date: Feb 24, 2017 Link: http://www.marketwatch.com/story/stocks-and-bonds-tell-investors-two-different-stories-2017-02-24 Questions for discussion: Explain the analysis presented in this report. What do you think these indicators are suggesting?