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 »
Posts Tagged: Bonds
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 »
Description: A bond selloff that sent benchmark U.S. Treasury yields to the highest since 2011 spread into Asia and Europe on Thursday, spurring more gains for the dollar and triggering widespread declines in equities. Source: Bloomberg.com – video report Date: Oct 03, 2018 Link: https://www.bloomberg.com/news/articles/2018-10-03/treasuries-slide-asia-stocks-set-to-nudge-higher-markets-wrap Questions for discussion: Summarize and explain the movements in markets…. Read more »
Description: Are we in a bear market for bonds? Bond luminary Bill Gross thinks so. Earlier this year, he suggested that the more than 35-year-old bull market that started in 1981, when the 10-year Treasury bond topped out at 15.6 percent, ended in 2016, when rates bottomed at 1.45 percent. Source: CNBC.com Date: Apr 09,… Read more »
Description: It could be a bad day for the markets once the yield on the benchmark10-year Treasury hits 3 percent, closely followed trader Art Cashin told CNBC on Thursday. Source: CNBC.com – video report Date: Feb 22, 2018 Link: https://www.cnbc.com/2018/02/22/art-cashin-once-the-10-year-yield-hits-3-percent-all-hell-could-break-loose.html Questions for discussion: What is the significance of 10-year treasuries hitting 3%, according to Art Cashin?… Read more »
Description: Three measures of price pressures for American businesses showed they’re facing higher production costs, adding to evidence that inflation is creeping up in the U.S. economy. Source: Bloomberg.com Date: Feb 15, 2018 Link: https://www.bloomberg.com/news/articles/2018-02-15/empire-state-factory-gauges-show-upward-pressure-on-prices Questions for discussion: What are inflationary indicators suggesting, according to the report? How might regulators and investors respond to these developments?