Alan Greenspan says economy will start to fade ‘very dramatically’ because of entitlement burden

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

Description: Economic growth won’t last as the U.S. labors under the burden of growing entitlement programs and weakness around the world, former Federal Reserve Chairman Alan Greenspan told CNBC. Source: CNBC.com – video report Date: Apr 12, 2019 Link: https://www.cnbc.com/2019/04/12/alan-greenspan-says-economy-will-start-to-fade-out-because-of-growing-us-entitlement-burden.html Questions for discussion: What does Alan Greenspan say about the economy that should concern investors? Do you… Read more »

Mohamed El-Erian says rally could last another year or two

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

Description: Mohamed El-Erian, chief economic adviser of Allianz, said the Federal Reserve made a “massive U-turn” to become more dovish in recent months. Other global central banks have followed suit. For that reason, El-Erian thinks that the current bull market could go on for another one or two more years. Source: CNNMoney.com – video report Date:… Read more »

Opinion: When the U.S. falls into a recession, a credit bubble will explode

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

Description: The U.S. economy, at its own peril, has been driven by cheap credit Source: MarketWatch.com Date: Mar 20, 2019 Link: https://www.marketwatch.com/story/when-the-us-falls-into-a-recession-a-credit-bubble-will-explode-2019-03-20?mod=mw_theo_homepage Questions for discussion: What is the meaning of the term “credit cycle”? Do interest rates determine stock and bond market valuations? What do you think will happen in the next 12 months?

Mohamed El-Erian joins Influencers with Andy Serwer

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

Description: Yahoo Finance Editor-in-Chief Andy Serwer sits down with Mohamed El-Erian, Chief Economic Advisor at Allianz, former deputy director at the International Monetary Fund, and former chair of President Obama’s Global Development Council. Source: Yahoo.Finance.com – video report Date: Mar 14, 2019 Link: https://finance.yahoo.com/video/mohamed-el-erian-joins-influencers-100000239.html?soc_src=strm&soc_trk=ma Questions for discussion: Summarize the highlights presented in this interview. What… Read more »

Modern Monetary Theory explained by Stephanie Kelton

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

Description: Modern Monetary Theory (MMT) is gaining traction in American politics, energizing the progressive left and roiling deficit hawks. Stephanie Kelton, who advised Bernie Sanders’ 2016 presidential campaign, explains the basics. Source: CNBC.com – video report Date: Mar 08, 2019 Link: https://www.cnbc.com/video/2019/03/01/stephanie-kelton-explains-modern-monetary-theory.html Questions for discussion: Summarize the key points that explain the theory and the… Read more »

Kraft Heinz reviews options for its Maxwell House coffee business, including possible sale, as looks to reshape its food empire

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

Description: Kraft Heinz, the ailing food giant, has tapped investment bank Credit Suisse to review options for its Maxwell House coffee business, which could include a potential sale, people familiar with the matter tell CNBC. Source: CNBC.com – video report Date: Feb 24, 2019 Link: https://www.cnbc.com/2019/02/24/kraft-heinz-reviews-options-for-maxwell-house-coffee-including-sale.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for discussion: What does the article say about… Read more »

Banks are ready to tighten lending if the yield curve inverts

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

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?

Dell Offers More Money to Investors to Ease Its Return to the Stock Market

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

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 »

Now, the Markets Can Worry About Other Things. Here’s a List.

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

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&region=rank&module=package&version=highlights&contentPlacement=9&pgtype=sectionfront Questions for discussion: Summarize the concerns investors… Read more »

Warning from Jack Ma – the global economy in a ‘state of turmoil’

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

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 »