World shares enjoy vintage year, seen gaining more in 2014

Posted by & filed under Economic Analysis, Growth & Valuation, Market Analysis.

Description:  (Reuters) – World stocks were ending 2013 close to six-year peaks on Tuesday and benchmark bond yields were poised for their first annual rise since 2009 as investors anticipated a further pick-up in global growth. Source:  Reuters.com Date: Dec 31, 2013 Link: http://www.reuters.com/article/2013/12/31/us-markets-global-idUSBRE96S00E20131231 Questions for Discussions: Summarize the global view of markets and commodities…. Read more »

Market up on good news? Pinch me!

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

Description: The jobs report was strong and the markets are celebrating. Sure, the Fed may taper sooner rather than later. But that’s not a bad thing as long as the economy is improving. Source: CNNMoney.com – video report Date: Dec 07, 2013 Link: http://money.cnn.com/video/investing/2013/12/06/investing-the-buzz-taper-fed-markets-bernanke-quantitative-easing-jobs-economy.cnnmoney/index.html Questions for Discussions: Why did the stock market rally? How do… Read more »

Lowest Jobless Rate in 5 Years Raises Odds of a Fed Move

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

Description: After years of frustrating fits and starts in the wake of the financial crisis and the Great Recession, the United States economy finally appears to be generating jobs at a healthier, more sustainable pace that many analysts now think will continue into 2014. The official unemployment rate fell in November to its lowest level… Read more »

El-Erian: ‘Take some money off the table’

Posted by & filed under Financial Planning, Governments & Regulators.

Description: Pimco’s Mohamed El-Erian says the question now is not if the Federal Reserve will support the market, but if its policies will work. Source: CNNMoney.com – video report Date: Nov 18, 2013 Link: http://money.cnn.com/video/investing/2013/11/18/investing-mohamed-el-erian-pimco-stock-market-federal-reserve-bubble.cnnmoney/index.html Questions for Discussions: Why does El-Erian believe it is time to take some money out of stocks? Who is benefitting… Read more »

Bankers tied to JPMorgan’s $13 billion settlement doing just fine

Posted by & filed under Governments & Regulators, Management Issues.

Description: News that JPMorgan Chase would pay a $13 billion fine, the largest government penalty levied on a single company, initially led to calls that CEO Jamie Dimon should step down. That’s not going to happen. Board members have rallied around Dimon. What’s more, it’s unlikely that Dimon had any direct involvement in the troubled… Read more »

Yahoo is selling stock (so it can buy it back)

Posted by & filed under Financial Planning, Growth & Valuation.

Description: Wall Street deals haven’t gotten any less convoluted since the financial crisis. We got some more evidence of that this week. Source: Fortune.com Date: Nov 22, 2013 Link: http://finance.fortune.cnn.com/2013/11/22/yahoo-buyback/?iid=SF_F_River Questions for Discussions: Summarize the criticisms leveled at Yahoo for the way this deal was structured. Do you think there is anything unfair or misleading… Read more »

Save a million before you retire

Posted by & filed under Financial Planning, Growth & Valuation.

Description: Fidelity polled people who make less than $150,00 a year but still saved up a million. Here’s what they found. Source: CNNMoney.com – video report Date: Nov 15, 2013 Link: http://money.cnn.com/video/pf/2013/11/15/pf-401k-millionaire-savings-retirement.cnnmoney/index.html Questions for Discussions: What is the formula for successful long-term investing? What strategies would you add to this list of suggestions?

How to invest when you feel really good

Posted by & filed under Financial analysis, Market Analysis.

Description: Bloomberg’s Eric Balchunas looks at how to play rising investor confidence with ETFs. He speaks with Adam Johnson on Bloomberg Television’s “Street Smart.” Cantor Fitzgerald’s Peter Cecchini also comments. (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 01, 2013 Link: http://bloom.bg/HtiS5D#ooid=xxeHNuZzq6yrqSmVDyle3l6TeLCdpGyo Questions for Discussions: Summarize the strategies suggested and their relationship with confidence… Read more »

An Intriguing Product That’s Too Complex for Many

Posted by & filed under Financial Planning, Governments & Regulators, Growth & Valuation, Industry Analysis, Management Issues, Market Analysis.

Description: The sales pitches go something like this: A mutual fund that promises to zig when the rest of the stock market zags. Bond funds that protect investors when interest rates rise. Access to the most sophisticated hedge fund managers in the country, even if you’re not particularly wealthy. Source: NYTimes.com Date: Oct 25, 2013… Read more »

In defense of hedge funds

Posted by & filed under Company Analysis, Industry Analysis, Management Issues, Market Analysis.

Description: Despite plenty of press indicating hedge funds do not beat the broader market, SkyBridge Capital founder Anthony Scaramucci says he can pick winners. Source: CNNMoney.com – video report Date: Oct 18, 2013 Link: http://money.cnn.com/video/investing/2013/10/18/investing-hedge-funds-return-anthony-scaramucci-skybridge-baseball.cnnmoney/index.html Questions for Discussions: What do you think of Anthony Scaramucci’s metaphorical comparison of hedge fund managers to baseball players? Do… Read more »