Ali Velshi debunks debt ceiling myths

Posted by & filed under Governments & Regulators.

Description: CNN’s Ali Velshi (@alivelshi) explains the how the debt ceiling works, and why we can’t afford another Congressional stand-off. Source: CNNMoney.com.com – video report Date: Jan 11, 2013 Link: http://cnn.com/video/?/video/bestoftv/2013/01/11/ym-debt-ceiling-congress-washington.cnn Questions for Discussions: What is the debt ceiling? What will happen to interest rates if the debt ceiling is not raised? How should investors… Read more »

Second terms’ impact on stock market

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

Description:  Does the stock market perform any differently during second presidential terms? Source:  Marketwatch.com Date: Jan 11, 2013 Link: http://www.marketwatch.com/story/second-terms-impact-on-stock-market-2013-01-11?siteid=nwtwk Questions for Discussions: How does the article answer the question posed? What is your opinion of the assessment? How should investors weigh the information in this report?  

El-Erian: Look for Bottom-Up Housing Opportunities

Posted by & filed under Governments & Regulators, Growth & Valuation.

Description: Pimco CEO Mohamed El-Erian discusses politicians can do to bring the labor market to “escape velocity’ and how to invest off of the December jobs report. He speaks on Bloomberg Television’s “In The Loop.” Source: Bloomberg.com – video report Date: Jan 04, 2013 Link: http://bloom.bg/WqRpl8#ooid=x1N2wyODrh7cAvcnvu0a95OK800KKZDU Questions for Discussions: Summarize the analysis presented by El-Erian… Read more »

Velshi: Are we in a recession?

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

Description: Despite people feeling better about the economy, one prominent economist says we’ve already dipped into a recession. Source: CNNMoney.com – video report Date: Nov 29, 2012 Link: http://money.cnn.com/video/news/2012/11/29/n-velshi-recession-your-money-daily.cnnmoney/ Questions for Discussions: Summarize the arguments for suggesting the US is already in recession? What does each of the four indicators presented represent? Do you believe… Read more »

What Awaits Mark Carney at the Bank of England

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

Description: He has been touted as the best man for the job, but what exactly can Mark Carney expect when he takes on the role of governor at the Bank of England next year? DeAnne Julius, former MPC member, and Chris Giles, economics editor, lay out some of the challenges to the FT’s Seb Morton-Clark…. Read more »

Why Some M&A Deals Are Best Done In-House

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

Description: When PPR, the French owner of Gucci, sold a stake in its African distributor CFAO in August, it didn’t use an investment bank to handle the transaction. Instead, the company turned to an in-house mergers-and-acquisitions team led by a former France Telecom (FTE) M&A executive. “When we can, we do it on our own,”… Read more »

Stop calling it a ‘fiscal cliff’

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

Description: Commentary: Austerity would hurt but it wouldn’t be sudden Source: Marketwatch.com Date: Nov 14, 2012 Link:  http://www.marketwatch.com/story/stop-calling-it-a-fiscal-cliff-2012-11-14?siteid=nwtwk Questions for Discussions: Summarize the key changes that will take place if no changes are made to current law. Do you agree with the assessment presented by the commentator in this report? How do you think markets… Read more »

Joy: There’s Not Much Value in Treasuries

Posted by & filed under Economic Analysis, Financial analysis, Market Analysis.

Description: Nov. 2 (Bloomberg) — David Joy, chief market strategist at Ameriprise Financial, talks with Bloomberg’s Stephanie Ruhle about his strategy for investing in the bond market. They speak on Bloomberg Television’s “Lunch Money.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 02, 2012 Link: http://bloom.bg/YeXiFQ Questions for Discussions: Summarize the bond strategies made… Read more »

Lagarde: Fiscal cliff a big risk

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

Description:  IMF Director Christine Lagarde says global markets don’t want just a short-term fix to America’s fiscal cliff. Source: CNNMoney.com – video report Date: Oct 11, 2012 Link: http://money.cnn.com/video/news/2012/10/11/n-imf-christine-lagarde-america-fiscal-clif.cnnmoney/ Questions for Discussions: What are Christine Lagarde’s concerns over the US “fiscal cliff”? Do you believe markets have factored in a real possibility of another crisis?… Read more »

Stocks Doubled

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

Description:  Four years ago the stock market was in free fall. Since then, it’s regained plenty of altitude. Many people missed out on the rally, though; rather than investing, U.S. households stashed a record $8.6 trillion in cash deposits. Source: Businessweek.com Date: Oct 11, 2012 Link:  http://www.businessweek.com/articles/2012-10-11/stocks-doubled#r=nav-f-graphic Questions for Discussions: What does this chart tell… Read more »