The Wall of Worry Has Never Looked So High

Posted by & filed under Economic Analysis, Market Analysis.

Description: THE stock market has been climbing a wall of worry — that’s an old Wall Street adage, and it has certainly rung true lately. Calamities abound and there have been setbacks, but the market has been climbing anyway. Source: NYTimes.com Date: 04/16/2011 Link: http://www.nytimes.com/2011/04/17/your-money/stocks-and-bonds/17stra.html?ref=business Questions for discussion: What does this report have to say… Read more »

Venture Capital As Patient Capital

Posted by & filed under Economic Analysis.

Description: Wall Street is in a transactional business, but venture capitalists are in a more long-term business of building companies — a sort of patient capital, according to legendary VC Bill Draper, author of “The Startup Game.” Jonathan Burton reports. Source:  Marketwatch.com – video report Date: 02/04/2011 Link:  http://www.marketwatch.com/video/asset/venture-capital-as-patient-capital/DC3C301D-95FD-4CB6-ABFC-43C0F8398F6A Questions for discussion:  Summarize the relationship… Read more »

Good news. Yield ahead!

Posted by & filed under Economic Analysis.

Description:  Savers and investors relying on fixed incomes have been punished for several years. Many healthy companies sat on their growing piles of cash instead of boosting dividends. Some struggling firms were forced to cut or even suspend quarterly payouts during the financial crisis. And the Federal Reserve’s easy money policies (rates near 0% plus… Read more »

Roubini on Global Economy, Risks Ahead

Posted by & filed under Economic Analysis.

Description: Nouriel Roubini, co-founder and chairman of Roubini Global Economics and economics professor at NYU Stern School of Business, foresees risks ahead as the economies of developing nations surge, while the U.S. and the West are stagnating. He talks with WSJ’s Simon Constable. Source:  Marketwatch.com – video report Date: 01/25/2011 Link:  http://www.marketwatch.com/video/asset/roubini-on-global-economy-risks-ahead/E83AF703-1580-4666-89FC-F59F18DD06FB Questions for discussion:… Read more »

George Soros: ‘A new economic reality

Posted by & filed under Economic Analysis.

Description: Financier George Soros says that markets and regulators are imperfect and that U.S. and EU economies need to get used to it. Source:  CNNMoney.com – video report Date: 01/28/2011 Link:  http://money.cnn.com/video/news/2011/01/28/n_davos_soros.cnnmoney/ Questions for discussion:  Summarize the views expressed by Mr. Soros? Do you agree with them? How should investors and financial managers respond to… Read more »

After a Long Ascent, Turbulence for Bonds

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

Description: WHEN the stock market plummeted in 2008, investors began to pour money into bond mutual funds, which generally performed quite well — at least until this past December. Source:  NYTimes.com   Date: 01/08/2011 Link: http://www.nytimes.com/2011/01/09/business/mutfund/09bond.html?ref=mutfund Questions for discussion:    Summarize performance of bonds over the last 12 months. How have investors behaved recently? Strategically… Read more »

Stocks Rising 17% Since Bernanke Disclosed QE2 Disarms Fed’s Worst Critics

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

Description: Republican leaders in Congress say they have “deep concerns” about Ben S. Bernanke’s second round of quantitative easing. The U.S. stock and credit markets don’t share those reservations. Source: Bloomberg.com   Date: 12/17/2010 Link: http://www.bloomberg.com/news/2010-12-17/stocks-rising-17-since-bernanke-disclosed-qe2-disarms-fed-s-worst-critics.html Questions for discussion:  Why have the markets reacted as they have since the beginning of quantitative easing by the… Read more »

Fed’s Bond Buying Won’t Help

Posted by & filed under Economic Analysis, Governments & Regulators.

Description: Whatever the Federal Reserve does to lower interest rates further won’t help the U.S. economy, according to First Pacific Advisors fund manager Tom Atteberry, who says that’ll just weaken the dollar and hurt savers. Deborah Levine reports. Source:  Marketwatch.com – video report Date: 10/21/2010 Link: http://www.marketwatch.com/video/asset/fed-bond-buying-wont-help/1ABF00C0-B59C-492E-A0B3-E66664FBBB7E Questions for discussion: Summarize the main comments made… Read more »

Markets Hub: Maybe It Is a Currency War

Posted by & filed under Economic Analysis.

Description: It’s not just the Bank of Japan; central banks from Brazil to South Korea are trying to tamp down their currencies, which is driving up commodities like gold and crude, as well as stocks. Anna Raff, Mike Reid and Paul Vigna discuss. Source:  Marketwatch.com – video report    Date: 10/04/2010 Link:  http://www.marketwatch.com/video/asset/markets-hub-maybe-it-is-a-currency-war/08AD6BBE-77FC-43FD-BB72-018865ECDDDE Questions for… Read more »