Description: Some of President Trump’s least controversial tweets involve him boasting about the stock market. It has certainly done well since he was elected a year ago, with the Dow Jones industrial average up more than 30 percent in that time. Source: NYTimes.com Date: Dec 02, 2017 Link: https://www.nytimes.com/2017/12/01/your-money/trump-stock-market-investors.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business®ion=rank&module=package&version=highlights&contentPlacement=13&pgtype=sectionfront Questions for discussion: According to the… Read more »
Posts Tagged: Bonds
Opinion: Where to stash your money when this bull market makes you sweat
Description: It’s almost getting boring: the three major U.S. stock market indexes keep hitting record highs. Source: MarketWatch.com Date: Nov 30, 2017 Link: https://www.marketwatch.com/story/where-to-stash-your-money-when-this-bull-market-makes-you-sweat-2017-11-30 Questions for discussion: What do you think of the analysis and recommendations presented in this report? Where do you see stocks heading over the next quarter?
Stock market could tumble 15% if 10-year Treasury yield crosses this line
Description: How much of a rise in yields would it take to upend the bull market in stocks? Maybe not as much as investors think. Strategists at Société Générale say if longer-term yields begin to recover, asset valuations could look particularly steep once the risk-free rate, usually the 10-year Treasury yield TMUBMUSD10Y, -1.58% rose. Source: MarketWatch.com Date: Nov… Read more »
Stock market ‘not even close’ to pricing in tax cuts, says UBS
Description: Lower tax rate would provide ‘big boost,’ fuel heavy rotation Source: MarketWatch.com Date: Nov 16, 2017 Link: https://www.marketwatch.com/story/stock-market-not-even-close-to-pricing-in-tax-cuts-says-ubs-2017-11-15 Questions for discussion: What does the article say about the impact tax cuts will have on markets? What are the risks that investors need to be wary of, according to the report?
Tesla’s junk bonds are trading under water — and it could spell trouble for Elon Musk
Description: Tesla Inc. first-ever pure corporate bonds are trading under water, boding ill for the Silicon Valley car maker’s next attempt to tap capital markets. Source: MarketWatch.com Date: Nov 11, 2017 Link: https://www.marketwatch.com/story/teslas-junk-bonds-are-trading-under-water-and-it-could-spell-trouble-for-elon-musk-2017-11-10?siteid=nwtwk Questions for discussion: What are the financial concerns for Tesla and investors? What strategy would you recommend to bond and stock holders… Read more »
What ‘bad’ year? Facebook’s stock up 50%
Description: Facebook acquires app aimed at teens, ‘tbh Source: CNNMoney.com – video report Date: Oct 20, 2017 Link: http://money.cnn.com/2017/10/19/investing/facebook-stock/index.html Questions for discussion: Explain the stock valuation and appreciation of Facebook? How can Facebook generate more cash flow and profit?
The Stock Market Charges Ahead, Despite the World’s Storms
Description: Hurricanes in North America, earthquakes in Latin America, tensions on the Korean Peninsula and political turbulence in the United States, Germany and Spain have produced little but shrugs on Wall Street. Source: NYTimes.com Date: Oct 13, 2017 Link: https://www.nytimes.com/2017/10/13/business/mutfund/stock-market-calm-world.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business®ion=stream&module=stream_unit&version=latest&contentPlacement=10&pgtype=sectionfront Questions for discussion: What does the report say about market conditions and the reasons for… Read more »
A Lot of Apple’s Overseas Cash Is Already in the U.S.
Description: Companies don’t have to avoid U.S. markets to steer clear of U.S. taxes. Source: Bloomberg.com Date: Oct 05, 2017 Link: https://www.bloomberg.com/news/articles/2017-10-05/a-lot-of-apple-s-overseas-cash-is-already-in-the-u-s Questions for discussion: Where is Apple’s “foreign” cash held? Do you think this cash would be diverted to more productive assests if the tax issues were resolved?
How a 32-Year-Old CEO Got a Team of Pharma Vets to Join His Radical Approach to Making Drugs
Description: Vivek Ramaswamy got a pretty special present for his 32nd birthday in August: $1.1 billion in funding from SoftBank and other investors for the audacious biopharmaceutical firm he founded and leads, Roivant Sciences. Source: Fortune.com Date: Sep 21, 2017 Link: http://fortune.com/2017/09/21/roivant-sciences-ceos-profile/?iid=leftrail Questions for discussion: What is so unique about this financial structuring? Why does it appeal to… Read more »
Toys ‘R’ Us Is a Cautionary Tale for Technology
Description: How about this setup for a joke: What does Toys “R” Us Inc. have in common with business software companies? Source: Bloomberg.com Date: Sep 21, 2017 Link: https://www.bloomberg.com/gadfly/articles/2017-09-21/toys-r-us-is-a-cautionary-tale-for-technology-firms Questions for discussion: What does article say about the use of debt and the consequences? What should investors and financial managers take away from this report?
