Bond Manager With $6.6 Billion Just Saw the Scariest Chart Ever

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Description: Morten Steinsland, head of fixed income at Alfred Berg in Oslo, has been in the fixed income markets for three decades but the other day he saw the scariest chart he’s ever seen. Source: Bloomberg.com Date: Sep 07, 2017 Link: https://www.bloomberg.com/news/articles/2017-09-07/bond-manager-with-6-6-billion-just-saw-the-scariest-chart-ever Questions for discussion: What does the chart say and why is it scary?… Read more »

ETF Investing Lessons from Warren Buffett

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Description: Billionaire investor Warren Buffett tuned 87 on Wednesday. And on the occasion, he shared a many investment tips in interviews. Source: Finance.Yahoo.com Date: Aug 31, 2017 Link: https://finance.yahoo.com/news/etf-investing-lessons-warren-buffett-183306500.html Questions for discussion: What does the report suggest about Warren Buffett’s thinking these days? Do you agree with his suggestions?

Puerto Rico: A Debt Problem That Kept Boiling Over

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

Description: It all goes back to 1917. Congress passed a law that year making Puerto Ricans United States citizens. That same law, still on the books today, empowered the island to raise money by issuing tax-exempt bonds. Source: NYTimes.com Date: May 05, 2017 Link: https://www.nytimes.com/2017/05/05/business/dealbook/puerto-rico-debt.html?ref=dealbook Questions for discussion: Summarize the reasons for the current financial… Read more »

Valeant Slumps After Longtime Backer Ackman Exits With a Loss

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Description: Valeant Pharmaceuticals International Inc. stock slumped after Bill Ackman, once its biggest champion, exited the struggling drugmaker at a loss. Source: Bloomberg.com – video report Date: Mar 14, 2017 Link: https://www.bloomberg.com/news/articles/2017-03-14/valeant-slumps-after-long-time-backer-ackman-exits-with-a-loss Questions for Discussions: Explain the reasons for the sudden stock plunge? What is the financial situation at the firm today? How should invesdtors… Read more »

Here’s Your Federal Reserve 101

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Description: Plus what you need to know about interest rates. Source: Fortune.com – video report Date: March 10 , 2017 Link: http://for.tn/2m7EVCV Questions for Discussions: What does the Federal Reserve do to control inflation? As interest rates rise, how will businesses, consumers, and savers likely respond? What does this mean for investors?

Stocks and bonds tell investors two different stories

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

Description: Treasury yields are falling, but the VIX has remained steady Source: MarketWatch.com Date: Feb 24, 2017 Link: http://www.marketwatch.com/story/stocks-and-bonds-tell-investors-two-different-stories-2017-02-24 Questions for discussion: Explain the analysis presented in this report. What do you think these indicators are suggesting?

Trump’s inauguration is set to unleash a cascade of stock-market anxiety

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Description: The dollar, Russia, China, Mexico are just a few of the risks of a Trump presidency as Wall Street awaits inauguration Source: MarketWatch.com Date: Jan 20, 2017 Link: http://www.marketwatch.com/story/trump-inauguration-set-to-unleash-cascade-of-stock-market-anxiety-2017-01-19 Questions for Discussions: Summarize what the article says about this transition period and risk perceptions. Do you agree with the assessments?

Will stocks sell off after Trump takes the oath? Here’s what history shows

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Description: Stocks often strengthen immediately after inauguration, but 1-month returns negative Source: MarketWatch.com Date: Jan 12, 2017 Link: http://www.marketwatch.com/story/how-us-stocks-tend-to-perform-after-presidential-inaugurations-2017-01-11 Questions for Discussions: What does the research suggest to investors? Would you follow the guidance this time?

What Dow 20,000 means for stock-market investors

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Description: The Dow Jones Industrial Average is on the brink of a major milestone. But what does Dow 20,000 really signify? Source: MarketWatch.com Date: Jan 06, 2017 Link: http://www.marketwatch.com/story/what-dow-20000-means-for-stock-market-investors-2016-12-14 Questions for Discussions: Summarize the main arguments presented in this article. Do you agree with them?

Opinion: Here’s the verdict on that ‘terrible’ Obama economy

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Description: What’s not to like? But please don’t ask the Trumpists Source: MarketWatch.com Date: Dec 03, 2016 Link: http://www.marketwatch.com/story/heres-the-verdict-on-that-terrible-obama-economy-2016-11-30 Questions for Discussions: Summarize the evaluation presented in this article. Do you agree with the assessments?