Description: Mr. Global Economy has spent much of the past seven years in an induced coma, with only a modest recovery from the Great Recession. The root causes of the life-threatening 2008-09 financial crisis remain unaddressed. Debt levels are higher now, and imbalances remain. Source: MarketWatch.com Date: Jan 12, 2016 Link: http://www.marketwatch.com/story/another-great-recession-threatens-world-financial-markets-2016-01-12?dist=lcountdown Questions for discussion:… Read more »
Posts Tagged: Bonds
Buffett stock-portfolio idea spot on
Description: My partner and Rebalance IRA co-founder Scott Puritz recently gave an interview to USA Today sure to raise the hackles of thousands of retirement advisors: The typical 60/40 stock-and-bond portfolio is fast becoming a problem for millions of American savers. Source: MarketWatch.com Date: Dec 03, 2015 Link: http://www.marketwatch.com/story/buffett-stock-portfolio-idea-spot-on-2015-12-03 Questions for discussion: What is the… Read more »
Debt Market Distortions Go Global as Nothing Makes Sense Anymore
Description: Something very strange is happening in the world of fixed income. Across developed markets, the conventional relationship between government debt — long considered the risk-free benchmark — and other assets has been turned upside-down. Source: Bloomberg.com – video report Date: Nov 15, 2015 Link: http://www.bloomberg.com/news/articles/2015-11-15/debt-market-distortions-go-global-as-nothing-makes-sense-anymore Questions for discussion: What is the unusual situation currently… Read more »
As China’s Stock Market Crashed, These Hedge Funds Rose 70%
Description: China’s summer market selloff wasn’t a total rout if you were one of the country’s top-performing hedge funds that gained an average 70 percent as almost 1,300 other funds were wiped out. Source: Bloomberg.com – video report Date: Oct 29, 2015 Link: http://www.bloomberg.com/news/articles/2015-10-29/as-china-s-stock-market-crashed-these-hedge-funds-returned-70- Questions for Discussions: Summarize who won and who lost in China,… Read more »
Sex, Betrayal and Bond Traders: The Fall of American Apparel
Description: Sex, money, betrayal: The bizarre brawl between American Apparel Inc. and its founder, Dov Charney, has all that and more. But now this tabloid tale is coming down to a seemingly staid bit of finance: the bonds. Source: Bloomberg.com – video report Date: Oct 05, 2015 Link: http://www.bloomberg.com/news/articles/2015-10-05/sex-betrayal-and-bond-traders-the-fall-of-american-apparel Questions for Discussions: What caused the… Read more »
Prince: corporate debt is way too high
Description: Corporate America has been tapping into the cheap stream and with normalized interest rates on the horizon, David Prince, Founder & President, Harbinger Capital Markets Research says debt levels have gotten altogether too high. Source: BNN.com – video report Date: Sep 11, 2015 Link: http://www.bnn.ca/Video/player.aspx?vid=702589 Questions for Discussions: Summarize the analysis presented by David… Read more »
Wilbur Ross: Chinese government panicked over markets
Description: U.S. investor Wilbur Ross discusses what’s behind China’s economic crisis and estimates its growth in the 4-5% range. Source: CNNMoney.com – video report Date: August 26, 2015 Link: http://money.cnn.com/video/news/2015/08/26/wilbur-ross-china-economy-markets.cnnmoney/ Questions for Discussions: What does Wilbur Ross say about why the markets dropped? What are the risks in the current investment environment? What should investors… Read more »
Global Rout Wreaks Havoc on U.S. Stocks
Description: Bloomberg’s Mike Regan, Lisa Abramowicz, Julie Hyman and Alix Steel discuss today’s selloff in U.S. stocks on “Bloomberg Markets.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: August 21, 2015 Link: http://www.bloomberg.com/news/videos/2015-08-21/global-rout-wreaks-havoc-on-u-s-stocks Questions for Discussions: What does the report say about why the markets are dropping? How should investors be advised to respond to… Read more »
Advice After Stock Market Drop: Take Some Deep Breaths, and Don’t Do a Thing
Description: The impulse when the stock market falls hard for a few days in a row is to do something. Anything. Our life savings are often on the line, after all. Source: NYTimes.com Date: August 21, 2015 Link: http://www.nytimes.com/2015/08/22/your-money/stocks-and-bonds/advice-after-stock-market-drop-take-some-deep-breaths-and-dont-do-a-thing.html?ref=business&_r=0 Questions for discussion: What does the article advise investors and the reasons why? Do you agree… Read more »
Bond Rout Wipes Out 2015 Gains as Traders Stay Glued to Screens
Description: The global bond market selloff has erased all of this year’s gains as historic market moves from Germany to the U.S. and Japan whipsaw traders. After being up as much as 2.3 percent as of mid-April, the Bank of America Merrill Lynch Global Broad Market Index of bonds with a total face value of… Read more »
