BlackRock’s Rick Rieder takes a stand on bonds

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

Description: Rick Rieder is not the best-known man in bonds. That honor belongs to Pimco’s Bill Gross, manager of Total Return, the world’s largest bond fund. But Rieder, 49, is a titan in his own right. Source: Fortune.com Date: 05/27/2011 Link: http://money.cnn.com/2011/05/25/pf/rick_rieder_blackrock.fortune/index.htm Questions for discussion: Summarize Rick Rieder’s strategic thinking as reported in the article…. Read more »

Gap, Aeropostale unraveled

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

Description: While they might not portend the End Times, signs of Friday’s route of the low-end retailers could certainly be discerned months ago in the commodities markets. Source: Marketwatch.com Date: 05/20/2011 Link: http://www.marketwatch.com/story/gap-aeropostale-unraveled-2011-05-20 Questions for discussion: Summarize the issues raised in the report about commodities and the performance of these companies. What do you think… Read more »

BullHorn: Metal meltdown

Posted by & filed under Economic Analysis.

Description: Silver has plunged, gold has taken a hit and the commodity bubble may be finally bursting. Source: CNNMoney.com – video report Date: 05/06/2011 Link: http://money.cnn.com/video/markets/2011/05/06/mkts_bullhorn0506.cnnmoney/ Questions for discussion: Summarize the analysis presented in this report. Do you agree that the commodities bubble is bursting? What do you believe is the reason for the recent… Read more »

Japan quake shakes up oil prices

Posted by & filed under Economic Analysis.

Description: The earthquake in Japan may not cause prices to plunge more Friday but the long-term impact on oil could be drastic Source: CNNMoney.com – video report Date: 03/11/2011 Link: http://money.cnn.com/video/markets/2011/03/11/mkts_japan_quake_oil2.cnnmoney/ Questions for discussion: How does this incredible disaster in Japan connect to the international demand and price for oil? What are some of the… Read more »

Saudi Stocks End Longest Losing Streak Since 1996 After State Purchases

Posted by & filed under Market Analysis.

Description:  Saudi stocks rose for the first time in three weeks, rallying the most in more than two years, after the finance minister said the Arab world’s largest economy is benefitting from higher oil prices and in “excellent” shape. Source: Bloomberg.com Date: 03/05/2011 Link: http://www.bloomberg.com/news/2011-03-05/saudi-stocks-end-longest-losing-streak-since-1996-after-state-purchases.html Questions for discussion:   Explain the recent price behavior of the… Read more »

$100 oil: Here to stay or soon to go?

Posted by & filed under Economic Analysis, Financial analysis.

Description: Market veterans were expecting oil prices to reach $100 a barrel even before the political turmoil in the Middle East and North Africa hit the fan this year, and now that oil’s reached triple digits, predicting prices is more daunting than ever. Source: Marletwatch.com Date: 03/04/2011 Link: http://www.marketwatch.com/story/100-oil-here-to-stay-or-soon-to-go-2011-03-03?siteid=nwtwk Questions for discussion:  Summarize the reasons… Read more »

Eyeing Inflation with Liz Ann Sonders

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

Description: Liz Ann Sonders, chief investment strategist at Charles Schwab & Co., gives her view on inflation in the U.S. now and inflationary signs to look for in the year ahead. Dow Jones’ Veronica Dagher has the interview. Source: Marketwatch.com – video report Date: 02/23/2011 Link:  http://www.marketwatch.com/video/asset/eyeing-inflation-with-liz-ann-sonders/5658E1E7-2BD4-498B-A73C-A7CC24C49E96 Questions for discussion:  Do you agree with the… Read more »

Don’t forget about commodities

Posted by & filed under Company Analysis, Market Analysis.

Description: Commodities surged last year on strong emerging markets and a weak dollar, but investors wonder if the momentum can last through 2011. Source:  CNNMoney.com – video report Date: 01/13/2011 Link: http://money.cnn.com/video/news/2011/01/13/n_bz_commodities_2010.cnnmoney/ Questions for discussion: Summarize the opinions presented in this report. Do you agree with them? Do you believe that “speculation” rather than real… Read more »

WIll the bull keep running?

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

Description: Historically, the third year for a president produces a good return for investors. Investment strategists Liz Ann Sonders and Sam Stovall say why 2011 will be no different. Source: CNNMoney.com – video report   Date: 12/21/2010 Link: http://money.cnn.com/video/news/2010/12/20/n_ss_panel_4_stocks.cnnmoney/ Questions for discussion:  Summarize the opinions expressed in this report. How do you expect the markets… Read more »

Run With the Dogs of the Dow

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Description: Buying the 10 highest-yielding Dow stocks and holding them for 12 months has rewarded investors with earnings growth and dividends, says financial adviser Kurt Brouwer, editor of MarketWatch’s FundMastery blog. Source: Marketwatch.com – video report   Date: 12/16/2010 Link: http://www.marketwatch.com/video/asset/run-with-the-dogs-of-the-dow/61758D19-6700-4B86-A696-2E9682191C52 Questions for discussion:  Summarize the bond investing strategy described in this report? Do you… Read more »