The $2 Trillion Project to Get Saudi Arabia’s Economy Off Oil

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

Description: Eight unprecedented hours with “Mr. Everything,” Prince Mohammed bin Salman. Source: Bloomberg.com Date: Apr 21, 2016 Link: http://www.bloomberg.com/news/features/2016-04-21/the-2-trillion-project-to-get-saudi-arabia-s-economy-off-oil Questions for discussion: What does the report say about the Saudi economic plan and what does this mean for oil prices? Do you think the Saudi plan will succeed?

Oil Drillers Feel the Pain as Banks Slash Their Credit Lines

Posted by & filed under Company Analysis, Growth & Valuation, Industry Analysis.

Description: Chesapeake Energy Corp., the deeply indebted shale producer, said this week that it can hang on to its $4 billion bank line as long as it posts just about everything it owns as collateral. Source: Bloomberg.com – video report Date: Apr 13, 2016 Link: http://www.bloomberg.com/news/articles/2016-04-12/oil-drillers-feel-the-pain-as-banks-slash-their-credit-lines Questions for discussion: What does the report say about this… Read more »

‘Fragile five’: These OPEC producers are on the verge of collapse if oil prices don’t stabilize soon

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Description: The global oil price rout has left many oil producers reeling across the world. From Canada to Norway, Saudi Arabia to Russia, none of the world’s largest oil exporters have been spared from oil prices that declined 45 per cent last year alone. Source: FinancialPost.com Date: Mar 30, 2016 Link: http://business.financialpost.com/news/energy/fragile-five-these-opec-producers-are-on-the-verge-of-collapse-if-oil-prices-dont-stabilize-soon?__lsa=679e-e7b7 Questions for discussion:… Read more »

$50 Oil as Soon as May?

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Description: After staging a 50 percent rally between February and March, oil prices have bounced around, moving up or down on a given day depending on the news cycle. Source: HuffingtonPost.com Date: Mar 31, 2016 Link: http://www.huffingtonpost.com/oilpricecom/50-oil-as-soon-as-may_b_9586830.html?utm_hp_ref=business&ir=Business Questions for discussion: What are the arguments presented for $50 oil? Do you agree with this prediction and… Read more »

Surging copper is obvious ‘chart of the day’

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Description: Dr. Copper is looking a little healthier these days. The industrial metal has seen its role as an international economic bellwether tarnished over the past few years, but its rebound from nearly seven-year lows set in January is attracting attention from traders and certainly isn’t doing any harm to sentiment across financial markets given… Read more »

The Not-So-Sweet Fight Over Maple Syrup

Posted by & filed under Financial Planning, Governments & Regulators, Growth & Valuation, Industry Analysis.

Description: Canadian maple-syrup output is capped by the Federation of Quebec Maple Syrup Producers, a kind of government-sanctioned cartel that accounts for 71 percent of world supply. But Quebec growers are now demanding the shackles be loosened as they watch competitors in Canada and the northern U.S. boost supplies to meet rising demand. Bloomberg’s Pamela… Read more »

The tail is wagging the dog: Gluskin Sheff’s George Young explains the 2016 market turmoil

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

Description: If you are a frequent city driver, you’ve learned to predict traffic flows to get where you need to go. But imagine that the direction of all the one-way streets was suddenly reversed, causing bottlenecks, even car accidents. Source: FinancialPost.com Date: Feb 11, 2016 Link: http://business.financialpost.com/investing/investing-pro/the-tail-is-wagging-the-dog-gluskin-sheffs-george-young-explains-the-2016-market-turmoil Questions for discussion: Summarize the explanation for market… Read more »

Are stocks a bargain right now?

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Description: It’s a global selloff. So does that mean stocks are on sale right now? What does one important metric say? Source: CNNMoney.com – video report Date: Jan 22, 2016 Link: http://money.cnn.com/video/news/economy/2016/01/22/romans-numeral-stocks-on-sale.cnnmoney/ Questions for discussion: What is the technical argument for “bargain stocks”? Do you think that stocks are a bargain?

Fear is driving stock markets

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

Description: On the spectrum of fear and greed, fear is driving the global selloff. The crash in oil prices, coupled with China’s economic slowdown is leaving investors nervous. Source: CNN.com – video report Date: Jan 21, 2016 Link: http://money.cnn.com/video/news/economy/2016/01/21/romans-magic-wall-stocks-and-oil.cnnmoney/ Questions for Discussions: How does the report explain the drop in global stock markets? What are… Read more »