Loonie is 10% cheaper versus the U.S. dollar: BMO’s Jack Ablin

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

Description: Jack Ablin, chief investment officer at BMO Private Bank, joins BNN’s Catherine Murray for a look at why he believes Canada’s loonie still has plenty of room to run up and his latest views on the market. Source: BNN.ca- video report Date: March 17 , 2017 Link: http://www.bnn.ca/video/loonie-is-10-cheaper-versus-the-u-s-dollar-bmo-s-jack-ablin~1080904 Questions for Discussions: What is Jack… Read more »

After $225 Billion in Deals Last Year, China Reins In Overseas Investment

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

Description: BEIJING — China struck $225 billion in deals to acquire companies abroad last year, a record-breaking number that signaled to the world that Chinese business leaders were hot to haggle. Source: NYTimes.com Date: Mar 12, 2017 Link: https://www.nytimes.com/2017/03/12/business/dealbook/china-deals-capital-controls-hollywood.html?ref=business&_r=0 Questions for Discussions: What does the report suggest is happening now with Chinese foreign investing? What… Read more »

GOLDMAN SACHS: Here’s how Trump will escalate a trade war with China

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Description: LONDON — The risk of an escalating trade war between China and the US is rising fast. Source: BusinessInsider.com Date: Feb 07, 2017 Link: http://www.businessinsider.com/goldman-sachs-how-donald-trump-will-escalate-a-trade-war-with-china-2017-2 Questions for discussion: Summarize the arguments presented in this opinion piece. Do you agree with this line of thinking? How should investors deal with this risk?

Trump calls U.S.-Mexico trade one-sided — and here’s the reality

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

Description: WASHINGTON (MarketWatch) — Is a 1994 trade deal with Mexico really as one-sided as President Donald Trump claims? Does Mexico benefit much more than the United States? A close look at trade between the two countries shows the answer is not cut and dried. Source: MarketWatch.com Date: Jan 27, 2017 Link: http://www.marketwatch.com/story/trump-calls-us-mexico-trade-one-sided-heres-the-reality-2017-01-26 Questions for… Read more »

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

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

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?

Italian banks are drowning in bad debt

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

Description: Italian banks are drowning in bad debt Source: CNNMoney.com – video report Date: Dec 01, 2016 Link: http://money.cnn.com/video/news/2016/12/01/italian-banks-drowning-in-bad-debt.cnnmoney/ Questions for Discussions: Why are Italian banks in trouble? What are the consequences of financial reforms? How should investors deal with this information?

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 »

There will be another financial crisis. The only question is when?

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

Description: Financial bubbles are inevitable and their pathologies virtually identical. The only variable is timing. Source: The Telegraph; FinancialPost.com Date: Feb 18, 2016 Link: http://business.financialpost.com/news/economy/there-will-be-another-financial-crisis-the-only-question-is-when Questions for discussion: What are the indicators of concern, as described in the article? Do you agree with this assessment? How should investors deal with the risk?

5 worst investment calls of this century

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Description: Subprime ‘contained’? Gold at $5,000? No housing bubble? Here are the worst of the worst Source: MarketWatch.com Date: Feb 11, 2016 Link: http://www.marketwatch.com/story/opinion-the-5-worst-investment-calls-of-this-century-2016-02-11 Questions for discussion: How would you explain the poor judgments in each of these cases? What lessons can be learned in today’s economy from these colossal errors?