The World’s Favorite New Tax Haven Is the United States

Posted by & filed under Governments & Regulators, Growth & Valuation, Management Issues.

Description: Moving money out of the usual offshore secrecy havens and into the U.S. is a brisk new business. Source: Bloomberg.com Date: Jan 27, 2016 Link: http://www.bloomberg.com/news/articles/2016-01-27/the-world-s-favorite-new-tax-haven-is-the-united-states Questions for Discussions: What does the article say about the secret movement of money into the U.S.? What do think is motivating this rising tide? Do you consider… Read more »

Opinion: Russia, China and Saudi Arabia are on the ropes

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

Description: Three huge, vastly important countries on the world stage are in deep economic and political trouble—far worse than we may realize. I’m talking about Russia, China and Saudi Arabia. Source: MarketWatch.com Date: Jan 22, 2016 Link: http://www.marketwatch.com/story/russia-china-and-saudi-arabia-are-on-the-ropes-2016-01-22 Questions for discussion: What does this report say about economic problems that might impact on global markets?… Read more »

Another Great Recession threatens world financial markets

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

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 »

Opinion: These two unloved stock market sectors are sending a ‘buy’ signal

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

Description: Emerging markets and commodities hold appeal in a rising interest-rate climate Source: MarketWatch.com – video report Date: Dec 10, 2015 Link: http://www.marketwatch.com/story/these-two-unloved-stock-market-sectors-are-sending-a-buy-signal-2015-12-10?dist=countdown Questions for discussion: What advice is presented and the reasons for them? Do you agree?

The Trouble With Saving 21 Trillion Yuan

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

Description: China’s public institutions stuff their cash in banks. Source: Bloomberg.com Date: Oct 29, 2015 Link: http://www.bloomberg.com/news/articles/2015-10-29/china-s-trouble-with-saving-21-trillion-yuan Questions for discussion: Summarize the concerns raised in this article? How should investors outside of China deal with this assessment?

Who’s Left to Sell U.S. Stocks? Mood Darkens Most Since Volcker

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

Description: Investors hate stocks– again. Source: Bloomberg.com – video report Date: Sep 21, 2015 Link: http://www.bloomberg.com/news/articles/2015-09-21/who-s-left-to-sell-u-s-stocks-mood-darkens-most-since-volcker Questions for Discussions: Why are investors leaving markets? What are the reasons given for optimism at this time? Do you agree with this analysis and assessment?

Fed’s Decision on Rates Rattles Some Global Markets

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

Description: Global markets were largely down on Friday after the United States Federal Reserve signaled fresh concerns over slowing growth in China and other emerging markets. Source: NYTimes.com Date: Sep 17, 2015 Link: http://www.nytimes.com/2015/09/19/business/asian-markets-open-with-mixed-response-to-feds-decision-on-rates.html?ref=international Questions for Discussions: What are the reasons given for global market movements? Do you agree with this analysis?

Prince: corporate debt is way too high

Posted by & filed under Company Analysis, Economic Analysis, Financial analysis, Governments & Regulators, Growth & Valuation, Market Analysis.

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

Posted by & filed under Company Analysis, Economic Analysis, Financial analysis, Governments & Regulators, Growth & Valuation, Market Analysis.

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 »

Why China’s market meltdown affects the rest of the world

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

  Description: As the saying goes, when China sneezes, the world catches a cold. But in this case China has flu — and it’s contagious. From nearby neighbors Japan and South Korea, to those in Europe, the U.S. and deepest Africa, everyone is affected by China. Andrew Stevens explains why its slowing economy is having… Read more »