Description: NEW YORK – Creditors of Valeant Pharmaceuticals International, which has been in violation of lender agreements since Wednesday, are beginning to demand new terms that could further pressure the drugmaker’s business model, according to three people familiar with the matter. Source: Reuter.com/FinancialPost.com Date: Mar 21, 2016 Link: http://business.financialpost.com/investing/market-moves/valeant-pharmaceuticals-international-inc-creditors-prepare-to-slam-company-with-tougher-demands-in-face-of-default-sources Questions for Discussions: Do you think… Read more »
Posts Tagged: Debt
Another Great Recession threatens world financial markets
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 »
The Longer-Term Approach of Activist Investors
Description: Bruce Goldfarb, Okapi Partners president and chief executive officer, discusses the longer-term approach of activist investors with Bloomberg’s Alix Steel and Keri Geiger on “Bloomberg ‹GO›.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 27, 2015 Link: http://www.bloomberg.com/news/videos/2015-11-27/the-longer-term-approach-of-activist-investors Questions for discussion: What does Bruce Goldfarb suggest is happening in investing circles? What advice… 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 »
Why Aren’t Women-Owned Business Growing?
Description: The number of women-owned businesses in the U.S. has increased by nearly 30% over the past six years, but why they aren’t growing financially? SBE Council’s Susan Solovic offers some answers on Lunch Break With Tanya Rivero. Photo: Getty Source: WSJ.com – video report Date: Oct 22, 2015 Link: http://on.wsj.com/1OKUc8L Questions for discussion: Summarize… Read more »
Warning: Oil company defaults are coming
Description: The U.S. shale oil boom lured tons of prospectors in recent years. Source: CNNMoney.com – video report Date: Nov 6, 2015 Link: http://money.cnn.com/2015/11/06/investing/oil-companies-debt-gundlach/index.html?iid=Lead Questions for Discussions: Summarize the arguments presented in this report. Do you agree with the predictions?
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 »
The Trouble With Saving 21 Trillion Yuan
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?
Bill Ackman’s Defense Of Valeant Pharmaceuticals Takes Long View On Drugmaker’s Woes
Description: Pershing Square’s Bill Ackman wasn’t able to convince Wall Street once and for all whether embattled drugmaker Valeant Pharmaceuticals can recover from its woes or will continue heading south. Source: Forbes.com Date: Oct 30, 2015 Link: http://www.forbes.com/sites/antoinegara/2015/10/30/bill-ackmans-defense-of-valeant-pharmaceuticals-takes-long-view-on-drugmakers-woes/ Questions for discussion: What does the article say about Bill Ackman’s strategic thinking? Do you agree?
Why Hedge Funds Are Facing Headwinds
Description: Paamco Portfolio Manager Sam Diedrich discusses hedge fund woes. He speaks on “Bloomberg Markets.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Oct 15, 2015 Link: http://www.bloomberg.com/news/videos/2015-10-15/why-hedge-funds-are-facing-headwinds Questions for Discussions: Summarize the opinions presented in this report of interest to investors in hedge funds. Do you agree with these assessments?
