As China’s Stock Market Crashed, These Hedge Funds Rose 70%

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

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 »

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 »

Global Rout Wreaks Havoc on U.S. Stocks

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

Description: Bloomberg’s Mike Regan, Lisa Abramowicz, Julie Hyman and Alix Steel discuss today’s selloff in U.S. stocks on “Bloomberg Markets.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: August 21, 2015 Link: http://www.bloomberg.com/news/videos/2015-08-21/global-rout-wreaks-havoc-on-u-s-stocks Questions for Discussions: What does the report say about why the markets are dropping? How should investors be advised to respond to… Read more »

Bond Rout Wipes Out 2015 Gains as Traders Stay Glued to Screens

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

Description: The global bond market selloff has erased all of this year’s gains as historic market moves from Germany to the U.S. and Japan whipsaw traders. After being up as much as 2.3 percent as of mid-April, the Bank of America Merrill Lynch Global Broad Market Index of bonds with a total face value of… Read more »

What to Make of the Topsy-Turvy Bond Market

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

Description: If you happen to trade bonds for a living, it is entirely understandable if you are feeling a little anxious these days. Source: NYTimes.com Date: May 21, 2015 Link: http://www.nytimes.com/2015/05/21/upshot/what-to-make-of-the-topsy-turvy-bond-market.html?abt=0002&abg=0 Questions for Discussions: What is happening in the bond market these days, according to the report? Do you agree with this analysis?

Investors get stark reality check as global bond market comes unglued

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

Description: Bond investors, for years accustomed to rising prices and big returns, are getting a stark reality check. Source: FinancialPost.com Date: May 07, 2015 Link: http://business.financialpost.com/investing/investors-get-stark-reality-check-as-global-bond-market-comes-unglued Questions for Discussions: Explain what the report says is happening to bonds and why? Do you agree with this assessment? What strategy would you suggest to those holding bonds?

George Soros May Face a Monster Tax Bill

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

Description: George Soros likes to say the rich should pay more taxes. A substantial part of his wealth, though, comes from delaying them. Source: Bloomberg.com Date: April 30, 2015 Link: http://www.bloomberg.com/news/articles/2015-04-30/george-soros-s-tax-bill Questions for Discussions: How has George Soros benefited financially from the tax code? Do you think it is unethical to allow this sort of… Read more »

Here’s what stocks do in the months just before a rate hike

Posted by & filed under Financial analysis, Governments & Regulators, Growth & Valuation.

Description: NEW YORK (MarketWatch) — It seems increasingly clear that the Federal Reserve’s first rate hike since 2006 is now just months away, and that is making investors nervous. But should it? Source: MoneyWatch.com Date: March 18, 2015 Link: http://www.marketwatch.com/story/heres-what-stocks-do-in-the-months-just-before-a-rate-hike-2015-03-06 Questions for Discussions: What does the report suggest is the typical market response to rate… Read more »

Stocks get crushed on strong dollar

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

Description: Jim Awad, Chairman of Plimsoll Mark Capital, explains why a strong dollar led to the Dow tanking 333 points and what effect it might have on the Federal Reserve raising interest rates. Source: CNNMoney.com – video report Date: March 10, 2015 Link: http://money.cnn.com/video/investing/2015/03/10/stock-market-crushed-dow-down-333-strong-dollar.cnnmoney/ Questions for Discussions: What does Jim Awad suggest is at the… Read more »