Top Clinton Aides Blew a Chance to Avert the Financial Crisis

Posted by & filed under Economic Analysis, Growth & Valuation, Industry Analysis, Management Issues.

Description: The U.S. economy and the stock market were booming on April 21, 1998, when the heaviest hitters of the Clinton administration met to discuss a controversial topic: whether the government should regulate a profitable but risky corner of the financial markets. Treasury Secretary Robert Rubin, the former Goldman Sachs (GS) co-chairman, attended. So did… Read more »

How to take the bull market by the horns

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

Description: Investment strategists say the fundamentals of the stock market are still strong and gains are possible with the right buying strategy. Source: CNNMoney.com – video report Date: Mar 10, 2014 Link: http://money.cnn.com/video/investing/2014/03/10/investing-bull-market-five-year-anniversary.cnnmoney/index.html Questions for Discussions: What does this report have to say to investors? Do you agree?

How Ukraine crisis affects your money

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

Description: Stocks, energy prices, commodities and gold are a few of the ways the escalating tensions in Ukraine and Russia could affect your finances. Source: CNNMoney.com – video report Date: Mar 03, 2014 Link: http://money.cnn.com/video/investing/2014/03/03/investing-ukraine-russia-global-markets-stocks-energy-commodities-grains-gold.cnnmoney/index.html Questions for Discussions: How does the Ukraine crisis affect economic and business activity, according to the report? How have investors… Read more »

Tesla Looks Like a Bubble, Will It Pop?

Posted by & filed under Company Analysis, Financial analysis, Growth & Valuation, Industry Analysis, Management Issues.

Description: After years of being underappreciated by Wall Street, financial analysis’s are predicting ludicrous growth rates for Elon Musk’s electric car company. Source: TheDailyBeast.com Date: Mar 01, 2014 Link: http://www.thedailybeast.com/articles/2014/03/01/tesla-looks-like-a-bubble-will-it-pop.html Questions for discussion: Summarize the financial history of the firm. Why do you think it has performed so well? Do you believe Tesla looks like… Read more »

Institutional ownership of Apple stock reaches new 5-year low

Posted by & filed under Company Analysis, Financial analysis, Growth & Valuation.

Description: Institutional ownership of large-cap stocks is currently at high levels, but there is one glaring exception to that trend: Apple, which is currently at a five-year low among hedge funds, banks, mutual funds, and other powerful types of financial institutions. Source: Appleinsider.com Date: Feb 26, 2014 Link: http://appleinsider.com/articles/14/02/26/institutional-ownership-of-apple-stock-reaches-new-5-year-low Questions for Discussions: Summarize the financial… Read more »

Fed transcripts: Bernanke chose to let Lehman fail

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

Description: FORTUNE — September 15, 2008 was a watershed moment for the financial crisis that consigned much of the world to an economic malaise from which we are still recovering. That day, government officials hastily arranged a sale of investment bank Merrill Lynch to Bank of America, while another bank — Lehman Brothers — was… Read more »

Gold-miner stock rally has just begun

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

Description: Less than two months into the year, gold miners have recouped more than a third of what they lost last year, and the rally may still have a lot more room to run. Source: Marketwatch.com Date: Feb 21, 2014 Link: http://www.marketwatch.com/story/gold-miners-stock-rally-has-just-begun-2014-02-21?dist=countdown Questions for Discussions: Summarize the financial analysis presented for gold and gold stocks…. Read more »

Bankers tied to JPMorgan’s $13 billion settlement doing just fine

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

Description: News that JPMorgan Chase would pay a $13 billion fine, the largest government penalty levied on a single company, initially led to calls that CEO Jamie Dimon should step down. That’s not going to happen. Board members have rallied around Dimon. What’s more, it’s unlikely that Dimon had any direct involvement in the troubled… Read more »

How will the Herbalife battle end?

Posted by & filed under Company Analysis, Financial analysis.

Description: Cristina Alesci reports on the performance of Herbalife. She speaks on Bloomberg Television’s “In The Loop.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 22, 2013 Link: http://bloom.bg/18VYOzD#ooid=xncG9raDojHmeoHBjPmU0dC79osxQsKf Questions for Discussions: Explain why a leveraged buyout makes sense for Herbalife? What are the possible ending scenarios for Herbalife? Which do you think will… Read more »

How to invest when you feel really good

Posted by & filed under Financial analysis, Market Analysis.

Description: Bloomberg’s Eric Balchunas looks at how to play rising investor confidence with ETFs. He speaks with Adam Johnson on Bloomberg Television’s “Street Smart.” Cantor Fitzgerald’s Peter Cecchini also comments. (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 01, 2013 Link: http://bloom.bg/HtiS5D#ooid=xxeHNuZzq6yrqSmVDyle3l6TeLCdpGyo Questions for Discussions: Summarize the strategies suggested and their relationship with confidence… Read more »