Description: But tech companies like Facebook and LinkedIn have values that are far more optimistic than warranted Source: MontrealGazette.com Date: Nov 05, 2013 Link: http://www.montrealgazette.com/business/money/François+Rochon+banks+look+undervalued+based+earnings/9123864/story.html Questions for Discussions: Summarize the analysis of stocks and indexes in this report? Do you agree with the assessments and recommendations?
Posts Tagged: Indexes
How to invest when you feel really good
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 »
In defense of hedge funds
Description: Despite plenty of press indicating hedge funds do not beat the broader market, SkyBridge Capital founder Anthony Scaramucci says he can pick winners. Source: CNNMoney.com – video report Date: Oct 18, 2013 Link: http://money.cnn.com/video/investing/2013/10/18/investing-hedge-funds-return-anthony-scaramucci-skybridge-baseball.cnnmoney/index.html Questions for Discussions: What do you think of Anthony Scaramucci’s metaphorical comparison of hedge fund managers to baseball players? Do… Read more »
How money managers deal with D.C. gridlock
Description: Money managers sound off on the shutdown that has clients pulling their money out of the markets. Source: CNNMoney.com – video report Date: Oct 09, 2013 Link: http://money.cnn.com/video/news/2013/10/09/n-money-managers-shutdown-washington.cnnmoney/index.html Questions for Discussions: What are the different ways money managers are responding to the concerns over political gridlock? Which strategy has been the most successful thus… Read more »
Obama’s Wall Street Bank Rescue Stabilized Economy at a Political Cost
Description: When Barack Obama took office, the economy appeared to be on the brink of catastrophe. Despite the previous administrations commitment of several trillion dollars from every available arm of government to prop up the reeling financial system, nothing seemed to have worked. Banks were still hemorrhaging cash, and it was feared some would go… Read more »
Why bond funds and ETFs are breaking
Description: End of an era? Bond portfolios, investor hopes show wear and tear Source: Marketwatch.com – video report Date: Mar 29, 2013 Link: http://www.marketwatch.com/story/why-bond-funds-and-etfs-are-breaking-bad-2013-03-29 Questions for discussion: Explain the reasons for difficulties facing bond fund managers? How are they responding? Are there any alternatives that have not been considered?
Reluctant Bulls Key for Birinyi Amid Record S&P 500 Rally
Description: The Standard & Poor’s 500 Index (SPX)’s record rally probably has another year to go as investors give up their pessimism and buy, according to Laszlo Birinyi, one of the first money managers to tell clients to buy before the bull market began. Source: Bloomberg.com Date: Mar 29, 2013 Link: http://www.bloomberg.com/news/2013-03-28/birinyi-says-buy-mining-technology-shares-as-bull-ages.html Questions for Discussions:… Read more »
New Critical Warning as 2013 shocker looms
Description: (MarketWatch) — Yes, another dark “shocker” before the end of the year, an unexpected “black swan.” And sadly for Fed Chairman Ben Bernanke — who hopes his “I saved America from economic collapse” illusion stays intact till he leaves office — he’s not going to get a dream ending to his Fed career. Source: … Read more »
Jim Rogers: Soaring Dow a poor indicator
Description: Famed investor Jim Rogers says recent gains in international markets is a poor indicator of global economic health. Source: CNNMoney.com – video report Date: Mar 15, 2013 Link: http://money.cnn.com/video/news/2013/03/15/news-jim-rogers-currency-inflation.cnnmoney/ Questions for Discussions: What is the reason Jim Rogers believes the current run up in the Dow is not a good predictor of a better… Read more »
You Haven’t Missed the Stock Rally: Goldman’s Cohen
Description: The rally in the stock market is real and supported by the fundamentals, Goldman Sachs’s Abby Joseph Cohen told CNBC on Friday. Source: CNBC.com – video report Date: Mar 01, 2013 Link: http://www.cnbc.com/id/100511332 Questions for Discussions: Summarize the analysis presented in this report. Do you agree with Abby Joseph Cohen?
