U.S. Stocks Gain as Commodities Rally Offsets Jobs Data

Posted by & filed under Economic Analysis, Market Analysis.

Description: Bloomberg’s Deborah Kostroun reports on the performance of the U.S. equity market today. U.S. stocks rose, extending the biggest weekly gain in a month, as a rally in energy and metals producers after the dollar fell offset concern that slower-than-estimated growth in payrolls will hamper the economy. Bloomberg’s Pimm Fox also speaks. Source: Bloomberg.com… Read more »

Groupon reportedly spurns Google’s billions

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

Description: Groupon Inc. has walked away from a Google Inc. acquisition offer worth as much as $6 billion, according to reports late Friday, appearing to set the stage for a Groupon IPO as soon as next year. Source: Marketwatch.com – video report   Date: 12/04/2010 Link: http://www.marketwatch.com/story/groupon-reportedly-spurns-google-merger-2010-12-04 Questions for discussion:  Do you think Groupon is… Read more »

Forget Hemlines. Ties May Be the New Indicator

Posted by & filed under Financial analysis, Market Analysis.

Description:  Armed with renewed confidence, men are heading to stores in greater numbers this season. Source:  Businessweek.com   Date: 12/02/2010 Link: http://www.businessweek.com/magazine/content/10_50/b4207025554860.htm Questions for discussion:  What is the economic significance of the increased spending on men’s suits? What is thinking that would suggest a correlation exists between men spending behavior and the overall economy?

Gold rush resumes with another record high

Posted by & filed under Economic Analysis.

Description:  Gold prices jumped back above $1,400 an ounce Friday to settle at a fresh record-high as the U.S. dollar slid following a surprisingly weak report on the nation’s job market. Source:  CNNMoney.com Date: 12/04/2010 Link:  http://money.cnn.com/2010/12/03/markets/gold/index.htm Questions for discussion: Why has gold continued to move up in price? Where is the demand coming from?… Read more »

Tiffany shows its sparkle

Posted by & filed under Company Analysis, Economic Analysis.

Description: The season of bling in full swing, as Tiffany reports a 14% surge in sales, and Signet gets a boost from record gold prices. Source:  CNNMoney.com – video report Date: 11/24/2010 Link: http://money.cnn.com/video/markets/2010/11/24/mkts_tiffany_signet.cnnmoney/ Questions for discussion: Summarize the financial results reported? Do you believe these results suggest a positive change in consumer attitude toward… Read more »

BofA in a bear trap

Posted by & filed under Company Analysis, Economic Analysis.

Description: Bank of America’s financial woes deepen, some readers of “The Buzz” believe the stock is undervalued, others remain furious at the bank. Source: CNNMoney.com – video report Date: 11/26/2010 Link: http://money.cnn.com/video/news/2010/11/23/n_bz_bofa.cnnmoney/ Questions for discussion:  Do you believe BofA is a bear trap? Summarize the key points presented in the report about BofA. Do you… Read more »

Rosenberg Interview on Holiday Shopping, U.S. Economy

Posted by & filed under Economic Analysis.

Description: David Rosenberg, chief economist at Gluskin Sheff & Associates, talks about the outlook for the holiday-shopping season. Rosenberg, speaking with Sara Eisen and Erik Schatzker on Bloomberg Television’s “InsideTrack,” also discusses the prospects for the U.S. economy. Source: Bloomberg.com – video report   Date: 11/26/2010 Link: http://www.bloomberg.com/video/64814870/ Questions for discussion:  Summarize the opinions presented… Read more »

Taxing the Rich: It’s All Relative

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

Description:  IT’S not just Tea Party activists who are angry about taxes. A much larger and more diverse group appears outraged that Congress is considering allowing the Bush tax cuts to expire at year-end for families earning more than $250,000 and for individuals earning more than $200,000 Source:  NYTimes.com Date: 11/27/2010 Link:  http://www.nytimes.com/2010/11/28/business/28view.html?ref=business Questions for… Read more »

Big arrest in insider-trading investigation

Posted by & filed under Governments & Regulators.

Description:  First employee of ‘expert network’ in custody on conspiracy charges Source: Marketwatch.com   Date: 11/24/2010 Link: http://www.marketwatch.com/story/arrest-in-insider-trading-investigation-2010-11-24 Questions for discussion: What are the concerns here? Is there a way to truly control the dissemination of confidential information? How should the industry and regulators deal with this concern?

Investors on thin ice

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

Description: LPL Financial’s chief market strategist warns of ‘below average’ economic growth heading toward the New Year. Source:  CNNMoney.com – video report Date: 11/19/2010 Link: http://money.cnn.com/video/news/2010/11/19/f_kleintop_holiday_market.cnnmoney/ Questions for discussion: Summarize the opinions expressed in the report. Do you agree with the arguments presented? Why do you think retail investors are continuing to flee equities? What… Read more »