Description: Cloud computing stocks have taken a huge hit but the business is still strong. Can’t say the same about rare metals. Source: CNNMoney.com – video report Date: 01/21/2011 Link: http://money.cnn.com/video/markets/2011/01/21/mkts_bh_cloud_metals.cnnmoney/ Questions for discussion:  Summarize the comments made about the changes in share prices for the companies mentioned. Why do you think these shares changed so… Read more »
Posts Tagged: Risk Management
Volcker Rule May Work, Even if Vague
Description:  Paul A. Volcker is a giant of financial history. He played a behind-the-scenes role when the United States abandoned the gold standard in 1971. He restored credibility to the Federal Reserve and slew inflation a decade later. Source: NYTimes.com  Date: 01/20/2011 Link: http://www.nytimes.com/2011/01/21/business/21norris.html?ref=business Questions for discussion: Summarize the report and the meaning of… Read more »
Ernst & Young Is Nuts to Say Lehman Was Clean: Jonathan Weil
Description: Two weeks before New York Attorney General Andrew Cuomo’s office sued Ernst & Young LLP, a prominent U.S. consulting firm issued a press release touting its ability to help others manage the risk of fraud. Source: Businessweek.com Date: 12/23/2010 Link: http://www.businessweek.com/news/2010-12-23/ernst-young-is-nuts-to-say-lehman-was-clean-jonathan-weil.html Questions for discussion: What are the commentary leveled at the industry in this… Read more »
The myth of China’s building boom
Description: Jim Chanos is outspokenly bearish on China and it’s construction economy. Source: CNNMoney.com – video report Date: 12/03/2010 Link: http://money.cnn.com/video/fortune/2010/12/03/f_chanos_china_bubble.cnnmoney/ Questions for discussion: Summarize the basic points presented in this report? Do you agree with the opinions and arguments made? What is the message to investors? Are there ways to mitigate the risks described… Read more »
Why gold is a bad investment
Description: Precious metal lures susceptible buyers into a Midas crush Source: Marketwatch.com  Date: 11/12/2010 Link: http://www.marketwatch.com/story/why-gold-is-a-bad-investment-2010-11-12 Questions for discussion: How do you explain the run up in gold prices? Do you agree with the assessment of risk presented in the report? Would you invest in gold today? Would you invest in gold mining companies?… Read more »
Caterpillar beats but sales mix worries investors
Description: Caterpillar Inc (CAT.N) reported stronger-than-expected earnings on Thursday and raised its full-year forecast, but warned that a number of factors could weigh on its performance next year, and its shares fell as much as 2.8 percent. Source: Reuters.com  Date: 10/21/2010 Link: http://www.reuters.com/article/idUSTRE69K27Y20101021 Questions for discussion: What is the significance of the financial results… Read more »
Markets Hub: Maybe It Is a Currency War
Description: It’s not just the Bank of Japan; central banks from Brazil to South Korea are trying to tamp down their currencies, which is driving up commodities like gold and crude, as well as stocks. Anna Raff, Mike Reid and Paul Vigna discuss. Source: Marketwatch.com – video report   Date: 10/04/2010 Link: http://www.marketwatch.com/video/asset/markets-hub-maybe-it-is-a-currency-war/08AD6BBE-77FC-43FD-BB72-018865ECDDDE Questions for… Read more »
Investor safe haven or bubble about to burst?
Description: Corporate bonds have been on a tear since the market collapse of 2008, as investors sought refuge from a tumultuous stock market. Source: CNNMoney.com  Date: 10/08/2010 Link: http://money.cnn.com/2010/10/08/markets/bondcenter/corporate_bonds/index.htm Questions for discussion: Summarize the analysis presented in the article? Do you agree with the opinions presented? How would you approach investing in bonds?
Why gold, stocks and bonds are all rising
Description: Gold, stocks and bonds rising together reflect the barbell approach investors are taking, Wells Capital Management’s Gary Schlossberg tells Laura Mandaro. Source: Marketwatch.com – video report   Date: 09/30/2010 Link: http://www.marketwatch.com/video/asset/why-gold-stocks-and-bonds-are-all-rising/87C37AA9-B47A-472E-851D-7F429D9E95CD Questions for discussion: Summarize the analysis presented? What is your read of the current price movements in the markets? What is your economic forecast… Read more »
Time for a Debt Haircut
Description: Ireland is struggling to cover its bank debt and U.S. homeowners are wheezing, too. Peter Coy says the next step should be debt writedowns. Source: Businessweek.com  Date: 09/30/2010 Link: http://www.businessweek.com/magazine/content/10_41/b4198005675038.htm Questions for discussion: Summarize the economic and financial analysis presented in the article? Do you agree with the notion that debt will have… Read more »
