Gold pays off for miners, ETFs

Posted by & filed under Economic Analysis.

Description: Investors run to the precious metal as jitters about the recovery and currency market volatility increase. Source:  CNNMoney.com – video report    Date: 09/23/2010 Link: http://money.cnn.com/video/markets/2010/09/23/mkts_gold_highs.cnnmoney/ Questions for discussion: Summarize the analysis presented about gold and gold related investments. Do you agree with this analysis? What is your prediction for gold over the next… Read more »

Facebook Sells Your Friends

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

Description:  How Facebook plans to leverage its 550 million users into the greatest advertising juggernaut since … O.K., only since Google. That’s still huge. Source:  Businessweek.com   Date: 09/22/2010 Link: http://www.businessweek.com/magazine/content/10_40/b4197064860826.htm Questions for discussion:  Summarize the financial evaluations made in the article for Facebook? As an investor, how would you play Facebook? What would your… Read more »

How the Best-Known Brand in Golf is Navigating the Global Economy

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

Description:  Like a weekend duffer playing through a summer squall, the golf industry has weathered brutal conditions in recent years. Callaway, the Carlsbad, California-based golf equipment maker, has hardly been immune to the ill winds. After banner years in 2007 and 2008, the company encountered the economic storm that struck the entire industry in 2009,… Read more »

After the Financial Meltdown, Where’s America’s Outrage?

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

Description:  Andrew Ross Sorkin of The New York Times noted that 49% of people surveyed had a negative view of Goldman Sachs. Financial companies are busily trying to rebuild their reputations by, among other things, running lots of advertisements touting their lending activities, but numerous reports show that banks are cutting credit lines to both… Read more »

Japan Has More Than Just a Yen Crisis

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

Description: The currency crisis is merely one symptom of the country’s general aversion to change after the boom-and-bust 1980s. Source:  Businessweek.com Date: 09/02/2010 Link:  http://www.businessweek.com/magazine/content/10_37/b4194007896491.htm  Questions for discussion: Summarize the analysis of Japans economic situation. What are the historical reasons that explain how this present condition came about. Do you agree with the analysis presented and… Read more »

AM Report: Deals Make a Comeback

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

Description:  Global merger activity is at its highest levels since late 2009, presenting a glimmer of economic confidence even as the stock and bond markets continue to price in a weakening U.S. economy. Anupreeta Das and Dennis Berman discuss. Also, Dan Michaels discusses the race among 21 American museums to land one of the three… Read more »

Druckenmiller to Shut Fund After 30 Years as Stress Takes Toll

Posted by & filed under Management Issues.

Description:  Hedge-fund icon Stanley Druckenmiller is quitting the business after three decades, telling investors he’d been worn down by the stress of trying to maintain one of the best trading records in the industry while managing an “enormous amount of capital.” Source: Businessweek.com   Date: 08/18/2010 Link: http://www.businessweek.com/news/2010-08-18/druckenmiller-to-shut-fund-after-30-years-as-stress-takes-toll.html Questions for discussion: What are the reasons… Read more »

Blackstone to Pay $4.7 Billion for Dynegy

Posted by & filed under Company Analysis.

Description: The Blackstone Group, the private equity giant, agreed on Friday to buy Dynegy, the Houston power company that once sought to buy Enron, for $4.7 billion including debt, in the largest leveraged buyout so far this year. Source: NYTimes.com Date: 08/13/2010 Link: http://www.nytimes.com/2010/08/14/business/14dynegy.html?ref=business Questions for discussion: Is this a good deal? Is the risk… Read more »

Volcker Pushes for Reform, Regretting Past Silence

Posted by & filed under Governments & Regulators.

Description: JUST before the Fourth of July weekend, Paul A. Volcker packed his fishing gear and set off for his annual outing to the Canadian wilds to cast for Atlantic salmon. Source: NYTimes.com   Date: 07/09/2010 Link: http://www.nytimes.com/2010/07/11/business/11volcker.html?ref=business Questions for discussion: Summarize the main points presented in this article. According to Paul Volcker, which reforms… Read more »

The Big Interview: Sheila Bair

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

Description:  FDIC Chairman Sheila Bair talks to WSJ economics editor David Wessel about the financial-regulatory legislation pending in Congress, the current health of the banking business and what it’s like to be the sole woman among a band of powerful men. Source:  Marketwatch.com – video report   Date: 06/25/2010 Link: http://www.marketwatch.com/video/asset/the-big-interview-sheila-bair/3505E1E8-BE42-4D21-8896-429459517801 Questions for discussion:  Summarize… Read more »