Category Archives: Financial

Finance Preview: Barron’s Magazine – Sept 18, 2023

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BARRON’S MAGAZINE – SEPTEMBER 18, 2023:

Why the UAW Strike Isn’t the Biggest Issue for Ford and GM

Why the UAW Strike Isn't the  Biggest Issue for Ford and GM

The labor action highlights the biggest issue: Can the auto makers afford to spend what it takes to thrive in the new world of EVs?

This Highflying Defense Stock Stumbled. That’s a Reason to Buy.

This Highflying Defense Stock Stumbled. That’s a Reason to Buy.

The defense contractor spent heavily on acquisitions, then struggled during the pandemic. Now with new senior leadership working to fix its operational problems, its shares could fly.

Arm Is a Pricey Bet on AI

Arm Is a Pricey Bet on AI

Arm Holdings closed its first day as a public company priced at more than 25 times sales and 100 times profit. It’s a pricey bet on AI.4 min

From Mom-and-Pop Shops to Powerhouses: Here Are Barron’s Top Independent Financial Advisors

From Mom-and-Pop Shops to Powerhouses: Here Are Barron’s Top Independent Financial Advisors

With a full range of investment and planning services at their fingertips, independent financial advisors are managing more of America’s wealth. Here’s how they do it.

Unions Are Rising Up Again. The Fallout for Labor and the Economy.

Unions Are Rising Up Again. The Fallout for Labor and the Economy.

The United Auto Workers strike is unlikely hurt the economy much. But it could encourage other unions to bargain more aggressively.

Previews: The Economist Magazine – Sept 16, 2023

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The Economist Magazine (September 16, 2023): The latest issue reviews How AI can revolutionize science; Donald Trump will “never” support Putin, says Volodymyr Zelensky; The hard right is getting closer to power all over Europe, and more…

How artificial intelligence can revolutionise science

Consider the historical precedents

Debate about artificial intelligence (ai) tends to focus on its potential dangers: algorithmic bias and discrimination, the mass destruction of jobs and even, some say, the extinction of humanity. As some observers fret about these dystopian scenarios, however, others are focusing on the potential rewards. ai could, they claim, help humanity solve some of its biggest and thorniest problems. And, they say, ai will do this in a very specific way: by radically accelerating the pace of scientific discovery, especially in areas such as medicine, climate science and green technology.

Modi’s “one India” goal is good for the economy, but not for politics

Narendra Modi, India’s prime minister, presides over the closing session of the G20 Summit

In the next decade regional tensions will build in India

The world has been seeing the bright side of India. In August it landed a spacecraft on the Moon. In the latest quarter gdp grew at an annual rate of 7.8%, making it the world’s perkiest big economy. Narendra Modi, the prime minister, has just hosted a g20 summit where other leaders, including Joe Biden, courted Asia’s rising behemoth. Yet inside India the talk has turned to whether Mr Modi’s hunger for power and dreams of national renewal could lead him to bend the constitution. 

Finance Preview: Barron’s Magazine – Sept 11, 2023

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BARRON’S MAGAZINE – SEPTEMBER 11, 2023:

More Americans Are Working Into Their 80s. The Future of Labor.

More Americans Are Working Into Their 80s. The Future of Labor.

As the baby boomers age, it’s becoming more common for people to remain employed into their 70s and 80s. These octogenarians tell us why they still aren’t ready to retire.

Food Stocks Have Gotten Hit Hard. 6 to Buy Now.

Food Stocks Have Gotten Hit Hard. 6 to Buy Now.

Kraft Heinz, Kellogg, General Mills, and other leading snack makers could serve up gains of 20% or more. Their healthy dividends are a plus.

Almost All Workers Should Contribute to Roth Accounts. Here’s Why.

Almost All Workers Should Contribute to Roth Accounts. Here's Why.

No matter what your current income, saving part of your retirement money in a Roth after-tax account will give you more flexibility down the road.

Previews: The Economist Magazine – Sept 9, 2023

The Economist Magazine (September 9, 2023): The new Middle East has more money and less mayhem. For now…; America’s Supreme Court should adopt new ethics standards How artificial intelligence will affect the elections; Javier Milei would be a danger for democracy in Argentina….

The new Middle East has more money and less mayhem. For now

Economies are booming and wars are fading. But climate change is looming

If you thought the Middle East was stagnant, think again. The Gulf economies are among the richest and most vibrant on the planet, helped by a Brent crude oil price that rose back to over $90 per barrel this week. A $3.5trn fossil-fuel bonanza is being spent on everything from home-grown artificial intelligence models and shiny new cities in the desert, to filling the coffers of giant sovereign-wealth funds that roam the world’s capital markets looking for deals.

America’s Supreme Court should adopt new ethics standards

Three judges are struggling to hold up the roof of the Supreme Court

Lifetime tenure can easily slip into entitlement

Next term will be agonising for the Supreme Court. Some combination of voters and courts will determine whether Donald Trump becomes president again and whether he goes to prison. President Joe Biden’s son has a case before the courts. Dozens of states have changed their voting laws since 2020 and the nine justices on the Supreme Court may be asked to look at them. If the presidential election in 2024 is close, the court may have to step in and adjudicate. With so much at stake, America needs a Supreme Court that is broadly seen as legitimate and, ideally, impartial. Regrettably, trust in the court is at its lowest point since pollsters began asking about it.

Finance Preview: Barron’s Magazine – Sept 4, 2023

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BARRON’S MAGAZINE – SEPTEMBER 4, 2023: The new issue feature a Fall Investment 2023 preview.

Warner Bros. Discovery Has Big Challenges. The Barbie Movie Won’t Solve Them.

The Warner Bros. Discovery CEO has a big salary and a big task at the parent company for CNN and Max: turning around a media giant saddled with high debt and multiple challenges

Coinbase’s Winning Streak Looks Shaky. Why the Stock Isn’t a Buy.

Coinbase’s Winning Streak Looks Shaky. Why the Stock Isn’t a Buy.

Shares of the crypto exchange have soared, but legal challenges are mounting along with competitive threats.

Hedge Funds Challenge the SEC’s New Rules

Hedge Funds Challenge the SEC's New Rules

Just as they threatened to do, the hedge fund and private equity industries are challenging new rules imposed on them by the Securities and Exchange Commission. Trade groups for those private fund advisers filed their petition Friday in the U.S. Court of Appeals for the Fift…

Student Loan Payments Are Back. Your Biggest Questions Answered

Student Loan Payments Are Back. Your Biggest Questions Answered.

Federal student loans will resume soon, more than three years after the government paused them du…

Previews: The Economist Magazine – Sept 2, 2023

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The Economist Magazine (September 2, 2023): This week’s issue features AI voted: How artificial intelligence will affect the elections of 2024; How paranoid nationalism corrupts; How to stop a three-way nuclear arms-race, and more…

How artificial intelligence will affect the elections of 2024

Disinformation will become easier to produce, but it matters less than you might think

Politics is supposed to be about persuasion; but it has always been stalked by propaganda. Campaigners dissemble, exaggerate and fib. They transmit lies, ranging from bald-faced to white, through whatever means are available. Anti-vaccine conspiracies were once propagated through pamphlets instead of podcasts. A century before covid-19, anti-maskers in the era of Spanish flu waged a disinformation campaign. They sent fake messages from the surgeon-general via telegram (the wires, not the smartphone app). Because people are not angels, elections have never been free from falsehoods and mistaken beliefs.

How paranoid nationalism corrupts

Cynical leaders are scaremongering to win and abuse power

People seek strength and solace in their tribe, their faith or their nation. And you can see why. If they feel empathy for their fellow citizens, they are more likely to pull together for the common good. In the 19th and 20th centuries love of country spurred people to seek their freedom from imperial capitals in distant countries. Today Ukrainians are making heroic sacrifices to defend their homeland against Russian invaders.

Finance Preview: Barron’s Magazine – August 28, 2023

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BARRON’S MAGAZINE – AUGUST 28, 2023 ISSUE:

Weather Is Wreaking Havoc With Insurance. These Companies Can Handle the Storm.

Weather Is Wreaking Havoc With Insurance. These Companies Can Handle the Storm.

Backed by nearly $1 trillion in capital and rising premiums, insurers might actually profit off the coming wave of catastrophic weather.

Floods, Wildfires, and Droughts: People Still Moving to Hotspots

Floods, Wildfires, and Droughts: People Still Moving to Hotspots

Why millions of Americans continue to move to areas exposed to high climate risks.

How to Get Extra Yield on Your Cash

Bonds are close to becoming more attractive than stocks.

This Invesco Pro Is High on China, ETFs, Today’s Markets—and the Future

This Invesco Pro Is High on China, ETFs, Today’s Markets—and the Future

Marty Flanagan spent 18 years as Invesco’s CEO. During that time, he transformed the assets manager by expanding operations in Asia and acquiring the PowerShares ETF brand.Long read

SharkNinja Reinvented the Ice Cream Maker. Its Stock Is a Buy.

SharkNinja Reinvented the Ice Cream Maker. Its Stock Is a Buy.

The company has been a consistent and successful innovator in small appliances, an industry that has been marked by slow growth and few exciting new products.4 min

Previews: The Economist Magazine – August 26, 2023

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The Economist Magazine (August 26, 2023): This week’s issue features Xi’s failing model: Why he won’t fix China’s economy; Biden’s Asian alliance-building; Prigozhin’s death shows that Russia is a mafia state and more….

Why China’s economy won’t be fixed

An increasingly autocratic government is making bad decisions

Whatever has gone wrong? After China rejoined the world economy in 1978, it became the most spectacular growth story in history. Farm reform, industrialisation and rising incomes lifted nearly 800m people out of extreme poverty. Having produced just a tenth as much as America in 1980, China’s economy is now about three-quarters the size. Yet instead of roaring back after the government abandoned its “zero-covid” policy at the end of 2022, it is lurching from one ditch to the next.

Prigozhin’s death shows that Russia is a mafia state

A healthy country uses justice to restore order. Mr Putin uses violence instead 

Yevgeny Prigozhin gives an address in camouflage and with a weapon in his hands in a desert area

As we published this editorial, it was not certain that Yevgeny Prigozhin’s private jet was shot down by Russian air-defences, or that the mutineer and mercenary boss was on board. But everyone believes that it was and that his death was a punishment of spectacular ruthlessness ordered by Russia’s president, Vladimir Putin. And that is the way Mr Putin likes it.

Finance Preview: Barron’s Magazine – August 21, 2023

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BARRON’S MAGAZINE – AUGUST 21, 2023 ISSUE:

AI Is the Real Deal—if You Get It. Our 5 Roundtable Pros Can Help.

AI Is the Real Deal—if You Get It. Our 5 Roundtable Pros  Can Help.

Five experts discuss the opportunities and risks around artificial intelligence—and the companies most likely to lead the way.

Social Security Benefits Could Shrink in 10 Years. How to Plan.

Social Security Benefits Could Shrink in 10 Years. How to Plan.

A new study finds that a typical couple would lose $17,400 in benefits in the first year the trust runs dry.

A Booster Shot for Your Portfolio

A Booster Shot for Your Portfolio

Moderna and BioNTech are no longer minting money from Covid vaccines. But both have strong drug pipelines and plenty of cash.

EV Start-Up VinFast Had a Hot Debut. Its Stock Price Is Indefensible.

EV Start-Up VinFast Had a Hot Debut. Its Stock Price Is Indefensible.

The Singapore-based company is already worth more than GM or Ford.

Previews: The Economist Magazine – August 19, 2023

The Economist Magazine (August 19, 2023): This week’s issue features Why are China’s young people so disillusioned?; China’s defeated youth – When Xi Jinping plays down their individual aspirations in favour of the collective interest, he adds to their gloom.

Why are China’s young people so disillusioned?

Xi Jinping wants them to focus on the party’s goals. Many cannot see why they should

The crowd did not seem excited to see George Michael and Andrew Ridgeley. When Wham! became the first Western pop group to perform in Communist China, the audience was instructed to stay in their seats. It was 1985 and, despite appearances, the young people in attendance were in fact joyous. The country around them was by no means free, but it was starting to reform and open up. Over the next three decades the economy would grow at a rapid pace, producing new opportunities.

China’s defeated youth

Young Chinese have little hope for the future. Xi Jinping wants them to toughen up

A worker tests parts for e-cigarettes on a production line

In the southern city of Huizhou an electronics factory is hiring. The monthly salary on offer is between 4,500 and 6,000 yuan (or $620 and $830), enough to pay for food and essentials, but not much else. The advertisement says new employees are expected to “work hard and endure hardship”. The message might have resonated with Chinese of an older generation, many of whom worked long hours in poor conditions to give their children a brighter future. But many of those children now face similar drudgery—and are unwilling to endure it. “I can’t sit on an assembly line,” says Zhang, a 20-something barista with dyed-red hair at a local tea shop. He scoffs at the idea of making such sacrifices for so little gain. The job at the tea shop pays just 4,000 yuan a month, but he enjoys chatting up customers.