Motley Fool Money: 01.10.2014

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 10 January 2014

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

Target sees red after its data breach. Twitter gets downgraded. And Ford's CEO turns down Microsoft. Our analysts discuss those stories and share some stocks on their radar. Plus, Motley Fool analyst Matthew Argersinger shares some insights from CES 2014.

Transcript

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0:00.0	Everybody needs money. That's why they call it money.
0:09.0	From full global headquarters, this is Motley Fool Money.
0:19.0	It's the Motley Fool Money Radio Show. Thanks for being here. I'm your host, Chris L.
0:22.0	Joining me in studio this week from Motley Fool 1, Jason Moser from Motley Fool Pro, Jeff Fisher
0:27.0	and for Million Dollar Portfolio, Ron Gross. Good to see you guys. Hey, Chris.
0:31.0	We have got the latest on retail, technology, social media, and more.
0:35.0	We will dip into the full mail bag to answer your questions. And as always, we'll share a few stocks you can put on your watch list.
0:41.0	But we begin this week with the big macro. The December jobs work came out Friday morning.
0:46.0	Ron just 74,000 jobs added much lower than the consensus, which was an expectation of 200,000.
0:55.0	But the unemployment rate drops to 6.7%. What did you think of the number?
1:00.0	A lot of people were surprised, particularly given how some of the other macro numbers GDP among them have been pretty strongly.
1:07.0	Even the ADP report, which sometimes is in conflict with the official unemployment report, looked like we were going to see a better number.
1:15.0	So it was a bit surprising. People focus on now the taper that the Fed is going to start tapering the bond buying program.
1:24.0	People are calling this perhaps the untaper. Are they still going to be able to do that? I think the answer is yes.
1:29.0	But they have a lot of flexibility to take that go up and down and be gradual.
1:34.0	I'm hoping this is kind of the pause that refreshes that we're still on the right track.
1:39.0	The unemployment rate coming down is kind of smoke and mirrors. It's because the labor participation rate is at its lowest point in a long, long time.
1:47.0	Since 1978.
1:48.0	Which is bad news. The U6 fuller unemployment numbers at 13.1% that remains unchanged. It's still a lot of people that are unemployed.
1:56.0	But I do think we're still on the right track. I'm staying optimistic.
1:59.0	Part of what may have depressed this payroll number was the rough weather in December.
2:05.0	Apparently about a quarter million people could not work at some point in December and that may have resulted in no paycheck for some of them.
	...

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