Today’s most shared: China markets start to price in risk someone will be left without a chair when the music stops. Visualizing the housing bust and recovery, as mortgages and home sales start to stall. How Zara shifts profits to … Read more
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Today’s most shared: Insiders reveal how Bill Gross and Mohamed El-Erian clashed, discord at top fund manager. Bitcoin gyrates as top exchange collapses. The coming Tesla utopia. Recovery, or bubble? Can anyone tell, and how should one think and write … Read more
Leave a CommentToday’s most shared: How far behind the curve was the 2008 Fed? Signs of China slowdown become more apparent. Comcast is reshaping the Internet with the deal for Time Warner Cable, and now a landmark but confusing deal with Netflix, … Read more
Leave a CommentToday’s most shared: Federal Reserve releases transcripts from 2008 financial crisis. Momentum markets hard to beat for active fundamental and value investors. How telcos are losing revenue to mobile messaging apps. Risks of tapering. Market shenanigans: exchange rebates, early press … Read more
Leave a CommentToday’s most shared: Facebook bags an elephant, paying $19b for WhatsApp. Spectre of deflation haunts Europe. Berkshire Hathaway’s limited disclosures. Regulators lack crisis early-warning system. Mean reversion. Walmart supports minimum wage hike – highest productivity means competitors would be impacted … Read more
Leave a CommentToday’s most shared: Big paydays on Wall Street often come under laserlike scrutiny, while Silicon Valley gets a pass on compensation excesses like $100m for Google’s Eric Schmidt. The deserving 1%. Wall Street’s secret frat party. Most Wall Street professionals … Read more
Leave a CommentToday’s most shared: Matt Taibbi’s latest ‘vampire squid’ screed – people who don’t understand finance and people who understand nothing but finance talk past each other. Subprime deals are back. Focus on crippled banks ignores today’s private equity and hedge … Read more
Leave a CommentToday’s most shared: Cable mega-merger: Why Comcast wants TWC, and why the deal should be blocked. Banking culture, or the lack thereof…values of hungry, disparate fiefdoms outweigh judgment and prudence. Lack of international coordination makes Fed the reluctant liquidity provider … Read more
Leave a CommentToday’s most shared: As the punch bowl gets taken away, the revelers start to worry about the hangover. How the SEC created the world of HFT and flash crashes. Icahn declares victory in Apple foray. Did he achieve anything, or … Read more
Leave a CommentToday’s most shared: SEC wants to review exchanges’ regulatory powers, conflicts of interest. Emerging markets seen more resilient than in 1998. Banks abdicate credit analysis to markets. German courts, voters, and the euro. Ten financial strategies to avoid leaving money … Read more
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