Jennifer Saba explains why the German sportswear firm is enlisting Kanye West to help snatch away market share from the sneaker king.
Read more
Thursday, June 30, 2016
Wednesday, June 29, 2016
Breakingviews: Need a Lyft?
The ride-hailing app known for its pink mustaches may be up for sale after hiring Frank Quattrone's Qatalyst for advice. Breakingviews columnists discuss Lyft and big rivals Uber and Didi.
Read more
Read more
Tuesday, June 28, 2016
Breakingviews: Sad immigrant song
America spends some $10 bln a year on public education for undocumented children, but doesn't offer a clear path to good jobs. Breakingviews columnists discuss the squandered investment.
Read more
Read more
Monday, June 27, 2016
Breakingviews: Brexit fallout
Britain’s vote to leave the European Union has shocked global financial markets and revealed a country divided by age, geography and class. Breakingviews columnists explore what it means.
Read more
Read more
Friday, June 24, 2016
Breakingviews: Bye-bye buyout tax loophole
A self-proclaimed group of "patriotic millionaires" is joining the fight to end the carried-interest tax loophole. Breakingviews editors discuss whether the senseless rule's time has come.
Read more
Read more
Thursday, June 23, 2016
Breakingviews: Tesla teaser
Richard Beales and Jeffrey Goldfarb assess the skeptical investor reaction to entrepreneur Elon Musk's proposal that Tesla Motors buy struggling solar-panel installer SolarCity.
Read more
Read more
Wednesday, June 22, 2016
Breakingviews: SoftBank shakeup
Ex-Googler Nikesh Arora is departing the Japanese group as founder Masayoshi Son decides to stay in charge for longer. Breakingviews editors analyze what it means for the SoftBank empire.
Read more
Read more
Tuesday, June 21, 2016
Breakingviews: Sumner solstice
Richard Beales, Jennifer Saba and Rob Cox dissect the governance low point at Sumner Redstone-controlled Viacom and the idea that sister company CBS should buy it.
Read more
Read more
Monday, June 20, 2016
Breakingviews: Uber buckles up
The $68 bln ride-hailing app is seeking up to $2 bln in leveraged loans as Chinese rival Didi locks up another $7 bln of cash. Breakingviews columnists mull the baffling and risky arms race.
Read more
Read more
Friday, June 17, 2016
Breakingviews: Fed waits for Godot
Breakingviews editors discuss the Fed's latest postponement of a step up in interest rates, and wonder whether the seemingly required perfect conditions will ever come.
Read more
Read more
Thursday, June 16, 2016
Breakingviews: Cancer's financial toxicity
New cancer therapies are proving successful but, as Rob Cyran tells Richard Beales, they're pricey at over $100,000 a year. Eventually that'll bring a clash between payers and drugmakers.
Read more
Read more
Wednesday, June 15, 2016
Breakingviews: Uncle Sam’s softer touch
Richard Beales and Rob Cox discuss why America has bested the UK in an annual ranking of countries with the greatest soft power.
Read more
Read more
Tuesday, June 14, 2016
Breakingviews: LinkedIn, tuned out
Robert Cyran tells Richard Beales why Microsoft's agreed $26 billion purchase of LinkedIn raises a collection of red flags for investors.
Read more
Read more
Monday, June 13, 2016
Breakingviews: Carving trade with a knife
Rob Cox discusses why his grandfather’s GE carving knife from 1970 illustrates how free trade benefits people in developed economies beyond the heart-wrenching stories of dislocated workers.
Read more
Read more
Friday, June 10, 2016
Breakingviews: App stores grow up
Richard Beales and Rob Cyran explain why both Apple and Google are slashing their take from some app sales to 15 percent and what it means for their business.
Read more
Read more
Thursday, June 9, 2016
Breakingviews: Lululemon feels the heat
Antony Currie and Jennifer Saba explain why and how founder and former CEO Chip Wilson wants to hold the athletic-apparel maker's board accountable for lagging performance.
Read more
Read more
Wednesday, June 8, 2016
Breakingviews: Valeant meltdown
The troubled drug firm has a new boss, but it disappointed investors yet again. Robert Cyran and Rob Cox discuss Valeant’s continuing trouble – and our new book on the company.
Read more
Read more
Tuesday, June 7, 2016
Breakingviews: Votes of confidence
The value of shareholder democracy is becoming more apparent at places like Facebook and Tribune Publishing. Richard Beales and Jeffrey Goldfarb cast an eye over a few ballots.
Read more
Read more
Monday, June 6, 2016
Breakingviews: Rise of the gluenicorns
Antony Currie and Rob Cox discuss how the increasing problems at $1 bln-plus former startup darlings like Theranos are a boon to the incumbent companies they're trying to disrupt.
Read more
Read more
Friday, June 3, 2016
Breakingviews: Riding Saudi Uberabia
Rob Cox and Antony Currie explain how the kingdom's $3.5 bln investment in the taxi-hailing app allows it to ride shotgun in a firm at the center of disrupting the oil-guzzling car industry.
Read more
Read more
Thursday, June 2, 2016
Breakingviews: Salesforce's high buy
Robert Cyran and Reynolds Holding discuss the online software firm's purchase of e-commerce company Demandware and why the deal could make sense despite a lofty premium.
Read more
Read more
Wednesday, June 1, 2016
Breakingviews: Nay for Apple
Robert Cyran and Reynolds Holding discuss the tech giant's flirtation with a bid for Time Warner and the pressures to divert from founder Steve Jobs' advice to reject all but the best ideas.
Read more
Read more
Breakingviews: Chips slip
Rob Cyran and Reynolds Holding discuss the two-year downturn in semiconductor sales and why technology limits and global economic conditions suggest it may be a long-term trend.
Read more
Read more
Subscribe to:
Posts (Atom)