Thursday, June 30, 2016

Breakingviews: Yeezy, Adidas suit up for Nike battle

Jennifer Saba explains why the German sportswear firm is enlisting Kanye West to help snatch away market share from the sneaker king.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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