Jeff Goldfarb and Richard Beales discuss the European Commission's claim that Apple owes Ireland up to $14.5 bln in taxes – and why the company, Ireland and the U.S. Treasury disagree.
Read more
Wednesday, August 31, 2016
Tuesday, August 30, 2016
Breakingviews: No seer at Sears
Once touted as a new Warren Buffett, Sears boss Eddie Lampert has spent the last decade trying to revive the flagging U.S. retailer. Richard Beales and Kevin Allison look at his record.
Read more
Read more
Monday, August 29, 2016
Breakingviews: Interstellar venture capital
Rob Cox and Richard Beales teleport to a newly discovered Earth-like planet in Alpha Centauri and discuss how research backed by tech titan Yuri Milner could get us there.
Read more
Read more
Saturday, August 27, 2016
Breakingviews: Mylan's allergic reaction
The drugmaker is offering discounts on its EpiPen allergy treatment after lawmakers criticized the high price. Rob Cyran and Jeffrey Goldfarb analyze the company's response.
Read more
Read more
Thursday, August 25, 2016
Breakingviews: Chile's "luxury" woes
Antony Currie and Martin Langfield explain why the country's political-funding scandal, pension problems and an economic slowdown would feel like a vacation for Brazil's leaders.
Read more
Read more
Wednesday, August 24, 2016
Breakingviews: Viacom's interim drama
The best reason to keep longtime exec Tom Dooley beyond September is to sell off the media company's assets to the highest bidders. Jen Saba and Rob Cox discuss.
Read more
Read more
Tuesday, August 23, 2016
Breakingviews: Inter-generational strife
Kevin Allison and Richard Beales debate some of the realities – and myths – of the wealth gap between baby boomers and millennials, and what can be done to close it.
Read more
Read more
Monday, August 22, 2016
Breakingviews: Viacom on Wall Street
Antony Currie and Jennifer Saba argue the TV company needs to invest in new content or get into the M&A game now CEO Philippe Dauman is gone. That'll bring investment bankers flocking.
Read more
Read more
Friday, August 19, 2016
Breakingviews: Wal-Mart playing nice
Jennifer Saba and Richard Beales review the $230 billion Wal-Mart's second-quarter earnings and find the U.S. retail giant is benefiting from more than just squeezing suppliers and employees.
Read more
Read more
Thursday, August 18, 2016
Breakingviews: Unhealthy insurance
U.S. health insurers like Aetna say they can't afford to participate in exchanges set up under President Obama's healthcare reforms. Rob Cyran and Richard Beales assess the implications.
Read more
Read more
Wednesday, August 17, 2016
Breakingviews: Ubben the ante
The ValueAct boss reckons a 2 pct stake in Morgan Stanley is simply a good investment. Antony Currie and Richard Beales explore how more value might be unlocked with radical action.
Read more
Read more
Tuesday, August 16, 2016
Breakingviews: Foot-dragging on Wall Street
Antony Currie and Richard Beales wonder why investment banks are asking for more time to sell assets and comply with the Volcker Rule when they've already had six years and helpful markets.
Read more
Read more
Monday, August 15, 2016
Breakingviews: Studying Clintonomics
Democratic presidential nominee Hillary Clinton attacked her rival's economic plans, but her own fail to address sluggish U.S. growth. Gina Chon and Jeffrey Goldfarb discuss.
Read more
Read more
Friday, August 12, 2016
Breakingviews: Facing the music video
Vevo's new deal with Warner Music may put its symbiotic relationship with YouTube in jeopardy. Breakingviews breaks it all down.
Read more
Read more
Thursday, August 11, 2016
Breakingviews: Disney's TV force awakens
A year after kicking off a firestorm about its ESPN network losing subscribers, Disney is investing $1 bln in a streaming service. Jen Saba and Jeffrey Goldfarb consider the deal's merits.
Read more
Read more
Wednesday, August 10, 2016
Breakingviews: Trumponomics 101
Republican presidential candidate Donald Trump unveiled an economic blueprint that seems to bend toward benefiting the rich. Gina Chon and Jeffrey Goldfarb go through the details.
Read more
Read more
Tuesday, August 9, 2016
Breakingviews: A lesson in bank M&A
Money manager TIAA is buying EverBank for $2.5 bln. Jeffrey Goldfarb and Antony Currie explain it's a reminder to lenders that mergers may be one of the best ways to boost the bottom line.
Read more
Read more
Monday, August 8, 2016
Breakingviews: Stepping up for daddy
The heirs of the Fox and Viacom media empires are overseeing some much-needed house cleaning at organizations run for decades by their fathers. Jen Saba and Rob Cox discuss.
Read more
Read more
Friday, August 5, 2016
Breakingviews: Biogen's block
After reports of acquirer interest, Robert Cyran tells Richard Beales why a price for the $70 bln Biogen might be tricky to negotiate – even if the company wanted to sell.
Read more
Read more
Thursday, August 4, 2016
Breakingviews: Trump vs. Buffett
The GOP presidential candidate is being goaded by billionaires, like the Oracle of Omaha, to disclose his tax returns. Rob Cox and Jeffrey Goldfarb discuss the significance in the election.
Read more
Read more
Wednesday, August 3, 2016
Breakingviews: Being Elon Musk
Tesla Motors is buying SolarCity, and Musk, who owns about a fifth of each, has a grand vision for an electric future. Antony Currie and Richard Beales dissect the pros and cons of the deal.
Read more
Read more
Tuesday, August 2, 2016
Breakingviews: Uber's China U-turn
The U.S. ride-hailing app is selling its Chinese arm to local rival Didi Chuxing, and will keep a stake in the enlarged business. Rob Cyran and Jeffrey Goldfarb discuss the implications.
Read more
Read more
Monday, August 1, 2016
Breakingviews: A NetSuite deal
Robert Cyran tells Richard Beales why the biggest winner in Oracle's $9 bln NetSuite deal may be Larry Ellison, the executive chairman of the buyer and biggest shareholder of the target.
Read more
Read more
Subscribe to:
Posts (Atom)