Wednesday, August 31, 2016

Breakingviews: Apple turnover

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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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