Monday, February 27, 2017

Breakingviews TV: Mark-to-Mnuchin

The new U.S. Treasury secretary says investors are reacting positively to President Trump's policies. Gina Chon and Jeffrey Goldfarb discuss what happens when the stock rally inevitably reverses.

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Friday, February 24, 2017

Breakingviews TV: Tesla's new gear

The electric-car maker's results did not provide any insight into why its shares have been on a tear. Richard Beales and Jeffrey Goldfarb discuss the growing cult of Elon Musk as a factor.

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Thursday, February 23, 2017

Breakingviews TV: Latam trumps populism

Antony Currie and Martin Langfield explain why a second round for Ecuador's presidential election is a victory for sensible politics in the region, but U.S.-inspired jingoism is a threat.

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Wednesday, February 22, 2017

Breakingviews TV: Witch-Kraft

The proposed $143 bln takeover of Unilever by Kraft Heinz was yanked almost as quickly as it surfaced. Breakingviews editors discuss what leftovers the deal might cook up.

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Tuesday, February 21, 2017

Breakingviews TV: CNN to CBS?

Jennifer Saba and Richard Beales discuss the possibility that Time Warner, selling itself to AT&T for $85 bln, may be forced by regulators to sell CNN – and why CBS might buy it.

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Friday, February 17, 2017

Breakingviews TV: Snappy pricing

Jeffrey Goldfarb tells Richard Beales why investors will probably struggle to stay away from the nearly $20 bln initial public offering of Snapchat's parent, despite plenty of red flags.

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Thursday, February 16, 2017

Breakingviews TV: SoftBank storms Fortress

The Japanese telecom titan's $3.3 bln acquisition of a private-equity firm may be a smart, albeit strange, so-called acqui-hire. Tom Buerkle and Jeffrey Goldfarb consider the merits.

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