"For the greater good, FDR stuck an alliance with Stalin, Nixon with Mao, Reagan Afghanistan's mujahideen. By these standards, Iran's transgressions are small potatoes" -Edward Luce on the FT#
2015년 3월 22일 일요일
2015년 3월 15일 일요일
Big Updates V
- Barclays and RBS are shrinking their investment bank operations.
- Many Syrian rebels claim that their original cause of felling Assad now looks unrecognizable.
- Bentley, owned by Volkwagen, showed its first sports car since 1920s
- Univision, largest Spanish Broadcaster in the US, is issuing $1bn in debt.
- Endo outbid Valeant for Salix, pharma is deal crazy.
- Univision, largest Spanish Broadcaster in the US, is issuing $1bn in debt.
- Endo outbid Valeant for Salix, pharma is deal crazy.
2015년 3월 13일 금요일
Big Updates Part IV
Lloyd Shapley, a Nobel Laureate, is famous for his Gale-Shapley algorithm, which matches couples into "stable" relationships.
AccelorMittal cut net debt by $2bn to prepare for low prices
"Mr. Buffett said that, since he began investing in shares at the age of 11, he had never once bought something on the basis of an analyst recommendation"
"Late night quips have no answer to terrorist states that incinerate people...it is a mark of sanity to be able to laugh at the result" -Edward Luce of FT
Off-shore deepwater rigs experience first decline since 2001-2002 and would recover in 2017. A lot of "mothballing" and "cold-stacking"
GM pulled out of Indonesiain Feb, 2015 due to lack of extensive supplier/dealer network. Indonesia is reolling out a green car scheme that would require qualifying manufacturers to source 80% of their supplies locally by the fifth year.
Nielson, which measures TV viewership, may not be as strong as ComScore in measuring digital ad effectiveness. WPP invested in ComScore, which partners with Google, while Nielson allies with Facebook and Adobe.
"Daley family, where father and son held a firm grip for 43 of the past 60 years. To win elections, the Daleys kept the public sector unions sweet, scheduled elections in sub-zero February, then relied on neighborhood stewards to get out the vote" -Edward Luce of the FT
Great analogies: like herding cats or stapling jelly.
Alibaba and Lending Club have partnered. Lending Club will offer up to $300,000 working capital financing to US businesses that buy from Alibaba.
Alibaba operates China's largest money market fund through Ant Financial. Ant was the first of eight companies granted a license to launch a credit-scoring service, Sesame Credit. Sesame will benefit from Alibaba's data.
Laws in Tokyo restrict sound to 45 decibel (lvl of a library) in residential suburbs. The city is considering making excepttions for kids.
AccelorMittal cut net debt by $2bn to prepare for low prices
"Mr. Buffett said that, since he began investing in shares at the age of 11, he had never once bought something on the basis of an analyst recommendation"
"Late night quips have no answer to terrorist states that incinerate people...it is a mark of sanity to be able to laugh at the result" -Edward Luce of FT
Off-shore deepwater rigs experience first decline since 2001-2002 and would recover in 2017. A lot of "mothballing" and "cold-stacking"
GM pulled out of Indonesiain Feb, 2015 due to lack of extensive supplier/dealer network. Indonesia is reolling out a green car scheme that would require qualifying manufacturers to source 80% of their supplies locally by the fifth year.
Nielson, which measures TV viewership, may not be as strong as ComScore in measuring digital ad effectiveness. WPP invested in ComScore, which partners with Google, while Nielson allies with Facebook and Adobe.
"Daley family, where father and son held a firm grip for 43 of the past 60 years. To win elections, the Daleys kept the public sector unions sweet, scheduled elections in sub-zero February, then relied on neighborhood stewards to get out the vote" -Edward Luce of the FT
Great analogies: like herding cats or stapling jelly.
Alibaba and Lending Club have partnered. Lending Club will offer up to $300,000 working capital financing to US businesses that buy from Alibaba.
Alibaba operates China's largest money market fund through Ant Financial. Ant was the first of eight companies granted a license to launch a credit-scoring service, Sesame Credit. Sesame will benefit from Alibaba's data.
Laws in Tokyo restrict sound to 45 decibel (lvl of a library) in residential suburbs. The city is considering making excepttions for kids.
2015년 3월 12일 목요일
Big Updates Part II
Intel pays mobile makers to use its chips, calling it "contra-revenue." Despite that, Intel has free cash-flow of $1bn in 2014.
Mongolia is hosting a mass text vote referendum over its Oyu Tolgoi copper mine to solve disputes with Rio Tinto
Private jets evoke "a comsbustible combinatio of moralism and desire" according to Ludovoc Hunter Tilney in a FT column.
Sal Oppenheim reported its first loss in 2007 after WWII.
Mongolia is hosting a mass text vote referendum over its Oyu Tolgoi copper mine to solve disputes with Rio Tinto
Private jets evoke "a comsbustible combinatio of moralism and desire" according to Ludovoc Hunter Tilney in a FT column.
Sal Oppenheim reported its first loss in 2007 after WWII.
Big Updates
Michele Ferrero of Ferrero SpA, a EUR 8.1bn company, competing against Nestle, Mondelez and Kraft passed away. He never gave an interview and Ferrero is infamous for being "unbankable"
All this geopolitics is raising stock prices in defense companies such as BAE Systems.
Pay for asset mangers is set to surpass that of investment bankers by 2016
Russian billionaire Mikhail Friedman, through his $29bn investment fund LetterOne Group, is threatening to sue the UK government for intes.
rvening L1's investment into North Sea asset.
Fall in oil prices has increased demand for consulting companies, such as Wood Mackenzie, which is concurrently pursuing an IPO & sale to maximize exit price.
In 2014, Vanguard attracted fifth of industry's net inflows. Pimco was the worst.
Holcim and Cemex are merging, but they must divest some assets.
According to MI5, there are 3,000 SoI (Subject of Interests) under surveillance as possible terrorists.
L1 is chaired by Lord Browne, former BP chief. The company plans to grow through partnership deals and acquisitions.
Google is restructuring its European business into a single entity.
China's Postal Savings is going public, and MS tapped investors for minority stakes. Lukewarm interests.
On Feb. 28th, 2015, John Authers of FT says "the bond market must turn sometime"
All this geopolitics is raising stock prices in defense companies such as BAE Systems.
Pay for asset mangers is set to surpass that of investment bankers by 2016
Russian billionaire Mikhail Friedman, through his $29bn investment fund LetterOne Group, is threatening to sue the UK government for intes.
rvening L1's investment into North Sea asset.
Fall in oil prices has increased demand for consulting companies, such as Wood Mackenzie, which is concurrently pursuing an IPO & sale to maximize exit price.
In 2014, Vanguard attracted fifth of industry's net inflows. Pimco was the worst.
Holcim and Cemex are merging, but they must divest some assets.
According to MI5, there are 3,000 SoI (Subject of Interests) under surveillance as possible terrorists.
L1 is chaired by Lord Browne, former BP chief. The company plans to grow through partnership deals and acquisitions.
Google is restructuring its European business into a single entity.
China's Postal Savings is going public, and MS tapped investors for minority stakes. Lukewarm interests.
On Feb. 28th, 2015, John Authers of FT says "the bond market must turn sometime"
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