Global Intelligence
The number whispered on Wall Street is $10 billion (or $14-$15 if you ask The Saudis), but potential investors in the micro-blogger’s IPO will need more to go on than simple valuation math and guided judgment. As ConvergEx’s Nick Colas notes, Tech firms are particularly dependent on innovation and human capital for their viability. So while […]
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Further Reading: https://en.wikipedia.org/wiki/Megatsunami
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Razer Game Booster is a free tool that will optimize your PCs performance. Homepage for the app: https://www.razerzone.com/gamebooster Download Razer Game Booster When you install you will need to register, it’s free. Registration will also allow keeping settings of your optimized PC. Getting the absolute best performance out of your system and games isn’t rocket […]
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As we head for the fateful FOMC announcement on September 18, US data have continued to moderate. Accordingly, the consensus seems to be converging on a $10-15 billion initial reduction in monthly purchases (mostly focused on the Treasury side and less so on MBS) with any ‘tightening’ talk tempered by exaggerated forward-guidance discussions and the potential to […]
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In a moment of surprising clarity, Deutsche Bank’s Jim Reid pointed out what is largely taboo in the financial industry – the truth. “Looking back, real GDP growth in the US through the latter half of the 2000s and the 2010s has been at the lowest levels since the cyclically scarred decades of the Great […]
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While it is easy and often enjoyable to distract oneself with daily drudgery such as who will bomb whom (if not so enjoyable for those on the receiving end of said bombs), the key word in the sentence is just one: “distract” and as Kyle Bass pointed out correctly, the best, and most “economy-boosting” of all distractions […]
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While the investing community this morning is focused squarely on the very disappointing iPhone 5 relaunch and the lack of a cemented China Mobile deal, which has resulted in a $20 billion loss in market cap in early trading for thesecond most widely held hedge fund stock, a thing that we find more curious in the […]
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For the last few days we have been bombarded with words that appear ‘peaceful’ and problem-solving from Russia with love. Of course, ‘no change’ benefits mother Russia the most as his government’s gas revenues (and political power) will continue to flow from Europe (a quarter of Russian government income comes from being Europe’s gas supplier). […]
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Sep 10, 2013 – 01:47 PM GMT By: Money_Morning Robert Hsu writes: This has been the bond market’s worst showing in 19 years, thanks to the recent spike in the 10-year Treasury yield. But bond investors aren’t the only ones getting hit. A higher “risk-free” rate affects you, too. And me. And anyone else trying to […]
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Sep 11, 2013 – 01:26 PM GMT By: Jeff_Berwick We have been saying for the last four years that as Europe, the US and other Western and global nation-states continue their debt-fueled collapse the governments of these countries will continue to consider their citizens’ wealth to be their own and seize more of their assets. We […]
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