Posted in business education Tech

Why Are More Business Graduates Entering the Tech Field?

Traditionally, business graduates tend to take jobs in the finance sector, become executives, or even start their own businesses. That’s been shifting a bit in…

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Posted in business Donald Trump president for economic growth WallSt

Is Trump the Best Economic Growth President Ever? Yuge (Global) GDP Analysis

The question is a bit of a misnomer.  Economic growth was much stronger during, for example, the wild, wild west days.  But, is Trump the…

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Posted in business Global Return Asset Management WallSt

Global Return August 2018 Commentary: Thinking Differently

Global Return Asset Management commentary for the month ended August 31, 2018; discussing Yahoo’s business model. Dear Friends, For the month of August, we generated…

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Posted in business E.l.f. Beauty Marathon Partners Equity Management WallSt

A Greek court extended an injunction to protect short seller target Folli Follie’s assets from creditors

What the activism world is talking about Mario Cibelli’s Marathon Partners Equity Management sent a letter to the board of cosmetics company e.l.f. Beauty last…

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Posted in business PE Market WallSt

The Heatwave And The Storm: Managing Investor Sentiment In The Changing PE Market

The heatwave that has gripped much of the Northern hemisphere over the summer months provides a neat metaphor for the current state of the global…

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Posted in business Heinz KHC kraft WallSt

KHC: Kraft And Heinz Merger Fails On Most Basic Metric

Summary: KHC failed to deliver against the most important financial objectives outlined at the merger: Free Cash Flow. The outlook for future performance is bleak:…

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Posted in business Global Activism Summit Skytop Strategies WallSt

Asia is the next market where a big increase in activism is being predicted

Here’s what people were saying at Skytop Strategies’ global activism summit in Toronto on Thursday. As the conference was under Chatham House Rules, the sources…

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Posted in business private equity funds WallSt

Private Equity Funds To Watch In 2019

In this month’s Private Equity & Venture Capital Spotlight, we look at investor’s plans for the private equity asset class in the year ahead, including…

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Posted in business ray dalio WallSt

Dalio Warns Of War With China Yet Again [FULL CNBC INTERVIEW – TRANSCRIPT]

The following is the unofficial transcript of a CNBC interview with Bridgewater Associates Founder, Co-Chairman and Co-Chief Investment Officer Ray Dalio and CNBC’s “Squawk Box,”…

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Posted in business WallSt whitney tilson

Whitney Tilson: Tesla Reminds Me OF Valeant

From Whitney Tilson’s latest email to colleagues 1) Glenn and I will be doing a lot of teaching the next few weeks, starting with two…

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Posted in bond funds business WallSt

Is a liquidity crunch coming in High Yield ETFs?

Two reports caught my attention yesterday. Firstly, outflows from corporate bond funds continue apace. Last week, according to a report in the Financial Times (FT)…

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Posted in business Emerging Market Contagion WallSt

LISI Market Comment: Emerging Or Fading Contagion?

LISI Investment Services commentary for the month of September 2018, titled, “Emerging Or Fading Contagion?.” Summary Points Analysts first applied the term “contagion” to financial…

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Posted in business JPMorgan Chase WallSt You Trade Service

Robinhood-Led Disruption In Context

In a kind of Robinhood effect, JPMorgan Chase recently launched a new digital investing service with deeply discounted trading fees and free access to the…

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Posted in Alibaba alibaba group asia business ceo chairman coo daniel zhang Donald Trump e-commerce eCommerce Entrepreneur internet access Jack Ma media online payments South China Morning Post Southeast Asia teacher Tech The New York Times

Jack Ma says he isn’t about to retire from Alibaba but is planning a gradual succession

Reports of Jack Ma’s impending retirement are greatly exaggerated, it seems. Ma, the co-founder and executive chairman of Alibaba, has pushed back on claims that he is on…

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Posted in business Sam Zell U.S. trade deals US Economic Outlook WallSt

Sam Zell On The Future Of Real Estate

Equity International founder Sam Zell on Trump administration efforts to renegotiate U.S. trade deals, the state of the economy, the housing market and the outlook…

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Posted in business Salil Mehta Statistical Ideas WallSt

Banned By Google

Salil Mehta is the chief risk and analystics engineer and is a weekend professor at Columbia. He consults various growth firms and non-profits in various…

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Posted in business Global Allocation Fund New Maximums WallSt

Global Allocation Fund August 2018 Commentary – “Value funds” Are Collapsing as S&P FCF Hits 35X

Global Allocation Fund commentary for the month ended August 2018, discussing the markets reaching new maximums. Get The Full Ray Dalio Series in PDF Get…

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Posted in business hedge funds U.S. dollar WallSt

Why Hedge Funds Are Betting On The Dollar

It was neigh on ten years ago, the world was just about half way through the ‘Great Recession’ and I was sending out a newsletter…

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