Recent Posts

Son has a plan for Yahoo Japan. It begins with D

A shoe just dropped for Masayoshi Son. Shares of Yahoo Japan Corp rose as much as 13 percent on Tuesday after SoftBank Group Corp said it will buy $2 billion worth of stock in the internet portal, or an 11 percent stake, from Altaba Inc. Investors were elated because the block sale eased concerns over a messy open-market sale that ...

Read More »

Trade wars risk spurring currency devaluations

Rising global trade tensions are morphing into a conflict fought with currency devaluations that historically have proven even more important than tariffs in influencing economic growth and financial markets. If this trend continues, the ultimate impact will likely be negative for asset valuations. This shift, which is aimed at gaining export competitiveness, is important for investors partly because it will ...

Read More »

May’s Brexit gamble might actually work

Theresa May’s plan for Britain’s post-Brexit relationship with the European Union comes at least 18 months too late. With only a few months of real negotiating time before the UK leaves, it has triggered the worst political turmoil yet faced by May, calling into question her future as prime minister. On top of all that, it’s a plan that the ...

Read More »
Send this to a friend