Skinny Bundle Propels Short Selling of Cable and Satellite Providers
The “skinny bundle” phenomenon - where U.S. consumers seek pay-TV packages that include Internet access and relatively few channels - creates...
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HILLARY! Scourge of Wall, Savior of Main - Preventer of Market Crashes, and Economic Crises
On October 8th, Hillary Clinton offered an Op-Ed on Bloomberg Views (available on the website here) which was a shorter version of...
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Purported Sales of Verizon and AT&T Enterprise Businesses May Prove Challenging
As Verizon Communications Inc. and AT&T, Inc. have spent billions to purchase spectrum this year and appear poised to do so next year as well,...
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Many (un)happy returns in EM; governance and the vicious circle
This report examines the underlying governance factors that have driven EM underperformance over the last five years.Brazil, Russia, Malaysia and...
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U.S. Economy Picks up the Pace: We're bumping up our 2015 GDP forecast
Growth in the second quarter was revised up from 3.7% to 3.9%, beating the consensus estimate of 3.7% growth.It was what economists like to call a...
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