Week Ahead in Global Macro: US Shutdown, Germany SPD, BOJ, ECB, Malaysia BNM, Brazil Lula in Court
Executive summary: Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas, we are tactically...
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Bears Become Endangered Species, as Tech Faces Zeitgeist Shift…
It’s rather ironic that value fund GMO, which has been relentlessly underperforming and losing AUM, should now be grabbing headlines for ‘melt up’...
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Disney-Fox Deal Highlights Value of Sky's Subscribers, if They Are Retained Somehow
Sky Network Television Ltd (SKT NZ) maintains "now is not the time for a massive conversion of our core business." However, we believe the no-moat...
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Disney-Fox Deal: 14-23% Merger Arbitrage Return Potential for FOXA
More valuation details regarding The Walt Disney Co (DIS US) and Twenty First Century Fox A (FOXA US) deal are coming out. For-sale assets from...
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Silicon Stories G: Netflix's Uphill Battle in Thailand
Netflix faces many challenges in Thailand compared to more developed markets, such as: 1) prevalence of piracy; 2) weak broadband Internet...
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