[ad_1] I used to be on a household trip in August 2011 after I obtained an electronic mail from a journalist asking me what I believed in regards to the S&P rankings downgrade for the US. Since I keep blissfully unaware of most information tales and issues associated to markets when I’m on the seaside, … Read more
[ad_1] In my ninth (and final) knowledge put up for 2025, I have a look at money returned by companies internationally, each the magnitude and the type of that return. I begin with a framework for eager about how a lot money a enterprise can return to its house owners, after which argue that, in … Read more
[ad_1] There’s a motive that each faith inveighs in opposition to borrowing cash, pushed by a historical past of individuals and companies, borrowing an excessive amount of after which paying the worth, however a particular vitriol is reserved for the lenders, not the debtors, for encouraging this habits. On the similar time, in … Read more
[ad_1] Whereas I used to be engaged on my final two knowledge updates for 2025, I acquired sidetracked, as I’m wont to do, by two occasions. The primary was the response that I acquired to my final knowledge replace, the place I regarded on the profitability of companies, and particularly at how a … Read more
[ad_1] Within the first 5 posts, I’ve appeared on the macro numbers that drive international markets, from rates of interest to danger premiums, however it isn’t my most well-liked habitat. I spend most of my time within the far much less rarefied air of company finance and valuation, the place companies attempt to resolve … Read more
[ad_1] In a court docket submitting on October 9, 2024, the US Division of Justice (DOJ) let or not it’s recognized that it was contemplating a break-up of Alphabet, with the addendum that it will even be pushing for the corporate to share the info it collects throughout its a number of platforms … Read more
