It’s been a newsy week in financial markets. Monday saw continuation of takeover speculation for Twitter (TWTR) and the stock has been able actually build on last Friday’s 21% gains, despite no news, and famed venture …
Continue readingMarc Andreessen
In case you missed the stories on Friday, it’s not likely that Twitter (TWTR) remains an independent company much longer. From CNBC’s David Faber: Since founder Jack Dorsey formally returned to the company a year …
Continue readingSince I entered the business in 1997, I have experienced several significant financial market booms and busts. Asset bubbles inflating, over-inflating, then popping and overshooting on the downside. Since 2000, the largest public equity market …
Continue readingThe semiconductor industry is in the midst of one of the most massive waves of consolidation the technology world has ever seen. Yesterday it was announced that Analog Devices (ADI) is making a near $15 …
Continue readingIs the much anticipated correction upon us? I honestly have no idea, but I suspect that the weakening breadth, European equity under-performance and inability for rates to rise as the Fed ends QE in the …
Continue readingOn the macro front Iraq is being plagued by a budding civil war, oil prices are higher, and volatility increased just a touch this week, though not much by historical standards (see yesterday’s post). The …
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