mergers

By Will Abel, Silvana Tenreyro, and Gregory Thwaites This post first appeared on Vox. The growing prominence of giant companies in advanced economies has raised concerns about the increase in monopoly power (e.g. Eeckhout and de Loecker…

China just torpedoed a major global deal between two non-Chinese chipmakers. It is a signal of China's market power. Some thoughts below

The threat of technology is most acute in the TMT spaces because these are pure information industries where the Internet upends incumbent business models. So it is interesting to see how well the sector is doing during earnings season. In…

My first weekly post at Creit Writedowns Pro includes some thoughts on Tesla, Trump's Fed choices, the US trade war with China, M&A and corporate earnings.

This is a follow-up on my entry water post from yesterday. The thesis here is that mergers will be a big part of the landscape as companies seek economies of scale and scope or vertically integrate to deliver water to their customers. But…

I am going to concentrate on the news flow today and what it tells us about where this financial crisis is headed. Given the last mini-crisis we had in emerging markets was overcome relatively quickly, the present crisis doesn’t have to…

Yesterday, Google announced that it would buy privately-held Nest Labs for $3.2 billion. This was Google’s second largest acquisition ever. Nest is a smart thermostat and smoke alarm-maker which promises to give Google a leg up in the fast…

Let's get back to technology for a day here. I have a slew of links in the TMT space and the overriding them is consolidation. Mobile is now king. And what technology, media and telecom companies are finding is that the mobile world often…

Many of the largest technology companies are making so much money that they are rapidly accumulating cash on their balance sheets. While on could argue that this cash should be stripped off the balance sheet for valuation purposes, I would…

Below are a number of articles I feel are worth reading on the Hewlett Packard acquisition of Autonomy and the accounting scandal associated with writedowns from that acquisition. I want to briefly analyse the fallout from this episode from…