mergers

Scarcity is a powerful force and it leaves those in control of limited resources wielding great power. We think a scarcity of uranium will increase Russia's power; control over some of the last big, easy oil deposits has earned Saudi Arabia…

This is a quick note here on Latin American economies where currency issues are the main story. Argentina has been most often in the news, but the slowdown in Brazil should be top on the radar. I also note that some European banks are…

"What made Instagram worth $1 billion to Facebook?" When asked this question recently, I responded with an immediate, "Nothing." I'm not usually so terse or emphatic with my answers, as any longtime reader knows. But in this case,…

This is not an opinion on AT&T stock since AT&T benefits from a monopoly status in fixed line and oligopoly status in mobile telecom. But I did want to briefly flag something regarding the telecom industry and M&A.

This is not an opinion on AT&T stock since AT&T benefits from a monopoly status in fixed line and oligopoly status in mobile telecom. But I did want to briefly flag something regarding the telecom industry and M&A.

News links for 22 December 2011 including stories on the tech world, Europe, and the ECB

Financial news links for 6 December 2011 featuring stories on MF Global, Facebook, class divides and retail sales.

With big oil's bank accounts full to the brim with cash, the stage is set for some significant acquisition activity... or, to put it another way, for a battle to buy producing assets. There are quite a number of contestants in the battle -…

Here’s a very informative chart via Morgan Stanley showing the deterioration in the Eurozone’s key credit indicators. Banks will no doubt sell assets, at least in part, as a way to meet their required capital targets.

Moody's decision to place Popular's ratings on review for possible downgrade is driven by our view that the combined entity emerging after the integration with Pastor is likely to have a weaker credit profile than Popular's standalone…