Activist Shareholder

Frontrunning: February 15

  • G20 struggles over forex, at odds over debts (Reuters)
  • Alwaleed Sells Airbus A380 to Invest in Middle East Firms (BBG)
  • GOP Stalls Vote on Pick for Pentagon (WSJ)
  • ECB officials rebuff currency targeting as G20 meets (Reuters)
  • Not good for the reflation effort: Muto leads as Japan PM close to choosing nominee for Bank of Japan chief (Reuters)
  • M&A Surges as Confidence Spurs Deals in Computers to Consumer (BBG)
  • JPMorgan’s head of equity prop trading Gulati to launch own fund (FT)
  • Tiffany & Co. sues Costco over engagement rings labeled ‘Tiffany' (WaPo)
  • JPMorgan Said to Fire Traders, Realign Pay Amid Slump (BBG)
  • Broker draws Tullett into Libor scandal  (FT)
  • Airbus drops Lithium-Ion batteries for A350 (Reuters)

Frontrunning: February 13

  • Obama Paints Wider Role for Government in Middle Class Revival (BBG)
  • Obama to Seek a New Trade Deal With EU (WSJ)... or this is strawman why 2016 GDP will be higher
  • Mobile phone sales fall for the first time since 2009 (Telegraph)
  • Sequester Looms, No Deal in Sight (WSJ)
  • Neither US party swallows a compromise (FT)
  • Embattled Economies Cling to Euro (WSJ)
  • For China, Spending Is Harder Than It Looks (WSJ)
  • Bank of England's Sir Mervyn King says recovery in sight (BBC) - just a little more inflation first
  • G7 fails to defuse currency tensions (FT)
  • Japanese Leader Urges Firms to Boost Wages (WSJ) - so does the US one
  • Fed Bank Chiefs Back Money-Fund Overhaul (WSJ), or force everyone out of MMFs and into stocks

Frontrunning: May 16

  • Facebook's selling shareholders can't wait to get out of company, increase offering by 25% (Bloomberg)
  • Boehner Draws Line in Sand on Debt (WSJ)
  • Romney Attacks Obama Over Recovery Citing U.S. Debt Load (Bloomberg)
  • BHP chairman says commodity markets to cool further (Reuters)
  • Merkel’s First Hollande Meeting Yields Growth Signal for Greece (Bloomberg)
  • Greek President Told Banks Anxious as Deposits Pulled (Bloomberg)
  • EU to push for binding investor pay votes (FT)
  • Martin Wolf: Era of a diminished superpower (FT)
  • China’s Hong Kong Home-Buying Influx Wanes, Midland Says (Bloomberg)
  • U.N. and Iran agree to keep talking on nuclear  (Reuters)
  • US nears deal to reopen Afghan supply route (FT)

Frontrunning: May 4

  • Japan has 54 nuclear reactors, but as of Saturday, not one of them will be in operation (Guardian)
  • US Readies Proposal to Clamp Down on Fracking (Reuters)
  • California pension fund (CALSTRS) sues Wal-Mart, alleges bribery (Reuters)
  • New Ripples for Gupta Case: Goldman Share Price, Volume Began Climbing Even Before Rajaratnam Trades (WSJ)
  • China says blind dissident can apply to study abroad (Reuters)
  • China paper calls Chen a U.S. pawn; envoy is a "troublemaker" (Reuters)
  • Samsung’s New Galaxy S Phone Raises Heat on Apple Iphone (Bloomberg)
  • Draghi predicts 2012 eurozone recovery  (FT)
  • Tumbling Home Ownership Marks a Return to Normal (Bloomberg)
  • Zuckerberg Facebook IPO to Make Him Richer Than Ballmer (Bloomberg)
  • SEC probes Chesapeake and its chief (FT)

Frontrunning: March 14

  • Euro zone formally approves 2nd Greek bailout: statement (Reuters)
  • In a First, Europeans Act to Suspend Aid to Hungary Unless It Cuts Deficit (NYT)
  • UK Chancellor Looks at 100-Year Gilt (FT) - What? No Consols?
  • Hilsenrath: Fed's Outlook a Tad Sunnier - (WSJ)
  • Banks Shored Up By Stress Test Success (FT)
  • U.S. dangles secret data for Russia missile shield approval (Reuters)
  • Wen Warns of Second China Cultural Revolution Without Reform (Bloomberg)
  • Wen Says Yuan May Be Near Equilibrium as Gains Stall (Bloomberg)
  • Merkel Says Europe Is ‘Good Way’ Up Mountain, Not Over It (Bloomberg)