Capital Markets

Netflix Is Spending Twice As Much As Amazon On Content

To continue its growth, Netflix will have to spend some $8.7 billion in cash on new content, nearly $2 billion more than it did in 2016, and more than double what its nearest, and cash flow positive competitor, Amazon, is spending on new content.

4 Financial Components To Improved Russian Relations

"With the U.S. preparing to confront China and go to war with North Korea, Russia is an indispensable ally for the U.S... There are huge implications on capital markets as these hegemonic powers continue to edge toward war..."

Hegemony Is A Three-Player Game

"Three-player games are easy to model - it’s always two against one... This is the greatest political struggle in the world today. The nationalists and realists want to improve U.S. relations with Russia. The globalists are horrified at the prospect and want to maintain warm relations with China while isolating Russia."

The Elites Are Privately Warning About A Crash

"...demand for secure vaulting space in major financial centers like London and Frankfurt is soaring. There are plenty of bank safe deposit boxes in those cities, but investors are insisting on non-bank vaults because investors understand that the banks cannot be trusted in a panic"

Greece Sells €3 Billion In Bonds In 2x Oversubscribed Offering

Greece has once again returned to the bond market, if far less triumphantly, by selling another €3 billion in 5 year paper which however was "only" 2x oversubscribed, with indications from Bloomberg that there was only €6.5 billion in demand for the "high yielding" paper. And speaking of yield, it came in lower than 3 years ago, pricing at 4.625% with a coupon of 4.375%.