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Frontrunning: May 8

  • Macron victory reshapes European politics (Reuters)
  • Macron Vows to Heal France’s Divisions After Victory Over Le Pen (BBG)
  • Macron’s Style Choices – CEO or Chairman? (BBG)
  • Euro gives up gains as investors look to post-election France (Guardian)
  • China's April trade growth slows as commodities, electronics demand cools (Reuters)

"What Will Apple Acquire": Here Are The Seven Most Likely Targets

With Apple's cash hoard overflowing at over $250 billion, and with shareholders increasingly clamoring for corporate acquisitions, Citi has Identified seven potential M&A targets for Tim Cook: three are media firms: Netflix, Disney and Hulu. Three are video game developers: Activision, Electronic Arts and Take-Two. And, one is an auto maker: Tesla.

How To Protect Your Online Privacy Now That Congress Sold You Out

All your private online data—the websites you visit, the content of your chats and emails, your health info, and your location—just became suddenly less secure. Not because of hackers, but because Congress just blocked crucial privacy regulations. This will allow your internet service provider to collect all your data and sell that info to the highest bidder without asking you first.

The Four Key Themes From Q4 Conference Calls

Since President Trump’s surprise victory over Hillary Clinton in November, investors and management teams have been acutely focused on the new administration’s policy proposals. As expected, all 4 key themes discussed on Q4 conference calls are closely linked to Trump's policies and include tax reform, regulation, fiscal spending and trade policy.

Wikileaks Reveals Google's "Strategic Plan" To Help Democrats Win The Election, Track Voters

"Key is the development of a single record for a voter that aggregates all that is known about them.  In 2016 smart phones will be used to identify, meet, and update profiles on the voter.  A dynamic volunteer can easily speak with a voter and, with their email or other digital handle, get the voter videos and other answers to areas they care about (“the benefits of ACA to you” etc.)"