Comcast
Comcast, We Have a Problem
Submitted by EconMatters on 01/03/2016 18:11 -0500Comcast is penny wise, pound foolish.
"2016 Will Be No Fun" - Doug Kass Unveils 15 Surprises For The Year Ahead
Submitted by Tyler Durden on 12/29/2015 11:36 -0500- American Express
- Andrew Ross Sorkin
- Apple
- B+
- BAC
- Bank of America
- Bank of America
- Berkshire Hathaway
- Bernie Sanders
- Bill Gates
- Boeing
- Bond
- Book Value
- Capital Expenditures
- Carl Icahn
- Chesapeake Energy
- China
- Citigroup
- Comcast
- Crude
- dark pools
- Dark Pools
- David Faber
- Donald Trump
- Doug Kass
- Dow Jones Industrial Average
- Elizabeth Warren
- ETC
- European Union
- Federal Reserve
- Florida
- Ford
- Fox Business
- France
- General Motors
- goldman sachs
- Goldman Sachs
- GOOG
- Greece
- HFT
- Housing Market
- Janet Yellen
- Joe Kernen
- JPMorgan Chase
- Morgan Stanley
- MSNBC
- NASDAQ
- NBC
- New York City
- New York Stock Exchange
- New York Times
- Nominal GDP
- President Obama
- Real estate
- Recession
- recovery
- REITs
- Sears
- Stagflation
- Unemployment
- Vladimir Putin
- Warren Buffett
- Wells Fargo
- Yield Curve
My overriding theme and the central drama for the coming year is that unexpected events can take on greater importance as the Federal Reserve ends its near-decade-long Zero Interest Rate Policy. Consensus premises and forecasts will likely fall flat, in a rather spectacular manner. The low-conviction and directionless market that we saw in 2015 could become a no-conviction and very-much-directed market (i.e. one that's directed lower) in 2016. There will be no peace on earth in 2016, and our markets could lose a cushion of protection as valuations contract. (Just as "malinvestment" represented a key theme this year, we expect a compression of price-to-earnings ratios to serve as a big market driver in 2016.) In other words, we don't think 2016 will be fun.
Dave Barry Answers - Was 2015 The Worst Year Ever? (Spoiler Alert: Yes)
Submitted by Tyler Durden on 12/26/2015 14:20 -0500- Apple
- B+
- Bernie Sanders
- Black Friday
- Carbon Emissions
- Comcast
- Donald Trump
- FBI
- Florida
- France
- Germany
- Greece
- International Monetary Fund
- Iran
- Iraq
- Japan
- Joe Biden
- KIM
- M1
- Mexico
- Middle East
- NBC
- New York Times
- Nomination
- North Korea
- Obama Administration
- Ohio
- President Obama
- Reality
- Same-Sex Marriage
- SWIFT
- Treasury Department
- Tribune
- Vladimir Putin
- Volkswagen
- Volvo
- Washington D.C.
- White House
We apologize, but 2015 had so many negatives that we’re having trouble seeing the positives. It’s like we’re on the Titanic, and it’s tilting at an 85-degree angle with its propellers way up in the air, and we’re dangling over the cold Atlantic trying to tell ourselves: “At least there’s no waiting for the shuffleboard courts!” Are we saying that 2015 was the worst year ever? Are we saying it was worse than, for example, 1347, the year when the Bubonic Plague killed a large part of humanity? Yes, we are saying that.
The Billionaire's Pick: How Marco Rubio Became The Preferred Puppet Of GOP Oligarchs
Submitted by Tyler Durden on 12/15/2015 19:00 -0500As concerning and hateful as so much of Trump’s commentary is, we can at least be sure he speaks from his own twisted mind. This is precisely why he appeals to so many people in this day and age of completely captured politicians. People like the fact that every word out of his mouth hasn’t been carefully placed there by some billionaire patron. On the exact opposite end of that spectrum we find Marco Rubio. A man so incapable of free-thought, he becomes the ideal target for billionaires looking to craft the perfect puppet. Forget Jeb Bush, Marco Rubio is now the establishment GOP’s pick, and they will do everything in their power to get him the nomination.
Frontrunning: December 8
Submitted by Tyler Durden on 12/08/2015 07:34 -0500- Argus Research
- B+
- Barclays
- Canadian Dollar
- Carlyle
- CBOE
- China
- Comcast
- Copper
- Credit Suisse
- Crude
- European Central Bank
- France
- goldman sachs
- Goldman Sachs
- Hershey
- Housing Market
- Japan
- Morgan Stanley
- Nomura
- Omnicom
- OPEC
- PIMCO
- Redstone
- Reuters
- Securities and Exchange Commission
- SPY
- Starwood
- Starwood Hotels
- Trichet
- Uranium
- Yen
- Yuan
- Anti-Trump Effort Launches Super PAC (WSJ)
- Muslims decry Trump's proposal to keep them out of US (AP)
- Debate Heats Up Over No-Fly List, Gun Sales (WSJ)
- OPEC Takes Down Oil Majors as Lower-for-Even-Longer Kicks In (BBG)
- Chinese Companies Are Trapped in IPO Logjam (WSJ)
- Republican Ted Cruz vaults into first place in new Iowa poll (Reuters)
Frontrunning: November 25
Submitted by Tyler Durden on 11/25/2015 07:34 -0500- Andrew Cuomo
- Black Friday
- Bond
- Brazil
- California Public Employees' Retirement System
- Carlyle
- Central Banks
- China
- Citibank
- Comcast
- Government Stimulus
- Hong Kong
- Housing Market
- Insider Trading
- Mexico
- OPEC
- Private Equity
- Real estate
- Reuters
- Shadow Chancellor
- Ukraine
- Volkswagen
- Wall Street Journal
- Yen
- Yuan
- European stocks up, oil slides as concerns ease over Russia-Turkey tension (Reuters)
- ECB discusses two-tiered bank charges, broader bond buys (Reuters)
- New agonies, alliances as Fed debates post-liftoff plan (Reuters)
- A New Military Power Rises in the Mideast, Courtesy of One Man (BBG)
- Russia's Gazprom says halts gas supplies to Ukraine over payment (Reuters)
- Other central banks set to act, but Swiss policy cupboard bare (Reuters)
The Rigging Of The American Market
Submitted by Tyler Durden on 11/02/2015 12:00 -0500Much of the national debate about widening inequality focuses on whether and how much to tax the rich and redistribute their income downward. But this debate ignores the upward redistributions going on every day, from the rest of us to the rich. These redistributions are hidden inside the market. The only way to stop them is to prevent big corporations and Wall Street banks from rigging the market.
Republicans Declare War On CNBC: Suspend NBC Relationship Over CNBC's "Downright Offensive" Questions
Submitted by Tyler Durden on 10/30/2015 12:27 -0500Nearly a year after CNBC said it would no longer rely on Nielsen to measure its daytime audience (due to the collapse in viewership we had previously profiled), it has managed to do it again, only this time slamming not the financial cheerleading cable network but its Comcast affiliate, NBC News, whom its just cost hundreds of millions in advertising revenues after moments ago Republican National Committee Chairman Reince Preibus announced he was suspending the partnership with NBC News for the Republican primary debate at the University of Houston on February 26, 2016.
Frontrunning: October 21
Submitted by Tyler Durden on 10/21/2015 06:35 -0500- Global Stock Markets Edge Higher Though Global Growth Concerns Weigh (WSJ)
- Nikkei up 1.9% because Japan export growth slows sharply, raising fears of recession (Reuters)
- Saudis Risk Draining Financial Assets in 5 Years, IMF Says (BBG)
- Syria's Assad flies to Moscow to thank Russia's Putin for air strikes (Reuters)
- US Prosecutor Preet Bharara Probing Daily Fantasy-Sports Business (WSJ)
- Syrian army denies Russian ground forces fighting in Syria (Reuters)
CIA Chief's AOL E-Mail Account Hacked By 13-Year Old
Submitted by Tyler Durden on 10/20/2015 12:27 -0500"It was like ‘Hey,…. its Crackas With Attitude.’ He was like ‘What do you want?’ We said ‘2 trillion dollars hahhaa, just joking. 'How much do you really want?' 'We just want Palestine to be free and for you to stop killing innocent people.'"
The Media-Opoly: Cancelled, From Saturday Night, It's Conspiracy Theory Rock!
Submitted by Tyler Durden on 10/03/2015 20:27 -0500
In Ironic Twist, Stock Crash Leads To First CNBC Ratings Increase In Years
Submitted by Tyler Durden on 09/09/2015 16:55 -0500Ironic, because it is precisely CNBC's constant cheerleading of what little viewers it had left that pushed the market to such nosebleed levels that on August 24 it suffered its second flash crash in just five years. It is even more ironic, because instead of a rational, objective coverage of the newsflow, the constant stream of cherry-picked, double seasonally adjusted good news is precisely why viewers had left the Comcast cable station in droves realizing the disconnect between the economy and stocks is simply too gargantuan to stomach, and that they are being lied to. As a result, it wasn't until the much dreaded market crash that viewers finally came back. At least some of them.
Flushing Cash Into The Casino - The Media Stock Swoon Shows That It Works Until It Doesn't
Submitted by Tyler Durden on 08/08/2015 14:30 -0500During the most recent quarter debt issuance by US companies reached an all-time high, raising a question as to why companies still need to borrow so much after selling $7 trillion of U.S. debt securities since 2008. This weeks S&P Media index swoon leaves no doubt as to the answer. Companies have not been borrowing to grow; they have been borrowing in order to flush cash into the casino. Charles Ponzi once had a scheme that was not essentially different. Yes, and it worked until it didn’t.
"It's Nuts!" Hedgies Hammered Amid Media Massacre
Submitted by Tyler Durden on 08/07/2015 12:45 -0500“People are shooting first and asking questions later...this indiscriminate selling, to me, is just nuts," exclaims on billion-dollar AUM hedge fund CIO as media stocks faced a bloodbath this week. Small (illiquid) doors and large crowds do not mix well as Bloomberg reports, hedge funds own an average 9.7% of the 15 companies in the S&P Media Index - which has tumbled over 8% in 2 days - its biggest loss since 2008. Exuberant return chasing on merger speculation has reversed into panic-selling as Disney, Time Warner Inc., Fox, CBS and Comcast Corp. erased almost $50 billion of value in two days.
Frontrunning: July 31
Submitted by Tyler Durden on 07/31/2015 06:57 -0500- Barrick Gold
- China
- Comcast
- Copper
- Corruption
- Creditors
- Deutsche Bank
- European Union
- Eurozone
- Greece
- International Monetary Fund
- Iran
- LIBOR
- Market Manipulation
- Mortgage Industry
- Newspaper
- Private Equity
- RBS
- Real estate
- Reuters
- Royal Bank of Scotland
- Starwood
- Starwood Hotels
- Verizon
- Wells Fargo
- World Trade
- Yuan
- U.S. stock futures slip amid lukewarm earnings, fall in commodities (Reuters)
- Stressful times for low-polling Republicans who may miss debate stage (Reuters)
- Trump shows staying power with surge ahead of first debate (Reuters)
- China Market Manipulation Probe Targets Spoofers After Crash (BBG)
- Beijing Chosen to Host 2022 Winter Olympics (WSJ)
- Obama Warns Support on Iran Deal ’Getting Squishy’ Amid Pressure (BBG)
- Pacific trade negotiators chase elusive final deal in tough talks (Reuters)



