Frontrunning: June 4

  • Trump and Allies Set for Showdown Over Trade (BBG)
  • Value Investors Face Existential Crisis After Long Market Rally (WSJ)
  • Mueller-Trump Tests the Limits of Presidential Power (BBG)
  • Saudi Aramco restructures non-oil assets ahead of IPO (Reuters)
  • Jun 4, 2018 8:32 AM

Frontrunning: April 20

  • Trump says will not accept high oil prices, crude dips (Reuters)
  • OPEC, Russia Oil Officials Hint at Extending Production Cuts (WSJ)
  • Comey Memos Reveal Trump’s Early Doubts About Flynn (WSJ)
  • Global stocks set for second week of gains, commodities ease (Reuters)
  • Apr 20, 2018 8:39 AM

The Unbearable Lightness Of Earnings

"Onlookers remain surprised by investors’ disregard for earnings... but they shouldn't be - reported, GAAP-based earnings no longer reflect corporate performance and future prospects."

  • Apr 18, 2018 3:50 PM

Frontrunning: April 9

  • Russia Points Finger at Israel as Missiles Strike Base in Syria (WSJ)
  • Russian stock indexes, the ruble tumble on U.S. sanctions (Reuters)
  • Deripaska's Rusal Roiled by Sanctions as Aluminum Prices Jump (BBG)
  • Stocks Point Higher as Trade Concerns Ease (WSJ)
  • Appointing New CEO Only Fixes One Crisis at Deutsche Bank (BBG)
  • Apr 9, 2018 8:28 AM

Shire Soars On News Of Possible Takeda Takeover

Japan's $40BN Takeda Pharmaceutical is considering its biggest takeover ever, a bid for Shire Plc that could top $50 billion, boost the Japanese company’s growth position in drugs for cancer, gastrointestinal diseases and nervous-system ailments.


  • Mar 28, 2018 6:45 AM