Frontrunning: January 23

  • Globalisation is losing its luster, India's Modi tells Davos summit (Reuters)
  • Centrists Outflanked Party Leadership to End Government Shutdown (WSJ)
  • UK regulator rules against Murdoch takeover of Sky (FT); UK Deals a Blow to Fox’s $16 Billion Takeover of Sky (WSJ)
  • Manufacturers Fight Over New Tariffs’ Effect on U.S. Jobs (WSJ)
  • Samsung says U.S. tariffs on washers a great loss for American consumers (Reuters)
  • Jan 23, 2018 7:44 AM
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Frontrunning: January 22

  • Senator says FBI lost crucial texts tied to Clinton probe (Reuters)
  • Agencies Implement Shutdown Plans (WSJ)
  • Government Shutdown Starts to Bite, Raising Political Stakes (BBG)
  • What the Shutdown Says About Politics in 2018 (WSJ)
  • This Rare Bear Who Called the Crash Warns Housing Is Too Hot Again (BBG)
  • Jan 22, 2018 8:30 AM
  • 5

Seth Klarman Sounds Alarm On Amazon, Facebook

"while companies such as Amazon and Facebook are driving enormous change and have themselves been growing rapidly, they are not necessarily great investments going forward…many of these companies seem very fully valued."

  • Jan 19, 2018 9:32 AM
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