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Investors continue to look at the John Paulson as a way to bet on rising merger and acquisition activity globally, as companies look to scale their operations and take advantage of record-low financing costs. Billionaire John Paulson received a lot of press for a 36% drop in his Advantage Plus fund last year as assets at Paulson & Co. fell below $20 billion. But investors continue to look at the hedge fund manager as a way to bet on rising ...
In the otherwise forgettable movie Cocktail, when Tom Cruise’s character Brian Flanagan abruptly splits with his date Bonnie, she pleads with him not to let their relationship end badly. He replies “everything ends badly: otherwise it wouldn’t end.” The turmoil in foreign exchange markets caused by Switzerland’s abrupt ending of its Euro peg may be such a bad moment for the Euro—and it comes figuratively moments before another likely bad moment, ...
Netflix‘s international growth by a UK based research firm, Digital TV Research. The agency estimates that Netflix could potentially hit 17 million paying international subscribers by the end of 2014. At the end of Q3 2014, approximately 91% of the total international subscribers were paid ones which suggests that the total count could reach 18.7 million by the end of this year. This is slightly above our estimate, but does indicate Netflix’s growing presence in key international markets. Latin ...
It was a sure thing. With the Fed cutting back its massive QE bond-buying program this year bonds would plunge. Instead, they began rallying sharply in January, precisely when the Fed began tapering back QE. It seems that economists expecting bonds to plunge failed to anticipate that foreign demand for U.S. treasury bonds would make up for the slowing of Fed bond buying. More recently, experts expected bonds would surely begin declining this fall in anticipation of the ...
Goldman says bet on expansionary policy from the ECB and lower oil prices helping developed world consumers in 2015. Global markets have been subject to the actions of central banks around the world for the better part of the last decade, and judging from Goldman Sachs’ top trade ideas for 2015, investors should expect more of the same. Goldman Sachs’s global marco market research team, led by Francesco Garzarelli, outlined ...
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