The market pushed to a new, all-time high to start finish last week, as the most recent earnings reports seem to have given investors hope that some of the questions about inflation, interest rates, and other issues that have weighed on the market since early September may not carry a long-term impact. Economic indicators suggest […]
Read MoreAt the beginning of this week, I was intrigued to see media reports and commentary centering around 5G adoption. That’s probably because a number of companies in the Semiconductor industry, who have been investing heavily in developing the technology that 5G relies on for years, have released their latest earnings reports. Like a lot of […]
Read MoreFor most of the last year and a half, one of the areas that I have been able to find some interesting valuations to work have come from the Telecommunications industry. Some of the largest players in the industry do much more than just telecommunications; AT&T Inc. (T) has, of course long been one of […]
Read MorePlus, DISH Network said it has signed a multi-year agreement with AT&T worth $5 billion for wireless services, Zoom is buying cloud contact center software provider Five9 for $14.7 billion, and Bill Ackman’s Pershing Square Tontine Holdings SPAC has dropped its deal for 10% of Universal Music Group.
Read MoreThrough a big portion of 2020, one of the areas that I was able to find some interesting valuations to work with was in the Telecommunications industry. Some of the largest players in the industry do much more than just telecommunications; AT&T Inc. (T) has, of course long been one of the largest telecommunications companies […]
Read MorePlus, Uber is acquiring the remaining stake in grocery delivery start-up Cornershop, Wingstop is launching its new Thighstop brand, and salad chain Sweetgreen has reportedly confidentially filed to go public.
Read MorePlus, Bitcoin has fallen to its lowest level since February, GlaxoSmithKline and Sanofi said interim results for its updated COVID-19 vaccine showed strong results, and Target and Starbucks became the latest in a growing list of retailers and restaurants to allow vaccinated customers to ditch mask wearing in their establishments.
Read MoreThrough a big portion of 2020, one of the areas that I was able to find some interesting valuations to work with was in the Telecommunications industry. Some of the largest players in the industry do much more than just telecommunications. For example, AT&T Inc. (T) has, of course long been one of the largest […]
Read MorePlus, Verizon sold its media group to Apollo Global Management, a top Apple analyst says there could be a foldable iPhone released in 2023, and Dell is selling its Boomi cloud integration software unit.
Read MorePlus, Apple unveiled a slate of new devices while a hacker said it had stolen device blueprints from one of its suppliers, and Dish Network made Amazon a key partner in development of its 5G network.
Read MoreAfter seeing some increasing choppiness in the market last week, the S&P 500 and the Dow pushed to a new set of highs at the beginning of the week. Not surprisingly, the Tech sector has been leading the market higher; as measured by the S&P 500 Technology Sector SPDR (XLK), the sector is up a […]
Read MorePlus, the $1.9 trillion stimulus plan has been signed into law, L Brands shares are up after the Victoria’s Secret owner lifted forecasts and reinstated its dividend, and AT&T said it now expects to see HBO Max and HBO subscribers of up to 150 million by 2025.
Read MorePlus, AstraZeneca shares are down after Denmark temporarily suspended use of its COVID-19 vaccine, Johnson & Johnson’s coronavirus vaccine was approved for use in the EU, and a group fo activist investors reduced the number of board seats it wants on Kohl’s board.
Read MoreOne of the things that I like to do as an economist is to look for emerging trends and markets. For some, an emerging market means looking outside the borders of the U.S. or other, established market economies to areas of the world showing dramatic progress in terms of economic or political progress. For me, […]
Read MorePlus, DraftKings delivered an earnings beat, AT&T is selling off its DirecTV unit, and an internal review found that Nikola’s founder and former CEO made inaccurate statements following accusations by a short seller in September 2020.
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