U.S. Economy Picks up the Pace: We're bumping up our 2015 GDP forecast
Growth in the second quarter was revised up from 3.7% to 3.9%, beating the consensus estimate of 3.7% growth.It was what economists like to call a...
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CRE NewBrewCo Outperforming on MegaBrew? Sounds Thingish. Take a Page from Pooh
In the past week and a few days, The proposed AB InBev transaction for SABMiller ("MegaBrew") has sent CRE NEWBREWCO from the equivalent of...
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Payback Period Longer Than Previous Deals
Having looked deeper into the potential merger between Anheuser-Busch InBev and SABMiller, we stand by our initial estimate of GBX 3,900-GBX 4,000...
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CORPORATE LEVERAGE: An Inconvenient Truth
Sometimes stock markets don’t bounce back. They just hit the bottom and then crawl sideways for years. Take Greece, its stock market is still 87%...
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Weekly Impressions
Annualised volatility in the S&P500 spiked to 27% in August, its highest level since November 2011. Â Nonetheless, the 6 month moving average...
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