Will Big Data Eat Hollywood’s Lunch?
Hollywood relies ever more heavily on repetitive content.
Will firms like Netflix, Facebook, Amazon, and Google swallow it whole?
Hollywood relies ever more heavily on repetitive content.
Will firms like Netflix, Facebook, Amazon, and Google swallow it whole?
CalPERS again falls short for its beneficiaries and California taxpayers.
Read more...Electric vehicle batteries illustrate how the Chinese use control of raw materials and end markets to built vertically integrated industries.
Read more...Shadow margin loans are a sign of speculative excess and complacency about risk.
Read more...How a banking union has created deep divisions that undermine the Eurozone’s stability.
Read more...Storied investor Howard Marks penned a not-very-positive post on private equity subscription lines of credit, echoing our earlier warnings.
Read more...Private equity is getting defensive about its fees, and for good reason: its justifications for them are being exposed as hollow.
Read more...Reuters discusses the challenge of moving off legacy systems. While the piece is a long overdue, it still seems more than a tad optimistic.
Read more...Real estate is again looking like a ticking time bomb. At super low interest rates, pray tell what does the Fed do if it blows up again?
Read more...The £1 billion HBOS Reading fraud, my part in exposing it, and what it tells us about the state of British banking
Read more...The math on the Dakota Access Pipeline doesn’t add up.
Read more...Why there is no cause for cheer on the China banking front.
Read more...Get used to unrest as part of the volatile new normal.
Read more...Yves here. Remember the explosion of press coverage last year when incoming Minneapolis Fed member and former Goldmanite and Treasury official Neel Kashkari announced his intent to develop a plan to end the “too big to fail” problem. He not only was going to devote Minneapolis Fed researchers to his program, but solicited broad based […]
Read more...Some specifics of why political risk and central bank policy will make for a wild ride in 2017.
Read more...