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Posts Tagged ‘Equities’

Facebook struggled to raise equity, so the equity cult is dead, says the FT. Really!?

So the FT think that Facebook struggled to raise equity? Funny, I thought the raising part went very well. It was the trading part that broke down. FB managed to raise $16bn at $38, or 65x earnings. I call that a success. I think Mark and his bankers do to.

John Authers and Kate Burgess argues in today’s FT that the six decade equity cult is dead and that bonds will now seriously take over as the investment of choice. The FT continues to say that companies don’t issue equity anymore but raise cash through the credit markets instead because equity financing is too expensive. It think the FT needs a little Finance 101.

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Market dislocation

November 21, 2011 Leave a comment

I’ve wondered for a while why none core (and some core) European bond markets have sold off and equities haven’t. I guess equities are playing catch up today. And the only safe havens are Bunds, Gilts and Swedish treasuries (2.02% on the 30 year last week)… and US Treasuries.

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Non-exclusive Nokia/Microsoft deal is good?

February 12, 2011 1 comment

Lex (Nokia and Microsoft phone a friend) and many other columns and analysts seem to think the lack of exclusivity is a bad deal for Nokia. Why is it an issue that Nokia didn’t get an exclusive deal with Microsoft on the Windows Phone OS (WP7)?

Shouldn’t Nokia be happy that the deal isn’t exclusive? Look at what exclusivity has done so far to the IT and consumer electronics industry.

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Bafin looks a bit naked

Germany’s financial regulator Bafin has come to the rescue and banned naked short selling of eurozone sovereign bonds, CDS and 10 leading German financial stocks. It wasn’t a good idea in 2008 and this is one idea that does not become better with age.

According to a recent study on the effects of the short selling bans of 2008, it only makes a bad situation worse. We don’t really need a study to tell us that, it’s only common sense.

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Is Apple losing its cool?

iMac, iPod, iPhone. Pretty much everything that Apple [AAPL US] has touched and given a name starting with “i” has been a storming success. However, with the release of iPad Apple seems to losing its touch and rivals have not been idle. Is Apple losing to Microsoft [MSFT US] and Google [GOOG US]?

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