Markets


Markets

Seconds Matter a Lot for Facebook Valuation

Fri, 23 Sep 2016 14:18:58 EDT
Facebook’s overstatement of one video viewing metric could undermine the highly optimistic assumptions underlying its valuation.

Twitter Deal Would Be One Too Many for Salesforce

Fri, 23 Sep 2016 16:23:30 EDT
The cloud software company’s expansion appetite is giving Salesforce’s investors indigestion.

Wanda-Sony Pictures: China Is Coming to Theater Near You

Fri, 23 Sep 2016 12:47:47 EDT
Dalian Wanda’s tie-up with Sony Pictures is about something bigger than bringing Hollywood to China.

Don't Fade the Fed

Fri, 23 Sep 2016 10:59:29 EDT
Investors are skeptical about whether the Federal Reserve will raise rates at all this year. There is reason enough for that, but it is also dangerous.

Why Sheds Are the New Shops---For Now

Fri, 23 Sep 2016 00:03:06 EDT
E-commerce has made distribution warehouses hot property, but investors shouldn’t forget the usual real-estate risks.

The Looming Storm in Insurance

Sat, 24 Sep 2016 09:01:57 EDT
The question for property and casualty insurers isn’t only whether reinsurance pricing will find a floor, but also how much the industry is now starting to amplify financial and actuarial risks.

A Market-Timing Strategy That Just Might Work

Fri, 23 Sep 2016 00:40:38 EDT
Two professors developed a hypothetical trading strategy around earnings announcements that, with hindsight, has a formidable track record.

Japan's New Special Relationship With the Federal Reserve

Thu, 22 Sep 2016 20:52:15 EDT
What matters for the yen, the dollar and interest rates in both the U.S. and Japan, is what the Fed does next.

Cut the Cord on Overvalued Utilities

Thu, 22 Sep 2016 14:33:41 EDT
Utility stocks could wipe out many years of excess yield by simply moving back to their average valuation relative to the broad market.

Samsung's Fires Unlikely to Warm Apple

Thu, 22 Sep 2016 11:59:35 EDT
Samsung’s Galaxy Note recall is unlikely to heat up sales for Apple’s latest iPhone.

Investors Stuck Between Two Central Banks

Thu, 22 Sep 2016 09:28:54 EDT
The Federal Reserve will tighten as the Bank of Japan loosens, potentially disrupting markets.