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  • Breakingviews TV: Trump diatribe fallout
    Antony Currie and Gina Chon discuss whether Gary Cohn should quit as the White House’s senior economic adviser after the president’s obnoxious Charlottesville remarks.
    - 15 hours ago, 17 Aug 17, 4:35pm -
  • Breakingviews TV: LSE’s Qatar handicap
    Antony Currie and Rob Cox explain how the boycotted emirate’s 10 pct stake in the London bourse may hinder the exchange’s pitch for Saudi Aramco’s IPO.
    - 2 days ago, 16 Aug 17, 4:59pm -
  • Breakingviews TV: Infrastructure needs
    President Trump promises to renew the United States’ roads, bridges and air-traffic system. Richard Beales and Tom Buerkle discuss why money is the least important contribution Washington can make.
    - 3 days ago, 15 Aug 17, 2:01pm -
  • Breakingviews TV: Trump bigotry backlash
    Antony Currie and Gina Chon explain how Merck CEO Ken Frazier’s outrage at the president’s response to a white-supremacist rally shows corporate America can afford to act on principle.
    - 4 days ago, 14 Aug 17, 4:39pm -
  • Breakingviews TV: Waning founder-power
    Antony Currie and Rob Cyran explain how Uber shareholder Benchmark Capital’s suit against ex-CEO Travis Kalanick is part of a broader backlash against entrepreneurs having too much control.
    - 7 days ago, 11 Aug 17, 4:43pm -
  • Breakingviews TV: Rental-housewarming
    Invitation Homes is merging with rival Starwood Waypoint to create a $20 bln U.S. landlord colossus. Tom Buerkle and Jeffrey Goldfarb check out the impressive deal blueprint.
    - 8 days ago, 10 Aug 17, 4:33pm -
  • Breakingviews TV: Diplomatically challenged
    Antony Currie and Gina Chon explain how new U.S. import duties on Chinese aluminum foil could undermine efforts to keep Beijing onside in Trump’s escalating warmongering with North Korea.
    - 9 days ago, 9 Aug 17, 4:39pm -
  • Breakingviews TV: Fashion turnaround
    Solid earnings lifted shares in Michael Kors and Ralph Lauren, but as Kate Duguid and Tom Buerkle discuss, both houses are just starting on a long runway to recovery in a tough retail market.
    - 10 days ago, 8 Aug 17, 4:34pm -
  • Breakingviews TV: Avionics air war
    Antony Currie and Robert Cyran explain why Boeing and activists are turning aircraft parts into a dogfight for Honeywell, United Tech and its potential takeover target Rockwell Collins.
    - 11 days ago, 7 Aug 17, 4:39pm -
  • Breakingviews TV: Actively anti-passive
    Tom Buerkle and Richard Beales assess hedge-fund boss Paul Singer’s claim that index funds and ETFs are “devouring capitalism� and find his criticisms may have more to do with their low fees devouring his higher ones.
    - 14 days ago, 4 Aug 17, 4:46pm -
  • Breakingviews TV: Tesla tease
    Antony Currie and Richard Beales look at what’s driving Tesla’s $50 bln-plus valuation even higher as Elon Musk’s electric-car maker invests heavily to go mass market with its new Model 3.
    - 15 days ago, 3 Aug 17, 4:42pm -
  • Breakingviews TV: Fair shares
    The S&P 500 Index will start excluding companies with unequal classes of stock, such as recently listed Snap. Rob Cox and Jeffrey Goldfarb discuss this victory for democratic capitalism.
    - 16 days ago, 2 Aug 17, 5:04pm -
  • Breakingviews TV: Trump’s taxing time
    Antony Currie and Gina Chon explain why the president’s push to cut the levy Uncle Sam imposes will spark another battle in and with Congress – no matter who his White House aides are.
    - 17 days ago, 1 Aug 17, 5:04pm -
  • Breakingviews TV: Raising the E in P/E
    Richard Beales and Tom Buerkle discuss how the second quarter’s strong U.S. corporate earnings, including decent top-line growth, are giving fresh legs to an aging stock-market rally.
    - 18 days ago, 31 Jul 17, 4:35pm -
  • Breakingviews TV: Big Oil breakdown
    Antony Currie and Lauren Silva Laughlin explain why earlier investments in the resource-rich Permian Basin mean Chevron is pumping out more appealing second-quarter earnings than Exxon.
    - 21 days ago, 28 Jul 17, 4:44pm -
  • Breakingviews TV: Profiting from peace
    As FARC rebels lay down their arms, there are great hopes Colombia can reallocate defense spending to other parts of the economy. Rob Cox tells Tom Buerkle why that will be a challenge.
    - 22 days ago, 27 Jul 17, 4:41pm -
  • Breakingviews TV: Idling automakers
    Like GM the day before, Ford beat earnings estimates but saw its stock fall. Antony Currie and Tom Buerkle discuss the underlying forces obscuring the road ahead for the two U.S. automakers.
    - 23 days ago, 26 Jul 17, 4:38pm -
  • Breakingviews TV: M&A for books
    Lauren Silva Laughlin and Richard Beales discuss the latest activist investor at $560 mln bookstore chain Barnes & Noble, and why going private makes sense - but might not ultimately make money.
    - 24 days ago, 25 Jul 17, 4:43pm -
  • Breakingviews TV: GE and Honeywell
    Antony Currie and Tom Buerkle discuss new boss John Flannery’s challenge in turning around GE’s prospects and share price, and the strong start Darius Adamczyk is off to at rival Honeywell.
    - 25 days ago, 24 Jul 17, 4:32pm -
  • Breakingviews TV: Dog-days IPO
    PetIQ shares soared on their debut, bucking the bad trend set by similarly trendy Snap, Blue Apron and YogaWorks. Kate Duguid and Jeffrey Goldfarb discuss why investors bit.
    - 28 days ago, 21 Jul 17, 5:06pm -
  • Breakingviews TV: Self-imploding watchdog
    Antony Currie and Gina Chon explain how CFPB Director Richard Cordray could play right into Republicans’ plans to defang the consumer regulator if he runs for governor of Ohio.
    - 29 days ago, 20 Jul 17, 4:32pm -
  • Breakingviews TV: Saucy governance
    July 19 - Jen Saba and Tom Buerkle discuss the sudden board walkout at vegan-mayonnaise maker Hampton Creek, and the broader lesson it offers to boards of Silicon Valley’s technology giants.
    - 30 days ago, 19 Jul 17, 5:38pm -
  • Breakingviews TV: Making Wall Street great again
    July 18 - Antony Currie and Richard Beales review the big U.S. banks’ second-quarter earnings, including Goldman Sachs and Bank of America today, and discuss what U.S. banks need to become profitable enough to satisfy investors.
    - 31 days ago, 18 Jul 17, 4:57pm -
  • Breakingviews TV: BlackRock and a hard place
    July 17 - Tom Buerkle and Richard Beales discuss how Larry Fink, boss of $5.7 trln asset manager BlackRock, is staying ahead of the shift toward lower-cost exchange-traded funds and index investing – a trend partly created by BlackRock and riv…
    - 32 days ago, 17 Jul 17, 4:58pm -
  • Breakingviews TV: Banks fail to excite
    June 14 - Investors shrugged at earnings beats by JPMorgan, Citi and Wells Fargo. Antony Currie and Tom Buerkle discuss how tepid growth in the absence of U.S. tax reform is tempering enthusiasm.
    - 35 days ago, 14 Jul 17, 4:38pm -

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