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16 декабря, 23:16

Арешт фіндиректора корпорації «Huawei» та його наслідки для світу

У Канаді правоохоронці затримали віце-президента китайського технологічного гіганта, корпорації «Huawei». У заяві канадської поліції стверджувалося, що затримання відбулося за запитом американських правоохоронних органів. Арешт такої високопоставленої людини і керівниці однієї з найбільших у світі китайських […] Сообщение Арешт фіндиректора корпорації «Huawei» та його наслідки для світу появились сначала на ХВИЛЯ.

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29 ноября, 18:30

Broadcom Inc. (AVGO) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

Broadcom Inc. (AVGO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

29 ноября, 01:50

Broadcom Inc. (AVGO) Stock Sinks As Market Gains: What You Should Know

Broadcom Inc. (AVGO) closed at $235.22 in the latest trading session, marking a -0.26% move from the prior day.

02 апреля, 16:55

Don't Be Fooled by These China-Focused Tech Stocks

We have highlighted five tech stocks to stay away from given their huge exposure to China despite their double-digit projected earnings growth and positive estimate revisions for this year.

02 апреля, 14:06

Q1 Witnesses Consolidation Wave With All-Time High Global M&A

There is an intense consolidation wave across diverse markets, as most firms aim to capitalize on bullish macroeconomic sentiments to pursue transformative deals.

30 марта, 14:14

Сделки M&A достигли рекордного уровня в I квартале

I квартал 2018 года был рекордным по активности слияний и поглощений (M&A). Общая сумма сделок составила $1,2 трлн, сообщает Reuters.

30 марта, 14:14

Сделки M&A достигли рекордного уровня в I квартале

I квартал 2018 года был рекордным по активности слияний и поглощений (M&A). Общая сумма сделок составила $1,2 трлн, сообщает Reuters.

29 марта, 08:51

Русский чип: Как Чубайс Америку обгонял

Почему мы проиграли битву за гражданскую микроэлектронику

28 марта, 23:43

ETFs at Risk as Accidents Raise Doubts Over Self-Driving Cars

Owing to multiple accidents, the fate of self-driving car technology hangs in balance.

27 марта, 03:31

Далио: торговые и другие войны

Основатель крупнейшего в мире хедж-фонда Bridgewater Associates, миллиардер Рэй Далио заявил о том, что администрация Трампа идет по пути обострения торговых отношений, которые "могут стать частью крупного надвигающегося конфликта".

27 марта, 03:31

Далио: торговые и другие войны

Основатель крупнейшего в мире хедж-фонда Bridgewater Associates, миллиардер Рэй Далио заявил о том, что администрация Трампа идет по пути обострения торговых отношений, которые "могут быть частью крупного надвигающегося конфликта".

26 марта, 17:42

What Keeps Dalio Up At Night: "Is Trade War Harbinger Of A Bigger Conflict?"

Authored by Ray Dalio via LinkedIn, Politics is playing a bigger role in influencing the markets than is typical, and I (and others) am still trying to figure out where Donald Trump is taking us, especially as it regards trade and other wars.  Besides prompting me to think hard and dig deep into what’s now happening, it is leading me to delve deeper into past trade and military wars to see their effects on economies and markets.  I will pass along my findings when I complete the examination.  In the meantime, I will share some of my ruminations for the little that they are worth.  Since Donald Trump sounds more willing to enter into a trade war than any president since Herbert Hoover, and since starting a trade war is like throwing rocks in the gears of the world economy, his recent moves are naturally scary to the markets.  However, thus far what he has actually done is modest and appears significantly politically motivated, so what we are seeing could be a negotiation tactic and a political move that needn’t mean a trade war is likely.   Also, as expected, the Chinese response to his move was modest, so thus far we have seen a lot of threatening without much damage, which is understandable ahead of midterm elections.  If this is the negotiating that I expect, the next move will be toward some trade agreements that will look like victories for Trump, so tensions will subside and the markets will like it.   That’s the most likely scenario.  I would consider that scenario to be broken if there is any new worsening in trade relations with China from here.   We will find out soon enough. At the same time, I can’t help but wonder if the trade war is part of a bigger impending conflict.   The analogy with the late 1930s continues to echo in my head - i.e., the confluence of wealth gaps and economic stress leading to moves to populism of both the left (communism) and the right (fascism), accompanied by the shifts in the world order from a dominant power coming out of the Great War to a rising power rivaling that dominant power (if you don’t know about this dynamic, read up on Thucydides’s Trap), all leading to military conflicts.   During such times, chaotic democracy and laissez-faire commerce tend to give way to more directed authoritarianism and “state capitalism” (i.e., government redirecting “business” activities into the service of the country’s interests and away from the service of the shareholders’ interests).  It is notable that Donald Trump, at the same time as his tariffs were announced, changed key leaders from moderates to hardliners, who are more inclined to believe that broader conflicts are likely/warranted.  One could conjecture that some of Donald Trump’s recent interventions in the economy - e.g., his executive order that prevented Broadcom from buying Qualcomm, protectionism to assure domestic production capabilities, and limiting of Chinese purchases of technology and other key resource companies - are all straws in the wind pointing in that direction. We are certainly in a period in which the world order is transitioning from being U.S.-dominated to being multipolar (so Thucydides’s Trap is worth considering), wealth gaps are large and rising, and populism, nationalism, and militarism also appear to be rising - and these factors will likely play larger roles in affecting economies and markets (e.g., populism in Mexico as manifest in the upcoming July election could have a bigger effect on Mexico’s economy and markets than anything else).   At such times, I believe that it is especially important to keep one’s portfolio liquid (to be flexible) and diversified (to not have concentrated risks). *  *  * Dalio's comments echo Eric Peters' view that throughout history, great nations and empires fail when they surrender their institutions to an individual. The Chinese know this. Why’d they do it? Is Beijing preparing for instability? Chinese banks have $40trln balance sheets (50% of global GDP, 3x Chinese GDP). US banks hold $17tlrn balance sheets (less than 1x US GDP). Might China be preparing for internal economic instability? Or perhaps it’s that the West is in deep political disarray, fractured, fighting itself. The unipolar American world order is crumbling, the US relinquishing leadership. Such transitions have historically produced periods of profound global risks, opportunities - Beijing knows this.  

26 марта, 12:00

Bull of the Day: SMART Global (SGH)

Bull of the Day: SMART Global (SGH)

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24 марта, 13:59

Keiser Report: Crypto-topia in the Caribbean (E1205)

Check Keiser Report website for more: http://www.maxkeiser.com/ In this episode of the Keiser Report from San Juan, Puerto Rico, Max and Stacy discuss Trump blocking Broadcom’s $117 billion bid for Qualcomm on ‘national security’ grounds and what a similarly protective measure could do for Puerto Rico’s dilapidated electric grid. Perhaps a future grid rebuilt by entrepreneurs would see a more hurricane sensible system relying on microgrids and mesh networks for secure and stable delivery? In the second half, Max interviews cryptocurrency investor turned Puerto Rican resident, Michael Terpin of CoinAgenda.com, about Acts 20/22 and what, besides the zero percent federal tax rate, is driving crypto-topia in the Caribbean. WATCH all Keiser Report shows here: http://www.youtube.com/playlist?list=PL768A33676917AE90 (E1-E200) http://www.youtube.com/playlist?list=PLC3F29DDAA1BABFCF (E201-E400) http://www.youtube.com/playlist?list=PLPszygYHA9K2ZtV_1KphSugBB7iZqbFyz (E401-E600) http://www.youtube.com/playlist?list=PLPszygYHA9K1GpAv3ZKpNFoEvKaY2QFH_ (E601-E800) https://www.youtube.com/playlist?list=PLPszygYHA9K19wt4CP0tUgzIxpJDiQDyl (E801-E1000) https://www.youtube.com/playlist?list=PLPszygYHA9K302vF9LY8cZJ4_VJB8P347 (E1001 - E1200) https://www.youtube.com/playlist?list=PLPszygYHA9K3PH1O090X7qlN2_fxziU5M (E1201 - Current) Check out http://rt.com RT LIVE http://rt.com/on-air Subscribe to RT! http://www.youtube.com/subscription_center?add_user=RussiaToday Like us on Facebook http://www.facebook.com/RTnews Follow us on Telegram https://t.me/rtintl Follow us on VK https://vk.com/rt_international Follow us on Twitter http://twitter.com/RT_com Follow us on Instagram http://instagram.com/rt Follow us on Google+ http://plus.google.com/+RT RT (Russia Today) is a global news network broadcasting from Moscow and Washington studios. RT is the first news channel to break the 1 billion YouTube views benchmark.

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22 марта, 18:48

Corporate citizens of somewhere

WHEN it comes to companies and their passports, there is a flutter of activity in the air—and a reek of hypocrisy. This month Qualcomm, an American-domiciled tech giant which does 65% of its business in China, booked most of its profits last year in Singapore, and pays little tax at home, successfully lobbied the Trump administration to block a hostile takeover on the ground that its independence was vital to ensure American strategic supremacy over China. The predator was Broadcom. It is listed in America but domiciled in Singapore, where it gets tax perks. On November 2nd, four days before its bid, it announced a burning desire to shift its legal base to the home of the brave. In Europe, Unilever, which a year ago demanded that the British authorities help it fend off an unwelcome takeover by Kraft Heinz because it was a national treasure, is shifting its sole base to the Netherlands (at present it is split between London and Rotterdam). The consumer-goods firm says it wants to simplify its...

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21 марта, 20:20

Aalok Devkota Turns Defensive, Sells Facebook and Broadcom, Buys Inverse ETF

Nearly all mutual funds require their managers to be almost fully invested all the time. Aalok Devkota has outperformed 75% of U.S. equity mutual fund managers for the last 3 years in part because we allow him to take defensive action for our clients when he sees fit. That is what he is doing now.

25 мая 2015, 16:14

Выпущен первый российский многоядерный процессор

Российская компания "Байкал Электроникс" выпускает первые инженерные образцы многоядерного процессора Baikal-Т1, рассчитанного на использование в широком спектре промышленных и потребительских устройств на рынках коммуникационных решений