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Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation?

MishTalk

Advertisers. So refraining from any forecast of what will happen in the near term, it’s sufficient to observe that the economic data is not nearly as strong as widely perceived, and the impact of QE on stock prices does nothing to improve the underlying cash flows. Mish Audio Video. Global Economic. Trend Analysis.

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AT&T, Time Warner, and What Makes Vertical Mergers Succeed

Harvard Business

AT&T is merely paying — actually, overpaying — for the cash flows from those assets up front. The battle for leadership in consumer video — the real game being played — isn’t between traditional content owners (Hollywood studios) and distributors (cable, satellite, and wireless operators) anymore.

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Subscription Business Models Are Great for Some Businesses and Terrible for Others

Harvard Business

Today, streaming is a more efficient way for me to access professionally created video content, and Netflix provides me with streaming. But when those people send out their surveys, they are advertising for SurveyMonkey to everyone who receives the survey. Love their members more than their products.