Monthly Archives: September 2013

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Financials: Tick, tock….welcome Dell Bank!

Yesterday we noted the move by PayPal into the small business lending space and it looks like there are other providers looking to eat traditional banks’ lunch. Say hello to Dell Bank.

September 26th, 2013 by

Financials

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facebook like

Lots of likes in Facebook chart!

If you were looking for evidence of risk-on activity you might want to check out the share price chart for Facebook. The $38 IPO price which hung like the sword of Damocles for so long has been blown away.  

September 25th, 2013 by

Technology

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paypal

PayPal becoming a bank…?

Banks will be pleased with the latest headlines about their deleveraging efforts ahead of Basel II implementation but one wonders if the regulators are looking at the wrong risks?

September 25th, 2013 by

Financials

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freddie

IPO market getting its mojo back?

Yep, the last few days have seen some market weakness but September has been a good month for equities as TOTO(taper on-taper off) pulled back the curtain and blinked.

September 25th, 2013 by

Editorial

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lastsamurai

M&Ayhem goes Japanese!

WoW! Applied Materials is buying rival Japanese semiconductor equipment maker Tokyo Electron for $9.4 billion. The purchase is being funded with buyer’s equity which is a first for a US company in Japan.

September 25th, 2013 by

Mergers and Acquisitions

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twitter

Tweet me a Twitter IPO forecast….

Here we go again. Another hyped internet IPO and Amazonian levels of newsprint expended on expected valuations of the just announced Twitter IPO. WealthiFi has no clue on valuation but does recall a few recent IPO examples.  

September 13th, 2013 by

Technology

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consumer spend

Corporates becoming our new banks could be very good news…

It has been a source of frustration for all growth seekers that banks in deleveraging mode tend to defeat the purpose of ultra-low interest rates. But is there a potential new source of spending power for consumers?  

September 13th, 2013 by

Quality Franchises

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apocolypse now

UK Real Estate: Ring a bell?

This writer’s country of residence does leave him prone to occasional bouts of Property Traumatic Stress Disorder (PTSD) brought on by familiar figures and images.

September 13th, 2013 by

Financials

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digital dinosaur

Is Verizon monster bond a game changer?

Record breaking deals can often be the marker for a significant change in the market environment. Think of the $160 billion Time Warner/AOL merger in 2000 pre-dotcom collapse, the $45 billion TXU leveraged buy-out in 2007 pre-GFC….

September 13th, 2013 by

Debt

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cnbc netflix

Compare Netflix optimism with investor apathy…

Netflix is hitting all-time highs today which would suggest that investors are prepared to discount a pretty decent future for video streaming. However, overall investor interest in the equities markets looks to be tapped out.

September 10th, 2013 by

Behavioural Finance

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