Richard Windsor
28 July 2017

Facebook Q2 17A - Cash community

Community is about cash generation

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Richard Windsor
27 July 2017

Facebook - Empty head

Another smart speaker that badly needs a brain

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Charles Gibson
26 July 2017 · 4 min read

Killing the goose that laid the golden eggs

Tanzanian resource nationalism - replaying past mistakes

In London, the shares of Acacia Mining (formerly African Barrick Gold, the 62%-owned, listed subsidiary of Barrick Corp) have fallen by almost half in the last 24 hours, after the Tanzania Revenue Authority demanded $190bn ($40bn in alleged back taxes, with the rest in interest and penalty charges).

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26 July 2017

Alphabet - Other people’s money

. Core businesses showing signs of maturity.

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25 July 2017

Uber vs. everyone - Colonial times

Uber’s dreams of colonisation are slipping away

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21 July 2017
Richard Windsor
19 July 2017

Blue Apron - Size 12s

Amazon’s size 12s causes dismay for Blue Apron and Hello Fresh.

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Richard Windsor
17 July 2017

Baidu - Talking machines

The way in China is wide open for Baidu.

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Will Forbes
17 July 2017 · 1 min read

Oil and share prices for mid-cap E&Ps

E&P volatility

With the tribulations of the London-listed E&Ps with the oil price slide, investors have seen large moves in the share prices.

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17 July 2017

Fed policy: Don’t forget your flip-flops

US inflation and growth numbers undershoot expectations

It is just a few weeks since the US Fed raised interest rates and central bankers globally opined on a removal of monetary accommodation (albeit slowly) as the global recovery gathered momentum. Unfortunately, some inconvenient facts are already casting their shadow. The Atlanta Fed US GDP nowcast for Q2 17 has fallen to 2.4% from 4% at the start of June, with disappointing US retail sales contributing to the downgrade. Furthermore, core CPI has undershot expectations with the year-on-year figure now at 1.7% for June, compared to 2.3% at the start of the year. Fortunately for central banks, the holiday season has started and the focus may be elsewhere. However, some re-calibration of the trajectory of US monetary policy may already be necessary.

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