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Divergence in Treasury yields and FED rates
As the Fed is expected to cut rates on Wednesday, the direction of yields in the…
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“An Anatomy of the Great Reallocation in US Supply Chain Trave”
Recently posted paper “An Anatomy of the Great Reallocation in US Supply Chain Trave” by Laura…
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What Copper Futures Imply About Demand and Supply Dynamics: Backwardation and Contango in LME and CME
As AI is set to be the main driver of the world’s growth, with the U.S.…
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WBD-NFLX Acquisition
NFLX will buy WBD for $72B + debt of about $10B. S(WBD) = $63B < $72B,…
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Warner Bros. Discovery Acquisition: Overview, Expectations, and Volatility Skew
1. Overview In December 2024, the Wall Street Journal (WSJ) reported that Warner Bros. Discovery (WBD)…
Independent research and commentary for informational purposes only. Not investment advice.
New World Invesment Research 