Nov. 01, 2016 – 1:46 – Kaltbaum Capital Management’s Gary Kaltbaum and Capitalist Pig Hedge Fund’s Jonathan Hoenig discuss whether the controversy at CNN will bring the AT&T, Time Warner merger back into focus.
http://garykaltbaum.com/wp-content/uploads/2015/11/GaryK-FNBC-TV.png328350Gary Kaltbaumhttp://garykaltbaum.com/wp-content/uploads/2015/12/gary-k-logo7-390px.pngGary Kaltbaum2016-11-07 10:25:422016-11-07 10:25:42Watch GaryK on @FoxBusiness: Will the CNN scandal cast renewed attention on AT&T, Time Warner deal?
We wrote the following report the day after the June 9th debacle in tech/internet and all that stuff. We were not kidding. We believe today’s action confirms our interpretation of what happened on June 9th. Read every word but we put in bold the more important lines. We do expect more nausea notwithstanding violent bounces. […]
When you have a second, go check out yields as they move off their lows today. Yields had been drifting lower. Maybe a short term turn has been made as yields start to head higher. So what happens? FINANCIALS get going again. There remains a direct correlation between big and medium financials and yields. The […]