Financial Times (June 6)
“The Japanese AGM season will provide rapidly digestible evidence of three things: how empowered activists feel, how awkward the big institutions feel about backing them, and how threatened managements feel by both of those.” The results are unlikely to show real change. “Despite the appearance of change, half of Japanese stocks still trade below book value and carry not just a record value of cash as a proportion of equity, but the largest such ratio in developed markets.”
Tags: Activists, AGM, Appearance, Awkward, Book value, Cash, Change, Empowered, Evidence, Institutions, Japan, Managements, Stocks, Threatened
Institutional Investor (January 4)
Researchers have uncovered “striking evidence of pre-disclosure spikes in options trading.” They “investigated informed trading activity in equity options prior to firms’ cybersecurity breach disclosures. We found pervasive directional options activity, consistent with strategies that yield abnormal returns to investors with private information.” There is a clear “cost of disclosure, and delayed reporting of breaches creates informed trading opportunities.”
Tags: Breach, Cybersecurity, Equity, Evidence, Options, Options trading, Pre-disclosure, Researchers, Spikes
USA Today (November 12)
“Sore loser Donald Trump claims he was cheated out of reelection. Where’s the proof?… The increasingly obvious answer is that the evidence does not exist. There is no proof of any widespread voter fraud, and surely not enough to overturn the results in a single state, much less the three or more states Trump would need to reverse the outcome.”
Tags: Cheated, Claims, Evidence, Fraud, Loser, Overturn Outcome, Proof, Reelection, Sore, Trump, Voter
Washington Post (November 20)
“Even Republicans’ preferred witnesses are implicating Trump.” At Tuesday’s hearings by the House Intelligence Committee, “it was striking that the stories” told by the witnesses selected by the President’s party, “simply added to the evidence that President Trump abused his office and twisted long-standing U.S. policy in Ukraine to serve his personal political interests.”
Tags: Abuse, Evidence, Hearings, House Intelligence Committee, Implicating, Republicans, Trump, U.S., Ukraine, Witnesses
Washington Examiner (November 18)
The impeachment proceedings seem “surreal” because the evidence is so real. “The pace in which these stark revelations have come to light makes it hard for the voting public to process them. Any one of these developments would cause a media circus for weeks in a normal administration, but the sheer breadth of Trump scandals helps to diminish the profile of each particular one.”
Tags: Diminish, Evidence, Impeachment, Media circus, Normal administration, Revelations, Scandals, Stark, Surreal, Trump, U.S.
New York Times (November 11)
“The president and his allies ask Americans to reject the evidence before their eyes” even though “the case for weighing the impeachment of President Trump boils down to a few simple points.” Welcome to “the disorienting defenses of Donald Trump.”
Tags: Allies, Defenses, Disorienting, Evidence, Impeachment, Reject, Trump, U.S.
Washington Post (November 6)
“Many assume that public opinion will not change with public testimony. However, as we saw with the start of formal impeachment hearings, the public is moved by new information. The danger for Trump is that Americans will see for themselves the incontrovertible evidence that he hijacked government funds for his own political gain.”
Tags: Danger, Evidence, Funds, Government, Hearings, Hijacked, Impeachment, Political gain, Public opinion, Testimony, Trump
Washington Post (September 9)
“It’s true that Trump likes making deals. He’s just not very good at it. In fact, he may be the worst dealmaker ever to occupy the Oval Office. The abrupt disintegration of his accord with the Taliban provides the latest evidence that he’s too impetuous and ignorant to be a successful negotiator…. Trump is a better dealbreaker than dealmaker.”
Tags: Accord, Dealbreaker, Deals, Disintegration, Evidence, Ignorant, Impetuous, Negotiator, Taliban, Trump, Worst
Newsweek (April 17)
“The Mueller Report will be interesting for what it tells us about the evidence Congress will be considering in determining whether to impeach Donald J. Trump for obstruction of justice.” Most of “the offenses, including the felony campaign crimes we already know Trump has been accused of by federal prosecutors, are more serious than the offenses the Republicans impeached President Bill Clinton for not long ago.”
Tags: Clinton, Congress, Evidence, Felony, Impeach, Mueller Report, Obstruction of justice, Prosecutors, Trump
CNN (January 3)
“Evidence is mounting that the US-China trade war is dealing a blow to the American stock market. Stocks plunged on Thursday after Apple (AAPL) blamed a big sales miss on slowing growth in China and rising trade tensions. China’s massive manufacturing sector… has tumbled into contraction. And trade trouble helped fuel the biggest one-month decline in US factory activity since the Great Recession.”
Tags: Apple, China, Contraction, Decline, Evidence, Great Recession, Growth, Manufacturing, Plunged, Stock market, Tensions, Trade war, U.S.
