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Andrea Zacher

Musk Eschews Deal Math

Elon Musk shocked many private equity firms when he proposed acquiring Twitter in a going private transaction for $44 billion plus fees. Twitter had struggled after the recent departure of its bearded co-founder and CEO/messiah, Jack Dorsey.  Here is a chart of Twitters stock price since April 2017 courtesy of Yahoo Finance. It shows that

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Tightening Its Own Noose

Quantitative easing was pure honey. Buying low yield, new issue Treasury bonds, buying government mortgage-backed securities, and providing overnight liquidity with yield through a repo facility were the important tools for 21st century central banks. They worked beautifully and provided liquidity and momentum for just about every asset class on the planet. They were also

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