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Proprietary Macro and Corporate Development Newsletter

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Equities - what happens when the ‘P’ goes up while the ‘E’ goes down?
Equities - what happens when the ‘P’ goes up while the ‘E’ goes down?
Michael GanonJuly 11, 2019#PE, #corporateadvisory, #corporatefinance, #interestrates, #jaypowell, #shiller, #S&P500, #constructionindustry, #miningindustry, #retail, #technology, #currencies, #recession
It's unlikely the white house wants a quick end to its trade war.
It's unlikely the white house wants a quick end to its trade war.
Michael GanonJuly 2, 2019#tariffs, #trump, #constructionindustry, #miningindustry, #interestrates, #china, #smoothawley, #nextlevelcorporate, #corporateadvisory, #M&A, #xi, #currency
Facebook's Libra - devolve to revolve!
Facebook's Libra - devolve to revolve!
Michael GanonJune 26, 2019#facebook, #libra, #centralbanks, #currency, #interestrates, #jaypowell, #economy, #ceos, #cfos, #csuite, #nextlevelcorporate
India joins trade war.
India joins trade war.
Michael GanonJune 17, 2019#constructionindustry, #business, #nextlevelcorporate, #tradewar, #tariffs, #india, #cfos, #ceos, #c-suite, #miningindustry
China strikes back.
China strikes back.
Michael GanonJune 11, 2019#tradewars, #tariffs, #trump, #china, #business, #economy, #M&A, #nextlevelcorporate, #ceos, #businessowners, #cfos, #c-suite, #mining, #constructionindustry, #corporateadvisory, #technology
Hey Donald, do we have to tariff all our good friends now?
Hey Donald, do we have to tariff all our good friends now?
Michael GanonJune 3, 2019#tariffs, #business, #corporateadvisory, #eurozone, #mexico, #trump, #tradewars, #nextlevelcorporate, #mikeganon, #mergers, #m&a, #interestrates, #china
Too hard to imagine.
Too hard to imagine.
Michael GanonMay 28, 2019#economy, #business, #businessowners, #management, #c-suite, #ceo, #cfo, #M&A, #IPO, #corporateadvisory, #corporatefinance
Critical supply chains in trade war cross-hairs.
Critical supply chains in trade war cross-hairs.
Michael GanonMay 21, 2019#cfos, #ceos, #csuite, #economy, #corporatefinance, #mergers, #IPO, #tradewars, #trump, #xi, #finance, #business, #strategy, #corporateadvisory
China triples down on its long game after Trump doubles down.
China triples down on its long game after Trump doubles down.
Michael GanonMay 14, 2019#strategy, #economy, #finance, #retail, #technology, #cfos, #ceos, #csuite, #corporatefinance, #IPO, #M&A, #cfos#csuite, csuite, #mining, #construction, #c-suite, #mergers, #acquisitions
Jerome Powell was defiant and transient on Wednesday.
Jerome Powell was defiant and transient on Wednesday.
Michael GanonMay 4, 2019#strategy, #economy, #finance, #ceos, #cfos, #csuite, #mining, #construction, #agribusiness, #technology, #retail
US rail freight carloads tell a different story about the US economy.
US rail freight carloads tell a different story about the US economy.
Michael GanonApril 29, 2019#csuite, #cfos, corporate finance advisory, #M&A, #IPO, #miningindustry #constructionindustry #engineering #maintenance #ceos #cfos #business owners #technology #economy #business, #CEO, #economy, #businessowners, #business, blockchain
We haven't seen 69c for a long time.
We haven't seen 69c for a long time.
Michael GanonApril 25, 2019#economy, USD/AUD, #interestrates, #business, #corporatefinance, corporate advisory, #csuite, #ceos, #IPO, #M&A
Harleys can’t reverse, but Trump can.
Harleys can’t reverse, but Trump can.
Michael GanonApril 23, 2019#economy, #ceos, #cfos, #businessowners, #disruption, #tariffs, #csuite, #tradewar, #economy#corporatefinance
The world’s forgotten how to fly, without $243 trillion of debt.
The world’s forgotten how to fly, without $243 trillion of debt.
Michael GanonApril 6, 2019#debt, #debttogdp, #centralbanks, #cfos, #cfos#csuite, #c-suite, #business, #economy, #finance, #businessowners, #nextlevelcorporate
Brexit - indications for a UK Common Union least repugnant but not good enough.
Brexit - indications for a UK Common Union least repugnant but not good enough.
Michael GanonMarch 28, 2019#ceos, #cfos, #csuite, #owners, #business, #economy, #brexit, #theresamay, #johnbercow, #eu, #UK, #corporatefinance, #nextlevelcorporate
An Autumn of discountent
An Autumn of discountent
Michael GanonMarch 28, 2019#bonds, #ceos, #cfos, #csuite, #interestrates, #QE, #qt, #businessowner, #economy, #business, #strategy
Murdoch’s deal of the Century is packed full of strategy and timing.
Murdoch’s deal of the Century is packed full of strategy and timing.
Michael GanonMarch 20, 2019#M&A, #Murdoch, #disney, #Fox, #hulu, #business, #csuite, #cfos, #ceos, #businessowner, #economy, #strategy, #competitiveadvantage
May’s deal fails 391 to 242 as “legal risks remain unchanged.”
May’s deal fails 391 to 242 as “legal risks remain unchanged.”
Michael GanonMarch 13, 2019#brexit, economy, UK, EU, Therea May, economyceo, cfo, csuite, #ceo, #cfo, business, #finance, #globalgrowth, protectionism, tariffs, #tariff, #tradewar
Double down on stimulus amidst potential trade war armistice.
Double down on stimulus amidst potential trade war armistice.
Michael GanonMarch 4, 2019ceos, cfos, c-suite, economics, finance, business, federalreserve, trump, powell, china, tariffs, #tradewar
10 reasons the RBA got the wobbles.
10 reasons the RBA got the wobbles.
Michael GanonFebruary 9, 2019#RBA, #interestrates, #business, #cfos, #ceo, #banks, economy, IPO, corporate advice, QE
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