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We’re Probably All Wrong About Interest Rates

Bloomberg Businessweek

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Is Peltz a Staring Contest?

Iger has deleted a relatively clear strategy, I would say he still has to fill in a lot of the particulars. What do they do about the 30% stake in Hulu that Comcast has? Bob Iger was on TV this morning saying, you know, I haven't committed to keeping it or buying Comcast. They're clearly in this negotiation with them where they're going to sort of have this staring contest.

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