Yield Curve, AT&T + AppNexus – Things I Learned Today (Monday, June 25, 2018)

AT&T Takes Aim at Big Tech with AppNexus, Financial Times

AT&T buying AppNexus may be its most important acquisition in its battle against Google and Facebook. Managing a technology company is far different from managing a telecommunications company.

What’s the Yield Curve? A Powerful Signal of Recessions has Wall Street’s Attention, New York Times

The yield curve is dangerously close to inverting. The gap between the 2-year and the 10-year treasury was at 0.34%. It’s not inverted yet, but dangerously close.

Vertical Media Mergers are Just So 19th Century, Financial Times

A couple of new books are arguing that vertical mergers do not make any sense in the current business environment.

Unscaled: How AI and a New Generation of Upstarts Are Creating The Economy of the Future by Hemant Taneja

This book argues that fast-growing companies customize their goods and services to a market of one.

Reinventing Capitalism In the Age of Big Data by Viktor Mayer-Schonberger, Thomas Ramge

This book argues that markets are shifting from relying on price to relying on data to determine the true value of an item.



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