comp, but overall demand remains robust. Instagram feedback was notably positive, with many suggesting the demand is additive (not reallocation from core Facebook). Estimates vs Consensus Our 1Q17 and 2Q17 revenue and EBITDA estimates are ahead above the Street. We assume ~800b...
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oneiness - canis Social =f Euesed ;Peop 'S B 13] 2 5 s fe} ° Chapter 14" Visible Efforts to Change Invisible Connections 4 The lead author is Christopher M. Masi, M.D., Ph.D., an assistant professor in the Department of Medicine at the University of Chicago. He is co-founder...
Chart 86: Following last week’s GOP sweep, do you think regulatory relief is in the cards for the financial services industry? 70% 62% 60% 50% 40% 30% 20% 10% 0% Yes, and this should havea Yes, but change in regulatory No, | think there will be little meaningful impact to retu...
Chart 13: Real labor income and private consumption Chart 14: Workers’ saving rate at all-time high 270 330 22 265 - 320 20 260 310 18 255 - 300 16 250 290 14 245 280 12 wo ico} led foe} Lo2} Q x N oO s+ wo ico} Ss 8s 8S SSESSESESESES 10 NSN SH NN YN AS NSN NS NON 2oM ODO OAM Or...
[theory] Liberal, Sex-Positive Sex Education: What's Missing I originally wrote this in 2009, then reposted it in 2010 as part of a group drive by sex- positive bloggers to solicit donations to Scarleteen.com. Scarleteen is an amazing sex education site run by the equally amazin...
150 Teaching Minds In many ways this remark is as dumb as her early remarks. Why do I think this? Because it makes it clear that she hasn’t a clue, and doesn’t really care, about causation. And, this is exactly the problem with Sarah Palin’s remarks to Katie Couric as well: C...
To compare the United States’ performance and leadership to Mexico’s, Japan’s and China’s is particularly ill-timed. Trump might be stuck in a 1980s time warp on Japan. When his “The Art of the Deal” was published in 1987, Americans were envious of Japan’s brilliant leaders, who...
Chart 78: What do you believe will be the structure of the payments industry in 5-7 years? 80% 60% 40% 20% 0% Dominated by large Controlled by large Controlled bysavvy Dominated by dynamic incumbent payment incumbent institutions tech companies eco-system of savvy brands en...
interesting that the first known reference to communication satellites was in a 1945 science-fiction story by the British author, Arthur C. Clarke.” It took the team only six months to design and build the satellite, which was launched in December 1958 by an Atlas rocket that we...
HOW AMERICA LOST ITS SECRETS | | Epst_9780451494566_2p_all_rtzindd 1 ® 929N6 5:51 Pa | | HOUSE_OVERSIGHT_019479
ALSO BY EDWARD JAY EPSTEIN The Annals of Unsolved Crime Three Days in May: Sex, Surveillance, and DSK The Hollywood Economist: The Hidden Financial Reality Behind the Movies The Big Picture: The New Logic of Money and Power in Hollywood Dossier: The Secret History of Armand Ha...
3 risks — reality vs hope, higher yields, politics The biggest risk to our view is that actual US fiscal easing turns out to be minimal. But we believe the USD/JPY’s move will be quicker than whatever reality emerges in coming months. China’s unexpected RMB devaluation or any ex...
Analyst Certification |, Benjamin Bowler, hereby certify that the views expressed in this research report accurately reflect my personal views about the subject securities and issuers. | also certify that no part of my compensation was, is, or will be, directly or indirectly, re...
1) Upturn in inventory cycle: Defensives—Cyclicals We expect cyclicals to outperform defensives, premised on our end-2017 $/¥ estimate of ¥120, and this is supported by our above-consensus economic growth outlook. Our Japan economist sees a shift to fiscal easing, firms counteri...
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