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The Latest Opinions From Bloomberg View


September 25, 2014

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bloombergview.com

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Sports

Kavitha A. Davidson:"In covering the NFL's ongoing crisis, ESPN has once again managed to put itself at the center of the story. The Worldwide Leader suspended one of its highest-profile personalities, Bill Simmons, for three weeks for harshly criticizing Roger Goodell. ... Looking at ESPN's recent disciplinary history, the suspension is puzzling, to say the least."
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@TimothyBLavin (Timothy Lavin):Why does the NFL want to be tax exempt? I investigated, found some surprisingly strange answers:
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Tech

Katie Benner: "When Samsung Electronics Co.'s stock hit a two-year low this week, the message seemed loud and clear: The South Korean conglomerate's vaunted mobile business looked weak. ... If you want to take Samsung to task for anything in its mobile unit that has implications for the company as a whole, perhaps it's best to focus on what I can only describe as 'Apple envy.'"
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Leonid Bershidsky:"Germany's Deutsche Post DHL is poised to win bragging rights for introducing the world's first scheduled delivery service using drones, beating Amazon, Google or any of the smaller U.S. services working on similar projects. ... DHL will deliver medicines to the North Sea island of Juist from Norden Harbor."
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Wall Street

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@davidjshipley (David Shipley): Michael Lewis asks: What will Wall Street do to you?
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INdia

Dhiraj Nayyar:"India's Prime Minister Narendra Modi has spent much of September persuading the leaders of the world's biggest economies to invest in India." One might expect Modi to bring home a large haul from the U.S. after his visit with President Barack Obama next week. "In fact, while both sides will no doubt issue all sorts of grand statements about the bonds between their nations and the many areas in which they hope to cooperate, no big-ticket investment deals are in the pipeline."
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Chandrahas Choudhury:"On Wednesday morning, India became only the fourth power to make a successful attempt at a Mars mission." The ripple effects "might extend not just to the domestic, but also the diplomatic."
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Real Estate

Jonathan J. Miller:"During the U.S. housing boom, real-estate appraisers acted like deal-enablers rather than valuation experts. ... Now we are seeing the opposite -- low appraisals -- with unwelcome consequences for the housing market."
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Cars

Edward Niedermeyer:"On the one hand, strong demand for premium and luxury cars has lured automakers into flooding a market that is, of course, intrinsically limited. ... On the other hand, automotive technology is so universally excellent today that it's increasingly difficult for brands to 'move the needle' with consumers."
strong demand for premium and luxury cars has lured automakers into flooding a market that is, of course, intrinsically limited.
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QuickTake

Dulue Mbachu:Al-Qaeda killed almost 3,000 people on Sept. 11, 2001, triggering two wars and a decade of global strife. Another Islamic terrorist group killed more than 4,000 people in just five years yet drew scant notice outside its base of operations. Then a hashtag called attention to its latest outrage: the kidnapping of 276 teenage girls. It is Boko Haram, dedicated to imposing Islamic law on Nigeria."
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News Roundup

Matt Levine
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(Read the news roundup)

- Valeant tried to be friends with Allergan for a few days.
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- Cliff Asness on risk parity:
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- Guess what drug an insider trader was using?
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Barry Ritholtz
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- Equity versus assets:
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- Why the U.S. dollar is in a new bull market:
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- Investing: Sell! Sell! Sell!
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