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Mar 25, 2025

Saylor’s Strategy $MSTR Selling Strife to Investors



Saylor's Strategy, and the trouble with Strife


Saylor's latest scheme's name, may say it all!  It's called Series A Perpetual Strife Preferred Stock!


As Alphaville says,


"Strife"? "Perpetual Strife"? Matt Levine at Bloomberg had initially suspected a typo when he read it, but 23 references in the document suggest not. Maybe it's an inside joke — the kind of thing that sounds clever at 5am at an after-party. Or perhaps it's an unwittingly honest nod to the drama surrounding the company's relentless bitcoin accumulation.


For one, it's not your typical (Micro)Strategy dilutive equity issuance; unlike the perpetual strike preferred securities ( $STRK ), it is not convertible into common stock.


So it's just strife for you!

Feb 11, 2025

(More than a) Fairlife, Some would say they're Milking it

Coke paid about $1 billion in 2020 to buy the majority 57% stake in the Fairlife Milk JV formed in 2012, and agreed to performance-based payments through this year, initially estimated at $320 million. 


The final tally is expected to be $6 billion, a projection that surged 275% in the past two years, and will boost the Fairlife price tag to about $7.4 billion over five years —making it the largest brand acquisition in the company's 133-year-old history.


See the story on Bloomberg here: https://www.bloomberg.com/news/features/2025-02-10/coke-owned-fairlife-milk-is-soda-giant-s-fastest-growing-brand?



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Feb 9, 2025

Era of Free Money Comes to an End for Japan

Rising interest rates, sustained inflation and potential wave of wage increases this spring are fueling relentless sell-off in Japan's government debt, bringing 10-year Japanese government bond yields to 1.31% Friday, after this year's rise of 0.21 percentage points, and a big jump in 2024.

Core inflation in December rose 3%—fastest annual pace in 16 months.

"[For Japan] inflation is for real this time," said James Novotny, an investment manager at Jupiter Asset Management.

Speculation is intensifying that the BOJ could raise rates in July and that the terminal rate might be higher than 1 per cent currently expected. —You can be sure it will be!

See the article in the FT here:

Japan's borrowing costs soar to 14-year high


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