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Ballmer Expects A Fundamental Economic Reset” - Latest News


The Online Ad Recession Continues. Is This What A Reset Looks Like?

In economics, a general rule of thumb is that two down ... Will this recession continue into the current quarter, or did we just witness a fundamental “reset”, as Steve Ballmer likes to call it. What ... read more

WellCare Health Plans (WCG) Q3 2018 Results - Earnings Call Transcript

Additionally, three of our health plans moved up to 3.5 stars, Connecticut, Kentucky and Texas, which will enable us to have improved bid economics ... we expect to reset the PDP MBR in 2019 ... read more

Ballmer: Traditional media will disappear within 10 years

media companies shouldn’t expect to bounce back from the current economic recession. Their revenue levels will stay where they are now – pretty much in the cellar. “I don’t think we are in a recession ... read more

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It's a shame about Ray Ozzie

From Lemonheads song "It's a Shame About Ray" Ray Ozzie is like one of those ... For months after the crash, Ballmer spoke about a fundamental reset to a lower economic level. He aptly expressed his t... read more


UPDATE - Hi-Crush Partners LP Reports Third Quarter 2018 Results

eliminated its incentive distribution rights (“IDRs”) and associated reset provisions, cancelled remaining potential earnout payments from previous asset dropdowns, and acquired economic ... read more

Hostess Brands, Inc. (TWNK) Q3 2018 Earnings Conference Call Transcript

We continue to expect to have ... or above the acquisition economics. Yeah, so from a -- what Hostess is going to operate of the assets we bought, which includes the Cloverhill and Big Texas brands, t... read more

TCG BDC Inc (CGBD) CEO Michael Hart on Q3 2018 Results - Earnings Call Transcript

We view the issues on these names to be idiosyncratic in nature and within the broader portfolio, we don't currently see any real indication of systemic economic weakness. Our portfolio companies ... read more

Microsoft CEO Steve Ballmer: Bing!

we’re going through an economic reset, but there’s still vibrance there.” Ha. Walt convinces Ballmer to refer to Google (GOOG) as Google, rather than “the market leader” as he has in years past. “Goo… ... read more

GMP Capital Inc. Reports Third Quarter 2018 Results; Declares Special Cash Dividend and Reinstates Quarterly Cash Dividend

On November 8, 2018, the Board approved a quarterly cash dividend of $0.2257 per Cumulative 5-Year Rate Reset Preferred Share ... per common share (dollars): Basic 0.03 (0.06) 0.06 (0.82) Diluted 0.02 ... read more

Economic Brake Lights

1930), 1987 Berkshire Hathaway Annual Report All good things come to an end, even economic growth cycles ... Now, I don't necessarily expect tax policy to drive business decisions. read more

Hi-Crush Partners LP Reports Third Quarter 2018 Results

The limited partners' interest in net income was $26.5 million for the third quarter of 2018, resulting in $0.30 basic ... reset provisions, cancelled remaining potential earnout payments from previou... read more

WellCare Health Plans Inc (WCG) Q3 2018 Earnings Conference Call Transcript

Additionally, three of our health plans moved up to 3.5 stars, Connecticut, Kentucky and Texas, which will enable us to have improved bid economics in 2020 as we ... of the annual bid process, we expe... read more



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