2018-06-04 08:38:00 Mon ET
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Microsoft acquires GitHub, a software development platform that has been widely shared-and-used by more than 28 million programmers worldwide. GitHub's tools have become essential to numerous software developers, who use GitHub to store open-source codes and programs with version control on the forum. Microsoft CEO Satya Nadella says the $7.5 billion deal would accelerate a smooth transition to better cloud-computing capacity to add artificial intelligence to current applications such as Office 365 and other Windows apps. Due to its prior open-source nature, the GitHub M&A deal might empower Microsoft to activate the next proliferation of Windows apps in direct competition with Android and iOS apps.
In this fashion, Microsoft can strategically position itself as one of the world's major platform orchestrators to better compete with tech titans such as Google, Amazon, Apple, and Facebook via its hardware-plus-software sales of Surface Pro tablets, Windows smart phones, Office software packages, and other Windows apps. As platform proliferation expands the global user network, Microsoft can integrate both hardware and software products and services to ensure greater customer delight and satisfaction.
Exponential user growth can translate into the multinational corporation's global reach with better bandwidth for future platform-driven mergers and acquisitions. A powerful combination of Trump tax cuts, lower capital costs, robust corporate net gains, and balance sheet capital improvements drive the current appetite for new mergers and acquisitions. In the first half of the current fiscal year, we witness $978 M&A megadeals at a pivotal point in real business cycles with both full employment and low inflation. As many unicorns package themselves as potential M&A targets for tech titans, the current M&A wave boosts the aggregate demand for high-skill R&D patents and tech talents.
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The Economist digs deep into the political economy of U.S. government shutdown over 3 days in January 2018. In more than 4 years since 2014, U.S. government
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Federal Reserve proposes to revamp post-crisis rules for U.S. banks. The current proposals would prescribe materially less strict requirements for community
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The Federal Reserve raises the interest rate again in mid-2018 in response to 2% inflation and wage growth. The current neutral interest rate hike neither b
2018-03-02 12:34:00 Friday ET

White House top economic advisor Gary Cohn resigns due to his opposition to President Trump's recent protectionist decision on steel and aluminum tariff
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Andy Yeh Alpha (AYA) AYA Analytica financial health memo (FHM) podcast channel on YouTube November 2018 AYA Analytica is our online regular podcast and news
2019-07-25 16:42:00 Thursday ET

Platforms benefit from positive network effects, scale economies, and information cascades. There are at least 2 major types of highly valuable platforms: i