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Posts by: Steve Birenberg

Market and Strategy Update

What began as a normal correction related to a quicker than expected increase in market interest rates (the 10 year Treasury rose from 2.5% to 2.8%) accelerated on Monday afternoon…

Comcast Reality Ahead of Fears

Comcast (CMCSA) reported an inline quarter with upside in the closely watched video and broadband subscriber metrics.  Consolidated revenues grew 4% and adjusted EBITDA was flat after taking into account…

Liberty Media Third Quarter Review

During November, Liberty Media reported third quarter earnings and hosted its annual analyst meeting.  A portion of the Northlake client base owns stock in companies controlled by Liberty Media including…