Reuters Breakingviews

Reynolds Holding and Christopher Swann discuss how Occidental committed a fundamental governance no-no by keeping its ex-CEO on the board.

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With Vodafone valued at nearly $50 billion below the breakup value of its assets, the potential for a huge payoff for its shareholders in the form of an acquisition is mouth-watering, the authors say.

Breakingviews columnists argue that the UK telecom operator could be worth a third more than where it currently trades. Getting there, though, probably requires selling Verizon Wireless, a deal that has been on hold for a decade.

Changing the banking culture at Barclays will take time and will require perseverance. It will also require deftness of touch.

Car sales are on a roll Breakingviews columnists talk about what that says about housing and the broader U.S. economy

Activist investors claim that the T-Mobile USA deal shortchanges MetroPCS shareholders. The case about valuation may be reasonable, the authors say, but making one for independence is not.

Fannie Mae's record annual profit is actually keeping a cash-strapped U.S. government from implementing housing market reforms.

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Banks like to argue that higher capital ratios kill lending. A new book by economists Anat Admati and Martin Hellwig exposes this as self-serving. But getting lenders to bear their true costs to society will mean overcoming vested interests that extend beyond the industry. READ MORE: Seeing through bankers’ woolly thinking

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