MishTalk

FEBRUARY 7, 2014

A few charts will show what I mean. 1990-11-01 28.6 1991-11-01 25.3 1992-11-01 33.1 1993-11-01 16.1 1994-11-01 17.4 1995-11-01 28.3 1996-01-01 3.7 1996-02-01 39.4 1996-03-01 29.2 1996-04-01 21.5 1996-05-01 25.5 1996-06-01 23.9 1996-07-01 21.0

Education 72

Education Healthcare Trends Data 72

MishTalk

JANUARY 12, 2016

Carloads have declined more than 5 percent in each of the past 11 weeks on a year-over-year basis. BofA analysts led by Ken Hoexter look at the past 30 years to see what this type of steep decline usually means for the U.S. Global shipping traffic is awful. Worse yet, US rail traffic is downright recessionary looking.

Banking 28

Banking Report Data Marketing 28

MishTalk

OCTOBER 24, 2013

If Alan Greenspan were Santa Claus, what’s the last thing you’d want for Christmas? Yet that’s exactly what the former Federal Reserve Board chief delivers in his clueless new book, “ The Map and the Territory.” Price-earnings ratios are not hugely up,” he said. Let’s review. Federal Deficits.

Banking 73

Banking Case Interview Marketing Policies 73

MishTalk

OCTOBER 30, 2013

According to the Commission on Government Forecasting and Accountability, the state’s pension shortfall grew by $41 billion from 1996 to 2012. JRS members contribute 11 percent of their salary to the pension system. What the hell is TRS going to do in the face of a stock market plunge, a bond market plunge, or both?

System 78

System Government Sales Policies 78

MishTalk

JUNE 26, 2013

What Has Government Done to Our Money? Just What I Said. Some of the derivatives date back to 1994-1996 when Italy dressed up its finances to meet Maastricht treaty criteria, including a budget deficit. or financial instrument, or to participate in any particular trading or investment strategy. The Dollar Meltdown.

Analysis 70

Analysis Trends Real Estate Financial 70

MishTalk

JANUARY 15, 2014

The chart represents real return forecasts for several asset classes and not for any GMO fund or strategy. Please consider a chart from What a Decade! Value investor Grantham, Mayo, Van Otterloo (GMO) now estimates US stocks are poised for annualized losses for the next seven years. over 15 year. A year ago the chart looked like this.

Conference 69

Conference Government Education Marketing 69

Harvard Business

JANUARY 5, 2017

The media did exactly what it was designed to do, given the incentives that govern it. ” It is concerned with examining the media and its coverage, identifying its root causes, and understanding what we should expect going forward. .” Thinking that way is tempting, but it misses the mark. my answer is a sobering no.

Media 40

Media Advertising Metrics Productivity 40