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Debt Deflation in Spain: Record 4.7% Decline in Household Credit, Business Lending Down 10%

MishTalk

If we look at the evolution of the cash flow of borrowed money, the net change in assets is a decrease is 4.7%. In both cases, the amount of money borrowed is at its lowest level since 2007. Mike "Mish" Shedlock [link] Mike "Mish" Shedlock is a registered investment advisor representative for SitkaPacific Capital Management.

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Consultant Ninja: When "hedging" is just speculation: Management.

Consultant Ninja

Management Consultant | Excel Jockey | Slide Monkey | Corporate Insurgent | One-Eyed Man in the Valley of the Blind Mckinsey | Bain | BCG | Booz | Oliver Wyman. The Company’s cash flows and results of operations have been adversely impacted by these factors as indicated by its net loss of $5.3 Management Consulting.

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China Faces "Minsky Moment" on Ponzi Financing

MishTalk

China’s private sector debt has increased from 115% of GDP in 2007 to 193% at the end of 2013. reached in 2007. Mike "Mish" Shedlock [link] Mike "Mish" Shedlock is a registered investment advisor representative for SitkaPacific Capital Management. That 80% increase over five years compares to the U.S.’s s 26% in 2000-2005.

Finance 75
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How Competition Is Driving AI’s Rapid Adoption

Harvard Business

The first is high-quality data from two corporate surveys conducted by MGI and McKinsey in 2007, one of around 1,600 executives across industries globally on digital technologies and AI to ascertain the causes of economic impact and the likely pace of that impact, and one of more than 3,000 corporations in 14 sectors in ten countries.

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Imagination Sets In

MishTalk

Annual Update Between the end of 2007 and end of 2014, pension plan assets rose from $3.29 S&P 500 2007-12-31 to 2014-12-31 In the same timeframe, the S&P 500 rose from 1489.36 Mike "Mish" Shedlock Mike "Mish" Shedlock is a registered investment advisor representative for SitkaPacific Capital Management. trillion to $3.71

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Housing Starts in China Plunge 25%; Did China's Property Bubble Finally Burst?

MishTalk

Property investment has grown to account for about 13 per cent of gross domestic product, roughly double the US share at the height of the bubble in 2007. Rates of return on commercial property and infrastructure, and cash flows for developers and local government, have been deteriorating.

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Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation?

MishTalk

So refraining from any forecast of what will happen in the near term, it’s sufficient to observe that the economic data is not nearly as strong as widely perceived, and the impact of QE on stock prices does nothing to improve the underlying cash flows. December 2007 (69). November 2007 (91). October 2007 (56).