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China Faces "Minsky Moment" on Ponzi Financing

MishTalk

Inquiring minds are tuning into a report on the Ponzi finance setup in China. We have described in detail over the past two years how we believe China’s twin excesses (excessive investment funded by excessive debt) will inevitably unwind, causing a substantial slowdown in China’s economy, significantly below market expectations.

Finance 75
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Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation?

MishTalk

Minyanville Business and Market News. Get Involved The State of the Unions Finances: A Citizens Guide. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation? Fed Balance Sheet vs. Stock Market. Automatic Earth.

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Quarterly GDP Consensus Estimates vs. Actual GDP 2009 to Present

MishTalk

Questions Abound Given that government spending adds to GDP by definition, How much of GDP is deficit financing of demand brought forward? How much of GDP is in any way productive? Sitka Pacific is an asset management firm whose goal is strong performance and low volatility, regardless of market direction.

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Emerging Market Contagion Spreads; Argentina, Venezuela, Turkey Roundup; 50% Tax on Internet Purchases

MishTalk

Argentina Institutes 50% Tax on Internet Purchases; Emerging Market Contagion Spreads; Argentina, Venezuela, Turkey Roundup Yesterday, Argentina devalued the Peso hoping to halt further declines in its currency reserves. Markets had seen this coming as charts of the Peso vs. the US dollar show. The 5-year decline is over 50%.

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Transformational Leadership: Changing Culture to Fuel Financial Success

Organizational Talent Consulting

A global survey of over 5000 CEOs revealed that greater than 60 percent of organizations anticipate introducing new products or services to fuel their growth. Company cultures centered on efficiency thinking have flooded the marketplace with low-cost, widely available products and resulted in tremendous waste and social issues (Brown, 2009).

Culture 52
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Consultant Ninja: "Future Demand Borrowing": Management.

Consultant Ninja

Friday, December 4, 2009. The result is that 2009 volumes are higher, but 2010-11 volumes will be more anemic. This indication should signal, pent up demand to return to the market to take advantage of favorable pricing and financing. December 8, 2009 at 10:31 AM. December 10, 2009 at 1:14 PM. Newer Post.

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Mish's Global Economic Trend Analysis: Only Hope For Italy is.

MishTalk

Minyanville Business and Market News. Get Involved The State of the Unions Finances: A Citizens Guide. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. EC : In Italy, the public sector is not intended as an aid to the production of wealth and public goods and services.