Balance Sheet Case Interview Management Report 
MishTalk
AUGUST 7, 2013
Case Against The Fed. Labor Union Report. Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation? Fed Balance Sheet vs. Stock Market. The risk premiums of risky securities have become unsustainably compressed in the process, and the Feds balance sheet has metastasized to $3.5 Union Watch.
MishTalk
AUGUST 6, 2013
Case Against The Fed. Labor Union Report. Reader Question: Does the Fed Balance Sheet Properly Reflect QE Announcements? The feds balance sheet doesnt reflect it. The balance sheet was up $720 billion from Aug 1, 2012 to Aug 1, 2013 ($309B in treasuries and $393B in MBS) but that is only $60B per month.
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MishTalk
JUNE 26, 2013
Case Against The Fed. Labor Union Report. The Financial Times reports ECB exit from easing remains far off, Draghi says. Bernanke says the US economy is solid enough that the Fed can begin tapering its balance sheet purchases later this year. Abolish The Fed Sign the Petition. 3 "Implode-O-Meters" Mortgage Lenders.
MishTalk
JUNE 28, 2013
Case Against The Fed. Labor Union Report. FHA Swamped By Defaults; Congressional Report Shows FHA Could Suffer Losses as High as $115 Billion; Shut Down Fannie, Freddie, FHA. An alleged "worst case scenario" shows the FHA could lose as much as $115 Billion. Abolish The Fed Sign the Petition. Home Builders. CATO Institute.
MishTalk
JUNE 27, 2013
Case Against The Fed. Labor Union Report. During the coming week I believe that a significant amount of Wealth Management Prodiucts (WMP) will mature, and because of asset/liability mismatched this WMP must be rolled over. The most important effect is likely to be on demand for wealth management products. Home Builders.
MishTalk
JULY 2, 2013
Case Against The Fed. Labor Union Report. It’s very easy for a confident-sounding analyst, fund manager or professor to say something on TV that can throw off the best laid plans of investors. The above chart is from the report In Gold We Trust by Incrementum AG. Abolish The Fed Sign the Petition. Home Builders.
MishTalk
JULY 10, 2013
Case Against The Fed. Labor Union Report. Participants also described their views regarding the appropriate path of the Federal Reserves balance sheet. Mike "Mish" Shedlock is a registered investment advisor representative for SitkaPacific Capital Management. This Week in Money Interview. Home Builders.
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