MishTalk

JULY 27, 2015

Nor were shorts the problem in 2000 and 2008 in the US. Indeed it was the shorts who understood the true nature of the stock market: Dotcom companies in 2000-2001 with no earnings were absurdly priced. were in the same situation in 2008. Shorts Not the Problem Shorts are not the problem here.

Real Estate 28

Real Estate Financial Policies Government 28

MishTalk

DECEMBER 25, 2015

A majority of financial market participants applaud this strategy. The Fed is borrowing a page from the script of its last normalization campaign – the incremental rate hikes of 2004-2006 that followed the extraordinary accommodation of 2001-2003. In fact, it is a dangerous mistake.

Financial 28

Financial Marketing Banking Government 28

Tom Spencer

FEBRUARY 16, 2014

Mainardi, even more effusive, stated that the merger will “help reinvent management consulting for the next century.”. Back in 2001, Enron collapsed in spectacular fashion and Arthur Andersen , Enron’s auditor of 16 years, was implicated in the accounting scandal and ultimately went out of business. People Have Legs.

BearingPoint 92

BearingPoint Talent Culture Industry 92

Management Consulted

MARCH 9, 2014

The Advisory Board Company also offers technology, management, and consulting services. H*Works was the first of many steps the company took towards building its prestigious (in the healthcare consulting world) consulting and managing services. Four years later, in 2001, The Advisory Board Company went public (NASDAQ: ABCO).

Interviews 147

Interviews Culture Company Healthcare 147

MishTalk

JANUARY 14, 2016

percent, since 2001. percent which is the largest drop since 2008. Mike "Mish" Shedlock Mike "Mish" Shedlock is a registered investment advisor representative for SitkaPacific Capital Management. Sitka Pacific is an asset management firm whose goal is strong performance and low volatility, regardless of market direction.

Policies 28

Policies Data Report Management 28

MishTalk

JULY 10, 2013

Annaly Capital Management Inc. financial stability were as misleading as the media frenzy over shark attacks in 2001. REMs two major holdings, Annaly Capital Management (NLY) (17.5% or financial instrument, or to participate in any particular trading or investment strategy. December 2008 (85). November 2008 (78).

Sales 73

Sales Real Estate Financial Advertising 73

MishTalk

JANUARY 12, 2016

"Similar periods of weakness have occurred in only five other instances since 1985: (1) the majority of 1988, (2) the first half of 1991, (3) several weeks in early 1996, (4) late 2000 and early 2001, and (5) late 2008 and the majority of 2009 … all either overlapped with a recession, or preceded a recession by a few quarters."

Banking 28

Banking Report Data Marketing 28

MishTalk

JULY 2, 2013

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. Barring some new developments — like all the gold in Fort Knox becoming irradiated — I do not expect to see a resumption of the 2001-11 uptrend. December 2008 (85).

Trends 63

Trends Analysis Real Estate Financial 63

MishTalk

MARCH 10, 2015

The last time the world was sliding into a US dollar shortage as rapidly as it is right now, was following the collapse of Lehman Brothers in 2008. The "swapped" amount went from practically zero to a peak of $582 billion on December 10, 2008. More importantly, a dollar shortage certainly did not cause the crash in 2008.

Banking 28

Banking System Policies Marketing 28

MishTalk

OCTOBER 27, 2014

And they should have realised after the 2008 Great Recession that the longer they suppress volatility, both economic and market, the greater the subsequent crash. He also fails to note the housing bubble is a direct result of the Fed not taking its medicine in 2000 and 2001. Will these morons ever learn?

Banking 75

Banking Policies Financial Marketing 75

MishTalk

NOVEMBER 20, 2015

UPS Freight , the fifth-largest LTL, reported tonnage off 10 percent (matching the record decline reported in the 2009 3Q during the depth of the Great Recession) and shipments down 5 percent year over year (the worst drop since 2008 fourth quarter). Overoptimism 2008-2010 The SEP growth forecast for 2008 never turned negative.

Balance Sheet 28

Balance Sheet Banking Study Policies 28

Harvard Business

FEBRUARY 2, 2018

But how did it hit on this winning strategy? IKEA’s success did not result from the kind of planful strategy development that is still taught in some business schools. The company also has a unique manufacturing strategy and business model. Quite the contrary. Some were planned, but many were unplanned.

Culture 28

Culture Real Estate Retail Company 28

MishTalk

MARCH 16, 2015

ZeroHedge wrote " The last time the world was sliding into a US dollar shortage as rapidly as it is right now, was following the collapse of Lehman Brothers in 2008. More importantly, a dollar shortage certainly did not cause the crash in 2008. Excess debt and speculation caused the crisis in 2008. Same as 2008 or Opposite?

Banking 28

Banking Government Policies Finance 28

Harvard Business

APRIL 21, 2016

Throughout his great career, Warren Buffett has made huge bets – for example, investing billions in Goldman Sachs during the financial meltdown of 2008. Buffett is betting his largesse will not undermine the very strategy and culture that has been the basis of the iconic company’s long-time success.

Company 28

Company Healthcare Meeting Culture 28

Harvard Business

OCTOBER 30, 2017

Over a period of years, every GE senior manager would learn the lean startup methodology, and GE would be the showcase for how modern companies use entrepreneurial management to transform culture and drive long-term growth. But first they need to get management of a company to change the existing strategy.

Balance Sheet 28

Balance Sheet Financial Journal Company 28

Harvard Business

JANUARY 11, 2017

Looking at LVMH’s efforts, I’ll highlight three areas where I see great impact and innovation: managing carbon and energy, building a connection with customers around brand purpose, and working closely with suppliers. Managing Carbon and Energy. Like many luxury brands, Krug was struggling after the 2008 financial crisis.

Energy 28

Energy Productivity Retail Financial 28

Harvard Business

FEBRUARY 7, 2017

Companies deliver superior results when executives manage for long-term value creation and resist pressure from analysts and investors to focus excessively on meeting Wall Street’s quarterly earnings expectations. This has long seemed intuitively true to us. The returns to society and the overall economy were equally impressive.

Management 28

Management Metrics Financial Company 28

MishTalk

FEBRUARY 26, 2015

And questions regarding the 2001 recession and ECRI have still not been answered. US Recession The US won''t decouple, just as China did not decouple from the global economy in 2008-2009 (a widely-held thesis I also knocked at the time). They still deny it. This was my call. Here are a few snips.

Energy 28

Energy Data Metrics Marketing 28

Harvard Business

DECEMBER 13, 2017

A recurring theme in those interviews was bemoaning major changes in R&D strategy that occurred as a consequence of new, often outside, leadership. When CEOs lack this expertise, they are more likely to manage R&D “by the numbers,” despite the fact that those numbers are more elusive than those for capital and advertising.

Company 28

Company Trends Research Case Interview 28

MishTalk

SEPTEMBER 30, 2014

The entry into force of the deal ensures that Barack Obama, elected president in 2008 on a wave of anti-war sentiment, will pass off both the Afghanistan war and his new war in Iraq and Syria to his successor. An article from January of 2014 highlights the "success" of US opium strategy: Afghan opium production on the rise despite U.S.

Policies 76

Policies Government Productivity Operations 76

MishTalk

JULY 16, 2013

Japan is on its 16th prime minister since its asset bubble burst around 1990 and not since, or long before, Junichiro Koizumi (2001-2006) has it had a truly audacious leader pledging to shake up the status quo. or financial instrument, or to participate in any particular trading or investment strategy. December 2008 (85).

Analysis 71

Analysis Trends Real Estate Case Interview 71

MishTalk

FEBRUARY 2, 2015

In a cross-country study of private-sector forecasts from 1989 to 1998, Loungani (2001) finds that “ the record of failure to predict recessions is virtually unblemished. ” Mike "Mish" Shedlock [link] Mike "Mish" Shedlock is a registered investment advisor representative for SitkaPacific Capital Management. A study by Alessi, et al.

Study 28

Study Balance Sheet Banking Construction 28

MishTalk

SEPTEMBER 9, 2015

Her present rating is about as low as it was in March 2001, during her first few months in office as a U.S. I have always maintained that Hillary would have won the Democratic nomination in 2008 over Obama had she only had the common sense to admit she made a mistake in siding with President Bush on the War in Iraq.

Interviews 28

Interviews Report Government Fashion 28

MishTalk

JUNE 20, 2014

I think it’s crazy that in 2001, when the Iranians were having candlelight vigils for the United States and sympathized with the U.S. Her admission that she got it wrong is a complete 180 from her defense of the vote during her previous presidential campaign in 2008. And I think it’s a good thing.

Government 78

Government Journal Film Groups 78

MishTalk

JANUARY 1, 2016

11, 2001, an entry and exit tracking system was seen as a vital national security and counterterrorism tool, and the 9/11 Commission recommended that the Department of Homeland Security complete a system “as soon as possible.” Visit [link] to learn more about wealth management and capital preservation strategies of Sitka Pacific.

Airlines 28

Airlines System Government Report 28