Remove 2001 Remove Finance Remove Marketing Remove Productivity
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Consultant Ninja: Friedman Billings Ramsey and Tom Peters.

Consultant Ninja

Friedman Billings Ramsey was hot back in 2005 - boutique investment bank, middle market, a cool FBR acronym. It wasnt until 2001 that he admitted that he made up most of the data in the book. The investment bank still operates as FBR Capital Markets. Productivity. (6). Monday, March 23, 2009. AAI is the old FBR REIT.

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Clueless Magoo's Crash Guarantee

MishTalk

Alan Greenspan, one of the biggest contrary indicators in the history of finance says Stocks Are ‘Relatively Low’ and Headed Upward. “In So-called equity premiums are still at a very high level, and that means that the momentum of the market is still ultimately up.”. “So-called Price-earnings ratios are not hugely up,” he said.

Banking 73
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"Will These Central Bank Morons Ever Learn?" asks Albert Edwards at Societe General

MishTalk

The problem is that at these stratospheric valuations, the market does not need to suffer an ACTUAL recession to see a crash. Like October 1987, just the fear of recession will be enough to trigger a massive market move. This suggests to me a continued misplaced market (over)-confidence about central banks’ ability to control events.

Banking 75
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How Investors React When Companies Announce They’re Moving to a SaaS Business Model

Harvard Business

launched a Software-as-a-Service (SaaS) subscription version of its key product line, Creative Suite, causing its net income to plummet by almost 35% percent the following year. Due to the fast growth of the SaaS market and the high valuations of SaaS startups, a move toward SaaS seems very compelling for traditional software vendors.

Company 28
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Persistent Overoptimism Three Ways: Truckers, Fed Economists, Manufacturers

MishTalk

Of course, there is also persistent overoptimism about earnings growth and stock market expectations. Third-quarter Gross Domestic Product grew at a 1.5 In November 2007, the Federal Open Market Committee began releasing projections for real GDP growth four times per year in its Summary of Economic Projections (SEP).

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Why We Shouldn’t Worry About the Declining Number of Public Companies

Harvard Business

stock exchanges has declined by almost 50% from its peak in 1996, despite dramatic increase in aggregate market capitalization. They operate as lean organizations, using cloud and internet-based infrastructure, and launch and distribute products more quickly than did firms that competed with factories, warehouses, inventories, and suppliers.

Company 39
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Finally, Proof That Managing for the Long Term Pays Off

Harvard Business

New research, led by a team from McKinsey Global Institute in cooperation with FCLT Global , found that companies that operate with a true long-term mindset have consistently outperformed their industry peers since 2001 across almost every financial measure that matters. public market capitalization over this period.