MishTalk

APRIL 18, 2015

You are more productive than ever. Together, these factors are pushing wages upward, with an average annual increase of 12 percent since 2001. Mike "Mish" Shedlock [link] Mike "Mish" Shedlock is a registered investment advisor representative for SitkaPacific Capital Management. Congratulations.

Productivity 28

Productivity Government Trends Report 28

Harvard Business

MAY 3, 2016

HBS Executive Education brings you these articles about business management courtesy of Harvard Business School Working Knowledge. ” Observers debated whether this was lazy branding or a very deliberate effort to market the iPad as a sibling to the Mac. That’s why Harvard Business School marketing professors John T.

Education 29

Education Productivity How To Research 29

MishTalk

AUGUST 2, 2014

Senior members of the Afghan government have accrued vast wealth since 2001 including members of President Karzai’s family. billion spent on counter-narcotics operations, opium production has increased for the past three years and is now at record levels. Western forces are “trapped in a warlord protection racket” Despite $7.6

How To 77

How To Transportation Government Operations 77

MishTalk

JANUARY 2, 2014

Manufacturing Purchasing Managers’ Index™ (PMI™). Production in the series average and the fastest since March 2012. All three market groups (consumer, intermediate and investment) posted higher levels of output in December, with manufacturers of investment goods posting the fastest rate of increase. up from 54.7

Company 63

Company Report Analysis Management 63

Harvard Business

MAY 4, 2018

In 2001, a new approach to technology development was created by a daring group of developers. Called Agile, the process put customers at the center of product development, encouraged rapid prototyping, and dramatically increased corporate speed and agility. Maximize engineering productivity. aleksandarvelasevic/Getty Images.

Agile 28

Agile Development Methodologies Software 28

MishTalk

OCTOBER 24, 2013

“So-called equity premiums are still at a very high level, and that means that the momentum of the market is still ultimately up.”. Greenspan said the stock market is “just barely above 2007” and the average annual increase in stock prices “throughout the postwar period” is 7 percent, which leaves room for a rise. Federal Deficits.

Banking 73

Banking Case Interview Marketing Policies 73

Consultant Ninja

MARCH 23, 2009

Management Consultant | Excel Jockey | Slide Monkey | Corporate Insurgent | One-Eyed Man in the Valley of the Blind Mckinsey | Bain | BCG | Booz | Oliver Wyman. Friedman Billings Ramsey was hot back in 2005 - boutique investment bank, middle market, a cool FBR acronym. The investment bank still operates as FBR Capital Markets.

Oliver Wyman 100

Oliver Wyman Consulting Airlines McKinsey 100

Harvard Business

SEPTEMBER 17, 2018

In fact, by some measures, the best emerging-market firms are more competitive than firms in advanced economies including the United States and the United Kingdom. Indeed, it is much harder for this plethora of emerging-market firms in the outperforming countries to get to the top and then stay there.

Comparison 28

Comparison Research Productivity Policies 28

Harvard Business

NOVEMBER 23, 2018

In the 2001 recession, total sales for the S&P 500 declined by 9% from its pre-recession peak to its trough 18 months later—almost a year after the recession officially ended. Digital tools can also open new go-to-market approaches. Recessions catch many companies by surprise, with predictable results. billion vs. $1.2

Sales 40

Sales B2B Tools Software 40

MishTalk

SEPTEMBER 30, 2014

Opium Production at Record High That story was from 2010. An article from January of 2014 highlights the "success" of US opium strategy: Afghan opium production on the rise despite U.S. 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

CaseInterview.com

MARCH 17, 2020

My experience with crisis management comes from two perspectives. First, I have helped my CEO clients navigate multiple industry, capital market, and economic crises over the past 25 years. There was 9/11 in 2001. It demonstrates accuracy in thinking, confirms people’s fears, and redirects those fears toward productive action.

Leadership 88

Leadership Case Interview Interviews Sales 88

Harvard Business

OCTOBER 20, 2016

If the Microsoft board was managing for quarter-to-quarter or even year-to year-revenue growth, Ballmer was as good as it gets as a CEO. These misses weren’t in some tangential markets – search, mobile, and the cloud were where Microsoft users were heading. They are hard to do in a company that excels at products.

Operations 28

Operations Productivity Software Talent 28

Harvard Business

APRIL 20, 2016

A more reasonable starting point might be the 1930s, when the physicist and statistician Walter Shewhart of Bell Labs began applying Plan-Do-Study-Act (PDSA) cycles to the improvement of products and processes. So he began by learning everything he could about maximizing organizational productivity.

Agile 28

Agile Methodologies Software Development 28

MishTalk

OCTOBER 27, 2014

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

Banking Policies Financial Marketing 75

Harvard Business

MAY 12, 2017

labor market is like an aging athlete; it is taking longer and longer to recover from recessions. The next recession, which came in 2001, was short and mild (GDP barely fell), but it took four years for the job market to heal, prompting the Federal Reserve to administer the economy a long course of low interest rates.

Sales 28

Sales Trends Marketing Policies 28

Harvard Business

JANUARY 12, 2017

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

Company Software Sales Study 28

MishTalk

DECEMBER 18, 2015

The Fed stopped 30-year bond auctions on August 9, 2001. Yet, in aggregate, market participants do not seem concerned about the obvious bubbles and likely answers. Trucking : Massive Collapse in Trucking Shipments Every Month Since June Industrial Production : Industrial Production Declines Most in 3.5 What's Next?

Policies 28

Policies Energy Resumes Industry 28

Harvard Business

MAY 16, 2018

After the stock market’s rocky ride in recent months, some analysts are wondering whether a new economic crisis might be around the corner. I interviewed them about one of the last big crises for startups: the dot-com crash of 2000-2001. He had quit college, and his only other work experience was junior marketer in an ad agency.

Financial 31

Financial Case Interview Company Advertising 31

Organizational Talent Consulting

APRIL 18, 2022

Selfless love is proven to enhance organizational com [link] mitment, productivity, job performance, and emotional well-being. Cognitive and predictive analytics go one step further, allowing organizations to transform during market changes quickly. Robots and jobs: Evidence from US labor markets. References Acemoglu, D., &

Leadership 52

Leadership Trends Journal McKinsey 52

Harvard Business

MAY 28, 2018

With a $25,000 personal investment and a small office in her home, she began aggregating sales leads and aggressively acquiring customers through very traditional marketing means — like yellow page advertisements. It was 2001, and online advertising was at its nascent stage. Data-Driven Marketing. Insight Center.

Retail 28

Retail Advertising Media Data 28

Harvard Business

APRIL 26, 2016

I found that the companies that survive and thrive are good at aligning their organizations around three critical but competing activities : Box 1: Manage the present at peak efficiency and profitability. Box 3: Generate breakthrough ideas and convert them into new products and businesses. ” The tension in the room was palpable.

Company 28

Company Culture Turnaround Productivity 28

Harvard Business

JANUARY 11, 2017

The companies that are most vocal about environmental and social issues tend to be big, mass-market brands — well-known retailers , consumer products giants , and tech firms that are telling a new story to consumers who increasingly care about sustainability. Managing Carbon and Energy. But LVMH does some unusual things.

Energy 28

Energy Productivity Retail Financial 28

Harvard Business

MAY 31, 2018

market is held by buy-and-hold investors who are actually interested in the long-term value of the companies in which they’ve invested. publicly listed companies from 2001 to 2015, looking at patterns of investment, growth, earnings quality, and earnings management.

McKinsey 29

McKinsey Healthcare Survey Pharmaceuticals 29

MishTalk

APRIL 14, 2014

We have members of the Franzia and the Mondavi families at the resort right now, and even though they have a high value added product their water costs and access have them worried. Mike "Mish" Shedlock [link] Mike "Mish" Shedlock is a registered investment advisor representative for SitkaPacific Capital Management.

Insurance 69

Insurance Insurance System Conference 69

MishTalk

DECEMBER 10, 2013

Participation in 2013 is 275% of the 2001 total. In the interest of health and cleanliness, expand the food stamp program to include generic soap and laundry products. Mike "Mish" Shedlock [link] Mike "Mish" Shedlock is a registered investment advisor representative for SitkaPacific Capital Management.

Trends 75

Trends Analysis Policies Government 75

Harvard Business

NOVEMBER 30, 2016

Ideally, these warnings provide requisite risk information, allowing people to decide for themselves whether an activity or a product’s benefits outweigh its risks, whether to take those risks, and, if so, with what precautions. Warnings on widely used consumer products are a relatively new phenomenon. How did we get here?

Chemicals 28

Chemicals System Government Productivity 28

Harvard Business

JULY 15, 2016

Today, the term increasingly serves as a corporate bogeyman that warns executives of the need to stand up and respond when disruptive developments encroach on their market. Once one of the most powerful companies in the world, today the company has a market capitalization of less than $1 billion. Why did this happen? It was so close.

Film 28

Film Balance Sheet Chemicals Engineering 28

MishTalk

MAY 27, 2015

Actually, I do know what it is like to be without a job for an extended period because I was jobless for several years between 2001 and 2004. Mike "Mish" Shedlock [link] Mike "Mish" Shedlock is a registered investment advisor representative for SitkaPacific Capital Management. I started this blog hoping someone would hire me as writer.

Journal 28

Journal Sports Media Advertising 28

MishTalk

JANUARY 8, 2016

Lacy Hunt at Hoisington Management emailed their 6-page fourth quarter report (not yet posted on the Hoisington Website ). by Michael Spence (2001 recipient of the Nobel Prize in economics) and Kevin M. Third, QE “in effect if not by design” reduces volatility of financial markets but not the volatility of real asset prices.

Policies 28

Policies Financial Journal Enterprise 28

Harvard Business

OCTOBER 30, 2017

GE made a $4 billion bet on connecting industrial equipment through the internet of things and analytical software with a suite of products called Predix Cloud. During Immelt’s tenure, GE’s stock market value fell by about half. Beth Comstock, GE vice chair responsible for creating new businesses, embraced the lean process.

Balance Sheet 28

Balance Sheet Financial Journal Company 28

Harvard Business

MARCH 12, 2018

While there’s often increased pressure to be more productive in the office, it’s sometimes hard not to wonder, “What’s the point?” ” Whether in marketing or sales, it often feels like jobs are contingent on external circumstances, the whims of executives, strategic pivots, and shareholder demands.

Sports 28

Sports Company Exercises Fashion 28

MishTalk

AUGUST 3, 2015

percent back in the early recovery days of 2009 when, apparently unlike today, there was enormous slack in the labor market. Average Hourly Earnings Production and Nonsupervisory Employees The above chart puts a different perspective on the recent jump in average hourly hourly earnings. The opposite happened in 2001 and 2007.

Survey 28

Survey Banking Data Report 28

MishTalk

NOVEMBER 20, 2015

Of course, there is also persistent overoptimism about earnings growth and stock market expectations. The Institute for Supply Management’s index of factory activity slipped to 50.1 Third-quarter Gross Domestic Product grew at a 1.5 economy would avoid a recession despite the ongoing housing market turmoil. in September.

Balance Sheet 28

Balance Sheet Banking Study Policies 28

MishTalk

FEBRUARY 26, 2015

And questions regarding the 2001 recession and ECRI have still not been answered. With equity markets galore hitting record high s clearly I must be missing something big! Meanwhile emerging market will come back as market realize the FOMC is years away from ‘talking up’ rates. They still deny it. Here are a few snips.

Energy 28

Energy Data Metrics Marketing 28

Harvard Business

OCTOBER 5, 2017

When Doug took over as CEO of Campbell Soup Company in 2001, the company had just lost half its market value, sales were declining, and the organization was reeling from a series of layoffs. Set Expectations. To start, Doug and colleagues made “ inspire trust” as its number one leadership competency.

Turnaround 29

Turnaround Leadership Culture Research 29

Harvard Business

APRIL 21, 2016

Private foundations that are primarily funded with shares typically sell some in the open market to meet their obligations and charitable objectives. As the balance of power shifts from owner-managers to outside investors, will there be a greater focus in Berkshire on quarterly results?

Company 28

Company Healthcare Meeting Culture 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. public market capitalization over this period. This has long seemed intuitively true to us. We calculate that U.S.

Management 28

Management Metrics Financial Company 28