Remove 2005 Remove Balance Sheet Remove Culture Remove Strategy
article thumbnail

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

MishTalk

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

article thumbnail

Mish's Global Economic Trend Analysis: Reader Question: Does the.

MishTalk

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. Feds Balance Sheet. QE History.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Draghi Announces ECB Exit From Easing Remains Far Off

MishTalk

Draghi Announces ECB Exit From Easing Remains Far Off; Think the Fed Has an Exit Strategy? Bernanke says the US economy is solid enough that the Fed can begin tapering its balance sheet purchases later this year. Draghi Announces ECB Exit From Easing Remains Far Off; Think the Fed Has an Exit Strategy? You Walk Away Blog.

article thumbnail

3 Common M&A Pitfalls, and How to Avoid Them

Harvard Business

Experience has taught me that the art of good M&A requires a combination of careful research, emotional intelligence, and attention to detail that might otherwise get overlooked; due diligence requires more than a scan through boxes of contracts and reviewing the balance sheet. In 2005, eBay spent $2.6 Insight Center.

article thumbnail

Mish's Global Economic Trend Analysis: FHA Swamped By Defaults.

MishTalk

While these reforms may improve FHAs balance sheet over the long term, they would also reduce market liquidity, which in turn could cause home prices to fall. or financial instrument, or to participate in any particular trading or investment strategy. December 2005 (38). November 2005 (18). October 2005 (19).

article thumbnail

Mish's Global Economic Trend Analysis: Ritholtz on Gold and on.

MishTalk

Inquiring minds may be interested in this flashback from Barry Ritholtz originally written published June 2005 and republished March 27th, 2011 on The Folly of Forecasting. A Summer 2005 cover marked the secular peak in housing. A Summer 2005 cover marked the secular peak in housing. Folly of Forecasting. with the author(s).

Trends 63
article thumbnail

Mish's Global Economic Trend Analysis: Michael Pettis on the China.

MishTalk

But one way or another we do have to write down the huge hidden losses in the country’s balance sheet, and this will mean not a collapse but rather many years of Japanese-style slow growth as the system grinds its way though its excesses. the country’s balance sheet, and this will mean not a collapse but.