Ben de Haldevang
MAY 20, 2023
This week we talk about the wave of forced mergers in the US. Paul Siegenthaler, Abhay Pande and I talk about the drivers for the current transactions, what are the implications from an integration perspective, and what the future holds. As ever, we’d love to hear from you. Please let us know your thoughts, comments and ideas.
MishTalk
SEPTEMBER 17, 2014
billion of stock in the first half of the year, the most for any six-month period since 2007, according to research firm Birinyi Associates. Through August, 740 firms have authorized repurchase programs, the most since 2008. Corporations bought back $338.3 Insider activity is exactly the opposite of how companies treat shareholders.
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MishTalk
FEBRUARY 21, 2014
Here is a list of FOMC Transcripts and Other Historical Materials, 2008 Notes I purposely cherry picked statements of various Fed governors. Amazingly, Bernanke spoke of pent-up demand for housing in January of 2008 The January 29-30 transcript was a whopping 194 pages long. percentage point to GDP growth in 2008 and 0.3
MishTalk
FEBRUARY 10, 2015
In fact, rather than reducing indebtedness, or deleveraging, all major economies today have higher levels of borrowing relative to GDP than they did in 2007. Since 2007, government debt has grown by $25 trillion. These countries want to avoid property-related debt crises like those of 2008.
MishTalk
AUGUST 3, 2013
An Analysis of July Employment Numbers 1955 to 2013; Full-Time Employment Down Over 5 Million Since 2007. million below the 2007 level. million below the 2007 level in spite of 13 million more people of working age. An Analysis of July Employment Numbers 1955 to 2013; Full-Time Employment Down Over 5 Million Since 2007.
MishTalk
FEBRUARY 7, 2014
2007-01-01 22.9 2007-02-01 30.4 2007-03-01 26.1 2007-04-01 36.8 2007-05-01 26.0 2007-06-01 38.1 2007-07-01 26.8 2007-08-01 34.8 2007-09-01 32.9 2007-10-01 28.7 2007-11-01 17.0 2007-12-01 27.2 2008-01-01 35.1 2008-02-01 28.0 2008-03-01 30.6
MishTalk
FEBRUARY 18, 2014
Aggregate consumer debt increased in the fourth quarter by $241 billion, the largest quarter to quarter increase seen since the third quarter of 2007. The four quarters ending on December 31, 2013 were the first since late 2008 to register an increase ($180 billion or 1.6%) in total debt outstanding. 52 trillion, up by 2.1%
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