2007 Balance Sheet Culture Management 
MishTalk
AUGUST 7, 2013
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?
MishTalk
AUGUST 6, 2013
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.
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MishTalk
JUNE 26, 2013
Bernanke says the US economy is solid enough that the Fed can begin tapering its balance sheet purchases later this year. Given the stock and bond market bubbles the Fed has created, the Fed of course should taper (not that it should ever have expanded its balance sheet in the first place). December 2007 (69).
MishTalk
JUNE 28, 2013
But with the collapse of the housing market in 2007-08, much of that business returned to the FHA. 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. December 2007 (69). November 2007 (91). October 2007 (56).
MishTalk
JUNE 27, 2013
During the coming week I believe that a significant amount of Wealth Management Prodiucts (WMP) will mature, and because of asset/liability mismatched this WMP must be rolled over. The most important effect is likely to be on demand for wealth management products. December 2007 (69). November 2007 (91). October 2007 (56).
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. Mike "Mish" Shedlock is a registered investment advisor representative for SitkaPacific Capital Management. December 2007 (69). November 2007 (91). October 2007 (56).
MishTalk
JULY 10, 2013
Participants also described their views regarding the appropriate path of the Federal Reserves balance sheet. Mike "Mish" Shedlock is a registered investment advisor representative for SitkaPacific Capital Management. Rise of Technocrats, Fraudulent Conveyance, MF Global, the Culture of Greed, Christina Romer, and the US Dollar.
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