2007 Cash Flow Management Strategy 
MishTalk
DECEMBER 2, 2013
If we look at the evolution of the cash flow of borrowed money, the net change in assets is a decrease is 4.7%. In both cases, the amount of money borrowed is at its lowest level since 2007. Mike "Mish" Shedlock [link] Mike "Mish" Shedlock is a registered investment advisor representative for SitkaPacific Capital Management.
Consultant Ninja
MARCH 4, 2009
Management Consultant | Excel Jockey | Slide Monkey | Corporate Insurgent | One-Eyed Man in the Valley of the Blind Mckinsey | Bain | BCG | Booz | Oliver Wyman. Uniteds fuel hedging strategy has all the marks of some smooth-talking consultants or bankers. It also appears that UAL did very little hedging in 2007 or 2006.
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MishTalk
MARCH 21, 2014
China’s private sector debt has increased from 115% of GDP in 2007 to 193% at the end of 2013. reached in 2007. Mike "Mish" Shedlock [link] Mike "Mish" Shedlock is a registered investment advisor representative for SitkaPacific Capital Management. That 80% increase over five years compares to the U.S.’s s 26% in 2000-2005.
MishTalk
AUGUST 28, 2015
Annual Update Between the end of 2007 and end of 2014, pension plan assets rose from $3.29 S&P 500 2007-12-31 to 2014-12-31 In the same timeframe, the S&P 500 rose from 1489.36 GMO Forecast "The chart represents real return forecasts for several asset classes and not for any GMO fund or strategy. trillion to $3.71
MishTalk
MAY 14, 2014
Property investment has grown to account for about 13 per cent of gross domestic product, roughly double the US share at the height of the bubble in 2007. Rates of return on commercial property and infrastructure, and cash flows for developers and local government, have been deteriorating.
MishTalk
AUGUST 7, 2013
So refraining from any forecast of what will happen in the near term, it’s sufficient to observe that the economic data is not nearly as strong as widely perceived, and the impact of QE on stock prices does nothing to improve the underlying cash flows. December 2007 (69). November 2007 (91). October 2007 (56).
MishTalk
NOVEMBER 25, 2013
At this horizon, even “buy-and-hold” strategies in stocks are inappropriate except for a small fraction of assets. Zig Ziglar This story is more than a quote about persistence – it’s actually a reasonable description of risk-managed investing. 1 Flow of Funds data. We’re just getting warmed up.
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