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China Faces "Minsky Moment" on Ponzi Financing

MishTalk

We have described in detail over the past two years how we believe China’s twin excesses (excessive investment funded by excessive debt) will inevitably unwind, causing a substantial slowdown in China’s economy, significantly below market expectations. Gross Domestic Product (GDP) growth to 5.0% over the next two years. trillion GDP.

Finance 75
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How Competition Is Driving AI’s Rapid Adoption

Harvard Business

At the industry level they include (a) the extent of AI diffusion in economies; (b) the build-up of corporate profit; and (c) labor market dynamics. It took more than 30 years for electricity to diffuse and enable industrial plant design that could generate significant productivity growth.

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

MishTalk

Minyanville Business and Market News. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation? Fed Balance Sheet vs. Stock Market. Sitka Pacific. Recent Posts. Featured Links. Automatic Earth. Bay Area Real Estate Trends.

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Consultant Ninja: When "hedging" is just speculation: Management.

Consultant Ninja

In both 2008 and 2007, an increase in jet fuel prices was the primary reason for higher mainline and United Express fuel expense and aircraft fuel cost per gallon, as highlighted in the table below. "The The Company’s cash flows and results of operations have been adversely impacted by these factors as indicated by its net loss of $5.3

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Housing Starts in China Plunge 25%; Did China's Property Bubble Finally Burst?

MishTalk

China’s real estate market correction — some economists are even calling it the popping of a bubble — is partly the result of a deliberate decision by the country’s leaders in Beijing. Economic data released on Tuesday also included a deceleration in industrial production, with growth in steel and cement output slowing to a crawl.

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BIS Slams the Fed; Ridiculous Question of the Day: "Is The Fed Going To Attempt A Controlled Collapse?"

MishTalk

The BIS slam, coupled with a recent stock market selloff, brought up debate on a " controlled collapse ". Over the past few years, non-financial corporations in a number of EMEs have borrowed heavily through their foreign affiliates in the capital markets, with the debt denominated mainly in foreign currency.

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5 Ways the Best Companies Close the Strategy-Execution Gap

Harvard Business

Too many companies still follow a “Plan-then-Do” approach to strategy: The organization works tirelessly to create its best forecasts about the future market and competitive landscape. Caterpillar, for example, is reported to have put in place robust contingency plans in advance of the global financial crisis in 2007.