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Debt Deflation in Spain: Record 4.7% Decline in Household Credit, Business Lending Down 10%

MishTalk

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. Visit [link] to learn more about wealth management and capital preservation strategies of Sitka Pacific.' Debt Deflation?

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China Faces "Minsky Moment" on Ponzi Financing

MishTalk

China’s private sector debt has increased from 115% of GDP in 2007 to 193% at the end of 2013. reached in 2007. Visit [link] to learn more about wealth management and capital preservation strategies of Sitka Pacific.' That 80% increase over five years compares to the U.S.’s s 26% in 2000-2005. trillion GDP.

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

Consultant Ninja

Uniteds fuel hedging strategy has all the marks of some smooth-talking consultants or bankers. 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 I am a strategy consultant at.

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Imagination Sets In

MishTalk

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

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

MishTalk

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.

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

MishTalk

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).

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

MishTalk

It could represent a hidden vulnerability, especially if backed by domestic currency cash flows derived from overextended sectors, such as property, or used for carry trades or other forms of speculative position-taking. This share was higher than during the pre-crisis period from 2005 to mid-2007.