MishTalk

JUNE 5, 2015

Durable Goods Shipments click on any chart for sharper image This is the first time since 2008 that April year-over-year shipments are down. Durable Goods New Orders This is the first time since 2008 that year-over-year new orders in April declined. Each chart compares April of this year to April in prior years.

Transportation 28

Transportation Management Strategy Strategy 28

MishTalk

MARCH 24, 2014

Steen commented " Please, do not think for one minute that FOMC have any clue about the economy six months from and even less so looking into 2015. " I am certainly in agreement with Steen, and gave my own look into what the Fed knew or didn''t in Hilarious Transcripts of Fed Minutes from 2008 Reveal Completely Clueless Fed.

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Banking Marketing Management Strategy 65

Tom Spencer

MAY 8, 2016

This post provides you with a high level comparison of management consulting and investment banking. Management consultants assist organisations by providing advice to address specific problems and to improve organisational performance. Nature of the job. They do this by selling stocks and bonds to public investors.

Banking 60

Banking Consulting Comparison Finance 60

MishTalk

APRIL 15, 2014

Ukraine Hyyvnia It took about 4,000 Hyyvnia to buy an ounce of gold at the end of 2008. Black market rates are much much higher. growth this year and next will help the world economy withstand weaker recoveries in emerging markets, according to the International Monetary Fund. in 2008 and another 23.4% Stronger U.S.

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Report Banking Resumes Course 71

MishTalk

NOVEMBER 20, 2015

Of course, there is also persistent overoptimism about earnings growth and stock market expectations. My personal belief is the trucking industry needs to realize production of goods will have ups and downs,” Satish Jindel, principal of SJ Consulting , which closely tracks industry pricing, told Logistics Management.

Balance Sheet 28

Balance Sheet Banking Study Policies 28

MishTalk

SEPTEMBER 2, 2015

The figures are the weakest since the 2008 global financial crisis. On January 21, 2015 I wrote Canadian Recession Coming Up: Yield Curve Inverts Following Unexpected Rate Cut; Loonie at Six-Year Low. On January 31, I wrote Canada in Recession, US Will Follow in 2015. According to Statistics Canada, the economy contracted 0.5

Engineering 28

Engineering Data Government Sales 28

MishTalk

JULY 2, 2013

Minyanville Business and Market News. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. And EU has extended the timeline for Spain to hit that goal from 2012 to 2013 to 2014 to 2015 and now to 2016. Sitka Pacific. Recent Posts. Featured Links. Automatic Earth. Big Picture.

Real Estate 71

Real Estate Financial Advertising Case Interview 71

MishTalk

DECEMBER 15, 2014

The 2011 court ruling that awarded huge raises and millions of dollars in back pay to Scranton firefighters and police officers was a windfall for retirees too, with some seeing a more than 80 percent hike in their pensions between 2008 and 2012, a Times-Tribune investigation found.

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Course Management Strategy Strategy 75

MishTalk

JUNE 29, 2013

Minyanville Business and Market News. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Gross says "Markets just had too much risk, and in PIMCO’s opinion, too much hope for a constant QE and for the growth that it would produce. Sitka Pacific. Recent Posts. Featured Links.

Analysis 70

Analysis Trends Real Estate Financial 70

MishTalk

AUGUST 5, 2013

Minyanville Business and Market News. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Last month the government pushed the start of the penalty from January 2014 to January 2015. Sitka Pacific. Recent Posts. Featured Links. GoldMoney: The Best Way to Buy Gold & Silver.

Trends 74

Trends Analysis Real Estate Financial 74

MishTalk

AUGUST 6, 2015

The Journal cited a research paper on Market Tantrums and Monetary Policy. 2015 Repeat? On May 14, 2015, MarketWatch asked Is This a Repeat of the 2013 Taper Tantrum? Pace in Rate Rise That may appear ominous, but who's to say 2015 follows 2013? December 30, 2008: The SEC issued its report under Sec.

Journal 28

Journal Policies Report Marketing 28

MishTalk

AUGUST 5, 2013

Minyanville Business and Market News. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Recall that prime minister Shinzo Abe wants taxes to double the sales tax rate from 5% to 10% by 2015 which will further decrease demand. Sitka Pacific. Recent Posts. Featured Links. Big Picture.

Real Estate 68

Real Estate Case Interview Financial Advertising 68

MishTalk

JANUARY 7, 2016

For example, EconMatters writes That's the Bottom in the Oil Market. EconMatters concludes his article, posted yesterday, with " You may now go long the oil market in your preferred instrument. The top was $147 in June of 2008. But is the bottom in? Some think it is. I am not even positive about saying "likely".

Energy 28

Energy Analysis Marketing Course 28

MishTalk

OCTOBER 16, 2015

The October 2015 Business Leaders Survey of regional service firms, released today, paints a considerably more benign picture of local business conditions than the more troubling October 2015 Empire State Manufacturing Survey, released yesterday.

Survey 28

Survey Trends Report Management 28

MishTalk

AUGUST 3, 2013

Minyanville Business and Market News. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Projections 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018. Mike "Mish" Shedlock is a registered investment advisor representative for SitkaPacific Capital Management. Sitka Pacific.

Analysis 71

Analysis Trends Real Estate Financial 71

MishTalk

JULY 10, 2013

Minyanville Business and Market News. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Following is a snip from the June 18-19, 2013 Minutes of the Federal Open Market Committee , released today. Sitka Pacific. Recent Posts. Featured Links. Automatic Earth. Big Picture. Daily Bell.

Real Estate 61

Real Estate Financial Policies Advertising 61

MishTalk

JANUARY 14, 2016

Year-on-year, total import prices for 2015 fell 8.2 percent which is the largest drop since 2008. percent in 2015, are at a record low for the entire series which goes back to 1989. Mike "Mish" Shedlock Mike "Mish" Shedlock is a registered investment advisor representative for SitkaPacific Capital Management.

Policies 28

Policies Data Report Management 28

MishTalk

JULY 16, 2014

The Hoisington Investment Management, Second Quarter 2014 Review and Outlook makes the case " Treasury Bond Undervalued ". Implications for 2014-2015 In previous letters we have shown that the largest economies in the world have a higher total debt to GDP today than at the time of the Great Recession in 2008. treasury market.

Balance Sheet 68

Balance Sheet Financial Analysis Policies 68

MishTalk

JANUARY 11, 2016

The mistakes that led to the 2008 mortgage crisis can’t happen again, right? The Solution is Amazingly Easy Government sponsorship of organizations and intervention into free markets always creates these kinds of problems. Free market competition, not additional regulation is the cure. They do have to pay for the analysis.

Construction 28

Construction Company Analysis Marketing 28

MishTalk

AUGUST 21, 2015

WTI last broke $40 to the downside in 2008 but has not had a monthly close below that level dating back to 2004. Floating Oil Carry Trade Review In 2008, hedge funds and other big money stockpiled oil in floating ships in the $30s waiting for a rebound. Brent is near the $45 mark.

Insurance 28

Insurance Insurance Energy Report 28

Harvard Business

APRIL 14, 2017

For example, our survey, which asked managers of 13 functions, from sales and marketing to procurement and finance, to indicate whether their departments were using AI in 63 core areas, found AI was used most frequently in detecting and fending off computer security intrusions in the IT department. AI wasn’t new at Microsoft.

Company 57

Company Survey Finance Engineering 57

MishTalk

JANUARY 18, 2016

Diving Into Rumors Zero Hedge has an interesting post on Saturday entitled Dallas Fed Quietly Suspends Energy Mark-To-Market On Default Contagion Fears. In his post, ZeroHedge claims " The Dallas Fed met with the banks a week ago and effectively suspended mark-to-market on energy debts and as a result no impairments are being written down.

Energy 28

Energy Banking Journal Report 28

MishTalk

JANUARY 12, 2016

dropped the most in six years in 2015, and things aren't looking good for the new year. "We The idea that China would decouple from the global markets in 2007 was ridiculous. Mike "Mish" Shedlock Mike "Mish" Shedlock is a registered investment advisor representative for SitkaPacific Capital Management. Railroad cargo in the U.S.

Banking 28

Banking Report Data Marketing 28

Management Consulted

DECEMBER 6, 2015

One of the things we really love to do here at Management Consulted is answer the questions you have for us. After this first success came a string of high-profile engagements in which Alvarez & Marsal provided advisory and crisis management services to troubled and underperforming entities. Regulatory and Risk Management.

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Interviews Culture Turnaround Case Interview 100

MishTalk

MARCH 10, 2015

The US Commerce Department Monthly Wholesales Report for January 2015 shows sales are down while inventories continue to rise. Canada in Recession, US Will Follow in 2015 Earlier today in Canada in Recession, US Will Follow in 2015 , I stated " A Canadian recession is underway. Wholesale Trade Sales Sales down 3.1% Sales down 1.0%

Sales 28

Sales Trends Transportation Report 28

Harvard Business

SEPTEMBER 28, 2018

But the real tragedy happened later: a timid recovery during 2010-11 was followed by a second recession starting in the third quarter of 2011, from which Europe did not start recovering until 2015. By December 16, 2008, interest rates were close to 0% in the U.S. Yet the place where the crisis had originated, the U.S., What went wrong?

Financial 28

Financial Policies Government Banking 28

MishTalk

JULY 16, 2015

We understand their apprehension, given our concern since the summer of 2008 about collapsing trend growth. I found it, on May 11, 2015, quite a few years late. In March of 2008, and when they finally did, they called it a "recession of choice". A Choice in 2008, but No Choice in 2011? in particular, bears close watching.

Advertising 28

Advertising Policies Trends Development 28

MishTalk

NOVEMBER 9, 2015

At the start of the year, the ruling Communist party set a target of 6 per cent growth in trade for this year but total trade has now fallen by just over 8 per cent in the first ten months of 2015 compared with the same period a year earlier. In the first 10 months of the year, Chinese exports to the US were up 5.2

Journal 28

Journal Survey Marketing Report 28

MishTalk

NOVEMBER 6, 2015

The unemployment rate declined to 5.0%, the lowest since April 2008. Mike "Mish" Shedlock Mike "Mish" Shedlock is a registered investment advisor representative for SitkaPacific Capital Management. Sitka Pacific is an asset management firm whose goal is strong performance and low volatility, regardless of market direction.

Survey 28

Survey Report Construction Retail 28

MishTalk

JUNE 11, 2015

A picture from the Commerce Department Advance Retail Sales Report for May 2015 tells the story. While that might sound crazy and reminiscent of 2008, easier lending standards have been a big driver of vehicle sales that continue to beat expectations. Ex-auto sales are up 1.0% Auto sales up 8.8% More than 2.6%

Sales 28

Sales Retail Report Policies 28

MishTalk

MAY 14, 2015

percent between September 2008 and September 2009. PPI Final Demand Percent Change Fed Hike in 2015? But when does the Fed disappoint the markets? Mike "Mish" Shedlock [link] Mike "Mish" Shedlock is a registered investment advisor representative for SitkaPacific Capital Management. percent in November 2014. percent and 0.1-percent

Automotive 28

Automotive Energy Course Marketing 28

Harvard Business

MAY 16, 2016

Strategic alignment, for us, means that all elements of a business — including the market strategy and the way the company itself is organized — are arranged in such a way as to best support the fulfillment of its long-term purpose. Goodwin was notoriously combative, with a “Fred says” autocratic management style.

Banking 53

Banking Film Strategy Strategy 53

MishTalk

DECEMBER 18, 2014

In fact, I side with this headline: Krugman, Fighting Consensus, Says 2015 Fed Rate Increase Is Unlikely. Paul Krugman, challenging the consensus of economists and the Federal Reserve’s forecasts, said policy makers are unlikely to raise interest rates in 2015 as they struggle to spur inflation amid sluggish global economic growth.

Policies 71

Policies Banking Conference Financial 71

Harvard Business

JANUARY 22, 2018

Shareholder activism is on the rise in American financial markets. Managers generally view activists antagonistically, as bullies who publicly express dissatisfaction with management and demand changes in the firm. Activists are prohibited by law to group together against management without publicly disclosing their efforts.

Research 28

Research Management Study Groups 28

MishTalk

FEBRUARY 8, 2015

In 2015, the holiday begins in February making January numbers all the more alarming. I remain amused by all the pundits who think the US has " decoupled " from the global economy and will grow stronger in 2015. Visit [link] to learn more about wealth management and capital preservation strategies of Sitka Pacific.'

Trends 28

Trends Data Transportation Conference 28

Management Consulted

JANUARY 22, 2015

Jenny Rae interviewed him to hear about his journey from Yale, how he knew he wanted to be in management consulting, his recruitment process (and why he chose Altman Vilandrie over Oliver Wyman), his decision to leave management consulting and the challenges and rewards of entrepreneurship. *. I started at Yale in 2008.

Hotels 100

Hotels Oliver Wyman Travel Recruiting 100

MishTalk

DECEMBER 7, 2015

The price of West Texas Intermediate (WTI) light sweet crude is down 6 percent today to lows last seen late 2008 and January 2009. OPEC and non-OPEC producers have not cooperated to tackle low oil prices since they joined forces 15 years ago to help the market recover from the 1998 financial crisis. "We at some stations.

Banking 28

Banking Energy Report Productivity 28