MishTalk

NOVEMBER 20, 2015

Of course, there is also persistent overoptimism about earnings growth and stock market expectations. Sales of Class 8 heavy trucks are on pace for one of the best years in history - around 260,000 units in North America. Overoptimism 2008-2010 The SEP growth forecast for 2008 never turned negative.

Balance Sheet 28

Balance Sheet Banking Study Policies 28

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

Harvard Business

DECEMBER 14, 2018

I explained this in an article that was published in Harvard Business Review in 2008, before any of those companies began, and, now, 10 years later, that still holds true, as more and more of the business discourse is focused on digital transformation.

Advertising 51

Advertising Turnaround Resources Comparison 51

MishTalk

MARCH 27, 2015

Earnings Insight Let''s dive into the FactSet Earnings Insight Report for first quarter of 2015. Earnings Revisions: On December 31, the estimated earnings growth rate for Q1 2015 was 4.2%. Earnings Guidance: For Q1 2015, 85 companies have issued negative EPS guidance and 16 companies have issued positive EPS guidance.

Report 28

Report Company Metrics Energy 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 45

Company Survey Finance Engineering 45

MishTalk

MARCH 31, 2015

This is now showing up in numerous Canadian coincident data releases, with retail sales being the latest to miss expectations last Friday. Canada December Retail Sales On February 20, the Huffington Post reported Canadian Retail Sales Post Biggest Drop Since April, 2010. Statistics Canada said Friday retail sales fell 2.0

Data 28

Data Retail Sales Banking 28

MishTalk

JANUARY 31, 2015

Economists said the confident tone of the statement from the Federal Open Market Committee signals it is on track to raise interest rates this year, while making the point it is not ignoring the weaker performance of the global economy. Final sales of domestic product slowed to 1.8 Final sales to domestic purchasers eased to 2.8

Trends 28

Trends Report Sales Transportation 28

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

MARCH 25, 2015

Yet economists believe " Auto sales are expected to reach their highest level in a decade this year, bolstered by strong job gains and cheap gas." 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. US will follow.

Trends 28

Trends Transportation Report Data 28

Harvard Business

OCTOBER 21, 2016

Today’s executives are dealing with a complex and unprecedented brew of social, environmental, market, and technological trends. “Stranded assets” are investments that become obsolete due to regulatory, environmental, or market constraints. These require sophisticated, sustainability-based management.

Study 28

Study Efficiency Productivity Operations 28

Harvard Business

JANUARY 5, 2018

The chief marketing officers at consumer products companies, the heads of design at luxury apparel companies, and the heads of logistics at large retailers are cases in point. The jobs are in sales, customer contact centers, and field service positions. Or they may be people who interact with customers after the sale.

Talent 28

Talent McKinsey Apparel Sales 28

MishTalk

SEPTEMBER 1, 2015

Enormous improvement in the assessment of the current labor market drove the consumer confidence index well beyond expectations, to 101.5 Here's a chart I put together last month on sentiment and sales. Sitka Pacific is an asset management firm whose goal is strong performance and low volatility, regardless of market direction.

Survey 28

Survey Conference Report Comparison 28

MishTalk

DECEMBER 10, 2015

Average per-mile rates on the spot market fell again for all three major truckload segments in November, according to data from loadboard Truckstop.com. This is the fourth straight month that rates dipped in all three segments, continuing a now year-long downward trend spurred by both a major drop in diesel prices and market conditions.

Sales 28

Sales Report Trends Real Estate 28

MishTalk

MARCH 1, 2015

One real estate agent said “a hell of a lot” of property was on the market – about 400 houses were for rent or sale and buyers were scarce. The Australian dollar fell sharply on the announcement of a cut, dropping to a fresh 5½-year low, while the stock market surged to the highest level since May 2008.

Real Estate 28

Real Estate Banking Construction Policies 28

MishTalk

APRIL 29, 2015

Let's take a January 31, 2015 flashback look: Diving Into the GDP Report - Some Ominous Trends - Yellen Yap - Decoupling or Not? US Recession The US won't decouple, just as China did not decouple from the global economy in 2008-2009 (a widely-held thesis I also knocked at the time). Exports added 0.37 But note the trend.

Trends 28

Trends Government Energy Report 28

MishTalk

FEBRUARY 26, 2014

Economic Vacuum China’s flag is waving strongly these days, the direction of the economic- and political winds have changed but the present multitude of macro changes is yet to be recognized by consensus and the market. Markets and monetary policy It’s the weather! I simply believe that China leads the world. in 2013 after 2.2%

Banking 74

Banking Conference Travel Policies 74

Harvard Business

MAY 23, 2018

Recall that Nokia dominated the mobile and smartphone markets in 2007-2008 when Apple launched the iPhone and Google the Android operating system. ” Ultimately, Nokia acquired Nokia-Siemens Networks in 2013, and started expanding the networks business, also acquiring Alcatel-Lucent in 2015.

Strategy 28

Strategy Strategy Strategy& Analysis 28

Harvard Business

OCTOBER 30, 2017

During Immelt’s tenure, GE’s stock market value fell by about half. In 2015 Trian Partners, an activist investor, bought $2.5 In 2015 the 10 largest shareholders in a typical S&P 500 company held almost half of the company’s stock.) Or they may even put the entire company up for sale. of the company.

Balance Sheet 28

Balance Sheet Financial Journal Company 28

MishTalk

MARCH 12, 2015

China''s growth target for 2015 is 7.0%. Debt matters - $30 Trillion – up $9 trillion since 2008 Debt is 200-300% of GDP counting Shadow Banks. Orange and lemon groves turn to useless, vacant housing Property 20% of GDP and tracking negative (sales and pricing). Analyst estimates of Chinese growth keep getting lower and lower.

Banking 28

Banking Government Video Sales 28

MishTalk

APRIL 12, 2015

The most drastic fall took place with the unfavorable factors that indicate the real distress in the credit market. The category of sales slid to 57.9 It is suddenly very hard to get and this looks like the situation that existed at the start of the recession in 2008 [2007 actually]. It is sitting at 51.2 noted last month.

Comparison 28

Comparison Data Trends Company 28

MishTalk

APRIL 9, 2015

While most do see Obama''s Trans-Pacific Partnership (TPP) as a fiasco, many question my alternative proposal: An excellent free trade agreement would consist of precisely one line of text: All tariffs and all government subsidies on all goods and services will be eliminated effective June 1, 2015". They offer them for sale to us.

Industry 28

Industry Chemicals Energy Banking 28

Harvard Business

JULY 12, 2017

We introduced the Digital Evolution Index in HBR in 2015 to trace the emergence of a “digital planet,” how physical interactions — in communications, social and political exchange, commerce, media and entertainment — are being displaced by digitally mediated ones. Digital players wield outsize market power.

Methodologies 28

Methodologies Policies Government Data 28

Harvard Business

AUGUST 17, 2017

The idea of creating a fresh new product, the prospect of increasing market share with brand new offerings, or the vision of disrupting some slow-moving incumbent with a radical new technology – these have an inherently strong appeal for companies keen for growth. Consider the example of Gatorade in 2008. In 2015 it had $1.3

Productivity 28

Productivity Sports Sales Energy 28

Harvard Business

DECEMBER 28, 2017

Prior to this, only 2007-2008 saw this many annual deals, and before that the single-year peak of 2000 saw “just” over 40,000 deals. Intel’s $15 billion acquisition this year of MobileEye was not only the largest sale of an Israeli startup , but also a signal that the heart of tech is going on the road.

Healthcare 28

Healthcare Automotive Chemicals Retail 28

Harvard Business

MARCH 13, 2017

When an E.coli outbreak at Chipotle Mexican Grill outlets left 55 customers ill , in 2015, the news stories, shutdowns, and investigations shattered the restaurant chain’s reputation. Sales plummeted, and Chipotle’s share price dropped 42%, to a three-year low , where it has languished ever since. and Europe.

System 51

System Government Data Accenture 51

Harvard Business

JULY 5, 2016

” Vodaphone is considering moving its headquarters out of the UK and its CEO Vittorio Colao had told the BBC that a Brexit would preclude it from a giant new single market. billion in the rest of Europe over the period 2010-2015. The digital talent market in the UK is already tight. billion as compared to $4.4

Talent 32

Talent Enterprise Industry Software 32

Harvard Business

JANUARY 5, 2017

Political campaigns are marketing campaigns, messages aimed at selling a product. But in the last two contests in which Hillary Clinton has participated, the 2008 primary and the 2016 election, she won on most of these metrics — and lost the elections. Yet by 2004 its market share was down to 3%. Expectations matter.

Media 41

Media Advertising Metrics Productivity 41