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Mish's Global Economic Trend Analysis: European Car Sales.

MishTalk

Advertisers. European Car Sales Plunge to 20-Year low. Amidst all the happy talk that Europe is on the verge of some sort of recovery, here is yet another counterpoint: European Car Sales Plunge to 20-Year Low. in June, bringing total sales for the first six months of the year to just 6.44 Global Economic. Trend Analysis.

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Retail Sales Rise in Germany and France, Decline in Italy

MishTalk

Advertisers. Retail Sales Rise in Germany and France, Decline in Italy; Margin Squeeze in Germany and France. Italy: Sharpest drop in retail sales since April. In Italy, Markit reports Sharpest drop in retail sales since April. Rate of decline in retail sales accelerates for second straight month. Global Economic.

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Mortgage REITs Clobbered as Leverage Forces Sales

MishTalk

Advertisers. Mortgage REITs Clobbered as Leverage Forces Sales. REITs Deepening Bond Losses as Leverage Forces Sales. Bloomberg reports REITs Deepening Bond Losses as Leverage Forces Sales. Mortgage REITs Clobbered as Leverage Forces Sales. Global Economic. Trend Analysis. Sitka Pacific. Recent Posts. Urban Digs.

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Big Miss in Retail Sales vs. Expectations; Trend Change or Another

MishTalk

Advertisers. Big Miss in Retail Sales vs. Expectations; Trend Change or Another "Soft Patch"? Retail sales were up 0.4% May retail sales were revised lower, to +0.5% Here are some retail sales comments from Bloomberg to help put things into perspective. percent in June, the most since February 2008.

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List: Global Strategy Firms 2013

Tom Spencer

List of Global Strategy Firms in 2013. BELOW is a hand-picked list of leading Global Strategy Firms. Maybe not, but seeing as Sydney is at the other end of the earth you would expect a truly global strategy firm to have an office there (if you want to see a list of purely Aussie strategy firms for 2013, click here ).

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A framework for understanding technology companies

Tom Spencer

The technology industry is booming: in 2008, Microsoft was the only tech firm ranked in the world’s top 10 public companies by market capitalisation. I’ll then describe the implications this framework has for competitive strategy. (In Hardware and software sales – where a product is sold. Aggregators selling advertising.

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Magazine Ad Revenues Plunge; Google Collects Half of Mobile

MishTalk

Advertisers. Is the advertising pie growing, shrinking, or simply being redistributed? In a difficult advertising environment for the magazine industry overall, newly-released numbers from the Association of Magazine Media (MPA) show the nation’s news magazines being hit particularly hard. Global Economic. Trend Analysis.