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

MishTalk

Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation? Fed Balance Sheet vs. Stock Market. The risk premiums of risky securities have become unsustainably compressed in the process, and the Feds balance sheet has metastasized to $3.5 Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation?

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If You Think Downsizing Might Save Your Company, Think Again

Harvard Business

During the Great Recession of 2008, companies around the world downsized their workforces. American firms alone laid off more than 8 million workers from the end of 2008 to the middle of 2010. Proponents of downsizing argue that it is an effective strategy, with benefits such as increased performance and sales.

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Mish's Global Economic Trend Analysis: Michael Pettis on the China.

MishTalk

The most important effect is likely to be on demand for wealth management products. But one way or another we do have to write down the huge hidden losses in the country’s balance sheet, and this will mean not a collapse but rather many years of Japanese-style slow growth as the system grinds its way though its excesses.

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Why GE’s Jeff Immelt Lost His Job: Disruption and Activist Investors

Harvard Business

GE made a $4 billion bet on connecting industrial equipment through the internet of things and analytical software with a suite of products called Predix Cloud. Andreessen’s article helped accelerate the company’s digital transformation. Innovation at GE was on a roll. Then it wasn’t.