Tom Spencer

NOVEMBER 17, 2018

Many an economics and finance course later, I see that the layers of complexities to the 2008 financial crisis are innumerable. The senior slices of a CDO were considered to be safer because they had first priority on cash flows received from the pool of mortgages in the event of default. It all seemed so clear.

Financial 60

Financial Banking Balance Sheet Cash Flow 60

MishTalk

AUGUST 6, 2013

Reader Question: Does the Fed Balance Sheet Properly Reflect QE Announcements? The feds balance sheet doesnt reflect it. The balance sheet was up $720 billion from Aug 1, 2012 to Aug 1, 2013 ($309B in treasuries and $393B in MBS) but that is only $60B per month. Feds Balance Sheet. QE History.

Balance Sheet 68

Balance Sheet Analysis Trends Real Estate 68

Harvard Business

MARCH 1, 2018

The constantly fluctuating number of barrels of crude available from nimble shale operations is a primary driver, but so are the long-term impact of increased fuel efficiency and the fits and starts of the global transition away from fossil fuels on world demand. .—while The soaring U.S.

Cash Flow 32

Cash Flow Transportation Balance Sheet Energy 32

MishTalk

JUNE 30, 2013

In what should be no surprise to Mish readers, the HSBC China Manufacturing PMI™ shows Operating conditions deteriorate at quickest pace since last September, and new export orders plunge. Operating conditions have now worsened for two successive months. December 2008 (85). November 2008 (78). October 2008 (108).

Analysis 72

Analysis Trends Real Estate Financial 72

MishTalk

DECEMBER 17, 2013

A Financial Times analysis of the full banking union resolution process for a lender operating in three countries reveals the labyrinthine procedure that would still be required to wind up a bank. A big bank collapse would dwarf the available resources; some €473bn of capital has been pumped into EU banks since 2008.

Banking 73

Banking Finance Balance Sheet Financial 73