MishTalk
AUGUST 7, 2013
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 “Investors rush to get on the train even as it accelerates.
MishTalk
JULY 11, 2014
Historical evidence shows that this rarely happens following a balance sheet recession. In addition, official statistics may underestimate intangible investment (spending on research and development, training, etc), which has been gaining importance in serviced-based economies. Financial cycles differ from business cycles.
MishTalk
JULY 7, 2015
Two Rules Every bubble eventually bursts The bigger the bubble the bigger the bust Central banks globally have blown the biggest bubble ever in the wake of the 2008 crash. We have only just begun to see the carnage that is coming. That carnage started in China and it's going to spread. Two Questions How fast? Where Next?
Expert insights. Personalized for you.
75 
Let's personalize your content