2008, Banking, Marketing and Strategy - Management Consulting Connection

Is the Stock Market in Big Trouble?

The Fearless Marketer

DECEMBER 17, 2018

Do you remember the stock market crash of 2008? On Monday, September 29, 2008. It plummeted because Congress rejected the bank bailout bill. On Monday, September 15, 2008, Lehman Brothers declared bankruptcy. On Monday, September 15, 2008, Lehman Brothers declared bankruptcy. points in intra-day trading.

Marketing

Marketing Banking Video Research

Hilarious Transcripts of Fed Minutes from 2008 Reveal Completely Clueless Fed

MishTalk

FEBRUARY 21, 2014

Here is a list of FOMC Transcripts and Other Historical Materials, 2008 Notes I purposely cherry picked statements of various Fed governors. Amazingly, Bernanke spoke of pent-up demand for housing in January of 2008 The January 29-30 transcript was a whopping 194 pages long. I slogged through most of it. I didn’t quite get that.

Construction

Construction Conference Meeting Policies

Credit Boom in China Could Trigger Bigger Crisis Than 2008; Three Things China Wants, Eight Things China Needs

MishTalk

NOVEMBER 8, 2013

Marc Faber believes China could spark a bigger crisis than in 2008. An alarming credit boom in China could trigger a global financial crisis that would make the one in 2008 look mild by comparison, says old gloomy eyes, Marc Faber. “If Cleanup its banking sector. It Can''t Be Done. Three Things China Wants.

Comparison

Comparison Banking Enterprise Financial

New Tools! More Pure Bank Profit!

MishTalk

OCTOBER 26, 2013

Bank profits are. Banks cannot use the money and are not lending it. It proposes a new tool to pay banks even more interest on money banks don''t lend and cannot use (as an alternative to shrinking money supply). debt markets since the credit crisis began in 2007. Obviously inflation is not a concern to the Fed.

Tools

Tools Banking Balance Sheet Policies

Strong Economy – Strong Buy-Sell Market

Martinka Consulting

APRIL 26, 2019

Second question: is there similar activity with larger companies, small, mid-sized, and lower middle market firms? 70% of medium sized companies will change hands (2008). Barlow research – Two-thirds of lower middle-market business owners are expected to retire. Notice the same predictions from 2008-2015?

Marketing

Marketing PricewaterhouseCoopers Cash Flow Banking

Argentine Central Bank Chief Quits in Currency Dispute; Hyperinflation On the Way?

MishTalk

OCTOBER 1, 2014

On Tuesday evening, Argentine President Cristina Fernández accused Juan Carlos Fábrega, head of Argentina’s central bank, of " provoking a devaluation of the peso ". In response Head of Argentine Central Bank Quits. Black Market Rate Shows 78% Decline The black market exchange rate is about 14 pesos to the dollar.

Banking

Banking Benchmarking Government Journal

Mish's Global Economic Trend Analysis: Expect Another "Bad Bank.

MishTalk

JULY 14, 2013

Minyanville Business and Market News. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Expect Another "Bad Bank" Bailout in Spain; Humorous Details of Sarebs Property Assets. Here are some excerpts (translated) from GurusBlog report Havoc in the Bad Bank (SAREB). Big Picture.

Banking

Banking Analysis Trends Real Estate

Winning Isn’t Everything: The Art of Playing Well

Tom Spencer

MARCH 17, 2023

Michael Porter: Focus on creating value Professor Michael Porter, a leading authority on competitive strategy , has emphasised that the true measure of success for a company is not just its quarterly financial performance, but also how those results are attained. One example of Buffett’s approach is his investment in Coca-Cola.

Ethics

Ethics Financial Cash Flow Real Estate

European Banks Dump Massive Amounts of Subordinated Debt on Investors

MishTalk

DECEMBER 18, 2013

The Financial Times notes a Big rise in subordinated debt issuance by EU banks Banks have taken advantage of yield-chasing investors to issue $90.7bn of subordinated debt for the year to date, a 41 per cent increase compared to the same period in 2012. It relates to bail-in procedures in the alleged European "banking union".

Banking

Banking Balance Sheet Finance Government

Mish's Global Economic Trend Analysis: China Acts to Calm Markets.

MishTalk

JUNE 25, 2013

Minyanville Business and Market News. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. China Acts to Calm Markets; Stock Market Rebounds From 6% Plunge After Central Bank Pledges More Liquidity; Wet Nurse Action. With rates spiking, global stock markets plunged.

Analysis

Analysis Trends Marketing Real Estate

Consultant Ninja: Finally, two counter-cyclical markets: Management.

Consultant Ninja

NOVEMBER 11, 2008

Tuesday, November 11, 2008. Finally, two counter-cyclical markets. After seeing so many markets down, my cousin in the hunting business informed me that gun sales have been surging, due to Obama winning the presidency. Tuesday, November 11, 2008. I am a strategy consultant at. bankruptcy Sept. 15 in New York.

Oliver Wyman

Oliver Wyman Marketing Consulting Management

Consultant Ninja: Why the US Housing Market is still royally screwed.

Consultant Ninja

MAY 16, 2011

Why the US Housing Market is still royally screwed. As a potential homeowner, Ive been trying to assess which way the housing market is going. Ive seen in my local market "falling prices" "bidding wars", and "all cash buyers." Am I going to miss out on the next bull market? I am a strategy consultant at.

Oliver Wyman

Oliver Wyman Marketing Consulting Airlines

"Will These Central Bank Morons Ever Learn?" asks Albert Edwards at Societe General

MishTalk

OCTOBER 27, 2014

Central Banks and the Business Cycle I like it when someone besides a few financial bloggers takes the gloves off and starts asking some hard-hitting questions. The problem is that at these stratospheric valuations, the market does not need to suffer an ACTUAL recession to see a crash. Emphasis in italics is mine.

Banking

Banking Policies Financial Marketing

Consultant Ninja: A Simple Question about the Credit Markets.

Consultant Ninja

MARCH 31, 2009

A Simple Question about the Credit Markets. Heres my understanding of the current TARP/TARPII/PPIP/etc plans: The major "sick" banks wont lend to businesses, because their balance sheets are tied up with bad assets that they cant sell. The government will buy those assets, freeing up the major banks to loan again to businesses.

Balance Sheet

Balance Sheet Marketing Banking Consulting

High-Powered Idiocy from Academic Wonderland; Three Reasons Banks Not Lending; Blinder is Blind

MishTalk

DECEMBER 11, 2013

In an Op-Ed in the Wall Street Journal Blinders says " Don''t only drop the interest rate paid on banks'' excess reserves, charge them. Not long ago—say, until Lehman Brothers failed in September 2008—banks held virtually no excess reserves because idle cash earned them nothing. Banks are capital impaired. I think not.

Banking

Banking Small Business Insurance Insurance

Strategy and general business consulting firms in Australia

Tom Spencer

MAY 31, 2012

Strategy and general business consulting firms in Australia 2012. THE list of strategy and general business consulting firms is part of the full list of consulting firms in Australia : Tier One – Global. Pacific Strategy Partners. Pacific Strategy Partners. Definitions. Helpful Links. in Management Consulting.

Oliver Wyman

Oliver Wyman Strategy Strategy Strategy&

French Bank BNP Paribas Pleads Guilty Criminal Conspiracy Charges, Fined Record $9 Billion; Anyone Headed to Prison?

MishTalk

JUNE 30, 2014

Today, French bank BNP Paribas plead guilty Monday to criminal money-laundering laws by helping clients dodge sanctions on Iran, Sudan and other countries. On Monday in an agreement with the Manhattan District Attorney Cyrus Vance the bank pleaded guilty to falsifying business records and conspiracy in Manhattan Supreme Court.

Banking

Banking Journal Financial System

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

MishTalk

AUGUST 7, 2013

Minyanville Business and Market News. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation? Fed Balance Sheet vs. Stock Market. Sitka Pacific. Recent Posts. Featured Links. Abolish The Fed Sign the Petition. Big Picture.

Balance Sheet

Balance Sheet Marketing Real Estate Financial

Battle Cry of the Day: Save the Bondholders; Failed Bank Resolution on Verge of Unraveling Days Before Ratification

MishTalk

APRIL 7, 2014

In lengthy negotiations last month the EU reached a deal on how to handle failed banks. Please consider EU Deal on Bank Failures Risks Unravelling A landmark EU agreement on a common rulebook for handling bank failures is in danger of unravelling over the fine print restricting when a state can intervene to rescue a struggling bank.

Banking

Banking Balance Sheet Finance Government

Emerging Market Contagion Spreads; Argentina, Venezuela, Turkey Roundup; 50% Tax on Internet Purchases

MishTalk

JANUARY 24, 2014

Argentina Institutes 50% Tax on Internet Purchases; Emerging Market Contagion Spreads; Argentina, Venezuela, Turkey Roundup Yesterday, Argentina devalued the Peso hoping to halt further declines in its currency reserves. Markets had seen this coming as charts of the Peso vs. the US dollar show. The 5-year decline is over 50%.

Marketing

Marketing Policies Government Financial

List of strategy consulting firms in Hong Kong

Tom Spencer

SEPTEMBER 29, 2011

List of strategy consulting firms in Hong Kong 2011. List of strategy consulting firms in Hong Kong. OC&C Strategy Consultants. Roland Berger Strategy Consultants. Applied Value offers strategy, finance, and operations management services. Booz, Booz & Co broke away from Booz Allen Hamilton in 2008.

Oliver Wyman

Oliver Wyman Strategy Strategy Strategy&

Damn the Bubbles, More Printing Ahead; Property Bubbles and the Perils of Easy Money

MishTalk

MARCH 31, 2014

labor slack Federal Reserve Chair Janet Yellen gave a strong defense of the central bank''s easy-money policies on Monday, saying its "extraordinary" commitment to boosting the economy, especially the still struggling labor market, will be needed for some time to come. Instead central banks only factor in rent prices.

Real Estate

Real Estate Finance Banking Policies

Save Lives vs. Save the Economy

CaseInterview.com

MARCH 30, 2020

In the Great Recession, the US Economy had a financial services sector (think investment banks) that grew in size until it was far larger than the economy needed to make the economy run. Prior to 2008, the financial sector grew way beyond enabling the rest of the economy. I’ll give you a simple example. So, what’s the solution?

Financial

Financial Energy Real Estate Government

Fed a Creature of Financial Markets; The Draghi PUT; Global Crisis Coming Up

MishTalk

DECEMBER 25, 2015

Creature of Financial Markets Stephen Roach, former Chairman of Morgan Stanley Asia and the firm's chief economist, blasts the Greenspan Fed, the Bernanke Fed, and the Yellen Fed in his latest post The Perils of Fed Gradualism. A majority of financial market participants applaud this strategy. In fact, it is a dangerous mistake.

Financial

Financial Marketing Banking Government

Saxo Bank's Steen Jakobsen Warns of Global Economic Vacuum, China Slowdown, Germany Growth Negative, 30% S&P Correction

MishTalk

FEBRUARY 26, 2014

Steen Jakobsen, chief economist at Saxo Bank in Denmark, sent an interesting email yesterday regarding China, Germany, the European debt crisis, and equity prices. The political crisis is biting ironically at a time where stock markets across the world is reaching 5, 7, and in the case of the UK 14 year highs! to less than 3.0%

Banking

Banking Conference Travel Policies

Idiotic Proposals for Fed to Give Away Money

MishTalk

SEPTEMBER 19, 2014

The "intriguing piece" is Print Less but Transfer More , Why Central Banks Should Give Money Directly to the People. Base Money Supply has gone up from $848 billion at the start of 2008 to $4.150 Trillion today. At most, banks made 0.25% interest (free money) on excess reserves parked at the Fed. 0.25% of $2.7 trillion is $6.75

Banking

Banking Finance Policies Management

Start of a Global Currency Crisis?

MishTalk

JANUARY 26, 2014

In Emerging Market Contagion Spreads , I presented a viewpoint that emerging market currencies have been under pressure because of falling commodity prices. To be fair, quite a few emerging market currencies as well as the currencies of developed countries that are large commodity exporters have been under pressure for some time.

Balance Sheet

Balance Sheet Banking Tourism Sports

Mexican Peso Another Casualty of Falling Oil Prices; Mexico Announces Intervention to Halt Decline; Bazooka Theory Revisited

MishTalk

DECEMBER 8, 2014

Mexico’s central bank revived an intervention program designed to curb foreign-exchange volatility after the peso fell to a two-year low. percent from the previous close, the central bank said today in a statement. It’s more of a preventative one based on high market volatility.” That''s not a luxury Mexico has.

Banking

Banking Finance Energy Policies

Treasury Yields Surge Following Allegedly Good Data

MishTalk

AUGUST 1, 2013

Minyanville Business and Market News. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Nonetheless, the bond market has other ideas. Market Gets Message. On July 17, Bernanke boldly stated Markets finally get message. Sitka Pacific. Recent Posts. Featured Links.

Data

Data Real Estate Financial Advertising

Hedge Funds: Purpose, Business Model, and Strategies

Tom Spencer

NOVEMBER 10, 2023

Hedge funds have gained increased attention over the years, with their involvement in financial markets drawing interest from investors, media, and the general public. In this article, we will start to unravel the mysteries surrounding hedge funds, exploring their nature, workings, and the strategies they employ to generate profits.

Strategy

Strategy Strategy Strategy& Financial

Reflections on the Yellen Taper-Hike Announcement; What Does the Fed Know?

MishTalk

MARCH 20, 2014

About the only comment regarding yesterday''s FOMC announcement that I saw worth mentioning came today from Saxo Bank Chief economist Steen Jakobsen. I gave my own look into what the Fed knew or didn''t in Hilarious Transcripts of Fed Minutes from 2008 Reveal Completely Clueless Fed. Is the Fed any less clueless today than 2008?

Conference

Conference Banking Trends Analysis

Mish's Global Economic Trend Analysis: Italy Faces Huge Losses on.

MishTalk

JUNE 26, 2013

Minyanville Business and Market News. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Sitka Pacific. Recent Posts. Featured Links. GoldMoney: The Best Way to Buy Gold & Silver. Dollar Collapse News on the Dollar's Death Spiral. Abolish The Fed Sign the Petition. Home Builders.

Analysis

Analysis Trends Real Estate Financial

Former Bundesbank Vice-President Recommends Gold, Says Current Economic System is "Pure Fiction"

MishTalk

MAY 24, 2014

Anyone who is thinking clearly knows the economic system fostered by central banks is totally and completely out of control. Repetitive rounds of QE, competitive currency debasement, interest rates at zero, and sponsorship of the internet bubble followed by the housing bubble, followed by the current stock market bubble is proof enough.

System

System Banking Policies Insurance

Japan Tells Firms "Stop Sitting on Cash", Ignore the Lack of Customers

MishTalk

JULY 19, 2013

Minyanville Business and Market News. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Not only do they think they know better than the free markets, they want companies to produce what their customers clearly do not want. Sitka Pacific. Recent Posts. Featured Links. Home Builders.

Real Estate

Real Estate Financial Advertising Case Interview

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

MishTalk

JUNE 27, 2013

Minyanville Business and Market News. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Michael Pettis at China Financial Markets commented on the liquidity crunch and spike in SHIBOR a few days ago via email. Sitka Pacific. Recent Posts. Featured Links. Home Builders. Big Picture.

Analysis

Analysis Trends Real Estate Banking

An Analysis of July Employment Numbers 1955 to 2013

MishTalk

AUGUST 3, 2013

Minyanville Business and Market News. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. or financial instrument, or to participate in any particular trading or investment strategy. Bank Lending, Jobs, The Great Retrace. Sitka Pacific. Recent Posts. Featured Links. Big Picture.

Analysis

Analysis Real Estate Financial Advertising

Monetary Perspective on QE and Tapering

MishTalk

MARCH 24, 2014

I quoted the opinion of Saxo Bank Chief economist Steen Jakobsen. I am certainly in agreement with Steen, and gave my own look into what the Fed knew or didn''t in Hilarious Transcripts of Fed Minutes from 2008 Reveal Completely Clueless Fed. What will other central banks do? Bonus Question: What is this likely to mean for gold?

Banking

Banking Marketing Management Strategy

Mish's Global Economic Trend Analysis: Obama's HAMP Program a.

MishTalk

JULY 24, 2013

Minyanville Business and Market News. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Christy Romero, the head of SIGTARP says " Treasury pulled out all the stops for the banks, they should do the same for homeowners ". Sitka Pacific. Recent Posts. Featured Links. Home Builders.

Trends

Trends Analysis Real Estate Case Interview

Ukraine Needs Second Bailout, Currency Reserves Drop to Critical Level; Another IMF Visit; Where's the Love?

MishTalk

DECEMBER 7, 2014

Ukraine’s central bank reported foreign-currency reserves at their lowest for almost a decade, raising pressure on the West to provide more financing to the country being squeezed by Russia. Ukraine is currently in a pretty critical condition—and desperately in need of IMF life support,” Standard Bank analyst Timothy Ash wrote in a note.

Banking

Banking Finance Government Report

Mish's Global Economic Trend Analysis: Fools Say "Sell the Gold.

MishTalk

JULY 22, 2013

Minyanville Business and Market News. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. And that reason is global central bank debasement of currency. Ritholtz on Gold and on Making Predictions; How Secular Bull Markets End; Winning vs. Investing. Sitka Pacific. Recent Posts.

Analysis

Analysis Trends Real Estate Case Interview

Energy Price Deflation: Crude Dips 6% to 7-Year Low; Gasoline Below $1.50; Central Banks to Blame for What's About to Happen

MishTalk

DECEMBER 7, 2015

Perverse Central Bank Battle In the perverse central bank battle to defeat price deflation, the central banks are having a rough go of things. The price of West Texas Intermediate (WTI) light sweet crude is down 6 percent today to lows last seen late 2008 and January 2009. since May of 2004 when it closed at $37.04.

Banking

Banking Energy Report Productivity

Credit Contraction Exceeds 6% in Spain, Highest Ever in Crisis

MishTalk

JULY 2, 2013

Minyanville Business and Market News. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. According to the Bank of Spain, loans to the private sector residents, families and businesses have registered a fall of 6.1% Sitka Pacific. Recent Posts. Featured Links. Home Builders.

Real Estate

Real Estate Financial Advertising Case Interview

Mish's Global Economic Trend Analysis: Bernanke Wants 2.

MishTalk

AUGUST 4, 2013

Minyanville Business and Market News. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. The Fed wants home prices up to help out the banks, but what about the new household formation? Sitka Pacific. Recent Posts. Featured Links. GoldMoney: The Best Way to Buy Gold & Silver.

Trends

Trends Analysis Real Estate Financial

Draghi Announces ECB Exit From Easing Remains Far Off

MishTalk

JUNE 26, 2013

Minyanville Business and Market News. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Draghi Announces ECB Exit From Easing Remains Far Off; Think the Fed Has an Exit Strategy? Sitka Pacific. Recent Posts. Featured Links. GoldMoney: The Best Way to Buy Gold & Silver.

Balance Sheet

Balance Sheet Real Estate Financial Advertising

Is the Stock Market in Big Trouble?

Hilarious Transcripts of Fed Minutes from 2008 Reveal Completely Clueless Fed

Trending Sources

Credit Boom in China Could Trigger Bigger Crisis Than 2008; Three Things China Wants, Eight Things China Needs

New Tools! More Pure Bank Profit!

Strong Economy – Strong Buy-Sell Market

Argentine Central Bank Chief Quits in Currency Dispute; Hyperinflation On the Way?

Mish's Global Economic Trend Analysis: Expect Another "Bad Bank.

Winning Isn’t Everything: The Art of Playing Well

European Banks Dump Massive Amounts of Subordinated Debt on Investors

Mish's Global Economic Trend Analysis: China Acts to Calm Markets.

Consultant Ninja: Finally, two counter-cyclical markets: Management.

Consultant Ninja: Why the US Housing Market is still royally screwed.

"Will These Central Bank Morons Ever Learn?" asks Albert Edwards at Societe General

Consultant Ninja: A Simple Question about the Credit Markets.

High-Powered Idiocy from Academic Wonderland; Three Reasons Banks Not Lending; Blinder is Blind

Strategy and general business consulting firms in Australia

French Bank BNP Paribas Pleads Guilty Criminal Conspiracy Charges, Fined Record $9 Billion; Anyone Headed to Prison?

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

Battle Cry of the Day: Save the Bondholders; Failed Bank Resolution on Verge of Unraveling Days Before Ratification

Emerging Market Contagion Spreads; Argentina, Venezuela, Turkey Roundup; 50% Tax on Internet Purchases

List of strategy consulting firms in Hong Kong

Damn the Bubbles, More Printing Ahead; Property Bubbles and the Perils of Easy Money

Save Lives vs. Save the Economy

Fed a Creature of Financial Markets; The Draghi PUT; Global Crisis Coming Up

Saxo Bank's Steen Jakobsen Warns of Global Economic Vacuum, China Slowdown, Germany Growth Negative, 30% S&P Correction

Idiotic Proposals for Fed to Give Away Money

Start of a Global Currency Crisis?

Mexican Peso Another Casualty of Falling Oil Prices; Mexico Announces Intervention to Halt Decline; Bazooka Theory Revisited

Treasury Yields Surge Following Allegedly Good Data

Hedge Funds: Purpose, Business Model, and Strategies

Reflections on the Yellen Taper-Hike Announcement; What Does the Fed Know?

Mish's Global Economic Trend Analysis: Italy Faces Huge Losses on.

Former Bundesbank Vice-President Recommends Gold, Says Current Economic System is "Pure Fiction"

Japan Tells Firms "Stop Sitting on Cash", Ignore the Lack of Customers

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

An Analysis of July Employment Numbers 1955 to 2013

Monetary Perspective on QE and Tapering

Mish's Global Economic Trend Analysis: Obama's HAMP Program a.

Ukraine Needs Second Bailout, Currency Reserves Drop to Critical Level; Another IMF Visit; Where's the Love?

Mish's Global Economic Trend Analysis: Fools Say "Sell the Gold.

Energy Price Deflation: Crude Dips 6% to 7-Year Low; Gasoline Below $1.50; Central Banks to Blame for What's About to Happen

Credit Contraction Exceeds 6% in Spain, Highest Ever in Crisis

Mish's Global Economic Trend Analysis: Bernanke Wants 2.

Draghi Announces ECB Exit From Easing Remains Far Off

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