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

MishTalk

Get Involved The State of the Unions Finances: A Citizens Guide. Minsky noted that ‘euphoria’ might develop at this stage. “A follow-the-leader process develops as firms and households see that speculators are making a lot of money. December 2008 (85). November 2008 (78). October 2008 (108).

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BIS Slams the Fed; Ridiculous Question of the Day: "Is The Fed Going To Attempt A Controlled Collapse?"

MishTalk

It could represent a hidden vulnerability, especially if backed by domestic currency cash flows derived from overextended sectors, such as property, or used for carry trades or other forms of speculative position-taking. Financing problems of non-financial corporations in EMEs can also feed into the banking system.

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Finally, Proof That Managing for the Long Term Pays Off

Harvard Business

To help provide a better factual base for this debate, MGI, working with McKinsey colleagues from our Strategy & Corporate Finance practice as well as the team at FCLT Global, began last fall to devise a way to systemically measure short-termism and long-termism at the company level. Earnings quality: Accruals as a share of revenue.