MishTalk

JUNE 28, 2013

Minyanville Business and Market News. Get Involved The State of the Unions Finances: A Citizens Guide. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Since these worst case scenarios are always famously optimistic, the best course of action would be to shut the agency down.

Analysis 74

Analysis Trends Real Estate Case Interview 74

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 78

Balance Sheet Banking Tourism Sports 78

MishTalk

AUGUST 1, 2013

Minyanville Business and Market News. Get Involved The State of the Unions Finances: A Citizens Guide. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Nonetheless, the bond market has other ideas. Market Gets Message. GoldMoney: The Best Way to Buy Gold & Silver.

Data 73

Data Real Estate Financial Advertising 73

MishTalk

JUNE 26, 2013

Minyanville Business and Market News. Get Involved The State of the Unions Finances: A Citizens Guide. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Mish and Eric King discuss Gold, the Stock Market, the US Dollar, Sideline Cash, China, and US real estate. Automatic Earth.

Balance Sheet 68

Balance Sheet Real Estate Financial Advertising 68

MishTalk

JULY 19, 2013

Minyanville Business and Market News. Get Involved The State of the Unions Finances: A Citizens Guide. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. LA : Mayor of Los Angeles Says "Bankruptcy is Not an Option" (Of Course It Is). December 2008 (85). August 2008 (93).

Analysis 78

Analysis Trends Real Estate Financial 78

MishTalk

JULY 9, 2013

Minyanville Business and Market News. Get Involved The State of the Unions Finances: A Citizens Guide. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Student loan programs (and of course education-related public unions) tell a similar story about out-of-control education costs.

Analysis 75

Analysis Trends Real Estate Financial 75

MishTalk

JANUARY 21, 2014

Today''s information technology allows a multinational company to position research, marketing, finance and managerial jobs to anywhere. Financial markets have become wobbly lately as growth momentum cools off. The 2008 crisis prompted a pause. In the decade before the 2008 financial crisis, trade was driving growth.

Information Technology 74

Information Technology Information Technology Financial Policies 74

MishTalk

JULY 2, 2013

Minyanville Business and Market News. Get Involved The State of the Unions Finances: A Citizens Guide. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Ritholtz on Gold and on Making Predictions; How Secular Bull Markets End; Winning vs. Investing. Automatic Earth.

Trends 63

Trends Analysis Real Estate Financial 63

MishTalk

AUGUST 6, 2013

Minyanville Business and Market News. Get Involved The State of the Unions Finances: A Citizens Guide. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Quantitative Easing 1 (QE1, December 2008 to March 2010). "On GoldMoney: The Best Way to Buy Gold & Silver. Big Picture.

Balance Sheet 68

Balance Sheet Analysis Trends Real Estate 68

MishTalk

MARCH 11, 2014

Finance reports U.S. percent, the sharpest fall since December 2008. Of course sales are up as well, but if a sales slump happens for any reason, inventories will be way out of line. Sitka Pacific is an asset management firm whose goal is strong performance and low volatility, regardless of market direction.

Sales 69

Sales Report Finance Productivity 69

MishTalk

JULY 31, 2013

Minyanville Business and Market News. Get Involved The State of the Unions Finances: A Citizens Guide. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. You are insolvent when your total debts are more than the fair market value of your total assets. Automatic Earth.

Real Estate 74

Real Estate Case Interview Financial Advertising 74

MishTalk

JULY 24, 2013

Minyanville Business and Market News. Get Involved The State of the Unions Finances: A Citizens Guide. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Of course all of this happens mainly because interest rates are so low. December 2008 (85). November 2008 (78).

Analysis 71

Analysis Trends Real Estate Advertising 71

MishTalk

JULY 30, 2013

Minyanville Business and Market News. Get Involved The State of the Unions Finances: A Citizens Guide. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Its a mixed bag of retail PMI news in Europe today (assuming of course one believes that spending is good). July 2008 (104).

Retail 70

Retail Sales Real Estate Financial 70

MishTalk

JULY 5, 2013

Minyanville Business and Market News. Get Involved The State of the Unions Finances: A Citizens Guide. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Over the course of the last year, the number of people employed rose by 1,610,000 (an average of 134,000 a month).

Trends 77

Trends Analysis Real Estate Survey 77

MishTalk

AUGUST 2, 2013

Minyanville Business and Market News. Get Involved The State of the Unions Finances: A Citizens Guide. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Over the course of the last year, the number of people employed rose by 2,035,000 (an average of 170,000 a month).

Survey 75

Survey Real Estate Financial Advertising 75

Management Consulted

OCTOBER 3, 2012

After being dropped from multiple courses during registration, I was in desperate need for a 4th class. I begged my favorite Econ teacher to let me into his Industrial Organization course and fortunately I got a spot. market for latex condoms. “My interest in consulting was a happy accident.

Consulting 204

Consulting Case Interview Interviews Engineering 204

MishTalk

AUGUST 5, 2013

Minyanville Business and Market News. Get Involved The State of the Unions Finances: A Citizens Guide. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Safety is why so-called "closed-course" uses, which keep automated trucks away from the public, are happening first.

Real Estate 78

Real Estate Financial Trends Advertising 78

MishTalk

JUNE 27, 2013

Minyanville Business and Market News. Get Involved The State of the Unions Finances: A Citizens Guide. 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.

Analysis 70

Analysis Trends Real Estate Banking 70

MishTalk

AUGUST 7, 2014

I have talked about " forced retirement " 174 times over the course of the past few years. The survey found, for example, that 15% of those who had retired since 2008 had retired earlier than planned because of the downturn. I defined the term as those who retired because they had to, not because they wanted to. Why might they have to?

Study 78

Study Education Financial Report 78

MishTalk

AUGUST 27, 2014

IMF chief Christine Lagarde has been put under formal investigation by French magistrates for alleged negligence in a political fraud affair dating from 2008 when she was finance minister. Of course, the question of just how much redistribution the state should do is, at its core, a political one that economic analysis cannot answer.

Meeting 68

Meeting Efficiency Education Finance 68

MishTalk

MARCH 16, 2015

ZeroHedge wrote " The last time the world was sliding into a US dollar shortage as rapidly as it is right now, was following the collapse of Lehman Brothers in 2008. More importantly, a dollar shortage certainly did not cause the crash in 2008. Excess debt and speculation caused the crisis in 2008. Same as 2008 or Opposite?

Banking 28

Banking Government Policies Finance 28

MishTalk

JULY 10, 2013

Minyanville Business and Market News. Get Involved The State of the Unions Finances: A Citizens Guide. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Following is a snip from the June 18-19, 2013 Minutes of the Federal Open Market Committee , released today. Big Picture.

Real Estate 61

Real Estate Financial Policies Advertising 61

MishTalk

OCTOBER 27, 2014

The problem is that at these stratospheric valuations, the market does not need to suffer an ACTUAL recession to see a crash. Like October 1987, just the fear of recession will be enough to trigger a massive market move. This suggests to me a continued misplaced market (over)-confidence about central banks’ ability to control events.

Banking 75

Banking Policies Financial Marketing 75

MishTalk

JANUARY 28, 2014

"Industrial and Commercial Bank of China, the world''s largest bank by assets, said on Thursday that it has no plans to use its own money to repay investors in a troubled off-balance-sheet investment product that it helped to market." Investors should have taken a hit. Certainly the promised 10% yield was too good to be true. Tough Luck?

Banking 72

Banking Balance Sheet Productivity Financial 72

MishTalk

OCTOBER 18, 2015

Approximately 62% of Americans have less than $1,000 in their savings accounts and 21% don’t even have a savings account, according to a new survey of more than 5,000 adults conducted this month by Google Consumer Survey for personal finance website GOBankingRates.com. That said, I agree with the overall message: people are not saving enough.

Finance 28

Finance Banking Survey Policies 28

Harvard Business

JANUARY 12, 2018

Robo-advisors, which were introduced in 2008 , are steadily eating up market share from their human counterparts much the way that Amazon and Netflix have taken share from Walmart and Regal Cinemas. Companies in every industry can benefit from making more data and algorithm-based decisions in areas of internal operations and finance.

Strategy 28

Strategy Strategy Strategy& Consulting 28

MishTalk

NOVEMBER 20, 2015

Of course, there is also persistent overoptimism about earnings growth and stock market expectations. In November 2007, the Federal Open Market Committee began releasing projections for real GDP growth four times per year in its Summary of Economic Projections (SEP). The actual growth rate for 2008 turned out to be –2.8%—the

Balance Sheet 28

Balance Sheet Banking Study Policies 28

MishTalk

JANUARY 27, 2014

Today''s information technology allows a multinational company to position research, marketing, finance and managerial jobs to anywhere. Currency Crisis A second deflationary factor in Europe is the emerging market currency crisis. the Fed and others way overestimate the robustness of the jobs market. In the U.S.,

Banking 78

Banking Retail Healthcare Sales 78

MishTalk

JANUARY 3, 2015

A decision by a new Greek government to leave the eurozone would set off devastating turmoil in financial markets even worse than the collapse of Lehman Brothers in 2008, a leading international economist warned Saturday. Finance reports Germany Believes Eurozone Could Cope with Greece Exit. Limited Contagion Thesis Yahoo!Finance

Banking 28

Banking Government Finance Report 28

MishTalk

OCTOBER 4, 2015

One is on Japan, one the US, and one on emerging markets with various overlaps in between. The debts of non-financial firms in emerging market economies quadrupled, from $4tn (£2.6tn) in 2004 to well over $18tn in 2014, according to the IMF’s twice-yearly Global Financial Stability Report. Let's start with Japan. Obama's Model.

Banking 28

Banking Financial Policies Government 28

MishTalk

JANUARY 5, 2015

On one hand, any observer with historical perspective knows not only that the overvaluation from this kind of speculation inevitably ends in tears, but also that the heavy issuance of new speculative and low-quality securities during the bubble finances and enables unproductive malinvestment that leaves the economy far worse off in the end.

Banking 28

Banking Marketing Finance Training 28

Management Consulted

DECEMBER 7, 2014

In 2008, Bridgespan redesigned its website in an attempt to provide better knowledge transfer. As a result of the studies that the small team conducted, the proposition was put forth that Bain establish a non-profit practice area which was considered, but ultimately rejected. The Bridgestar.org site merged with Bridgespan.org in 2012.

Interviews 150

Interviews Culture Bain Consulting 150

MishTalk

JULY 11, 2014

The BIS slam, coupled with a recent stock market selloff, brought up debate on a " controlled collapse ". Over the past few years, non-financial corporations in a number of EMEs have borrowed heavily through their foreign affiliates in the capital markets, with the debt denominated mainly in foreign currency.

Balance Sheet 74

Balance Sheet Financial Banking Policies 74

MishTalk

DECEMBER 10, 2015

Average per-mile rates on the spot market fell again for all three major truckload segments in November, according to data from loadboard Truckstop.com. This is the fourth straight month that rates dipped in all three segments, continuing a now year-long downward trend spurred by both a major drop in diesel prices and market conditions.

Sales 28

Sales Report Trends Real Estate 28

MishTalk

JUNE 26, 2013

Minyanville Business and Market News. Get Involved The State of the Unions Finances: A Citizens Guide. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Of course not, and it seems silly to even ask. But that is of course speculation and is neither here nor there.

Real Estate 69

Real Estate Financial Case Interview Banking 69

MishTalk

JULY 14, 2013

Minyanville Business and Market News. Get Involved The State of the Unions Finances: A Citizens Guide. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Michael Pettis at China Financial Markets tackles the above questions via email on " The Urbanization Fallacy ". Daily Bell.

Real Estate 70

Real Estate Financial Analysis Case Interview 70

Harvard Business

MAY 11, 2016

In 2008 Andrew McAfee and Erik Brynjolfsson wrote about their research on U.S. Experts have more or less narrowed it down to two theories: Firms have been exposed to increasingly intense winner-take-all competition, or leading firms have cemented their market power and are earning fat profits without much threat of competition.

McKinsey 28

McKinsey Engineering Enterprise Research 28