MishTalk
NOVEMBER 10, 2014
Chris Martenson : John Hussman is highly respected for his prodigious use of data and adherence to what it tells him about the state of the financial markets. A stock, in fact any security, is a claim on any long-term stream of cash flows that investors can expect to be delivered to them over a very long period of time.
MishTalk
MARCH 21, 2014
After the massive stimulus and more than doubling of new bank loans in 2009, the government attempted to stabilize credit growth, but the growth of the shadow banking system exploded instead. It now takes 4 renminbi (RMB) of debt to create 1 renminbi of GDP growth from a nearly 1:1 ratio in the early and mid-2000s.
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MishTalk
AUGUST 7, 2013
China Financial Markets. Financial Sense. The central effect of QE is not on the real economy, but on financial speculation. As the buyers become less eager and the sellers become more eager, an uneasy period of ‘financial distress’ follows. Top Financial Blog Citations. Burning Platform. Daily Bell.
MishTalk
OCTOBER 30, 2014
A sharp decline in EPS optimism since 2009 has been consistent with previous hiatuses in financial markets. Is there a growing divergence between net income and operating cash-flow? Management has less flexibility to alter cash flow, whereas earnings can be stuffed for all sorts of "funnies". If so (i.e.
Martinka Consulting
OCTOBER 3, 2013
2009 - Were there any business acquisition loans? And, SBA loans are much safer than many other kinds of loans and, because SBA loans are considered “cash flow loans” (not requiring full collateral), they have better approval considerations. Who benefits? Buyers, banks and especially sellers! interest rate, 1.5:1
Harvard Business
JULY 17, 2018
Since Immelt’s departure, GE’s stock is down another 30%, as its new CEO, John Flannery, has struggled to cope with the cash flow drain from years of problematic acquisitions, divestitures, and buybacks. Because of these dubious decisions, GE’s ratio of debt to earnings has soared from 1.5 in 2013 to 3.7
MishTalk
APRIL 1, 2015
Kristi Culpepper, a bond guru, has gone over Chicago''s annual financial report, bond documents, investor presentations, and CAFRs. 28, as Bond Girl, she wrote a 1,650-word blog post for the Financial Times’ Alphaville on a proposed debtor-in-possession financing for bankrupt Detroit. She knows what she is talking about.
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