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Consultant Ninja: When "hedging" is just speculation: Management.

Consultant Ninja

Management Consultant | Excel Jockey | Slide Monkey | Corporate Insurgent | One-Eyed Man in the Valley of the Blind Mckinsey | Bain | BCG | Booz | Oliver Wyman. Wednesday, March 4, 2009. The Company’s cash flows and results of operations have been adversely impacted by these factors as indicated by its net loss of $5.3

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China Faces "Minsky Moment" on Ponzi Financing

MishTalk

Gross Domestic Product (GDP) growth to 5.0% There is evidence that this debt growth has become excessive and non-productive. 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. trillion GDP.

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The Challenges GM Is Facing, and the Reasoning Behind Its Plant Closures

Harvard Business

While the job losses are a terrible blow to those workers and the families they support and the local economies where the factories are located, the decision could prevent the kind of crisis that resulted in it seeking bankruptcy protection in 2009 and a $50 billion bailout by the U.S. government. When and how are the best ways to do it?

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What GE’s Board Could Have Done Differently

Harvard Business

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

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

MishTalk

So refraining from any forecast of what will happen in the near term, it’s sufficient to observe that the economic data is not nearly as strong as widely perceived, and the impact of QE on stock prices does nothing to improve the underlying cash flows. 2009-12-09 Tech Ticker. 2009-10-30 King World News. Newer Post.

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Finally, Proof That Managing for the Long Term Pays Off

Harvard Business

Companies deliver superior results when executives manage for long-term value creation and resist pressure from analysts and investors to focus excessively on meeting Wall Street’s quarterly earnings expectations. This has long seemed intuitively true to us. The returns to society and the overall economy were equally impressive.