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China Faces "Minsky Moment" on Ponzi Financing

MishTalk

We have described in detail over the past two years how we believe China’s twin excesses (excessive investment funded by excessive debt) will inevitably unwind, causing a substantial slowdown in China’s economy, significantly below market expectations. Gross Domestic Product (GDP) growth to 5.0% over the next two years. trillion GDP.

Finance 75
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Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation?

MishTalk

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. Automatic Earth. Bay Area Real Estate Trends.

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

Consultant Ninja

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 billion during the year ended December 31, 2008. " - United Airlines 2008 10-K, 2 March 2009. March 4, 2009 at 9:54 PM. March 4, 2009 at 11:46 PM.

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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. Given the shift in immediate U.S.

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Finally, Proof That Managing for the Long Term Pays Off

Harvard Business

Among the firms we identified as focused on the long term, average revenue and earnings growth were 47% and 36% higher, respectively, by 2014, and market capitalization grew faster as well. public market capitalization over this period. The differences were dramatic. Earnings quality: Accruals as a share of revenue.