MishTalk

JANUARY 6, 2014

Saxo Bank''s Outrageous Predictions for 2014 came out last month, but given that Steen Jakobsen, Chief Economist for Saxo Bank will be speaking at Wine Country Conference II on May 1-2, a review of Saxo Bank''s predictions is in order. The fragility of the housing market has been underlined by the modest increase in yields in mid-2013.

Banking 62

Banking Conference Government Groups 62

MishTalk

JANUARY 18, 2016

Diving Into Rumors Zero Hedge has an interesting post on Saturday entitled Dallas Fed Quietly Suspends Energy Mark-To-Market On Default Contagion Fears. In his post, ZeroHedge claims " The Dallas Fed met with the banks a week ago and effectively suspended mark-to-market on energy debts and as a result no impairments are being written down.

Energy 28

Energy Banking Journal Report 28

MishTalk

SEPTEMBER 6, 2014

He said the Reserve Bank of Australia should prepare for a difficult ride as the overpriced property market and high dollar created a challenging economic environment as coal and iron ore prices dropped. The next historic low would take a significant slide to $76 a tonne, a rate not seen since September 2009. It dropped another 0.6

Banking 70

Banking Financial System Construction 70

Management Consulted

DECEMBER 11, 2016

Though the firm’s background is exclusively in pricing, in more recent years it has been breaking into other practice areas such as strategy, marketing, and sales. In 1996, Simon-Kucher opened an office in Boston and began to put more of a focus on its other three practice areas: strategy, marketing, and sales. What does this mean?

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Interviews Culture Case Interview Automotive 100

MishTalk

OCTOBER 15, 2014

Hi Mish I was thinking that margin calls would be made after today and could pull the market down further by Friday. Also your article Stock Buybacks Peaked With Stock Market in 2007: History About to Repeat? Thanks, Rob Bond Market vs. Equities Generally I stay away from short-term prognosis. That''s an even bigger move.

Benchmarking 51

Benchmarking Conference Marketing Retail 51

Harvard Business

OCTOBER 24, 2018

Take the case of Dominic Barton, who served as the Global Managing Director of McKinsey & Company from 2009-2018. As you succeed, these results will begin to build upon one another—you’ll oversee a new product that becomes a runaway hit or take charge of a transformational initiative that redefines a major market.

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McKinsey Handbook Case Interview Leadership 53

MishTalk

SEPTEMBER 20, 2015

In an effort to convince the market that rate hikes are coming, an amusing parade of Fed parrots squawked in full force over the weekend, within an hour or so of each other. Bullard is not a voting member of the policy-setting Federal Open Market Committee in 2015, but will vote in 2016. Lately however, the market has had other ideas.

Policies 28

Policies Conference Banking Meeting 28

MishTalk

DECEMBER 17, 2015

Emerging market will be the best performing asset – Both price and value being cheap. Federal Reserve Hikes Fed says four hikes, market says maximum two – I’m with the Fed The tone of the press conference and “dots” indicates Fed high believe in their forecasts. 2016 will be a year of two halves: A bad start, and a good finish.

Banking 28

Banking Conference Marketing Travel 28

MishTalk

MARCH 26, 2015

monetary policy might need to be adjusted in light of the economy''s steady improvement since the 2007-2009 financial crisis. " monetary policy so that it is set appropriately for an improving economy over the next two years ," Bullard said at a conference in the German financial hub. Now may be a good time to begin normalizing U.S.

Report 28

Report Conference Policies Financial 28

Harvard Business

JANUARY 5, 2018

For example, in 2009 professors Brian Becker, Mark Huselid, and Richard Beatty estimated that in most companies less than 15% of jobs are what they call strategic positions and said management should focus “disproportionate investments” on finding A players for those jobs. Connectors in the middle. Critical contractors.

Talent 29

Talent McKinsey Apparel Sales 29

MishTalk

DECEMBER 18, 2014

The break-even rate turned negative yesterday for the first time since 2009. Fed Chair Janet Yellen downplayed the notion at the press conference after the conclusion of yesterday’s two-day policy meeting. Sitka Pacific is an asset management firm whose goal is strong performance and low volatility, regardless of market direction.

Policies 56

Policies Banking Conference Financial 56

Harvard Business

OCTOBER 9, 2018

The report’s beginnings trace back to 2009, when the annual UN global climate conference resulted in an agreement that the world should hold warming to 2.0°C Pathway two is what we’re doing now, and it sounds so tranquil and market-based. °C (3.8°F)

Energy 53

Energy Government Efficiency Transportation 53

MishTalk

JUNE 9, 2015

Harvey The last publicly available audited Financial Report for the City of Harvey covers the year ended April 30, 2009. More recently, the city issued bonds to finance the development of a hotel and conference center, but the SEC found that some of the proceeds were being siphoned off by City Controller Joseph Letke.

Finance 28

Finance Report Hotels Financial 28

MishTalk

FEBRUARY 8, 2015

However the data - in particular the import data - is worrisome even after accounting for cyclical factors; last year the new year holiday idled factories and financial markets for a week in January, but this year the holiday comes in late February and January was a full month of business as usual. "

Trends 28

Trends Data Transportation Conference 28

MishTalk

AUGUST 16, 2013

Gold Bull Paulson Cuts SPDR Stake by Half in Bear Market. Bloomberg reports Gold Bull Paulson Cuts SPDR Stake by Half in Bear Market. Billionaire hedge fund manager John Paulson, who told investors as recently as last month that they should own gold, cut his holdings in the metal by more than half as prices plunged into a bear market.

Sales 53

Sales Government Report Marketing 53

MishTalk

AUGUST 3, 2015

On July 24, the Conference Board asked the question: Is Wage Growth Accelerating? percent back in the early recovery days of 2009 when, apparently unlike today, there was enormous slack in the labor market. The Board's answer was " All signs point to Yes! " Year-on-year, the ECI fell 6 tenths to plus 2.0 percent from 0.7

Survey 28

Survey Banking Data Report 28

QEmploy

JUNE 10, 2019

They cultivate a direct relationship with their audience, the discussions are not scripted and from a technical standpoint, podcasts are easier to produce and market than other forms of consumer media. The great talk you get at the bar after the conference, wrapped up in convenient podcast form”. The Cloudcast. Mac Power Users.

Development 75

Development Consulting Software Industry 75

MishTalk

DECEMBER 13, 2015

Small banks, money-market funds, mutual funds and government-sponsored enterprises have become big players feeding the financial system with credit. The five officials—gathered at a conference table in Charlotte, N. Debt is building up at companies through the issuance of junk bonds and loans to low-rated firms.

Real Estate 28

Real Estate Tools Banking Exercises 28

MishTalk

JANUARY 15, 2014

My Thoughts: During periods of market excess, avoiding bubbles and instead investing in out of favor but attractive assets can be quite painful to live through in the short-term. GMO 10-Year History Let''s step back a bit and look at GMO''s 10-Year history from 1999-2009. Only a free market does. Of course not. Few ever do.

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Conference Government Education Marketing 55

Consulting Success

FEBRUARY 19, 2018

In this episode, we are discussing the importance of maintaining a long-term strategy and vision for your marketing and networking. Listen to the podcast here: Long-term strategies in marketing and networking offer the greatest rewards for the most successful consultants. I’m delighted to have her join me today. Maybe, maybe not.

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Consulting Company Sales System 100

Harvard Business

MAY 23, 2017

During the 2009 recession, I took a high-profile job with a marketing agency. On Friday, while I was sitting in on a four-hour conference call in a windowless meeting room, I couldn’t pretend that I wasn’t miserable. On the surface, it looked like a dream opportunity. I ended up quitting that day, just 4.25

Energy 53

Energy Conference Meeting Resources 53

MishTalk

NOVEMBER 25, 2013

Though I don’t believe that markets follow math, it’s striking how closely market action in recent years has followed a “log-periodic bubble” as described by Didier Sornette (see Increasingly Immediate Impulses to Buy the Dip ). I have been prepared to underperform for the fun of being proved right when markets crash.

Cash Flow 54

Cash Flow Trends Policies Marketing 54

MishTalk

JANUARY 12, 2014

It also highlights a race to stake out promising new technology markets, as fields such as “wearable” computing become the next frontiers for growth. “ This was our last major outstanding litigation," Rambus CEO Ron Black said in a conference call Tuesday. Our hope is to avoid a war ,” said Allen Lo, Google’s chief patent lawyer.

Intellectual Property 52

Intellectual Property Benchmarking Analysis Company 52

MishTalk

OCTOBER 29, 2015

In a repeat of the protest at the April ECB press conference I would have probably stormed the stage, thrown confetti money at him and been unceremoniously dragged out by security. Contrary to the Pavlovian salivations of the markets, the evidence is mounting that “ whatever it takes ” is not going to be enough.

Banking 28

Banking Policies Financial Fashion 28

MishTalk

SEPTEMBER 9, 2015

Emailgate Backgound From 2009 to 2013, when Hillary Clinton was Secretary of State, she sent and received using a home-brew email server setup in her house. Sitka Pacific is an asset management firm whose goal is strong performance and low volatility, regardless of market direction. She said then: “I don’t throw anything away.

Interviews 28

Interviews Report Government Fashion 28

Harvard Business

JANUARY 5, 2017

Political campaigns are marketing campaigns, messages aimed at selling a product. Yet by 2004 its market share was down to 3%. It focused its efforts on earning a majority share of Europe’s digital classified advertising market (a product that connects buyers and sellers). Bigger marketing budgets may not pay off.

Media 53

Media Advertising Metrics Productivity 53

MishTalk

JANUARY 3, 2014

A similar crash in public opinion awaits Bernanke for fueling one of the biggest, if not the biggest stock and bond market bubbles in history. Investments US stock markets are at all-time high. Most major indices are up for the year although China and some emerging markets took a hit. S&P UP 29.6% The broad U.S.

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Conference Banking Government Balance Sheet 60