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

MishTalk

Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation? Fed Balance Sheet vs. Stock Market. The risk premiums of risky securities have become unsustainably compressed in the process, and the Feds balance sheet has metastasized to $3.5 Minsky noted that ‘euphoria’ might develop at this stage.

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Mish's Global Economic Trend Analysis: Michael Pettis on the China.

MishTalk

During the coming week I believe that a significant amount of Wealth Management Prodiucts (WMP) will mature, and because of asset/liability mismatched this WMP must be rolled over. The most important effect is likely to be on demand for wealth management products. 2010-03-12 - Mish with Marc Faber. 2010-02-12 Max Keiser.

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Mish's Global Economic Trend Analysis: Ritholtz on Gold and on.

MishTalk

It’s very easy for a confident-sounding analyst, fund manager or professor to say something on TV that can throw off the best laid plans of investors. Barring some new developments — like all the gold in Fort Knox becoming irradiated — I do not expect to see a resumption of the 2001-11 uptrend. 2010-02-12 Max Keiser.

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Seven Charts Explain Why Chicago Bonds Rated Junk

MishTalk

Data Sources: Illinois Policy Institute, 2010 Census, Chicago Budget. Chart #2: Growing Payments While the current state of the city’s balance sheet is dismal, the real problem relates to what is expected to develop over the next decade. Per capita income estimate is for Cook County.

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FOMC Minutes and Economic Projections: Dissent in Both Directions

MishTalk

Going forward, he viewed it as particularly important for the Committee to monitor price developments closely and to adapt its policy in response to incoming economic information. Participants also described their views regarding the appropriate path of the Federal Reserves balance sheet. 2010-03-12 - Mish with Marc Faber.

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Kodak’s Downfall Wasn’t About Technology

Harvard Business

Today, the term increasingly serves as a corporate bogeyman that warns executives of the need to stand up and respond when disruptive developments encroach on their market. Sasson himself told The New York Times that management’s response to his digital camera was “that’s cute – but don’t tell anyone about it.”

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Stop Focusing on Profitability and Go for Growth

Harvard Business

Bain & Company’s Macro Trends Group carefully analyzed the global balance sheet and found that the world is awash in money. Global capital balances more than doubled between 1990 and 2010 — from $220 trillion (about 6.5 Yet the same crisis ushered in a new age of capital superabundance. times global GDP).