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Mish's Global Economic Trend Analysis: Reader Question: Does the.

MishTalk

Reader Question: Does the Fed Balance Sheet Properly Reflect QE Announcements? The feds balance sheet doesnt reflect it. The balance sheet was up $720 billion from Aug 1, 2012 to Aug 1, 2013 ($309B in treasuries and $393B in MBS) but that is only $60B per month. Feds Balance Sheet. QE History.

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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. million to managers and consultants in 2013 — returns have fallen far short of expectations.

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Persistent Overoptimism Three Ways: Truckers, Fed Economists, Manufacturers

MishTalk

Operating revenue decreased 15.9 My personal belief is the trucking industry needs to realize production of goods will have ups and downs,” Satish Jindel, principal of SJ Consulting , which closely tracks industry pricing, told Logistics Management. Overoptimism 2008-2010 The SEP growth forecast for 2008 never turned negative.

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Kodak’s Downfall Wasn’t About Technology

Harvard Business

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.” Maybe in 2010 it would have lured a young engineer from Google named Kevin Systrom to create a mobile version of the site.

Film 28
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Shockingly Bad Fiscal Health of Chicago (and the Financial Engineering Chicago Uses to Hide that Fact)

MishTalk

The Corporate Fund is Chicago’s general operating fund. Chicago’s property tax revenues do not go into its general operating fund. The $326 million budget stabilization fund was exhausted by 2010. This fund is used to pay for essential government services and activities (e.g. public safety and trash collection).

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Mish's Global Economic Trend Analysis: China Manufacturing.

MishTalk

In what should be no surprise to Mish readers, the HSBC China Manufacturing PMI™ shows Operating conditions deteriorate at quickest pace since last September, and new export orders plunge. Operating conditions have now worsened for two successive months. 2010-03-12 - Mish with Marc Faber. 2010-02-12 Max Keiser.

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Research Shows That Smaller M&A Deals Work Out Better

Harvard Business

This is one of the findings from a recently completed study based on publicly available information on the world’s 2,393 largest corporations for the time period 2010–2014. Walter Thompson Company for $566 million in 1987 and Ogilvy for $864 million in 1989 — big acquisitions that stretched the company’s balance sheet.