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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 Trading Psychology Weblog. Trim Tabs - Bidermans Daily Edge.

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Consultant Ninja: A Simple Question about the Credit Markets.

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. Productivity. (6). Management Consulting. skip to main | skip to sidebar. Consultant Ninja. Tuesday, March 31, 2009. A Simple Question about the Credit Markets.

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If You Think Downsizing Might Save Your Company, Think Again

Harvard Business

American firms alone laid off more than 8 million workers from the end of 2008 to the middle of 2010. Detractors, on the other hand, point to negative consequences including performance and productivity declines, decreases in customer satisfaction, and adverse effects on remaining employees, such as increased stress.

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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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Persistent Overoptimism Three Ways: Truckers, Fed Economists, Manufacturers

MishTalk

The Institute for Supply Management’s index of factory activity slipped to 50.1 Third-quarter Gross Domestic Product grew at a 1.5 Overoptimism 2008-2010 The SEP growth forecast for 2008 never turned negative. Visit [link] to learn more about wealth management and capital preservation strategies of Sitka Pacific.

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Pettis on Strains in China's Banking System; Avoiding the Fall

MishTalk

In either case they reduce consumption demand relative to production. If together these two effects increase demand faster than lower rates increase production (as businesses take advantage of cheaper financing to expand production facilities), there is likely to be upward pressure on prices. The reason has to do with debt.

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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.

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