MishTalk

NOVEMBER 20, 2013

On August 15, 2011, I posted BNP Paribas leveraged 27:1; Société Générale Leveraged 50:1; Sorry State of Affairs of U.S. On September 2, 2011, the Wall Street Journal chimed in with A French Banking Primer. trillion balance sheet is leveraged nearly 49-to-1. Needless to say, I did not go. French Banking Primer.

Balance Sheet 78

Balance Sheet Banking Financial Finance 78

MishTalk

JUNE 28, 2013

Minyanville Business and Market News. Balanced Budget Ammendment Sign the Balanced Budget Petition. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. But with the collapse of the housing market in 2007-08, much of that business returned to the FHA. Sitka Pacific.

Analysis 74

Analysis Trends Real Estate Case Interview 74

MishTalk

JUNE 27, 2013

Minyanville Business and Market News. Balanced Budget Ammendment Sign the Balanced Budget Petition. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Michael Pettis at China Financial Markets commented on the liquidity crunch and spike in SHIBOR a few days ago via email.

Analysis 70

Analysis Trends Real Estate Banking 70

MishTalk

JULY 2, 2013

Minyanville Business and Market News. Balanced Budget Ammendment Sign the Balanced Budget Petition. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Ritholtz on Gold and on Making Predictions; How Secular Bull Markets End; Winning vs. Investing. Sitka Pacific.

Trends 63

Trends Analysis Real Estate Financial 63

MishTalk

JANUARY 26, 2014

In Emerging Market Contagion Spreads , I presented a viewpoint that emerging market currencies have been under pressure because of falling commodity prices. To be fair, quite a few emerging market currencies as well as the currencies of developed countries that are large commodity exporters have been under pressure for some time.

Balance Sheet 78

Balance Sheet Banking Tourism Sports 78

MishTalk

JULY 10, 2013

Minyanville Business and Market News. Balanced Budget Ammendment Sign the Balanced Budget Petition. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Following is a snip from the June 18-19, 2013 Minutes of the Federal Open Market Committee , released today. Daily Bell.

Real Estate 61

Real Estate Financial Policies Advertising 61

MishTalk

NOVEMBER 13, 2014

At the end of 2011 the Yen was about 77 to the dollar. The market still does not seem to have grasped the significance of this phase of currency wars. It it is worth noting just how aggressive the BoJ has become with the central bank balance sheet already at around 55% of GDP and rapidly heading higher still!

Balance Sheet 75

Balance Sheet Banking Marketing Productivity 75

MishTalk

NOVEMBER 20, 2015

Of course, there is also persistent overoptimism about earnings growth and stock market expectations. In November 2007, the Federal Open Market Committee began releasing projections for real GDP growth four times per year in its Summary of Economic Projections (SEP). The track record on recessions is perfect.

Balance Sheet 28

Balance Sheet Banking Study Policies 28

Harvard Business

MARCH 1, 2018

Unlike national oil companies and oil majors that typically take five to 10 years to develop conventional oil reserves, these independent and “unconventional” players have improved their drilling and fracturing technology to the point where they can respond within months to temporary spikes or dips in the market. The soaring U.S.

Cash Flow 38

Cash Flow Transportation Balance Sheet Energy 38

MishTalk

JUNE 16, 2015

The Bank of Greece has not published the end of May balance sheet yet. Here is a small snip from my July 7, 2011 article Trichet Says "No" to Selective Default. The arrogance of central bankers who believe they can control markets with talk is stunning. If it is, then the increase since end April is only €3 billion.

Banking 28

Banking Balance Sheet Analysis Financial 28

Harvard Business

OCTOBER 30, 2017

In his Harvard Business Review article summing up his tenure, Immelt recalls that the two things that influenced him most were Marc Andreessen’s 2011 Wall Street Journal article “ Why Software Is Eating the World ” and Eric Ries’s book The Lean Startup. He doubled GE’s investment in R&D. So what happened?

Balance Sheet 28

Balance Sheet Financial Journal Company 28

MishTalk

JUNE 30, 2013

Minyanville Business and Market News. Balanced Budget Ammendment Sign the Balanced Budget Petition. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Strategist News : Best Business Blogs 2011. -->. 2011-12-20: Capital Account. 2011-12-29: Max Keiser.

Analysis 72

Analysis Trends Real Estate Financial 72

Tom Spencer

JULY 25, 2021

The justification for the status quo is usually that “all models are wrong, but some are useful” While simplistic assumptions do make for easier math, and can help to predict market outcomes in stylised scenarios, the real world is both complex and dynamic. This may not be the same as maximising profits. Willingness to pay.

Productivity 97

Productivity Balance Sheet Marketing Government 97

MishTalk

APRIL 1, 2015

Bond Girl, using the Twitter handle @munilass, had been posting commentary about state and city borrowing and issues beyond public finance since April 2011. That said, the rating agencies and most other market participants still appear to be light years away from understanding the true scope of Chicago’s financial problems.

Financial 28

Financial Engineering Finance Government 28

Harvard Business

MAY 24, 2017

Today’s executives spend a lot of time managing the balance sheet, despite the fact that it doesn’t represent their company’s scarcest resource. In other words, they connected with people who could help them with customer issues, such as staff in finance, legal, pricing, or marketing.

Management 53

Management Company Balance Sheet Talent 53