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ECB Now a Hedge Fund; €1T Bazooka; ECB Promotes Euro Carry Trade; Draghi Has it Backwards

MishTalk

Question: Mr Draghi, you said that the new measures and the TLTROs will have a sizeable impact on your balance sheet. So all this makes a precise estimate of the impact that these transactions will have on our balance sheet very complicated, especially at the stage when none of these operations have as yet been undertaken.

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Persistent Overoptimism Three Ways: Truckers, Fed Economists, Manufacturers

MishTalk

Of course, there is also persistent overoptimism about earnings growth and stock market expectations. Trucking Industry Entering a Profit-Killing Era of Overcapacity? Trucking Industry Entering a Profit-Killing Era of Overcapacity? So far, the industry does not appear to be doing that. The Fed never sees them coming.

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How Companies Can Use Investors to Their Advantage

Harvard Business

They had surged with the rise of digital camera only to peak in 2012, coming back down as smart phones became widely used. Then a new CFO joined the company: Masashi Oka, a financial industry veteran who had played a key role in transforming Mitsubishi UFJ Financial Group-owned Union Bank in the US. What he heard was uncomfortable.

Company 30
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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. The company filed for bankruptcy protection in 2012, exited legacy businesses and sold off its patents before re-emerging as a sharply smaller company in 2013.

Film 28
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Nifty-Fifty Becomes Fab-Five; Return of the "Four Horseman"; Ozone Layer

MishTalk

Nonetheless, the long bear market of the 1970s that lasted until 1982 caused valuations of the nifty fifty to fall to low levels along with the rest of the market, with most of the Nifty-Fifty under-performing the broader market averages. Fast forward to 2012, and the makeup looks quite different. Goldman's chief U.S.

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

MishTalk

trillion muni market had puzzled at the true identity of Bond Girl, Hector Negroni, co-founder of New York-based investing firm Fundamental Credit Opportunities, said in a telephone interview. “ Guest Post I mention the above to prove Culpepper is highly regarded in the industry. From 2003 to 2012, these projects have ranged from $54.2

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Research Shows That Smaller M&A Deals Work Out Better

Harvard Business

Mergers, acquisitions, and divestitures make up one of those variables, provided they average at least one deal per year in a program that cumulatively amounts to more than 30% of a company’s market capitalization over 10 years, with no single deal being more than 30% of market cap. Take marketing giant WPP.