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Persistent Overoptimism Three Ways: Truckers, Fed Economists, Manufacturers

MishTalk

Trucking Industry Entering a Profit-Killing Era of Overcapacity? As surface transportation’s peak period ends for the year, and trucking eyes the traditionally slowest time for the industry as first quarter 2016, economic signals are, at best, mixed. Third-quarter Gross Domestic Product grew at a 1.5 in October from 50.2

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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.

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Kodak’s Downfall Wasn’t About Technology

Harvard Business

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. It sold the site to Shutterfly as part of its bankruptcy plan for less than $25 million in April 2012. Companies often see the disruptive forces affecting their industry.

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Research Shows That Smaller M&A Deals Work Out Better

Harvard Business

In the early days, following the company’s pivot from industrial manufacturing to marketing services, major acquisitions were the fastest way for it to achieve scale in its new industry. You meet the bar on this lever if you are among the top 20% in your industry in your ratio of capital spending to sales.

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What the Companies That Predict the Future Do Differently

Harvard Business

No wonder, then, that executives have placed predictive analytics at the top of the executive agenda since 2012, according to a recent Accenture survey. The manufacturer notifies the customer, which pulls the machine off line and repairs it, saving millions of dollars in lost production and damage to its brand.

Company 28
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Reflections on 2013; What's Important, What's Not? What's Ahead?

MishTalk

Had I suggested in 2007 that the Fed balance sheet expansion of $75 billion a month would have been considered "tightening" people would have thought I was nuts. Ironically, Merkel immediately followed up with " The German government would not tolerate a weakening of German industry or job losses ". Here we are.