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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 Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation?

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Back in the Saddle, Just in the Nick of Time

MishTalk

Ally isn’t expected to start offering risky products the way GMAC did, according to Jeff Davis at Mercer Capital. In 2012, Ally announced that it was going to shutter its mortgage business after the conclusion of ResCap’s bankruptcy proceedings. In May 2012, Ally executives said they planned to sell off $1.3

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Mish's Global Economic Trend Analysis: Michael Pettis on the China.

MishTalk

The most important effect is likely to be on demand for wealth management products. But one way or another we do have to write down the huge hidden losses in the country’s balance sheet, and this will mean not a collapse but rather many years of Japanese-style slow growth as the system grinds its way though its excesses.

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Persistent Overoptimism Three Ways: Truckers, Fed Economists, Manufacturers

MishTalk

Third-quarter Gross Domestic Product grew at a 1.5 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. in October from 50.2 in September. A study by Alessi, et al.

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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. No strategy is static. It sold the site to Shutterfly as part of its bankruptcy plan for less than $25 million in April 2012. Insight Center. Sponsored by Accenture.

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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. Thanks to this experience, strategy making at Nikon today has become a process of co-creation with investors. Nikon watched its profits sink and its stock price at one point fell below liquidation value.

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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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