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Mish's Global Economic Trend Analysis: Reader Question: Does the.

MishTalk

Tuesday, August 06, 2013 10:19 AM. Reader Question: Does the Fed Balance Sheet Properly Reflect QE Announcements? The feds balance sheet doesnt reflect it. The balance sheet was up $720 billion from Aug 1, 2012 to Aug 1, 2013 ($309B in treasuries and $393B in MBS) but that is only $60B per month.

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Greek default in all but name - Tom Spencer consulting blog

Tom Spencer

It is surprising that ratings agencies did not classify the writedown as a default when you consider that S&P defines sovereign default as “the failure to meet interest or principal payments on the due date…contained in the original terms of the rated obligation when issued”. Copyright © 2013 Tom Spencer. Categories.

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FOMC Minutes and Economic Projections: Dissent in Both Directions

MishTalk

Wednesday, July 10, 2013 2:41 PM. Following is a snip from the June 18-19, 2013 Minutes of the Federal Open Market Committee , released today. percent for 2013, 3.0 Participants also described their views regarding the appropriate path of the Federal Reserves balance sheet. Trim Tabs - Bidermans Daily Edge.

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

MishTalk

on 10/29/2013. New Four Horseman On January 6 2012, GeekWire proclaimed Meet the new ‘four horsemen’ of tech: Sorry, Microsoft, Dell, Cisco and Intel. It is now $53.85. Congratulations, you are ahead, but it did take 14 years. Counting dividends, you are now well ahead. Dell Historically Dell last traded at $13.73 Dell is now private.

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Prisoner's Dilemma Game in Greece; Contagion-Spread Eurozone Breakup More Likely Now; How will Greece NOT pay back €320 billion?

MishTalk

Also recall that Greek debt was restructured twice to meet those targets. The vote sets the scene for a tense meeting when troika representatives return to Athens this month. Greece’s creditor structure in 2013 compared to the point of departure in 2010 hardly bears any resemblance. Greece''s debt-to-GDP ratio is 174%.

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Is Mario Draghi a Bare-Assed Emperor With No Clothes?

MishTalk

It will be necessary to review and therefore possibly reconsider our monetary policy stance at our next meeting in March,” said Draghi. [In ECB Inflation Mandate Please note whose inflation mandate Draghi is desperate to meet: " our mandate ". His final comment of the hour-long conference? “We We don’t give up.”

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Research Shows That Smaller M&A Deals Work Out Better

Harvard Business

Walter Thompson Company for $566 million in 1987 and Ogilvy for $864 million in 1989 — big acquisitions that stretched the company’s balance sheet. 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. So WPP acquired the ad agencies J.