MishTalk

MARCH 21, 2014

We have described in detail over the past two years how we believe China’s twin excesses (excessive investment funded by excessive debt) will inevitably unwind, causing a substantial slowdown in China’s economy, significantly below market expectations. That 80% increase over five years compares to the U.S.’s s 26% in 2000-2005. trillion GDP.

Finance 75

Finance Cash Flow Banking Government 75

Harvard Business

NOVEMBER 30, 2018

And the same applies to the affected workers: The tight labor market means there are opportunities for those who go through retraining. For example, the Lordstown, Ohio, factory that makes the Chevy Cruze is running one shift a day, down from three a few years ago, and last year produced 180,000 vehicles, down from 248,000 in 2013.

Cash Flow 53

Cash Flow Operations Government Sales 53

Martinka Consulting

OCTOBER 3, 2013

2013 - it’s hard to find a non-SBA acquisition loan on a deal that meets the SBA qualifications. Buyers - new markets open up for buyers because of SBA loans. 1 debt coverage ratio and with cash flow considered a form of collateral (doesn’t require 100% tangible collateral). Who benefits? interest rate, 1.5:1

Cash Flow 40

Cash Flow Banking Finance Government 40

BCG

OCTOBER 26, 2016

lthough the engineering, construction, and services (ECS) industry continues to lag substantially behind the broader market, a doom-and-gloom outlook is by no means warranted. Japan and China are robust markets for ECS value creation. Companies in developed markets are struggling. Report Wednesday, October 26, 2016.

Report 40

Report Construction Cash Flow Engineering 40

MishTalk

OCTOBER 25, 2015

Less foot traffic means cash flow of mall owners and developers are getting squeezed - a potential hazard for an economy growing at its slowest pace in decades. Major listed mall operators are also feeling the pain. Malaysia-based Parkson (3368.HK),

Cash Flow 28

Cash Flow Retail Real Estate Deloitte 28

Harvard Business

OCTOBER 21, 2016

Today’s executives are dealing with a complex and unprecedented brew of social, environmental, market, and technological trends. This can disrupt a firm’s ability to operate on schedule and budget. “Stranded assets” are investments that become obsolete due to regulatory, environmental, or market constraints.

Study 28

Study Efficiency Productivity Operations 28

MishTalk

JULY 11, 2014

The BIS slam, coupled with a recent stock market selloff, brought up debate on a " controlled collapse ". Over the past few years, non-financial corporations in a number of EMEs have borrowed heavily through their foreign affiliates in the capital markets, with the debt denominated mainly in foreign currency.

Balance Sheet 74

Balance Sheet Financial Banking Policies 74