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China Faces "Minsky Moment" on Ponzi Financing

MishTalk

China’s private sector debt has increased from 115% of GDP in 2007 to 193% at the end of 2013. Visit [link] to learn more about wealth management and capital preservation strategies of Sitka Pacific.' From a macroeconomic perspective, very few economies have ever created as much debt as China has in the past five years. trillion GDP.

Finance 75
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SBA Acquisition Loans – A Win-Win-Win Especially for the Seller

Martinka Consulting

2013 - it’s hard to find a non-SBA acquisition loan on a deal that meets the SBA qualifications. It’s much better for them to buy a larger business with systems, processes and a management team instead of an owner-operator business-and they can do so easier because of the SBA program. Business Buying Exit Strategies'

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The Challenges GM Is Facing, and the Reasoning Behind Its Plant Closures

Harvard Business

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. Capital-intensive factories have a high-fixed-cost, low-variable-cost operating model. Given the shift in immediate U.S.

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Chinese Malls Hit With Low Traffic, Rising Vacancies, Plunging Rent, Massive Overcapacity

MishTalk

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. Visit [link] to learn more about wealth management and capital preservation strategies of Sitka Pacific.

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2016 ECS Value Creators Report: Building Endurance

BCG

Beyond being in the right place, or having the right skills, at the right time, many of these companies have pursued strategies to maximize their advantages in the challenging environment. This performance has propelled Japanese companies’ ascent in the TSR ranking from no representation in the top quartile in 2013 to six companies in 2015.

Report 40
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The Comprehensive Business Case for Sustainability

Harvard Business

Yet executives are often reluctant to place sustainability core to their company’s business strategy in the mistaken belief that the costs outweigh the benefits. This can disrupt a firm’s ability to operate on schedule and budget. These require sophisticated, sustainability-based management.

Study 28
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Hussman's Open Letter to the Fed; The Problem with Bubbles; Textbook Pre-Crash Bubble; Reflections on Not Chasing Bubbles; Integrity vs. Respect

MishTalk

At this horizon, even “buy-and-hold” strategies in stocks are inappropriate except for a small fraction of assets. Only after the fact does the reputation of risk-managed strategies surge from “chump” to “champ.” That’s exactly what has happened, and the fidelity to the log-periodic pattern is almost creepy.