Harvard Business

FEBRUARY 26, 2018

In the 2016 book The End of Accounting , NYU Stern Professor Baruch Lev claimed that over the last 100 years or so, financial reports have become less useful in capital market decisions. This becomes clear when you look at a company’s two most important financial statements: the balance sheet and the income statement.

Financial 28

Financial Balance Sheet Company Report 28

Martinka Consulting

MARCH 5, 2021

I was honored to have IBA team members Gregory Kovsky and Curt Maier contribute a chapter to my latest book, Getting the Deal Done. The book is 61 short chapters, 50 of them written by me and 11 by other deal pros like Gregory and Curt. Have a strong balance sheet. Show profit, no matter what your CPA says.

Balance Sheet 40

Balance Sheet Cash Flow Financial Education 40

Martinka Consulting

MAY 4, 2018

One of the first things I do when I see financial statements is check if the year-to-date income on the P&L is the same as the year-to-date income on the balance sheet. Demonstrate you can attract and retain good employees (especially in our currently tight labor market). You’d be surprised how often it isn’t the same.).

Balance Sheet 53

Balance Sheet Financial Industry System 53

Tom Spencer

APRIL 17, 2014

This is not necessarily a problem if the decline was expected because a business is sustained from cashflow, not profit, and long term growth can be pursued through capital appreciation, which shows up on the balance sheet and not on the profit and loss statement. Shrinking market size. Falling Prices. Increased competition.

Sales 104

Sales Balance Sheet Examples Operations 104

MishTalk

JANUARY 16, 2014

But now ECB president Mario Draghi, says debt that banks hold to maturity will not have to be set at market value or penalized. The ECB will not force European banks to adjust to market value of sovereign debt portfolios that are classified as held to maturity.

Balance Sheet 74

Balance Sheet Banking Exercises Financial 74

Harvard Business

NOVEMBER 22, 2016

In the past, marketers have struggled to deliver the higher response rates they need from existing customers — a smaller group than potential new customers. Digital channels now allow companies to fine-tune marketing messages based on observed behavior. Take a balance-sheet view.

Balance Sheet 28

Balance Sheet Insurance Insurance Data 28

MishTalk

JUNE 26, 2013

Minyanville Business and Market News. Balanced Budget Ammendment Sign the Balanced Budget Petition. Balanced Budget Ammendment Sign the Balanced Budget Petition. Recommended Books. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Sitka Pacific.

Balance Sheet 68

Balance Sheet Real Estate Financial Advertising 68

MishTalk

FEBRUARY 6, 2014

The eurozone is doing so by accident, letting market forces drain liquidity from the financial system for month after month. The ECB balance sheet has plummeted to 23pc of eurozone GDP from a peak of 32pc in July 2012. The US and China are withdrawing stimulus on purpose. This is "passive tightening" or "endogenous tapering".

Balance Sheet 72

Balance Sheet Banking Retail Policies 72

MishTalk

AUGUST 22, 2014

But until then, with worries mounting that the central bank will come down hard on banks with particularly weak loan books, investors and analysts have been scrambling to determine which of these lenders are most at peril. What about mark-to-market valuations of loans and assets on the balance sheets of banks?

Banking 67

Banking Balance Sheet Metrics Government 67

MishTalk

NOVEMBER 19, 2015

Nonetheless, the long bear market of the 1970s that lasted until 1982 caused valuations of the nifty fifty to fall to low levels along with the rest of the market, with most of the Nifty-Fifty under-performing the broader market averages. Trailing PE: 319 Forward PE: 462 Market Cap: $51.53 billion Book Value: $5.07

Balance Sheet 28

Balance Sheet Marketing Finance Company 28

MishTalk

NOVEMBER 13, 2014

The market still does not seem to have grasped the significance of this phase of currency wars. It it is worth noting just how aggressive the BoJ has become with the central bank balance sheet already at around 55% of GDP and rapidly heading higher still! These guys at the BoJ, unlike the ECB, WILL do whatever it takes.

Balance Sheet 75

Balance Sheet Banking Marketing Productivity 75

Tom Spencer

MAY 9, 2020

Australia, Canada, the EU, Japan, Mexico, the UK, and America), when they devalue their currency it tends to weaken in the foreign exchange market, making the country more competitive in global trade. This allows banks to earn more profits by growing their loan book, and allows the government to collect more taxes.

System 88

System Banking Government Insurance 88

Harvard Business

JULY 15, 2016

Today, the term increasingly serves as a corporate bogeyman that warns executives of the need to stand up and respond when disruptive developments encroach on their market. Sure, people print nostalgic books and holiday cards, but that volume pales in comparison to Kodak’s heyday. Consider Fuji Photo Film.

Film 28

Film Balance Sheet Chemicals Engineering 28

Tom Spencer

NOVEMBER 9, 2019

Historically, commercial banking and investment banking functions have been separated by law – these restrictions have since been repealed and larger banks tend to take on capital markets operations due to the complimentary nature of the businesses. In secondary markets, the sales & trading function operates as a market maker.

Banking 12

Banking Industry Balance Sheet Retail 12

Harvard Business

JUNE 14, 2016

Strewn about the table were probably the tools of your trade: reams of data, balance sheets and P&Ls. Create a bull market. Financial markets boom when increasing numbers of investors want in. Likewise, our own resilience grows when we encourage positivity buyers to enter the market.

Management 28

Management How To Balance Sheet Journal 28

MishTalk

SEPTEMBER 26, 2013

I don''t and neither does Michael Pettis at China Financial Markets. The Financial Times reports China house price surge raises prospect of steps to cool market. Deposit rates are still low and the stock market has been uncooperative. I highly recommend Michael Pettis'' his book " The Great Rebalancing ".

Real Estate 64

Real Estate Banking Government Balance Sheet 64

MishTalk

JUNE 28, 2013

Minyanville Business and Market News. Balanced Budget Ammendment Sign the Balanced Budget Petition. Balanced Budget Ammendment Sign the Balanced Budget Petition. Recommended Books. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Sitka Pacific.

Analysis 74

Analysis Trends Real Estate Case Interview 74

MishTalk

JUNE 27, 2013

Minyanville Business and Market News. Balanced Budget Ammendment Sign the Balanced Budget Petition. Balanced Budget Ammendment Sign the Balanced Budget Petition. Recommended Books. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Sitka Pacific.

Analysis 70

Analysis Trends Real Estate Banking 70

MishTalk

APRIL 6, 2015

I am in a minority of one in suggesting that just the opposite is the case: expansion of the money supply through open market purchases of government bonds by the central bank is the direct cause of deflation. They knew they could always dump them on the Fed in the open market with a hefty markup.

Banking 28

Banking Balance Sheet Case Interview Policies 28

Harvard Business

OCTOBER 30, 2017

In his Harvard Business Review article summing up his tenure, Immelt recalls that the two things that influenced him most were Marc Andreessen’s 2011 Wall Street Journal article “ Why Software Is Eating the World ” and Eric Ries’s book The Lean Startup. So what happened? In fact, what happened is activist investors.

Balance Sheet 28

Balance Sheet Financial Journal Company 28

MishTalk

JULY 2, 2013

Minyanville Business and Market News. Balanced Budget Ammendment Sign the Balanced Budget Petition. Balanced Budget Ammendment Sign the Balanced Budget Petition. Recommended Books. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Sitka Pacific.

Trends 63

Trends Analysis Real Estate Financial 63

MishTalk

DECEMBER 26, 2014

They also tend to be associated with rising stock and real estate markets, which, by making households feel wealthier, encourages higher consumption. This isn’t the first time, of course, that the balance-sheet dynamics during a growth miracle have created unrealistic evaluations about the quality of policymaking.

Banking 71

Banking System Benchmarking Finance 71

MishTalk

JULY 10, 2013

Minyanville Business and Market News. Balanced Budget Ammendment Sign the Balanced Budget Petition. Balanced Budget Ammendment Sign the Balanced Budget Petition. Recommended Books. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Sitka Pacific.

Real Estate 61

Real Estate Financial Policies Advertising 61

MishTalk

OCTOBER 26, 2014

The European Central Bank’s dissection of the books of the eurozone’s biggest banks has found lenders overvalued their assets by €48bn. However, the total amount of under-capitalization is a mere €48 billion out of balance sheets that total €22 trillion. The 130 banks account for 81.6 per cent of all eurozone assets.

Balance Sheet 76

Balance Sheet Banking Exercises Report 76

MishTalk

JUNE 30, 2013

Minyanville Business and Market News. Balanced Budget Ammendment Sign the Balanced Budget Petition. Balanced Budget Ammendment Sign the Balanced Budget Petition. Recommended Books. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Sitka Pacific.

Analysis 72

Analysis Trends Real Estate Financial 72

Harvard Business

MARCH 14, 2017

Large travel companies, such as airlines and hotel chains, know this from painful experience: They pay billions of dollars in commissions each year to Priceline, Expedia, and other online travel agencies (OTAs), which have transformed how consumers book flights, hotels, and rental cars. Insight Center. Business in the Era of Blockchain.

Travel 45

Travel Balance Sheet Hotels Airlines 45

MishTalk

MARCH 17, 2014

Michael Pettis at China Financial Markets taught me much of what I know about global trade. I recommended his book " Great Rebalancing ", and still do. Mish : Despite the obvious casino-like structure of global equity and bond markets, the poker game analogy is an extremely poor one. I am very appreciative.

Banking 67

Banking Real Estate Productivity Policies 67

MishTalk

DECEMBER 17, 2013

On December 12 the Financial Times reported EU reaches landmark deal on failed banks with a "common rule book for handling failed banks". The latest proposals could see up to 126 people being consulted on how to wind up a bank, even though agreement might need to be reached over the course of a weekend while financial markets are closed.

Banking 73

Banking Finance Balance Sheet Financial 73

Harvard Business

OCTOBER 16, 2018

And today I’m talking with Michael Gretczko, Principal, National Offering Leader, Human Capital as a Service at Deloitte Consulting, LLP, and with Jody Kohner, Senior Vice President of Employee Marketing and Engagement at Salesforce. That keeps on driving more and more impact on the bottom line. Jody Kohner, Salesforce.

Deloitte 37

Deloitte Consulting Data Talent 37

Tom Spencer

AUGUST 12, 2020

Responding to high levels of debt and financial instability, one would expect to see each bank try to protect itself by shrinking its loan book. Central banks pursue “inflation at any cost” in order to oil the wheels of the credit markets. However, national governments and central banks have different ideas.

Banking 120

Banking Balance Sheet Financial Real Estate 120

MishTalk

JANUARY 3, 2014

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. A similar crash in public opinion awaits Bernanke for fueling one of the biggest, if not the biggest stock and bond market bubbles in history. Here we are.

Conference 74

Conference Banking Government Balance Sheet 74