Tom Spencer

SEPTEMBER 19, 2020

The travel and hospitality industries have been decimated, stock markets around the world have tanked, and governments struggle to combat this devil on so many fronts. If the firms don’t have a strong balance sheet, if they foresee a potential cash flow problem, or if they have clients in particularly hard hit industries, I’d be concerned.

Consulting 103

Consulting Balance Sheet Cash Flow Real Estate 103

MishTalk

AUGUST 7, 2013

What Has Government Done to Our Money? 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 Home Builders.

Balance Sheet 75

Balance Sheet Marketing Real Estate Financial 75

MishTalk

JULY 11, 2014

Government debt-to-GDP ratios have risen further; in several cases, they appear to be on an unsustainable path. It could represent a hidden vulnerability, especially if backed by domestic currency cash flows derived from overextended sectors, such as property, or used for carry trades or other forms of speculative position-taking.

Balance Sheet 74

Balance Sheet Financial Banking Policies 74