MishTalk
AUGUST 7, 2013
China Financial Markets. Financial Sense. 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 Daily Bell.
Tom Spencer
MAY 2, 2020
Since the start of February this year, the Fed has expanded its balance sheet by more than $2.4 To put that in context, the Fed was created in 1913, and its total balance sheet assets only reached $2.4 trillion in assets, but only 2 months to achieve the same amount of balance sheet expansion this year.
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Tom Spencer
SEPTEMBER 19, 2020
During the dotcom bubble, the financial crisis, and the real estate bubble, what did consulting firms do? They just went through, at great expense, the interviewing and hiring of a new “class” of undergraduate consultants. Three prior downturns, what can we learn? The larger firms like Bain, BCG, and McKinsey kept their promises.
Tom Spencer
OCTOBER 26, 2019
building financial models like DCF, accretion/dilution, LBO, etc.). Enhanced financial resources : the financial wherewithal of two companies is generally greater than one alone, making new investments possible. Reduced labor costs : eliminating staffing redundancies can help reduce costs. Potential Drawbacks. Image: Pixabay.
MishTalk
AUGUST 6, 2013
China Financial Markets. Financial Sense. 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.
Tom Spencer
NOVEMBER 25, 2011
Germany is one of the most financially stable countries in the Euro-zone, so its failure to sell all of its Bunds is worth examining. Thirdly, European banks are currently focused on building their balance sheets not on lending. While Bunds may still smell sweet, weak financial markets in Europe are a cause for concern.
Tom Spencer
NOVEMBER 27, 2011
European leaders are now using the same brand of financial wizardry which created the global financial crisis in the first place. Characterising the writedown of Greek debt as “private sector involvement” is more of the same financial manipulation, but it is also shrewd politics. Case Interviews. Categories.
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