MishTalk

AUGUST 22, 2013

And long-term rates are what matter for capital investment, which is key to increasing the economy’s growth potential and raising productivity.". Inflation Benefit 2: The federal government debt goes away. Inflation Benefit 3 (?): "Balance sheet recession" might go away! Balance sheet recession" might go away!?

Balance Sheet 73

Balance Sheet Real Estate Banking Government 73

MishTalk

DECEMBER 26, 2013

But over the past two years, the government has rolled back its controls, lifting all restrictions on lending rates and giving banks more freedom to determine deposit rates. Banks, fund managers and other institutions in the interbank market will be able to trade the CDs, but non-financial companies and retail investors will be barred.

Balance Sheet 67

Balance Sheet Marketing Banking Financial 67

MishTalk

JANUARY 28, 2014

On January 15, Reuters reported China''s ICBC says won''t compensate investors in troubled shadow bank product. Industrial and Commercial Bank of China, the world''s largest bank by assets, said on Thursday that it has no plans to use its own money to repay investors in a troubled off-balance-sheet investment product that it helped to market."

Banking 72

Banking Balance Sheet Productivity Financial 72

Harvard Business

JANUARY 16, 2017

Problem-finding boards understand the three drivers of ungoverned incompetence — a collapse of competence, shortcomings in self-governance, and inadequate corporate governance — and why they can be so hard to detect. Rather than managing that complexity by delegating and decentralizing, the CEO became even more controlling.

Company 28

Company Government Balance Sheet System 28

MishTalk

DECEMBER 26, 2014

In either case they reduce consumption demand relative to production. If together these two effects increase demand faster than lower rates increase production (as businesses take advantage of cheaper financing to expand production facilities), there is likely to be upward pressure on prices. The reason has to do with debt.

Banking 71

Banking System Benchmarking Finance 71

MishTalk

JULY 11, 2014

Government debt-to-GDP ratios have risen further; in several cases, they appear to be on an unsustainable path. Historical evidence shows that this rarely happens following a balance sheet recession. They are simply too slow-moving for policymakers and observers whose attention is focused on shorter-term output fluctuations.

Balance Sheet 74

Balance Sheet Financial Banking Policies 74

MishTalk

JULY 16, 2014

The Hoisington Investment Management, Second Quarter 2014 Review and Outlook makes the case " Treasury Bond Undervalued ". Readers of our letters are familiar with our long-standing assessment that the cause of slower growth is the overly indebted economy with too much non-productive debt. economy is starting to increase its leverage.

Balance Sheet 68

Balance Sheet Financial Analysis Policies 68

Tom Spencer

NOVEMBER 9, 2019

Wealth Management – wealth management is heavily favored today in bank strategy due to low capital requirements – the business model was covered in the series on Asset Management. Trust banks: Banks that provide custody and deposit services for large asset managers. Various other products. Interest Income.

Banking 12

Banking Industry Balance Sheet Retail 12

Harvard Business

MAY 28, 2018

Nikon, the legendary Japanese camera maker, provides a textbook study in how smart managers can work with strategic investors to transform a struggling business. It also called for streamlining headquarters and cutting executive management’s compensation. Heini Wehrle/BIA/Minden Pictures/Getty Images.

Company 31

Company Balance Sheet Cash Flow Interviews 31

Harvard Business

OCTOBER 20, 2016

Imports among the world’s 20 largest economies have fallen as a share of their gross domestic product for four consecutive years. Each of these shifts have consequences for how today’s multinational corporations should manage themselves. government’s Committee for Foreign Investment blocked a $3.3

Balance Sheet 28

Balance Sheet Policies Operations Banking 28

MishTalk

SEPTEMBER 26, 2013

Mervyn Davies, a former head of Standard Chartered and British government minister, said: "China is very rich in reserves … At the end of the day, the [Chinese] banks do need recapitalising, which is not a huge challenge to them because the government can recapitalise the banks.". But of course they are not.

Real Estate 64

Real Estate Banking Government Balance Sheet 64

Harvard Business

JULY 14, 2017

They grow faster, make more money, and are more valued than companies organized around products and services. A production process turns inputs into outputs and distributes them through a tightly controlled supply chain. Value is in the products and services themselves. We normally think of people as something to be managed.

Intellectual Property 28

Intellectual Property Strategy Strategy Strategy& 28

Harvard Business

OCTOBER 30, 2017

GE made a $4 billion bet on connecting industrial equipment through the internet of things and analytical software with a suite of products called Predix Cloud. Then they buy stock in these public companies and attempt to convince management to increase the price of the shares. Innovation at GE was on a roll. Then it wasn’t.

Balance Sheet 28

Balance Sheet Financial Journal Company 28

MishTalk

APRIL 6, 2015

The simple definition V = GDP/M where V is velocity, M is money supply, and GDP is Gross Domestic Product. The second problem with velocity is that GDP is a pretty nebulous concept given that government spending (no matter how useless) adds to GDP. Each gives a different measure of velocity). Mish : It''s not counter-intuitive at all.

Banking 28

Banking Balance Sheet Case Interview Policies 28

MishTalk

JUNE 27, 2013

What Has Government Done to Our Money? Government credibility is high, and given the wide-spread assumption that the government stands behind the banks, I do not expect anything approaching a bank run. The most important effect is likely to be on demand for wealth management products. Home Builders.

Analysis 70

Analysis Trends Real Estate Banking 70

MishTalk

JULY 10, 2015

Here too, however, the signal is not entirely clear , as other factors such as longer-run trends in productivity growth also generally influence the growth of compensation. Outlook for the Economy The latest estimates show that both real GDP and industrial production actually edged down in the first quarter of this year.

Policies 28

Policies Balance Sheet Productivity Energy 28

Harvard Business

JANUARY 24, 2017

For us, growth events mean simply concrete, directly observable achievements that foreshadow future success: for example, new customer contracts, initial export sales, new bank or equity financings, expanded production capacity, or expanded people platforms (e.g. strategic hires). day, scale-focused workshops and related activities.

Training 28

Training Training Banking Balance Sheet 28

Harvard Business

JUNE 20, 2016

My guess is that while a poor balance sheet might cause restless sleep, it’s the thought of an incorrectly reported balance sheet that brings on night terrors. This is not surprising: Growing regulation, increased investor focus on governance issues, and scary new categories of corporate risk (e.g.

Benchmarking 37

Benchmarking Company Balance Sheet Intellectual Property 37

MishTalk

MARCH 17, 2014

This model rests on an understanding of how distortions in the savings rates of different countries have driven the great trade and balance-sheet distortions with which we are wrestling today, just as they have in most previous global crises, including those of the 1870s, the 1930s, and the 1970s. It does so in two ways.

Banking 67

Banking Real Estate Productivity Policies 67

Tom Spencer

AUGUST 12, 2020

However, national governments and central banks have different ideas. Governments guarantee bank deposits in order to prevent bank runs. In 2020, the Fed has galloped over the precipice, increasing its balance sheet by around $2.8 This inadvertently removes each bank’s incentive to act prudently.

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. Ironically, Merkel immediately followed up with " The German government would not tolerate a weakening of German industry or job losses ". Here we are.

Conference 74

Conference Banking Government Balance Sheet 74