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 3 (?): "Balance sheet recession" might go away! Balance sheet recession" might go away!? Real yields might not rise, but it’s unlikely they would fall.

Balance Sheet 73

Balance Sheet Real Estate Banking Government 73

Martinka Consulting

MARCH 5, 2021

I told him we would not meet in person until he talked to his wife about it. Have a strong balance sheet. For example, a client of mine had, over three years, four expense items I determined were owner compensation (officer salary, owner salary, management wage, and shareholder wages). Guess what? We never met.

Balance Sheet 40

Balance Sheet Cash Flow Financial Education 40

Harvard Business

JULY 17, 2018

For example, if you are suggesting cost reduction and balance sheet restructuring to GE, where activist investor Nelson Peltz, one of the founders of hedge fund Trian Fund Management, has a major stake, your pitch has a very different meaning than it would at News Corporation, where Rupert Murdoch still has effective control of the company.

Ethics 48

Ethics Balance Sheet System Productivity 48

MishTalk

JANUARY 8, 2014

Inquiring minds are reading Minutes of the December 17-18 FOMC Meeting to see what the Fed is thinking. Investors appeared to read the economic data releases over the intermeeting period as better than had been expected and therefore as raising the odds that the FOMC might decide to reduce the pace of asset purchases at its December meeting.

Policies 72

Policies Balance Sheet Financial Meeting 72

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. His idea was to turn investor relations on its head by using regular meetings with top-class investors as something akin to due diligence.

Company 29

Company Balance Sheet Cash Flow Interviews 29

Harvard Business

OCTOBER 11, 2018

Paradoxically, “data” appear everywhere but on the balance sheet and income statement. This is where selling the data directly, building it into products and services, using it as input for analytics, and making better decisions come to the fore. Except for very few, this hasn’t happened.

Data 32

Data Strategy Strategy Strategy& 32

Harvard Business

JANUARY 16, 2017

Rather than managing that complexity by delegating and decentralizing, the CEO became even more controlling. Another CEO used prodigious management skills to successfully consolidate, grow, and dramatically increase the efficiency of a vertically integrated industrial company. Shortcomings in Self-Governance.

Company 28

Company Government Balance Sheet System 28

Harvard Business

MAY 24, 2017

Today’s executives spend a lot of time managing the balance sheet, despite the fact that it doesn’t represent their company’s scarcest resource. Based on our research , inspired employees are three times more productive than dissatisfied employees, but they are rare. Vincent Tsui for HBR. Measure it.

Management 53

Management Company Balance Sheet Talent 53

MishTalk

SEPTEMBER 26, 2013

There seems to be a still-widespread perception that PBoC reserves represent a hoard of unencumbered savings that the PBoC has somehow managed to collect. The PBoC has been forced to buy the reserves as a function of its intervention to manage the value of the RMB. But of course they are not. percent expansion target this year.

Real Estate 64

Real Estate Banking Government Balance Sheet 64

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. The understandable growth of risk management functions and their ascendancy in influencing strategy is important, but only part of the story here.

Benchmarking 32

Benchmarking Company Balance Sheet Intellectual Property 32

Harvard Business

MAY 9, 2018

Walter Thompson Company for $566 million in 1987 and Ogilvy for $864 million in 1989 — big acquisitions that stretched the company’s balance sheet. You meet the bar on this lever if you are among the top 20% in your industry in your ratio of capital spending to sales. Strength of productivity program.

Research 28

Research Balance Sheet Industry Sales 28

MishTalk

APRIL 6, 2015

Examples of such indicators include retail sales, the ISM manufacturing index, manufacturing production and orders, and single-family housing starts. oil production almost certainly will fade away. Mike "Mish" Shedlock [link] Mike "Mish" Shedlock is a registered investment advisor representative for SitkaPacific Capital Management.

Policies 28

Policies Balance Sheet Data Analysis 28

Harvard Business

OCTOBER 16, 2018

We’re focusing today on how new challenges and new technologies are changing human capital management, and how to ensure that this key resource becomes a sustained competitive advantage for your company. How are those changes impacting business leaders, and what does that mean for human capital management? Angelia Herrin, HBR.

Deloitte 32

Deloitte Consulting Data Talent 32

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. For example, Meet "Baxter" the Robot Out to Get Your Minimum-Wage, No Benefits, Part-Time Job. At long last, the Fed has finally started to taper. Here we are.

Conference 74

Conference Banking Government Balance Sheet 74