MishTalk

AUGUST 22, 2013

From 1997-2000 the Fed ignored a major bubble in the stock market. He conveniently ignores the fact he was on the Fed in the Greenspan years, that he presided over the biggest property bubble in history, and he also ignores the stock market bubble we are in now. Inflation Benefit 3 (?): "Balance sheet recession" might go away!

Balance Sheet 73

Balance Sheet Real Estate Banking Government 73

Martinka Consulting

MARCH 5, 2021

The title is the theme of the book with each chapter being a deal tip or strategy (and it’s available on Amazon). I told him we would not meet in person until he talked to his wife about it. Have a strong balance sheet. Preparation starts with thinking through what you want to do, when you want to do it, and why.

Balance Sheet 40

Balance Sheet Cash Flow Financial Education 40

MishTalk

JANUARY 8, 2014

Inquiring minds are reading Minutes of the December 17-18 FOMC Meeting to see what the Fed is thinking. A couple of participants thought that the marginal efficacy of the program was not declining, as evidenced by the substantial effects in financial markets in recent months of news about the likely path of purchases.

Policies 72

Policies Balance Sheet Financial Meeting 72

Johanna Rothman

AUGUST 14, 2019

If you persist in using “resource” instead of humans, you allow the language of the balance sheet to drive your management decisions. ” Or, “Is there something smaller we could offer the market? Your approach to organizational strategy. That's wrong. It's always been wrong.

Agile 69

Agile Management Efficiency Culture 69

Harvard Business

JUNE 11, 2018

On the flip side, a strategic transaction can catapult a company into first-mover position, give a speed to market advantage over rivals, and potentially let a larger company run away with a new market. Sponsored by Accenture Strategy. Insight Center. Competing in the Future. How to make your company more nimble and responsive.

Intellectual Property 31

Intellectual Property How To Balance Sheet Emotional Intelligence 31

Harvard Business

MAY 28, 2018

He asked one former major investor for a reaction to the company’s prediction (accompanying poor quarterly results): “that the [current] market contraction will bottom out soon and our profits will improve.” ” The company took note and duly committed to reducing costs at a rate exceeding market contraction.

Company 29

Company Balance Sheet Cash Flow Interviews 29

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. That theory was labeled the " Nifty-Fifty ". Oh, how the technology landscape has changed.

Balance Sheet 28

Balance Sheet Marketing Finance Company 28

Harvard Business

MARCH 1, 2018

Unlike national oil companies and oil majors that typically take five to 10 years to develop conventional oil reserves, these independent and “unconventional” players have improved their drilling and fracturing technology to the point where they can respond within months to temporary spikes or dips in the market.

Cash Flow 33

Cash Flow Transportation Balance Sheet Energy 33

MishTalk

JULY 10, 2013

Minyanville Business and Market News. Balanced Budget Ammendment Sign the Balanced Budget Petition. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Following is a snip from the June 18-19, 2013 Minutes of the Federal Open Market Committee , released today. Daily Bell.

Real Estate 61

Real Estate Financial Policies Advertising 61

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. Bulls think China is on the mend. Bullish Arguments. Property Prices Rising.

Real Estate 64

Real Estate Banking Government Balance Sheet 64

MishTalk

JUNE 16, 2015

The Bank of Greece has not published the end of May balance sheet yet. Horrified Syriza Demands 'Icelandic' Default Today we learn the EU is calling an emergency meeting. The arrogance of central bankers who believe they can control markets with talk is stunning. It's also a little more than 2 times ECBs equity.

Banking 28

Banking Balance Sheet Analysis Financial 28

Harvard Business

MAY 9, 2018

Mergers, acquisitions, and divestitures make up one of those variables, provided they average at least one deal per year in a program that cumulatively amounts to more than 30% of a company’s market capitalization over 10 years, with no single deal being more than 30% of market cap. Sponsored by Accenture Strategy.

Research 28

Research Balance Sheet Industry Sales 28

MishTalk

SEPTEMBER 4, 2014

This reflects the role of the ABS market in facilitating new credit flows to the economy and follows the intensification of preparatory work on this matter, as decided by the Governing Council in June. The detailed modalities of these programmes will be announced after the Governing Council meeting of 2 October 2014.

Banking 74

Banking Balance Sheet Government Comparison 74

MishTalk

APRIL 1, 2015

trillion muni market had puzzled at the true identity of Bond Girl, Hector Negroni, co-founder of New York-based investing firm Fundamental Credit Opportunities, said in a telephone interview. “ Chicago used interest rate swaps on its 2003, 2005, 2007, and 2009 bond deals, apparently as part of a synthetic fixed rate strategy. (

Financial 28

Financial Engineering Finance Government 28

MishTalk

JANUARY 21, 2016

ECB Hints at March Stimulus ECB president Mario Draghi ignited the markets today with Hints at More Stimulus in March. Investors reacted positively to Mr. Draghi’s comments Thursday, with eurozone equity markets moving higher in anticipation of further stimulus from the central bank. The euro fell against the U.S. We don’t give up.”

Balance Sheet 28

Balance Sheet Conference Banking Journal 28

MishTalk

DECEMBER 9, 2013

Also recall that Greek debt was restructured twice to meet those targets. Having lost access to the capital markets, the Greek government relied on the bailout funds to pay its bills. The vote sets the scene for a tense meeting when troika representatives return to Athens this month. Greece''s debt-to-GDP ratio is 174%.

Balance Sheet 77

Balance Sheet Financial Government Finance 77

MishTalk

APRIL 6, 2015

Futures were negative following Friday''s dismal job showing but that lasted only as long as the the market open. If I am correct, then this would lead to a further reduction of labor market slack, with the unemployment rate approaching 5 percent by the second half of the year. Reuters reports Rate Hike Timing Now Unclear.

Policies 28

Policies Balance Sheet Data Analysis 28

MishTalk

DECEMBER 17, 2013

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. Sitka Pacific is an asset management firm whose goal is strong performance and low volatility, regardless of market direction.

Banking 73

Banking Finance Balance Sheet Financial 73

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