MishTalk

AUGUST 8, 2013

In Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation? I posted an interesting chart by reader Tim Wallace of the stock market vs. Fed asset holding (repeated below for convenience). Fed Balance Sheet vs. Stock Market. When the dust settles, a whole new world will replace the present one.

Balance Sheet 75

Balance Sheet Banking Marketing Report 75

Harvard Business

FEBRUARY 26, 2018

In the 2016 book The End of Accounting , NYU Stern Professor Baruch Lev claimed that over the last 100 years or so, financial reports have become less useful in capital market decisions. This becomes clear when you look at a company’s two most important financial statements: the balance sheet and the income statement.

Financial 28

Financial Balance Sheet Company Report 28

Martinka Consulting

MARCH 30, 2020

I won’t be disingenuous by marketing services when most of us are in survival mode so I will make all readers of this newsletter an offer: If you have questions about what to do, how to handle things, need a sounding board, or simply someone to vent with call me for free telephone counsel. Whatever your business is, be doing marketing.

Small Business 40

Small Business Balance Sheet Cash Flow Banking 40

MishTalk

SEPTEMBER 21, 2017

In response to Janet Yellen’s everything is OK speech following today’s balance sheet reduction notice by the FOMC committee, I received an interesting set of comments from Pater Tenebrarum at the Acting Man Blog regarding rate hike cycles, gold, and stock market peaks. That is no coincidence.

Balance Sheet 36

Balance Sheet Banking Trends Analysis 36

Martinka Consulting

MAY 4, 2018

While he has a feeling of urgency to move on to his next great adventure in life, it makes sense to do a few things within the business, go full speed ahead to maximize revenue and profits, and be able to present a great story in six months. The above is a mini-version of a planning story. You’d be surprised how often it isn’t the same.).

Balance Sheet 53

Balance Sheet Financial Industry System 53

MishTalk

SEPTEMBER 21, 2017

In response to Janet Yellen’s everything is OK speech following today’s balance sheet reduction notice by the FOMC committee, I received an interesting set of comments from Pater Tenebrarum at the Acting Man Blog regarding rate hike cycles, gold, and stock market peaks. That is no coincidence.

Balance Sheet 37

Balance Sheet Banking Trends Analysis 37

MishTalk

NOVEMBER 20, 2013

trillion balance sheet is leveraged nearly 49-to-1. As a group, these three banks have some €4 trillion in assets on their balance sheets, supported by €129.3 Sitka Pacific is an asset management firm whose goal is strong performance and low volatility, regardless of market direction. By contrast, J.P.

Balance Sheet 78

Balance Sheet Banking Financial Finance 78

MishTalk

APRIL 17, 2015

Bernanke also made the case in his presentation for keeping the Fed’s balance sheet big in the aftermath of the financial crisis. [Is Most other major central banks have permanently large balance sheets and are able to implement monetary policy without problems,” he said. [And pray tell, what credibility is that?]

Balance Sheet 28

Balance Sheet Conference Banking Video 28

MishTalk

JANUARY 26, 2014

In Emerging Market Contagion Spreads , I presented a viewpoint that emerging market currencies have been under pressure because of falling commodity prices. The balance sheet of the government, the banks and households are quite well protected against market volatility.”

Balance Sheet 78

Balance Sheet Banking Tourism Sports 78

Harvard Business

MARCH 30, 2017

In it, the authors, both sociologists, made a compelling argument that, to understand labor market outcomes like inequality, it wasn’t enough to look at the supply and demand for individuals’ skills. However, any discussion of firms and wage inequality must not be limited to discussion of market forces. Related Video.

Marketing 28

Marketing Balance Sheet System Training 28

MishTalk

OCTOBER 16, 2015

Despite the unprecedented increase in the Federal Reserve’s balance sheet, growth in M2 over the first nine months of this year fell below its average rate of growth over the past 115 years, a time when the growth in the monetary base was stable and quite modest. Let's take a look, emphasis mine.

Balance Sheet 28

Balance Sheet Banking Interviews Video 28

MishTalk

JUNE 26, 2013

Minyanville Business and Market News. Balanced Budget Ammendment Sign the Balanced Budget Petition. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Bernanke says the US economy is solid enough that the Fed can begin tapering its balance sheet purchases later this year.

Balance Sheet 68

Balance Sheet Real Estate Financial Advertising 68

MishTalk

JULY 11, 2014

The BIS slam, coupled with a recent stock market selloff, brought up debate on a " controlled collapse ". Over the past few years, non-financial corporations in a number of EMEs have borrowed heavily through their foreign affiliates in the capital markets, with the debt denominated mainly in foreign currency.

Balance Sheet 74

Balance Sheet Financial Banking Policies 74

Harvard Business

SEPTEMBER 16, 2016

Data contributes not only to brand equity, but to what constitutes product and service delivery in globally connected and hyper-competitive markets. To analyze EvD, determining the relative importance of data to an enterprise’s balance sheet, its ability to effectively compete, and its operational capabilities is a good place to start.

Data 28

Data Balance Sheet Enterprise Insurance 28

Harvard Business

MARCH 14, 2017

Both small startups and large-scale technology companies are eyeing the possibilities this presents, and some are teaming up. First, blockchain could help relieve a large balance-sheet liability that many in the industry are facing. Business in the Era of Blockchain. Sponsored by Accenture.

Travel 44

Travel Balance Sheet Hotels Airlines 44

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. ” while his Sprint counterpart, wearing a suit, gave a PowerPoint presentation.

Intellectual Property 30

Intellectual Property How To Balance Sheet Emotional Intelligence 30

Tom Spencer

MAY 9, 2020

Petrodollar System: 1971 – Present. Australia, Canada, the EU, Japan, Mexico, the UK, and America), when they devalue their currency it tends to weaken in the foreign exchange market, making the country more competitive in global trade. Since most advanced economies have adopted a freely floating exchange rate (e.g.

System 88

System Banking Government Insurance 88

MishTalk

SEPTEMBER 8, 2014

This takes, in round numbers, all of the risk out of Lending Club''s balance sheet. Sitka Pacific is an asset management firm whose goal is strong performance and low volatility, regardless of market direction. The note holders know going in that they bear the entire risk of loss on the underlying loans.

Banking 74

Banking Balance Sheet Financial Operations 74

MishTalk

JANUARY 28, 2014

"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." Investors should have taken a hit. Certainly the promised 10% yield was too good to be true.

Banking 72

Banking Balance Sheet Productivity Financial 72

MishTalk

DECEMBER 12, 2015

Timeline of Ally's Actions Housing wire presents an interesting timeline of Ally's actions in Ally Financial Getting Back Into Mortgage Business. Today, Ally has a pristine balance sheet and is focused on its strengths with its leading domestic automotive services and direct banking franchises.”

Mercer 28

Mercer Balance Sheet Automotive Banking 28

MishTalk

APRIL 6, 2015

I am in a minority of one in suggesting that just the opposite is the case: expansion of the money supply through open market purchases of government bonds by the central bank is the direct cause of deflation. They knew they could always dump them on the Fed in the open market with a hefty markup.

Banking 28

Banking Balance Sheet Case Interview Policies 28

Harvard Business

OCTOBER 30, 2017

During Immelt’s tenure, GE’s stock market value fell by about half. Next, they make a public presentation to management — like Trian’s “Transformation Underway … But Nobody Cares” — explaining what actions they think the company should take to increase the price of the stock.

Balance Sheet 28

Balance Sheet Financial Journal Company 28

MishTalk

JULY 2, 2013

Minyanville Business and Market News. Balanced Budget Ammendment Sign the Balanced Budget Petition. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Ritholtz on Gold and on Making Predictions; How Secular Bull Markets End; Winning vs. Investing. Sitka Pacific.

Trends 63

Trends Analysis Real Estate Financial 63

MishTalk

DECEMBER 26, 2014

Next year will be a very important year for China because possible strains in the banking system and the intensity with which the reformers present their case will give us a better sense both of how much debt capacity the country retains and of how well positioned Xi Jinping and his allies are to implement the needed reforms.

Banking 71

Banking System Benchmarking Finance 71

MishTalk

MARCH 17, 2014

Michael Pettis at China Financial Markets taught me much of what I know about global trade. Mish : Despite the obvious casino-like structure of global equity and bond markets, the poker game analogy is an extremely poor one. I am very appreciative. I tend to agree with most of his views.

Banking 67

Banking Real Estate Productivity Policies 67

Harvard Business

JANUARY 24, 2017

But the Scalerator is very different from your typical startup accelerator: in our program, startups of any sector or age are accepted only if they have already demonstrated real market traction, high levels of ambition, and have a significant ownership stake. We helped the leading NGOs start growth projects for their own constituencies.

Training 28

Training Training Banking Balance Sheet 28

MishTalk

APRIL 1, 2015

Kristi Culpepper, a bond guru, has gone over Chicago''s annual financial report, bond documents, investor presentations, and CAFRs. 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. “

Financial 28

Financial Engineering Finance Government 28