Balance Sheet, Marketing and Real Estate - Management Consulting Connection

Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation?

MishTalk

AUGUST 7, 2013

Minyanville Business and Market News. Patrick Housing Crash News Top Housing and Commercial Real Estate News. Balanced Budget Ammendment Sign the Balanced Budget Petition. Bay Area Real Estate Trends. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets.

Balance Sheet

Balance Sheet Marketing Real Estate Financial

Coronavirus & Consulting Offers

Tom Spencer

SEPTEMBER 19, 2020

The travel and hospitality industries have been decimated, stock markets around the world have tanked, and governments struggle to combat this devil on so many fronts. During the dotcom bubble, the financial crisis, and the real estate bubble, what did consulting firms do? Commerce has ground to a halt. Today, not so much.

Consulting

Consulting Balance Sheet Cash Flow Real Estate

ECB Now a Hedge Fund; €1T Bazooka; ECB Promotes Euro Carry Trade; Draghi Has it Backwards

MishTalk

SEPTEMBER 4, 2014

Question: Mr Draghi, you said that the new measures and the TLTROs will have a sizeable impact on your balance sheet. So all this makes a precise estimate of the impact that these transactions will have on our balance sheet very complicated, especially at the stage when none of these operations have as yet been undertaken.

Balance Sheet

Balance Sheet Real Estate Banking Operations

Mish's Global Economic Trend Analysis: Reader Question: Does the.

MishTalk

AUGUST 6, 2013

Minyanville Business and Market News. Patrick Housing Crash News Top Housing and Commercial Real Estate News. Balanced Budget Ammendment Sign the Balanced Budget Petition. Bay Area Real Estate Trends. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets.

Balance Sheet

Balance Sheet Analysis Trends Real Estate

Consultant Ninja: A Simple Question about the Credit Markets.

Consultant Ninja

MARCH 31, 2009

A Simple Question about the Credit Markets. Heres my understanding of the current TARP/TARPII/PPIP/etc plans: The major "sick" banks wont lend to businesses, because their balance sheets are tied up with bad assets that they cant sell. But wouldnt that be a better market result than letting the sick banks keep their share?

Balance Sheet

Balance Sheet Marketing Banking Consulting

Government About to Destroy American Mortgages Permanently Warns Dick Bove; Mish Says Nonsense

MishTalk

DECEMBER 4, 2013

These securities are sold in order to add liquidity to the mortgage market, thereby making funds available to borrowers. "If If Fannie and Freddie go away, what then happens to the mortgage markets?" In essence, we should return lending to the free market. And we won''t have fixed-rate mortgages." I too support the idea.

Government

Government Balance Sheet Real Estate Banking

Draghi Announces ECB Exit From Easing Remains Far Off

MishTalk

JUNE 26, 2013

Minyanville Business and Market News. Patrick Housing Crash News Top Housing and Commercial Real Estate News. Balanced Budget Ammendment Sign the Balanced Budget Petition. Bay Area Real Estate Trends. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets.

Balance Sheet

Balance Sheet Real Estate Financial Advertising

China Cash Crunch Eases, For How Long? Three Things China Needs to Avoid; When can Beijing Truly move to Market-Determined Interest Rates?

MishTalk

DECEMBER 26, 2013

China''s Move to Market-Set Rates Let''s step back to December 8 and look at China Relaxes Grip on Interest Rates China is relaxing its grip on interest rates with the launch of a financial instrument that allows banks to trade deposits with each other at market-determined prices. China’s credit boom is still in full swing.

Balance Sheet

Balance Sheet Marketing Banking Financial

Ivory Tower Academics, Inflation, and Kindness

MishTalk

AUGUST 22, 2013

From 1997-2000 the Fed ignored a major bubble in the stock market. From 2003-2006 the Fed ignored major bubbles in home prices, then commercial real estate. Inflation Benefit 3 (?): "Balance sheet recession" might go away! Balance sheet recession" might go away!? How Convenient!

Balance Sheet

Balance Sheet Real Estate Banking Government

Bulls and Bears Debate China: Property Bubble Expands Again; GDP Growth Picks Up; Economic Recovery Underway? No Says Michael Pettis

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. A series of land sales have set record prices since August, with real estate developers ramping up their competition for the best plots in the biggest cities.

Real Estate

Real Estate Banking Government Balance Sheet

940 Chinese Firms Halt Trading; China Allows Houses as Margin, Bans Use of Term "Equity Disaster"; Two Rules, Two Questions

MishTalk

JULY 7, 2015

China's Market and Policy Timeline Bloomberg has an interesting graph of China's Market and Policy Timeline. Another 173 firms listed in Shanghai and Shenzhen announced trading suspensions after the market closed on Tuesday, bringing the total to around 940, or more than a third of all listed firms on the two exchanges.

Real Estate

Real Estate Banking Government Balance Sheet

Mish's Global Economic Trend Analysis: FHA Swamped By Defaults.

MishTalk

JUNE 28, 2013

Minyanville Business and Market News. Patrick Housing Crash News Top Housing and Commercial Real Estate News. Balanced Budget Ammendment Sign the Balanced Budget Petition. Bay Area Real Estate Trends. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets.

Analysis

Analysis Trends Real Estate Case Interview

Coastal Cities Are Increasingly Vulnerable, and So Is the Economy that Relies on Them

Harvard Business

SEPTEMBER 7, 2017

.” GreenBiz founder Joel Makower defines a stranded asset as “a financial term that describes something that has become obsolete or nonperforming well ahead of its useful life, and must be recorded on a company’s balance sheet as a loss of profit.” Value is in the eyes of the buyer… until its not.

Balance Sheet

Balance Sheet Real Estate Financial Culture

BIS Slams the Fed; Ridiculous Question of the Day: "Is The Fed Going To Attempt A Controlled Collapse?"

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

Balance Sheet Financial Banking Policies

Mish's Global Economic Trend Analysis: Michael Pettis on the China.

MishTalk

JUNE 27, 2013

Minyanville Business and Market News. Patrick Housing Crash News Top Housing and Commercial Real Estate News. Balanced Budget Ammendment Sign the Balanced Budget Petition. Bay Area Real Estate Trends. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets.

Analysis

Analysis Trends Real Estate Banking

Mish's Global Economic Trend Analysis: Ritholtz on Gold and on.

MishTalk

JULY 2, 2013

Minyanville Business and Market News. Patrick Housing Crash News Top Housing and Commercial Real Estate News. Balanced Budget Ammendment Sign the Balanced Budget Petition. Bay Area Real Estate Trends. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets.

Trends

Trends Analysis Real Estate Financial

FOMC Minutes and Economic Projections: Dissent in Both Directions

MishTalk

JULY 10, 2013

Minyanville Business and Market News. Patrick Housing Crash News Top Housing and Commercial Real Estate News. Balanced Budget Ammendment Sign the Balanced Budget Petition. Bay Area Real Estate Trends. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets.

Real Estate

Real Estate Financial Policies Advertising

Banks – Industry Overview

Tom Spencer

NOVEMBER 9, 2019

Historically, commercial banking and investment banking functions have been separated by law – these restrictions have since been repealed and larger banks tend to take on capital markets operations due to the complimentary nature of the businesses. In secondary markets, the sales & trading function operates as a market maker.

Banking

Banking Industry Balance Sheet Retail

Pettis on Strains in China's Banking System; Avoiding the Fall

MishTalk

DECEMBER 26, 2014

They also tend to be associated with rising stock and real estate markets, which, by making households feel wealthier, encourages higher consumption. This isn’t the first time, of course, that the balance-sheet dynamics during a growth miracle have created unrealistic evaluations about the quality of policymaking.

Banking

Banking System Benchmarking Finance

Draghi Pressures ECB to Buy "Junk-Rated" Loan Bundles of Greece and Cyprus

MishTalk

SEPTEMBER 30, 2014

On September 4, ECB President pulled out a financial bazooka including a pledge to build up the ECB''s balance sheet by another €1 trillion. Draghi confirmed the asset purchases would " include the real estate, the RMBS, real estate ABS. In this case, the stench on Greek bank balance sheets will not go away.

Balance Sheet

Balance Sheet Real Estate Banking Policies

Mish's Global Economic Trend Analysis: China Manufacturing.

MishTalk

JUNE 30, 2013

Minyanville Business and Market News. Patrick Housing Crash News Top Housing and Commercial Real Estate News. Balanced Budget Ammendment Sign the Balanced Budget Petition. Bay Area Real Estate Trends. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets.

Analysis

Analysis Trends Real Estate Financial

Pettis Proposes Savings Glut and Income Inequality are Source of Global Imbalances; Mish vs. Pettis: I Respectfully Disagree

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

Banking Real Estate Productivity Policies

The Cantillon Effect

Tom Spencer

AUGUST 12, 2020

Central banks pursue “inflation at any cost” in order to oil the wheels of the credit markets. 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. trillion over the last 5 months.

Banking

Banking Balance Sheet Financial Real Estate

Management Consulting Connection

Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation?

Coronavirus & Consulting Offers

Trending Sources

ECB Now a Hedge Fund; €1T Bazooka; ECB Promotes Euro Carry Trade; Draghi Has it Backwards

Mish's Global Economic Trend Analysis: Reader Question: Does the.

Consultant Ninja: A Simple Question about the Credit Markets.

Government About to Destroy American Mortgages Permanently Warns Dick Bove; Mish Says Nonsense

Draghi Announces ECB Exit From Easing Remains Far Off

China Cash Crunch Eases, For How Long? Three Things China Needs to Avoid; When can Beijing Truly move to Market-Determined Interest Rates?

Ivory Tower Academics, Inflation, and Kindness

Bulls and Bears Debate China: Property Bubble Expands Again; GDP Growth Picks Up; Economic Recovery Underway? No Says Michael Pettis

940 Chinese Firms Halt Trading; China Allows Houses as Margin, Bans Use of Term "Equity Disaster"; Two Rules, Two Questions

Mish's Global Economic Trend Analysis: FHA Swamped By Defaults.

Coastal Cities Are Increasingly Vulnerable, and So Is the Economy that Relies on Them

BIS Slams the Fed; Ridiculous Question of the Day: "Is The Fed Going To Attempt A Controlled Collapse?"

Mish's Global Economic Trend Analysis: Michael Pettis on the China.

Mish's Global Economic Trend Analysis: Ritholtz on Gold and on.

FOMC Minutes and Economic Projections: Dissent in Both Directions

Banks – Industry Overview

Pettis on Strains in China's Banking System; Avoiding the Fall

Draghi Pressures ECB to Buy "Junk-Rated" Loan Bundles of Greece and Cyprus

Mish's Global Economic Trend Analysis: China Manufacturing.

Pettis Proposes Savings Glut and Income Inequality are Source of Global Imbalances; Mish vs. Pettis: I Respectfully Disagree

The Cantillon Effect

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