MishTalk

OCTOBER 16, 2014

Retail sales reports on Wednesday have me thinking about the strength of the economy, commercial construction, jobs, and profit margins. Let''s start with a look at retail sales. Retail Sales Falter Amid Signs of Global Slowdown. Similarly, Bloomberg reports Weaker Retail Sales Signal Smaller Spending Boost.

Retail 71

Retail Sales Construction Benchmarking 71

MishTalk

MARCH 1, 2015

Things have taken a turn for the worse since the glory days of the mining construction boom, with companies responding to falling commodity prices by pulling the plug on new projects and laying off workers across the Surat Basin. I’ve definitely noticed a slowdown.

Real Estate 28

Real Estate Banking Construction Policies 28

MishTalk

DECEMBER 16, 2014

Helm dismisses peak oil, I don''t (and to a certain extent he misses the construct), but much of the rest of what he has to say is accurate enough. The idea that because of the waste and corruption and populist spending, these countries can therefore enforce a particular price on the market is nonsense. OPEC supplies.

Energy 77

Energy Banking Report Productivity 77

MishTalk

MARCH 12, 2015

Massive overcapacity in petrochemicals, construction machinery, steel, cement, aluminum, SOEs. Orange and lemon groves turn to useless, vacant housing Property 20% of GDP and tracking negative (sales and pricing). Zombie economy effect – no credit demand – low demand. No way economy is growing. Local people want schools hospitals.

Banking 28

Banking Government Video Financial 28

Harvard Business

MAY 3, 2016

According to a new book by Harvard Business School’s Ranjay Gulati, it is customer-centric firms—those with a so-called outside-in perspective—that are most resilient during turbulent markets. They’ve also grown their sales 134 percent while the S&P 500 has grown just 53 percent.

Education 30

Education Real Estate Research Company 30