article thumbnail

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

MishTalk

Case Against The Fed. So refraining from any forecast of what will happen in the near term, it’s sufficient to observe that the economic data is not nearly as strong as widely perceived, and the impact of QE on stock prices does nothing to improve the underlying cash flows. Abolish The Fed Sign the Petition. Home Builders.

article thumbnail

Be Aggressive

CaseInterview.com

This is especially the case when difficult conditions are caused by extreme changes, such as COVID-19. Restructuring costs to improve free cash flow can be learned. Members get access to 6 hours of video tutorials on case interviews , the actual frameworks I used to pass my interviews, and over 500 articles on case interviews.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Charlie Munger & Mental Models

CaseInterview.com

If your end of month cash in the bank differs from what you thought it would be, that means the mental model of your operating cash flow isn’t accurate. Members get access to 6 hours of video tutorials on case interviews , the actual frameworks I used to pass my interviews, and over 500 articles on case interviews.

article thumbnail

"Stock Market Is Overvalued By 100%" Says John Hussman in Chris Martenson Interview; Financial Repression Revisited

MishTalk

Guest Post from Peak Prosperity In an exclusive interview of John Hussman by Peak Prosperity''s Chris Martenson, Hussman says Stock Market Is Overvalued By 100%. A stock, in fact any security, is a claim on any long-term stream of cash flows that investors can expect to be delivered to them over a very long period of time.

article thumbnail

Shockingly Bad Fiscal Health of Chicago (and the Financial Engineering Chicago Uses to Hide that Fact)

MishTalk

“She has worked with legislators, lobbyists, and attorneys to draft legislation and effect policy changes related to the state’s bonded indebtedness.” An additional $8 million in tax-exempt bond money went to pay legal fees related to the case, records show. That police brutality case? Buyers and traders in the $3.7

article thumbnail

Sam Zell Warns Recession Coming, Provides Opinions on 22 Topics Including Fed Tools, Equities, Real Estate, Energy, China, Brazil, Mexico, Climate Change

MishTalk

The interview was before the Fed announcement. It was a fascinating 2-hour interview. And I think that's proven to be the case. And we see that in pretty much every single case but hospitality they've been ticking ever downward. Number three there's an existing cash flow. It's well worth a read. ZELL: Sure.