2003, Balance Sheet and Productivity - Management Consulting Connection

"Treasury Bond Undervalued" Says Hoisington Second Quarter Review; Path to Fiscal Ruin

MishTalk

JULY 16, 2014

Readers of our letters are familiar with our long-standing assessment that the cause of slower growth is the overly indebted economy with too much non-productive debt. Rather than repairing its balance sheet by reducing debt, the U.S. economy is starting to increase its leverage. Total debt rose to 349.3%

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Ivory Tower Academics, Inflation, and Kindness

MishTalk

AUGUST 22, 2013

And long-term rates are what matter for capital investment, which is key to increasing the economy’s growth potential and raising productivity.". From 2003-2006 the Fed ignored major bubbles in home prices, then commercial real estate. Inflation Benefit 3 (?): "Balance sheet recession" might go away! What Baum Left Out.

Balance Sheet

Balance Sheet Real Estate Banking Government

Management Consulting Connection

"Treasury Bond Undervalued" Says Hoisington Second Quarter Review; Path to Fiscal Ruin

Ivory Tower Academics, Inflation, and Kindness

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