Consultant Ninja

MARCH 31, 2009

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. The government will buy those assets, freeing up the major banks to loan again to businesses. Banks fail all the time, right?

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Balance Sheet Marketing Banking Consulting 100

MishTalk

JUNE 26, 2013

Balanced Budget Ammendment Sign the Balanced Budget Petition. China Financial Markets. Financial Sense. The Financial Times reports ECB exit from easing remains far off, Draghi says. Bernanke says the US economy is solid enough that the Fed can begin tapering its balance sheet purchases later this year.

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Balance Sheet Real Estate Financial Advertising 68

MishTalk

JUNE 27, 2013

Balanced Budget Ammendment Sign the Balanced Budget Petition. China Financial Markets. Financial Sense. Michael Pettis at China Financial Markets commented on the liquidity crunch and spike in SHIBOR a few days ago via email. Abolish The Fed Sign the Petition. 3 "Implode-O-Meters" Mortgage Lenders. Home Builders.

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Analysis Trends Real Estate Banking 70

MishTalk

JULY 11, 2014

The question stems from lengthy (256 page PDF) from the BIS Annual Report (Bank for International Settlements) that stated among other things " The only source of lasting prosperity is a stronger supply side. Yet financial cycles can go largely undetected. Never before have central banks tried to push so hard.

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MishTalk

JUNE 28, 2013

Balanced Budget Ammendment Sign the Balanced Budget Petition. China Financial Markets. Financial Sense. That forecast is significantly worse than the one reported by independent auditor Integrated Financial Engineering Inc., Top Financial Blog Citations. Time Magazine : Best 25 Financial Blogs.

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Analysis Trends Real Estate Case Interview 74

MishTalk

JANUARY 28, 2014

On January 15, Reuters reported China''s ICBC says won''t compensate investors in troubled shadow bank product. 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."

Banking 72

Banking Balance Sheet Productivity Financial 72

MishTalk

JULY 2, 2013

Balanced Budget Ammendment Sign the Balanced Budget Petition. China Financial Markets. Financial Sense. Contrary to 1979/1980, the current gold bull market will unlikely end due to a sudden strong rise in interest rates, as the balance sheets of governments, households and corporations are tainted by huge debt.

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Trends Analysis Real Estate Financial 63

MishTalk

NOVEMBER 20, 2015

UPS Freight , the fifth-largest LTL, reported tonnage off 10 percent (matching the record decline reported in the 2009 3Q during the depth of the Great Recession) and shipments down 5 percent year over year (the worst drop since 2008 fourth quarter). Overoptimism 2008-2010 The SEP growth forecast for 2008 never turned negative.

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MishTalk

DECEMBER 12, 2015

Ally, whose defunct GMAC Mortgage unit was one of the biggest lenders of subprime mortgages in the run-up to the 2008 housing bust, will inch back into direct home loan originations next year, the bank’s Chief Executive Officer Jeffrey Brown said this week at a Goldman Sachs Group Inc. financial conference in New York.

Mercer 28

Mercer Balance Sheet Automotive Banking 28

MishTalk

JULY 16, 2014

Rather than repairing its balance sheet by reducing debt, the U.S. It is possible to cast an increase in debt in positive terms since it suggests that banks and other financial intermediaries are now confident and are lowering credit standards for automobiles, home equity, credit cards and other types of loans.

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Balance Sheet Financial Analysis Policies 68

MishTalk

JULY 10, 2013

Balanced Budget Ammendment Sign the Balanced Budget Petition. China Financial Markets. Financial Sense. Participants also described their views regarding the appropriate path of the Federal Reserves balance sheet. or financial instrument, or to participate in any particular trading or investment strategy.

Real Estate 61

Real Estate Financial Policies Advertising 61

MishTalk

SEPTEMBER 15, 2015

The chart below shows the relationship between the 3-month Treasury bill and the ratio of the monetary base (currency and bank reserves) to nominal GDP, in data since 1929. Without paying banks interest to hold excess reserves idle in the banking system, the Fed could reduce its balance sheet by more than one-third (over $1.4

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MishTalk

JULY 7, 2015

Two Rules Every bubble eventually bursts The bigger the bubble the bigger the bust Central banks globally have blown the biggest bubble ever in the wake of the 2008 crash. Over the weekend, the People’s Bank of China announced a plan to inject funds into a state-owned entity that lends to brokerage firms. Two Questions How fast?

Real Estate 28

Real Estate Banking Government Balance Sheet 28

Harvard Business

OCTOBER 30, 2017

He sold off slower-growth, low-tech, and nonindustrial businesses — financial services, media, entertainment, plastics, and appliances. Next, they use the financial press and blogs to spread their message to the institutional investors. He doubled GE’s investment in R&D. Remember, Trian only owns about 1.5%

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MishTalk

JUNE 30, 2013

Balanced Budget Ammendment Sign the Balanced Budget Petition. China Financial Markets. Financial Sense. And the recent cash crunch in the interbank market is likely to slow expansion of off-balance sheet lending, further exacerbating funding conditions for SMEs. Top Financial Blog Citations.

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Analysis Trends Real Estate Financial 72

MishTalk

DECEMBER 17, 2013

On December 12 the Financial Times reported EU reaches landmark deal on failed banks with a "common rule book for handling failed banks". At the same time we also established clear rules to deal with the most exceptional cases in which overall financial stability is in danger. ” I replied "wait for the details".

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Banking Finance Balance Sheet Financial 73

MishTalk

OCTOBER 8, 2015

China’s foreign-exchange reserves fell by a record in the third quarter as the central bank sold dollars to support the yuan after a surprise Aug. trillion, according to Bloomberg calculations based on data released by the People’s Bank of China on Wednesday. I did not understand in 2004, 2008, 2012, 2014, and I still don't know now.

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Balance Sheet Telecommunications Video Banking 28

Harvard Business

MARCH 2, 2017

On February 3 President Trump issued an executive order directing the Treasury Department to conduct a sweeping review of financial regulation, including Dodd-Frank , the financial reform bill passed, in 2010, as part of the Obama administration’s response to the 2008 financial crisis and subsequent recession.

Banking 28

Banking Financial Balance Sheet System 28

MishTalk

JANUARY 3, 2014

Had I suggested in 2007 that the Fed balance sheet expansion of $75 billion a month would have been considered "tightening" people would have thought I was nuts. George Magnus writing for the Financial Times about the cash crunch noted "China’s credit boom is still in full swing. Here we are.

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