MishTalk

JUNE 30, 2013

After adjusting for seasonal factors, the HSBC Purchasing Managers’ Index™ (PMI™) – a composite indicator designed to provide a single-figure snapshot of operating conditions in the manufacturing economy – posted at 48.2 2010-03-12 - Mish with Marc Faber. 2010-02-12 Max Keiser. December 2010 (122).

Analysis 72

Analysis Trends Real Estate Financial 72

MishTalk

JUNE 28, 2013

While these reforms may improve FHAs balance sheet over the long term, they would also reduce market liquidity, which in turn could cause home prices to fall. Mike "Mish" Shedlock is a registered investment advisor representative for SitkaPacific Capital Management. 2010-03-12 - Mish with Marc Faber. December 2010 (122).

Analysis 74

Analysis Trends Real Estate Case Interview 74

MishTalk

DECEMBER 9, 2013

Ever since Greece entered its rescue programme in 2010, the relationship between Athens and its international lenders has been fundamentally unequal. Greece’s creditor structure in 2013 compared to the point of departure in 2010 hardly bears any resemblance. Greece Strikes Back The Financial Times reports Greece Strikes Back.

Balance Sheet 77

Balance Sheet Financial Government Finance 77

MishTalk

JUNE 27, 2013

During the coming week I believe that a significant amount of Wealth Management Prodiucts (WMP) will mature, and because of asset/liability mismatched this WMP must be rolled over. The most important effect is likely to be on demand for wealth management products. 2010-03-12 - Mish with Marc Faber. 2010-02-12 Max Keiser.

Analysis 70

Analysis Trends Real Estate Banking 70

MishTalk

JULY 2, 2013

It’s very easy for a confident-sounding analyst, fund manager or professor to say something on TV that can throw off the best laid plans of investors. What follows next is a repeat of my April 10, 2010 post US vs. Japan Land Prices Pictorial Update. 2010-03-12 - Mish with Marc Faber. 2010-02-12 Max Keiser.

Trends 63

Trends Analysis Real Estate Financial 63

MishTalk

JULY 10, 2013

Participants also described their views regarding the appropriate path of the Federal Reserves balance sheet. Mike "Mish" Shedlock is a registered investment advisor representative for SitkaPacific Capital Management. 2010-03-12 - Mish with Marc Faber. 2010-02-12 Max Keiser. December 2010 (122). Newer Post.

Real Estate 60

Real Estate Financial Policies Advertising 60

Harvard Business

APRIL 26, 2017

American firms alone laid off more than 8 million workers from the end of 2008 to the middle of 2010. To investigate these potential consequences, we examined 2010 data from 4,710 publicly traded firms and determined whether they declared bankruptcy in the subsequent five-year period.

Company 31

Company Balance Sheet Resources Financial 31

MishTalk

OCTOBER 16, 2015

Despite the unprecedented increase in the Federal Reserve’s balance sheet, growth in M2 over the first nine months of this year fell below its average rate of growth over the past 115 years, a time when the growth in the monetary base was stable and quite modest. Let's take a look, emphasis mine. We're not printing money.

Balance Sheet 28

Balance Sheet Banking Interviews Video 28

Harvard Business

MAY 1, 2017

Bain & Company’s Macro Trends Group carefully analyzed the global balance sheet and found that the world is awash in money. Global capital balances more than doubled between 1990 and 2010 — from $220 trillion (about 6.5 Yet the same crisis ushered in a new age of capital superabundance. times global GDP).

Cash Flow 57

Cash Flow Financial Balance Sheet Bain 57

MishTalk

DECEMBER 26, 2014

Part of the reason of course may simply be that policymakers rely on faulty economic analysis, and it is clear that even as late as 2010-11 most China specialists did not understand the systematic nature of China’s unbalanced growth and the dangers of its over-reliance on investment.

Banking 71

Banking System Benchmarking Finance 71

MishTalk

NOVEMBER 20, 2015

“My personal belief is the trucking industry needs to realize production of goods will have ups and downs,” Satish Jindel, principal of SJ Consulting , which closely tracks industry pricing, told Logistics Management. Overoptimism 2008-2010 The SEP growth forecast for 2008 never turned negative.

Balance Sheet 28

Balance Sheet Banking Study Policies 28

MishTalk

JUNE 9, 2015

Data Sources: Illinois Policy Institute, 2010 Census, Chicago Budget. Chart #2: Growing Payments While the current state of the city’s balance sheet is dismal, the real problem relates to what is expected to develop over the next decade. million to managers and consultants in 2013 — returns have fallen far short of expectations.

Balance Sheet 28

Balance Sheet Data Insurance Insurance 28

Harvard Business

MAY 9, 2018

This is one of the findings from a recently completed study based on publicly available information on the world’s 2,393 largest corporations for the time period 2010–2014. Walter Thompson Company for $566 million in 1987 and Ogilvy for $864 million in 1989 — big acquisitions that stretched the company’s balance sheet.

Research 31

Research Balance Sheet Industry Sales 31

Harvard Business

JULY 15, 2016

Sasson himself told The New York Times that management’s response to his digital camera was “that’s cute – but don’t tell anyone about it.” Maybe in 2010 it would have lured a young engineer from Google named Kevin Systrom to create a mobile version of the site.

Film 28

Film Balance Sheet Chemicals Engineering 28

MishTalk

APRIL 1, 2015

The $326 million budget stabilization fund was exhausted by 2010. From 2010 to 2014, Chicago’s general obligation bond deals included over $235 million of capitalized interest, simply as a means for the city to avoid servicing its debt in the short term. It is not a balance sheet test, but a cash flow test.

Financial 28

Financial Engineering Finance Government 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