MishTalk

AUGUST 7, 2013

Case Against The Fed. Labor Union Report. Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation? Fed Balance Sheet vs. Stock Market. The risk premiums of risky securities have become unsustainably compressed in the process, and the Feds balance sheet has metastasized to $3.5 Union Watch.

Balance Sheet 75

Balance Sheet Marketing Real Estate Financial 75

MishTalk

APRIL 1, 2015

Kristi Culpepper, a bond guru, has gone over Chicago''s annual financial report, bond documents, investor presentations, and CAFRs. For example, Culpepper reports Chicago general obligation bond deals have been used by the city as a means to avoid servicing short-term debt. That police brutality case?

Financial 28

Financial Engineering Finance Government 28

MishTalk

AUGUST 6, 2013

Case Against The Fed. Labor Union Report. Reader Question: Does the Fed Balance Sheet Properly Reflect QE Announcements? The feds balance sheet doesnt reflect it. The balance sheet was up $720 billion from Aug 1, 2012 to Aug 1, 2013 ($309B in treasuries and $393B in MBS) but that is only $60B per month.

Balance Sheet 67

Balance Sheet Analysis Trends Real Estate 67

MishTalk

JUNE 26, 2013

Case Against The Fed. Labor Union Report. 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. This Week in Money Interview. 2011-03-29 - Sound Money Interview.

Balance Sheet 68

Balance Sheet Real Estate Financial Case Interview 68

MishTalk

JUNE 28, 2013

Case Against The Fed. Labor Union Report. FHA Swamped By Defaults; Congressional Report Shows FHA Could Suffer Losses as High as $115 Billion; Shut Down Fannie, Freddie, FHA. An alleged "worst case scenario" shows the FHA could lose as much as $115 Billion. Abolish The Fed Sign the Petition. Home Builders. CATO Institute.

Analysis 74

Analysis Trends Real Estate Case Interview 74

MishTalk

JUNE 27, 2013

Case Against The Fed. Labor Union Report. It can increase buying appetite on the upside (limited information gives us greater scope to assume best-case scenarios) and it hurts prices on the way down (uncertainty rises dramatically and worst-case scenarios become plausible). Perhaps last week was a case in point.

Analysis 70

Analysis Trends Real Estate Banking 70

MishTalk

JUNE 30, 2013

Case Against The Fed. Labor Union Report. 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. 2011-04-23: Syndicated Interview on Canadian Radio - My Segment Starts 29:31. This Week in Money Interview.

Analysis 72

Analysis Trends Real Estate Financial 72