Balance Sheet Conference Marketing 
Tom Spencer
APRIL 21, 2023
This includes analyzing a company’s financial statements, such as its income statement, balance sheet, and cash flow statement. An equity researcher also conducts industry research to understand the broader economic and market conditions that may affect a company’s performance.
MishTalk
OCTOBER 21, 2014
Here''s an interesting video from the recent James Grant Conference. The title of this year''s conference is Investing Opportunistically, Separating the Beta from the Alpha. From this perspective of the bond market, Europe has become Japan. The first five minutes are introductions and attendee notes you may wish to skip over.
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MishTalk
MAY 20, 2014
Yesterday, former fed chair Ben Bernanke said " No Need for Fed to Shrink Balance Sheet ". The Federal Reserve does not need to shrink its $4 trillion-plus balance sheet by even "a dime" for it to normalize monetary policy when the time comes, former Fed Chair Ben Bernanke said on Monday.
MishTalk
SEPTEMBER 4, 2014
Please consider an ECB Press Conference Q&A (not available when I commented yesterday). Question: Mr Draghi, you said that the new measures and the TLTROs will have a sizeable impact on your balance sheet. An increase in the ECB''s balance sheet to that size would imply something on the order of one trillion euros.
MishTalk
NOVEMBER 6, 2014
Having already cut interest rates to record lows and saying they can go no lower, Draghi is now focused on boosting the ECB’s balance sheet. We are quite confident that the impact on our balance sheet size will be adequate, will be significant, will be sizable,” Draghi said. trillion] more than the current level.
Tom Spencer
JULY 25, 2021
The justification for the status quo is usually that “all models are wrong, but some are useful” While simplistic assumptions do make for easier math, and can help to predict market outcomes in stylised scenarios, the real world is both complex and dynamic. This may not be the same as maximising profits. Willingness to pay.
MishTalk
APRIL 17, 2015
I don’t see anything magical about targeting 2 percent inflation ,” Bernanke told a conference in Washington sponsored by the International Monetary Fund. I don’t see anything magical about targeting 2 percent inflation,” he told a conference in Washington sponsored by the International Monetary Fund.
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