MishTalk

AUGUST 22, 2014

More Questions Any banks fudging the definition of a performing loan? What about mark-to-market valuations of loans and assets on the balance sheets of banks? Sitka Pacific is an asset management firm whose goal is strong performance and low volatility, regardless of market direction.

Banking 66

Banking Balance Sheet Metrics Government 66

MishTalk

APRIL 6, 2015

The simple definition V = GDP/M where V is velocity, M is money supply, and GDP is Gross Domestic Product. I prefer the definition of deflation as a pathological slowing in the velocity of money. However, I disagree with his definition of deflation based on velocity. It''s simply a truism based on Fekete''s definition.

Banking 28

Banking Balance Sheet Case Interview Policies 28

MishTalk

SEPTEMBER 23, 2013

When I began investing, one looked at the real property on balance sheets. In today''s tech driven world, the definition of value is more cloudy than ever before, especially since all transactions and exchanges are literally fabricated from thin air and deposited in "The Cloud".

Banking 62

Banking Balance Sheet Policies Travel 62

Harvard Business

OCTOBER 16, 2018

And today I’m talking with Michael Gretczko, Principal, National Offering Leader, Human Capital as a Service at Deloitte Consulting, LLP, and with Jody Kohner, Senior Vice President of Employee Marketing and Engagement at Salesforce. We definitely do not have all that figured out. Jody Kohner, Salesforce. Angelia Herrin, HBR.

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Deloitte Consulting Data Talent 125

Tom Spencer

MAY 9, 2020

Australia, Canada, the EU, Japan, Mexico, the UK, and America), when they devalue their currency it tends to weaken in the foreign exchange market, making the country more competitive in global trade. Since most advanced economies have adopted a freely floating exchange rate (e.g. Final thoughts.

System 88

System Banking Government Insurance 88

Harvard Business

JULY 14, 2017

A platform connects providers and users in a multisided market. Note that people often get hung up on definitions of “platform” these days. A platform can be a business platform (a multisided market), a software platform (a cloud-based subscription service), or an engagement platform, (a user-generated community).

Intellectual Property 71

Intellectual Property Strategy Strategy& Strategy 71

MishTalk

JULY 2, 2013

Minyanville Business and Market News. Balanced Budget Ammendment Sign the Balanced Budget Petition. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Ritholtz on Gold and on Making Predictions; How Secular Bull Markets End; Winning vs. Investing. Sitka Pacific.

Trends 61

Trends Analysis Real Estate Financial 61

MishTalk

SEPTEMBER 26, 2013

I don''t and neither does Michael Pettis at China Financial Markets. The Financial Times reports China house price surge raises prospect of steps to cool market. Deposit rates are still low and the stock market has been uncooperative. Bulls think China is on the mend. Bullish Arguments. Property Prices Rising. Pettis on GDP.

Real Estate 61

Real Estate Banking Government Balance Sheet 61

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. The answer depends on the definition. So which is it?

Balance Sheet 28

Balance Sheet Banking Interviews Video 28

MishTalk

MARCH 17, 2014

Michael Pettis at China Financial Markets taught me much of what I know about global trade. Mish : Despite the obvious casino-like structure of global equity and bond markets, the poker game analogy is an extremely poor one. Rising productivity by definition means more good produced with fewer people. I am very appreciative.

Banking 64

Banking Real Estate Productivity Policies 64

MishTalk

SEPTEMBER 15, 2015

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 So it simply acts as a hot potato, encouraging yield-seeking speculation in the financial markets. Notice something. Here’s another relationship you can count on.

Balance Sheet 28

Balance Sheet Banking Financial Policies 28

MishTalk

JULY 7, 2015

China's Market and Policy Timeline Bloomberg has an interesting graph of China's Market and Policy Timeline. Another 173 firms listed in Shanghai and Shenzhen announced trading suspensions after the market closed on Tuesday, bringing the total to around 940, or more than a third of all listed firms on the two exchanges.

Real Estate 28

Real Estate Banking Government Balance Sheet 28

MishTalk

APRIL 1, 2015

trillion muni market had puzzled at the true identity of Bond Girl, Hector Negroni, co-founder of New York-based investing firm Fundamental Credit Opportunities, said in a telephone interview. “ It is not a balance sheet test, but a cash flow test. So Chicago is not bankrupt by definition (yet) and has a huge tax base.

Financial 28

Financial Engineering Finance Government 28

Tom Spencer

AUGUST 12, 2020

Central banks pursue “inflation at any cost” in order to oil the wheels of the credit markets. In 2020, the Fed has galloped over the precipice, increasing its balance sheet by around $2.8 This inadvertently removes each bank’s incentive to act prudently. trillion over the last 5 months.

Banking 120

Banking Balance Sheet Financial Real Estate 120