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Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation?

MishTalk

So refraining from any forecast of what will happen in the near term, it’s sufficient to observe that the economic data is not nearly as strong as widely perceived, and the impact of QE on stock prices does nothing to improve the underlying cash flows. Yes - Fed policies ensure that outcome. Four Questions Four Answers.

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Let Go of What Made Your Company Great

Harvard Business

“That was a major turning point,” Mahindra said in an interview I did with him for a new book, The Three Box Solution. Kneeland established a zero-tolerance policy for any failure to cooperate.). While these core businesses continued to generate cash flow, IBM struggled to find The Next Big Thing.

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"Stock Market Is Overvalued By 100%" Says John Hussman in Chris Martenson Interview; Financial Repression Revisited

MishTalk

Guest Post from Peak Prosperity In an exclusive interview of John Hussman by Peak Prosperity''s Chris Martenson, Hussman says Stock Market Is Overvalued By 100%. A stock, in fact any security, is a claim on any long-term stream of cash flows that investors can expect to be delivered to them over a very long period of time.

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Shockingly Bad Fiscal Health of Chicago (and the Financial Engineering Chicago Uses to Hide that Fact)

MishTalk

“She has worked with legislators, lobbyists, and attorneys to draft legislation and effect policy changes related to the state’s bonded indebtedness.” Chicago used interest rate swaps on its 2003, 2005, 2007, and 2009 bond deals, apparently as part of a synthetic fixed rate strategy. ( Buyers and traders in the $3.7

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Sam Zell Warns Recession Coming, Provides Opinions on 22 Topics Including Fed Tools, Equities, Real Estate, Energy, China, Brazil, Mexico, Climate Change

MishTalk

The interview was before the Fed announcement. And so we're in effect fulfilling in some respects our longer term strategy in AQR where we're liquidating the remaining garden apartments we have. It was a fascinating 2-hour interview. Number three there's an existing cash flow. RUHLE: Do you like that strategy?