ML - The way the world works - analyzing how things work

The most obvious explanation is that investors around the world, who will eventually be the buyers of the S&P 500, are being suppressed by the monetary authorities in their home countries The European Central Bank (ECB) is purchasing Italian and Spanish government bonds in their secondary markets The Bank of Japan is conducting an unprecedented money printing program The U S Federal Reserve is buy...

Weekly thoughts of efficiency

What would GE be like without Gary Wendt, Dennis Nayden, and Mike Neal? Nayden the brainpower to structure big complex deal; Neals the people connections negotiator; and Wendt the idea man and acquistion proposing machine. Wendt and Nayden drove GE towards global growth: The 1983 purchase of American Mortgage , 1984 purchase of Employers Reinsurance Corp (Stanger and Dammerman), private label cred...

When a bank extends credit, it issues debt in the form of a claim against the borrower It might be a mortgage on a house, a car loan, a credit card, or some other kind of debt instrument The important thing about the debt is not so much its type as its size relative to the borrower’s balance sheet If the bank makes a loan of $100,000, for example, and the borrower’s balance sheet is $1,000,000, th...

The sabbath is a sign to the Lord we desire to delight in what he delights in. We need to be the kind of person that delights in sabbath day worship and learning. If we don’t delight in the sabbath we can work piece by piece until the sabbath is a day we look forward too. Isaiah 58 13 If thou turn away thy foot from the sabbath, from doing thy pleasure on my holy day; and call the sabbath a deligh...

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Thoughts

Rickards noted, eventually the aftermath of a coming collapse will follow the current expansion, which has been going on since June 2009 called quantitive easing, a failed Keynesian theory practiced in Japan leading to a forty plus year economic depression. Central banks took the pressure off with money printing, zero interest rates, currency swaps and other guarantees behind the scenes, but the u...

e main reason is the economy The housing market has been hot in recent years Home prices are rising, but generally not as quickly as in other cities The number of jobs in the city has been growing faster than the number of homes San Francisco added about 10,000 jobs in the past year, about half of them in technology Economist Steven Levy at the Center for the Continuing Study of the California Eco...

With regard to the question of why China embraced capitalism, it is important to note that in Mao’s time, the Soviet Union and China were allies Mao’s China was a communist country, but it was still very much in the midst of a revolution China saw the Soviet Union as a revolutionary ally, and Mao had always been an admirer of Joseph Stalin, who was the leader of the Soviet Union at the time The Ch...

there are a number of reasons why emerging market currencies have been weakening against the US Dollar… 1) Excessively loose monetary policy in the developed markets (The Fed, The ECB, The BOJ and the Bank of England) 2) Speculation that the Fed will not hike interest rates as previously expected 3) Emerging markets economies are slowing down…China is slowing down…Brazil, Russia and India are slow...

Shale gas is a natural gas found in sedimentary rock This rock is found thousands of feet below the earth's surface The energy companies drill or frack for the natural gas (Fracking is a method of drilling that involves pumping high-pressure water and chemicals into the rock to release the natural gas ) Why is shale gas so important? For one thing, it's a very cheap source of energy It will lead t...

Thoughts

A A manager must stay current with developments in technology and people management in order to ensure the continued success of the organization B A manager must stay current with developments in technology and people management in order to ensure that the manager is able to stay competitive in the workplace C A manager must stay current with developments in technology and people management in ord...

A history of House of Israel in North America . A national document of morality for right and wrong in the 21st century

1. Invest in foreign companies with a. high dividend earnings b. participating in global exports c. part of an economy that is growing (China, India, Brazil, Russia, Mexico).

Gambling instead of taxes: State-run gambling is replacing taxes and undermines the requirement of democracy that its citizens make choices about how their taxes are raised and distributed to support the public will. Gamble supports the concept of fate as the mechanism for distributing the bounty of the world and subverts the idea that hard work and learning pay off. Gambling organizations will ap...

In 2012 Japanese banks are buying us treasuries to reduce exposure to the euro and prevent rates to increase in the real estate market. When rates increase real estate valuations decrease. A decrease in valuations decrease asset values in Japanese bank portfolios in their shadow accounts. The no reported valuations represent loses to the bank. The stock market anticipates these losses and lowers p...

Russia has 80 billion barrels of oil in its reserves and exports 10 million barrels of oil a day Bond yields climbed after Russia seized the Crimea peninsula in Ukraine in 2014 The conflict led to Western sanctions against Russia and a collapse in the price of oil The resulting economic crisis sent Russian bond yields up to 11 5% Russia turned to China and other Asian countries for financing WHY D...

The answer can be found in the complexity of the work of organizations As described in the previous section, flat organizations with more fluid processes allow more people to participate more often in shaping the future of the organization This is a key, but insufficient condition for productivity The theory of complexity shows why this is insufficient In our experience, we find that organizations...

The Pareto Principle is the idea that 80 percent of your revenue comes from 20 percent of your customers In other words, 20 percent of your customers are making you 80 percent of your revenue The Pareto Principle is also the idea that 80 percent of your problems come from 20 percent of your customers In other words, 20 percent of your customers are causing you 80 percent of your problems The Paret...

Latin America needs to stop inflation by turning off the spigot of government spending; dismantle the unproductive monopolies owned by the government or the military; cut excessive nominal tax rates that discourage honest enterprise, but increase tax collection.

The industry has suffered from a lack of new issuance in the past several years, as well as a lack of demand for the existing supply The result has been a steep drop in the prices of high-yield bonds as investors have rushed to sell bonds to raise cash for their deals With fewer bonds available, investors have been forced to buy longer-dated maturities, driving up the average maturity of the high-...

The activity oriented decision model is a conceptually definition and the practical discipline proposed exciting possiblities. Activies are analyzed, defined, and sequenced. Resources are allocated to the activity. The activity outcomes are measured to determine, if they are meeting requirements. Managers weight the risks by asking "what are the benefits of the activity?","What are the fallout imp...

The short answer is that holders of T-Bonds don’t want to hold T-Bonds They want cash T-Bonds are “collateralized” in that the government really does have collateral for the T-Bonds In the event of a default, the government would be able to seize that collateral So this is what the Fed is doing It’s buying up T-Bonds in order to support the price of T-Bonds The stated goal is to keep the price of...