Mish Shedlock | TalkMarkets | Page 2
Investment Advisor Represetative - Sitka Pacific Capital Management
Mike "Mish" Shedlock is a registered investment advisor representative for SitkaPacific Capital Management. Sitka Pacific is an asset management firm whose goal is strong performance and low volatility, regardless of market ...more

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Spotlight On European Bank Lending: Capital Impairment To The Forefront
So which is it, lack of credit-worthy borrowers or capital impairment? The answer is likely both, but the spotlight goes on capital impairment, and Texas Ratios, a ratio of bad loans to equity.
Fed Study Finds 2 Million In "Forced Retirement", 48% Cannot Afford An Unexpected $400 Expense
Mish has talked about "forced retirement" 174 times over the course of the past few years. And he has more to say.
Thinking About Raising The Minimum Wage To $15/Hr? Then Met The McCashier
Sure. You can make $15 an hour at McDonald's, at least in Seattle. You just have to perform better than this machine.
Housing Insanity Japanese Style: Record Number Of Vacant Homes In Japan, Abe Wants To Stimulate Home Building
Thanks to a rapidly aging population, record numbers of Japanese homes sit vacant. Is Abenomics to blame?
Afghanistan A How-To Lesson In Perfect Stupidity: 54,000 Paid Ghosts, Vanishing Firearms, Warlord Protection Rackets
What some see as "perfect stupidity" others (especially the industrial-military complex) see as a "job well done", complete with arms to the Taliban to ensure that the war on terrorism goes on and on.
Junk Bond Indigestion; Musical Chairs; Take Chips Off The Table?
The first half of 2014 sported record junk bond purchases by investors thirsty for yield, no matter how absurd the bond covenants or how risky the investment. Things may have changed in July.
Whopping 35% Have Debt In Collection! Delinquent Debt In America: By Region And Metro Area, Where Is It?
Mish examines the Urban Institute's 14-page synopsis on Delinquent Debt in America.
M.A.D. Sanctions; Two Games At Once
Sanctions are a lose-lose-lose game. Consumers lose, businesses loses, countries lose. And the hypocrisy alone is appalling.
Japan Exports And Trade Balance Vs. The Yen; Abenomics In Review
One intent of Abenomics was to devalue the Yen to aid exports. How did that work out?
Jay Taylor Interview Of David Stockman And Mish
Jay Taylor interviews Mish Shedlock and David Stockman. Listen here.
Phantom Liquidity And Perfect Pilfering
A friend of mind asked me to comment on the Nanex article Perfect Pilfering, a detailed exposé on how the market is rigged from a data-centric approach.
China Vs. Japan Debt Capacity; Impact Of Debt On Chinese Growth; Chinese Recovery On Paper
Is China really growing at the reported 7.5% rate? I have frequently stated "no chance." Mal-investments in housing, vacant cities, vacant malls, and roads with no traffic prove the point.
Amazon Charges Penny For Shipping Following France Ruling Shipping Cannot Be Free; "No Competition" Laws
Under "unfair competition" laws France has decided it is far better for consumers to pay full price for goods than to receive a discount. Striking out at Amazon, France passed a law dubbed the "Anti-Amazon Law", that banned free shipping.
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