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Mish Shedlock

Investment Advisor Represetative - Sitka Pacific Capital Management
Contributor's Links: Mish's Global Economic Trend Analysis Sitka Pacific's Investment Management Michael Shedlock.com
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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Spring Existing Home Sales: Big Flop
Thursday, June 28, 2018 11:59 AM EDT
Spring is over. The pending sales report says the month of June will be another flop.
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Massive 1.8 Percentage Point Spread Between GDPNow And Nowcast: What's Going On?
Tuesday, June 26, 2018 7:59 AM EDT
GDPNow estimates second-quarter GDP at 4.7%. The FRBNY Nowcast estimates 3.9%. Why the discrepancy?
In this article: GDP
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Output Gap Idiocy; Shaky Accounting EU And US Style
Monday, November 24, 2014 12:23 AM EDT
Italy accuses Brussels of "shaky" accounting practices, because, apparently Brussels' practices aren't shaky enough. Huh?
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Ruble Slide Continues; Russia Forced To Abandon Currency Intervention As Reserves Dwindle
Wednesday, November 5, 2014 9:49 PM EDT
In the wake of falling oil prices, tensions in Ukraine, and sanction madness that hurts both Russia and the Eurozone, the ruble has been on a huge slide.
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Christmas Shopping Season Starts Today: Walmart Leads With Price Cuts On 20,000 Items For The Holiday Season
Sunday, November 2, 2014 8:38 PM EDT
We are not even finished eating (or exercising off) our Halloween candy supply and it's time to shop for Christmas?!?
In this article: WMT
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No Plans For Normalization: Fed Ends QE, Will Hold Rates Low For "Considerable Time", Will Reinvest Proceeds
Wednesday, October 29, 2014 10:36 PM EDT
Inquiring minds may wish to slog through today's FOMC Press Release on Monetary Policy but it's really not worth the time it takes to read it. Here are a few details, generally expected
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Home Prices Drop In 69 Of 70 Chinese Cities; Did The Pool Of Greater Fools Run Out?
Saturday, October 25, 2014 5:18 PM EDT
China really doesn't want to see its property bubble burst; looks for ways to keep fools playing the game.
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FBI Director Warns Google And Apple "If You Don't Decrypt Phones, We'll Do It For You"
Saturday, October 18, 2014 11:58 PM EDT
The FBI Director would like to force Apple and Google to decrypt new versions of iOS and Android. Customers object. And not just US customers. Foreign nations would like some privacy from the US government too.
In this article: AAPL, GOOG, GOOGL
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Stock Buybacks Peaked With Stock Market In 2007: History About To Repeat?
Wednesday, October 15, 2014 3:37 PM EDT
Conventional wisdom says earnings growth is the primary driver for stock performance. It's not. The price investors are willing to pay for stocks is the key driver.
In this article: SPX
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IMF Warns Of Financial Crisis, Admits Low Interest Rates Spurred Asset Speculation Not Investment
Wednesday, October 8, 2014 5:45 PM EDT
The IMF finally realizes that almost zero borrowing costs has encouraged speculation rather than a hoped-for pick-up in investment.
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New Home Prices: Are They Really Up This Year? Consider The Homebuilder Freebies...
Wednesday, October 8, 2014 4:48 PM EDT
Thanks to ultra-low interest rates, massive all-cash purchases by private equity funds, and Fed-sponsored financial speculation, home prices are now back in bubble territory.
In this article: BBY, CLGX
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ECB's Targeted Lending Spree Starts Out As Flop; Modern Monetary Insanity
Thursday, September 18, 2014 8:43 PM EDT
The ECB is intent is to spur lending. But it's going about it the wrong way. Mish explains why.
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Undeclared War On Russia; Solidarity By Force; Ruble Falls To Record Low; Sanctions Target Private Companies
Friday, September 12, 2014 10:51 PM EDT
It's long overdue we label sanctions for what they really are: war. If you prefer, call them "economic war." Today, Obama took the undeclared war another step forward by targeting Lukoil, a private Russian company.
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Venezuelan Bolivar Plunges To Record Low On Black Market; Bond Default Coming Up In October?
Thursday, August 28, 2014 2:09 PM EDT
On the black market today, it takes 89 bolivars to buy 1 US dollar. That is a 95% loss in value vs. the official exchange rate since 2013.
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Burger King Flips Obama The Bird; BK, Warren Buffet, Greg Mankiw, Barry Ritholtz, Mish On Corporate Tax Inversion "Fairness"
Tuesday, August 26, 2014 2:02 PM EDT
The Bloomberg headline "Inversion Express Slows to Crawl" was good for precisely 1 day. Today we see this Bloomberg headline: Burger King in Talks to Buy Tim Hortons in Tax-Saving Move
In this article: THI, BKW
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Spotlight On European Bank Lending: Capital Impairment To The Forefront
Sunday, August 24, 2014 3:04 PM EDT
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.
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