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Economy in a nutshell

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This is a presentation I did, but never got to deliver. The audience was a group of credit managers and I think they were all running for cover causing the event organizer to cancel the event. Now, I provide it free to you.

Published in: Economy & Finance, Business
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Economy in a nutshell

  1. 1. Adam Meislik Managing Director onionomics llc corporate financial crisis management www.onionomics.com (949) 281-6458 adam@onionomics.comFriday, March 13, 2009
  2. 2. How did it get so bad? My cup (of risk) runneth overFriday, March 13, 2009
  3. 3. Don’t just blame the US Bulgaria house price change Text Text TextFriday, March 13, 2009
  4. 4. Friday, March 13, 2009
  5. 5. Friday, March 13, 2009
  6. 6. consumers at 70% of GDP, need to go shopping againFriday, March 13, 2009
  7. 7. A “bailout” explained AIG insured losses with global financial institutions The headline derivative is called a Credit Default Swap (CDS) An entity would buy a CDS to insure against a loss on a bond or the default of a counter-party or for speculation :) Since AIG was at the nexus of many of these transactions, if we didnʼt “bailout” AIG, there would have been failure everywhere I mean everywhere - Spain, London, France, here Much of the money being put into AIG is going to satisfy collateral obligations to their counter-parties - the worldʼs financial institutionsFriday, March 13, 2009
  8. 8. What’s going to get us out of this mess?Friday, March 13, 2009
  9. 9. restore capital markets health prime the pump re-price risk capital investmentFriday, March 13, 2009
  10. 10. Who’s going to pay for it?Friday, March 13, 2009
  11. 11. resulting in.... ...the same things that got us into this messFriday, March 13, 2009
  12. 12. by-products of stimulus inflation debtFriday, March 13, 2009
  13. 13. The US is now the largest hedge fund in the world... ...and let’s hope they run it like a hedge fund and generate a returnFriday, March 13, 2009
  14. 14. The future is...Friday, March 13, 2009
  15. 15. smallerFriday, March 13, 2009
  16. 16. houses cars commutes technology and...Friday, March 13, 2009
  17. 17. Suburbs of the futureFriday, March 13, 2009
  18. 18. Friday, March 13, 2009
  19. 19. houses cars commutes technology and...Friday, March 13, 2009
  20. 20. Friday, March 13, 2009
  21. 21. houses cars commutes technology and...Friday, March 13, 2009
  22. 22. more affordable real-estate means we can move back to the city technology can crush We are investing in high-speed rail again transaction costsFriday, March 13, 2009
  23. 23. houses cars commutes technology and...Friday, March 13, 2009
  24. 24. Netbook sales are estimated to double from 10mm in 2008 to 20mm in 2009Friday, March 13, 2009
  25. 25. houses cars commutes technology and...Friday, March 13, 2009
  26. 26. hair!Friday, March 13, 2009
  27. 27. just kidding... the world-wide economy Once we get to a new GDP level and resources, jobs, etc. are reallocated, it will just be smaller and ready to grow againFriday, March 13, 2009
  28. 28. Friday, March 13, 2009
  29. 29. Friday, March 13, 2009

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