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Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media
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15 января, 17:00

BBRG: Stock-Pickers Don’t Know How to Sell

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Stock-Pickers Don’t Know How to Sell They actually do OK figuring out what to buy. But they need to do a better job unloading stuff. Bloomberg, January 15, 2019       I usually excerpt my column here; but there was so much good stuff in the topic I discussed that below are additional details… Read More The post BBRG: Stock-Pickers Don’t Know How to Sell appeared first on The Big Picture.

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15 января, 16:11

10 Tuesday AM Reads

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My Two-for-Tuesday morning train reads: • Consider Firing Your Male Broker (New York Times) • “2019 will be the year of the stock-picker” – and other nonsense to ignore (Moneyweek) • Do Economic Booms Die of Old Age? (Bloomberg Businessweek) • So what can Apple do next? (Om) see also 2019 Predictions (L2) • Startups: Time to Exit (Ian Hathaway) What are you reading? Continues… Read More The post 10 Tuesday AM Reads appeared first on The Big Picture.

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15 января, 14:00

Media Bias Chart 4.0

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“We believe that one of the ways to make the world better is to become smarter about the news we consume.”   Source: Ad Fontes Media     The post Media Bias Chart 4.0 appeared first on The Big Picture.

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15 января, 02:00

Kai-Fu Lee on China’s Dominance of AI

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Despite what you hear about artificial intelligence, machines still can’t think like a human, but in the last few years they have become capable of learning. And suddenly, our devices have opened their eyes and ears and cars have taken the wheel. Today, artificial intelligence is not as good as you hope and not as… Read More The post Kai-Fu Lee on China’s Dominance of AI appeared first on The Big Picture.

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14 января, 21:00

MIB: Using Data Visualizations to Explain Housing and Mortgages

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Economics is complex; interest rates and real estate especially so. What do you do if you are the Federal Home Loan Mortgage Corporation, and want your consumers to understand this complicated subject better? Somewhat surprisingly, the mortgage-giant better known as Freddie Mac encouraged Len Kiefer, his its Deputy Chief Economist, to share his research on… Read More The post MIB: Using Data Visualizations to Explain Housing and Mortgages appeared first on The Big Picture.

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14 января, 17:00

Long Awaited Wage Increases Have Arrived

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The Economy Is Finally Coming Through for U.S. Workers Decent wage gains are showing up in paychecks. That should continue for a while. Bloomberg, January 7, 2019.         Last week, I discussed the things I got wrong in 2018. Today, I want to point out one that I got very right: rising… Read More The post Long Awaited Wage Increases Have Arrived appeared first on The Big Picture.

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14 января, 16:15

10 Monday AM Reads

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My back to work morning train reads: • Why a 2015-2016 Mini-Recession May Be a Boon to Us Today (CIO) • Stock Markets and the Rule of Law (TRB) • What Amazon’s Rise to No. 1 Says About the Stock Market (Wall Street Journal) • Nudges, long aimed at saving behavior, are needed for people converting a nest egg into… Read More The post 10 Monday AM Reads appeared first on The Big Picture.

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14 января, 01:00

Talking Technicals & Behavior

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  Last week, I jumped on the phone with J.C. Parets to discuss behavior and technical analysis on his podcast called Technical Analysis Radio. Specifically, how we can track investor attitude and behavior — mindset — via charts. JC started the digital recorder and just held on for dear life as a rambled on and on .… Read More The post Talking Technicals & Behavior appeared first on The Big Picture.

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13 января, 20:00

Transcript: Len Kiefer of Freddie Mac

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  The transcript from this week’s MIB: Len Kiefer, Deputy Chief Economist at Freddie Mac, is below. You can stream/download the full conversation, including the podcast extras on iTunes, Bloomberg, Overcast, and Stitcher. Our earlier podcasts can all be found at iTunes, Stitcher, Overcast, and Bloomberg. ~~~ This is Masters in Business with Barry Ritholtz on Bloomberg Radio. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS:… Read More The post Transcript: Len Kiefer of Freddie Mac appeared first on The Big Picture.

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13 января, 15:00

10 Sunday Reads

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My easy like Sunday morning reads: • How Divorces Work for the Super-Wealthy: Jeff Bezos is splitting up with his wife with $137 billion in assets to divvy up. (The Atlantic) see also Bezos Divorce Won’t Be Weird for Amazon (Bloomberg) • Libor Could Still Haunt Preferred-Share Investors (Barron’s) • A bigger life in a smaller city (Curbed) • Hiltzik Memo to conservatives:… Read More The post 10 Sunday Reads appeared first on The Big Picture.

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12 января, 19:00

MIB: Len Kiefer, Deputy Chief Economist at Freddie Mac

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This week, we speak with Len Kiefer from Deputy Chief Economist at Freddie Mac. His primary responsibility is to help develop Freddie Mac’s economic outlook, including forecasts of trends in the US economy and housing markets. Kiefer’s bio says he “helps people understand the economy, housing, and mortgage markets” but that is only a partial description. What he has… Read More The post MIB: Len Kiefer, Deputy Chief Economist at Freddie Mac appeared first on The Big Picture.

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12 января, 15:30

10 Weekend Reads

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The weekend is here! Pour yourself a mug of Danish Blend coffee, grab a seat on the exercise bike, and get ready for our longer form weekend reads: • There Will Be More Rude Awakenings: Dan Ivascyn, Group Chief Investment Officer at Pimco, expects more market turmoil in 2019 and hints how investors can protect their portfolio (Finanz und… Read More The post 10 Weekend Reads appeared first on The Big Picture.