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Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media
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24 июня, 22:00

Growing US Covid19 Infection Rate

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Rate of Positive Tests in the US and States Over Time  Source: Johns Hopkins Coronavirus Resource Center     So close! In early June, the infection rate of Covid-19 testing had fallen way below 5%. Thanks to the combination of social distancing, sheltering in place, mask usage, and contact tracing we had lowered the number… Read More The post Growing US Covid19 Infection Rate appeared first on The Big Picture.

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24 июня, 16:00

Factfulness Rules of Thumb

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Source: Gapminder     This is a very interesting collection — not so much rules, but a checklist of mental models and thoughts to run though as you make major decisions: “Factfulness is a relaxing habit for critical thinking. It helps you maintain a fact-based worldview. It teaches you how to recognise and avoid the… Read More The post Factfulness Rules of Thumb appeared first on The Big Picture.

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24 июня, 13:30

10 Wednesday AM Reads

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My mid-week morning train WFH reads: • Stock Valuations Hit a Record in ‘Everything Is Expensive’ Rally (Bloomberg) • Defying Dire Predictions, China Is the Bubble That Never Pops (Businessweek) •  Free Trades, Jackpot Dreams Lure Small Investors to Options (Wall Street Journal)  • Looking Into The Tragedy of TVIX: Credit Suisse is getting out… Read More The post 10 Wednesday AM Reads appeared first on The Big Picture.

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23 июня, 17:00

MiB: Jeremy Siegel on Investing Through a Pandemic

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When the coronavirus hit, investors feared for the worst. Confused and frightened, they grappled with how to pit the novel Covid-19 virus into context. Without any other guidance, many used the 1918 Pandemic as their frame of reference. So says Jeremy Siegel, professor at the Wharton School of Business, adviser to Wisdom Tree, and author of Stocks… Read More The post MiB: Jeremy Siegel on Investing Through a Pandemic appeared first on The Big Picture.

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23 июня, 15:00

Covid-19 Data Sources

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Chatting off air with Jeremy Siegel towards then end of our MiB podcast last week, he mentioned he reviews various pandemic stats each day. I tell him I have a full run of sources I check regularly, and promise to share the sources with him. I start pulling items from my Covid19 Chrome folder, and… Read More The post Covid-19 Data Sources appeared first on The Big Picture.

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23 июня, 13:30

10 Tuesday AM Reads

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My Two-for-Tuesday morning train WFH reads: • Unlikely Stocks Soar as Societal Issues and Speculation Collide (Barron’s) see also Wealth Inequality Doesn’t Show Up in Broad Economic Metrics, Masking the Fragility of Our Current System (Barron’s) • The iPhone Isn’t the Cash Cow It Once Was. Apple Isn’t Worried. (Wall Street Journal) • Farewell Yield (HumbleDollar)… Read More The post 10 Tuesday AM Reads appeared first on The Big Picture.

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22 июня, 18:00

BBRG: Mr. Spock Explains the Market’s Mood Swings

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Stock Market’s Wild Mood Swings Can Be Explained by Mr. Spock Think of the “Star Trek” character and the calm punctuated by fits of euphoria and bouts of despair will be easier to understand. Bloomberg, June 22, 2020       No wonder the public thinks Mr. Market is dangerously bi-polar. They do not want… Read More The post BBRG: Mr. Spock Explains the Market’s Mood Swings appeared first on The Big Picture.

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22 июня, 13:55

10 Monday AM Reads

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My back to work morning train WFH reads: • Why the Widening Wealth Gap Is Bad News for Everyone (Barron’s) see also How Big is the Racial Wealth Gap? (Of Dollars And Data) • Inside Apollo’s Race to Invest $50 Billion (Institutional Investor) • More Stocks Are Driving Market Rally, Decreasing Reliance on Big Tech: A… Read More The post 10 Monday AM Reads appeared first on The Big Picture.

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22 июня, 13:00

Under the Bonnet: Nuts and bolts of the classic car market

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Source: Douglas Elliman     I cannot find the original source for this, but I am curious by the concept of a deeper analytical look into the collectible market. If anyone is familiar with where this full report is, please let me know . . . The post Under the Bonnet: Nuts and bolts of the classic car market appeared first on The Big Picture.

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21 июня, 19:00

Transcript: Jeremy Siegel

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  The transcript from this week’s, MiB: Jeremy Siegel on the Covid Stock Market, is below. You can stream and download our full conversation, including the podcast extras, on iTunes, Spotify, Overcast, Google, Bloomberg, and Stitcher. All of our earlier podcasts on your favorite pod hosts can be found here.   ~~~   VOICEOVER: This is… Read More The post Transcript: Jeremy Siegel appeared first on The Big Picture.

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21 июня, 13:45

10 Sunday Reads

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My helpful collection of resources and information for your easy like Sunday morning reads: How to Stay Safe: • Locking down too late but ending lockdown too early (Mainly Macro) • How to Clean and Disinfect Yourself, Your Home, and Your Stuff: These are our in-depth best practices for keeping yourself (and just about everything else)… Read More The post 10 Sunday Reads appeared first on The Big Picture.

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21 июня, 13:00

Barr/Berman

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It comes down to whether you have faith in the system. Older people do. They vote, they believe their vote matters, and if we all just come together Trump will be out of office and harmony will reign. But young people don’t agree. Young people have never lived in an era where the U.S. was… Read More The post Barr/Berman appeared first on The Big Picture.