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

Ag Exports to China, 2014-2019

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Source: United States Department of Agriculture     Wow, thats quite the hit taken by American farmers — post-harvest exports in October, November and December (Blue line pointed to by arrow) have fallen by more than 80% from pre-trade war levels.. No wonder they too want a bailout . . .   The post Ag Exports to China, 2014-2019 appeared first on The Big Picture.

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18 октября, 14:00

10 Friday AM Reads

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My end of week, Chicago-bound, morning plane reads: • Investors Get Path to Buy Into Major League Baseball Teams (Bloomberg) • A Eulogy for the 60/40 Portfolio (A Wealth of Common Sense) • Investors Now Pay Full Price for Second-Hand Private Equity: Discounts used to be the norm. No longer. (Institutional Investor) • How to… Read More The post 10 Friday AM Reads appeared first on The Big Picture.

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18 октября, 13:00

2020 BMW M8 Coupe Competition

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The BMW 6 series is no more, and so the new flagship for the Bavarian automaker is the 8 series. I have suggested these are really rebadged 6 series cars, but BMW’s nomenclature is outside of my control. The M version of the coupe is serious fun, while the harder-edged Competition version is a thinly designed… Read More The post 2020 BMW M8 Coupe Competition appeared first on The Big Picture.

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18 октября, 01:00

Robert Cialdini Behavioral Summit 2018

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Dr. Robert Cialdini has long been recognized as a leading voice in the fields of persuasion, compliance, and negotiation. Daniel Pink is the author of six provocative books — including his latest, When: The Scientific Secrets of Perfect Timing. What happens when you bring them together? Join what will surely be a lively conversation on… Read More The post Robert Cialdini Behavioral Summit 2018 appeared first on The Big Picture.

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17 октября, 15:00

Taxi Medallion Owners Demand a Bailout

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New York Cabs Shouldn’t Get a Government Bailout The city can’t be in the business of offering do-overs for people who made bad investments. Bloomberg, October 17, 2019       Bad ideas tend to naturally follow from bad investments. The latest example: Bailing out people who overpaid for taxi medallions, the city license that… Read More The post Taxi Medallion Owners Demand a Bailout appeared first on The Big Picture.

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17 октября, 13:30

10 Thursday AM Reads

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My Impeachment-free morning train reads: • Meet America’s newest military giant: Amazon (MIT Technology Review) • The Best Predictor of Stock-Fund Performance (Morningstar) • Corporate America’s Second War With the Rule of Law: Uber, Facebook, and Google are increasingly behaving like the law-flouting financial empires of the 1920s. We know how that turned out. (Wired)… Read More The post 10 Thursday AM Reads appeared first on The Big Picture.

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16 октября, 19:00

Same Old Mistakes from Ivy League Endowments

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From natural resources and hedge funds, to private equity, Barry Ritholtz and Michael Batnick discuss Ivy League endowments and why their returns continue to underwhelm.     The post Same Old Mistakes from Ivy League Endowments appeared first on The Big Picture.

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16 октября, 18:00

Always Read the Footnotes!

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Last week, I wrote about the Ivy endowments, and why they have been shifting their alternative focus from Hedge Funds to Private Equity. I criticized this as a futile attempt to ignore the reality of a higher priced stock and bond markets, and that they should temper future return  expectations. There was plenty of pushback:… Read More The post Always Read the Footnotes! appeared first on The Big Picture.

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16 октября, 14:00

10 Wednesday AM Reads

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My midweek morning train reads: • The Millennial Urban Lifestyle Is About to Get More Expensive: As WeWork crashes and Uber bleeds cash, the consumer-tech gold rush may be coming to an end. (The Atlantic) • Who Needs Moonshots? How Former Hollywood Mogul Barry Diller Built A $4.2 Billion Tech Fortune Out Of Underdog Assets… Read More The post 10 Wednesday AM Reads appeared first on The Big Picture.

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16 октября, 01:00

Helping Farmers Adapt to Climate Change?

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This is pretty amazing: “American farmers are reeling after extreme rains followed by a “bomb cyclone”— an explosive storm that brought high winds and severe blizzard conditions — ravaged the heartland, turning once productive fields into lakes, killing livestock and destroying grain stores. The barrage of wet weather across the country this spring left a… Read More The post Helping Farmers Adapt to Climate Change? appeared first on The Big Picture.

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15 октября, 16:00

“Public options” versus Employee Benefits

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Where Premiums for employer insurance is more than 10% of incomes. Source: Axios     Yesterday I mentioned the 10 most competitive global economies. Today, I want to reference an issue with giant implications for the economy, and specific companies within the stock market: the coasts of health care across the US. Consider the map… Read More The post “Public options” versus Employee Benefits appeared first on The Big Picture.

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15 октября, 13:30

10 Tuesday AM Reads

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My Two-for-Tuesday morning train reads: • Inside Mark Zuckerberg’s private meetings with conservative pundits: The social-media giant fends off accusations of liberal bias with lengthy, off-the-record gatherings at Zuckerberg’s home (Politico) see also Facebook is refusing to take down a Trump ad making false claims about Joe Biden (Vox) • Should You Dump Your Mutual… Read More The post 10 Tuesday AM Reads appeared first on The Big Picture.