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16 мая, 00:30

Succinct Summation of Week’s Events 5.15.20

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Succinct Summations for the week ending May 15th, 2020 Positives: 1. Promising advances in potential Covid-19 treatments; 2. Business inventories fell 0.2%, below expectations. 3. Home mortgage apps rose 11.0% w/o/w, above the previous increase of 6.0%. 4. NFIB Small Business Optimism Index came in at 90.0 for April, above expectations. 5. Atlanta Fed business… Read More The post Succinct Summation of Week’s Events 5.15.20 appeared first on The Big Picture.

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15 мая, 17:00

Distressed Assets: 2010 versus 2020

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I am in the middle of a debate with my friend Nir Kaissar about peoples’ consumption habits. My position is as long as you can afford it, well, then go ahead and ignore the spending scolds and other Puritans who want us all to live a chaste life. Buy what you want, preferably experiences over stuff,… Read More The post Distressed Assets: 2010 versus 2020 appeared first on The Big Picture.

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15 мая, 13:45

10 Friday AM Reads

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My end of week morning train WFH reads: • There Are Sensible Ways to Reopen a Country. Then There’s America’s Approach (Time) • Mark Cuban: Want Your Business to Survive? Make Employees Owners. (Inc.) • ESG Has Failed to Outperform for Years. Is this a Fix? (Institutional Investor) • Why Liquid Net Worth Is So… Read More The post 10 Friday AM Reads appeared first on The Big Picture.

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15 мая, 13:00

1939 Buick Roadmaster Phaeton Convertible 81-C

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Convertible sedans are not all that common any more — especially those that have 4 doors. The 1961-63 Lincoln Continental comes to mind, as does a 4 door  Jeep Wrangler with a soft top rolls back — bu thats pretty much it. These are relatively rare — only 364 were built. Prices have ranged from $40k,… Read More The post 1939 Buick Roadmaster Phaeton Convertible 81-C appeared first on The Big Picture.

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15 мая, 01:00

John Oliver on the USPS

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As the U.S. Postal Service faces financial catastrophe, John Oliver discusses why the service is so important, what brought it to this point, and what we can do to help. USPS: Last Week Tonight with John Oliver (HBO)   Note: President Trump’s ongoing laments about USPS/Amazon are thinly disguised complaints about the Washington Post. He… Read More The post John Oliver on the USPS appeared first on The Big Picture.

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14 мая, 15:30

Return of the Inflationistas

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Inflation Worriers Will Be Wrong for a Second Time They warned of soaring prices after the financial crisis when deflation was the bigger risk. It probably is again. Bloomberg, May 11, 2020         The contrarians tend to yell loudest when markets run into trouble. Sometimes they’re right and they make fortunes, with… Read More The post Return of the Inflationistas appeared first on The Big Picture.

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14 мая, 13:50

10 Thursday AM Reads

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My morning train WFH reads: • The Work-From-Home Trader Who Shook Global Markets (Businessweek) • The Stock Market Is Crazy Expensive—And That’s OK (Wall Street Journal) • How to Combat Zoom Fatigue (Harvard Business Review) • The Car Is Staging a Comeback, Spurring Oil’s Recovery (Bloomberg) • Bill Gates has an idea for how to… Read More The post 10 Thursday AM Reads appeared first on The Big Picture.

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13 мая, 19:00

KPMG Model Estimates GDP at -30%

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Source: KPMG     I received lots of very interesting feedback about both the inflation column and yesterday’s GDP analysis. My extrapolation of a single variable is decidedly not my favorite sort of analytical framework. So I spoke with my friend Constance Hunter, who is Chief Economist at KPMG to get a more comprehensive and… Read More The post KPMG Model Estimates GDP at -30% appeared first on The Big Picture.

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13 мая, 15:30

The Big Get Bigger

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In this episode of “Live From The Compound,” Michael Batnick and and Barry Ritholtz discuss how and why the biggest stocks (Microsoft, Apple, Amazon, Facebook, Google) keep growing despite competition and a changing economy. How have the largest stocks throughout history fared? Why the Biggest Stocks Keep Getting Bigger   See also: The Rise and… Read More The post The Big Get Bigger appeared first on The Big Picture.

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13 мая, 13:45

10 Wednesday AM Reads

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My mid-week morning train WFH reads: • Your Home Office Is a Hacker’s Paradise. Here’s Why. (Institutional Investor) • Super-Rich Stranded by Lockdowns Face Higher Tax Bills (Bloomberg) • Hulbert: Skilled active investment managers now have a huge opportunity to add value (Marketwatch) • What Would My Granddaddy Say (about alternative investment funds)? (Provoking Posts)… Read More The post 10 Wednesday AM Reads appeared first on The Big Picture.

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13 мая, 13:00

COVID-19 Policy Map Tracker

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Rate of cases of COVID-19 per 100,000 people (as of May 11, 2020) Source: Policy Map   This policy map is yet another good resource: It depicts a variety of data points on a very granular, county-level view. Data series include: COVID-19 Cases, Deaths, and Testing High Risk Populations, Area Conditions and Healthcare Capacity. Looking… Read More The post COVID-19 Policy Map Tracker appeared first on The Big Picture.

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12 мая, 19:00

MiB: Understanding the Fed’s Impact on Markets

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The Coronavirus pandemic has led to an unprecedented economic collapse, both here and around the globe. The Federal Reserve responded by slashing rates to zero and purchasing $2 trillion in new assets.  What will the impact of these Fed actions be? That is a challenging question: Some expect a rapid recovery and spike in inflation;… Read More The post MiB: Understanding the Fed’s Impact on Markets appeared first on The Big Picture.