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Preview: The Big Picture

The Big Picture



Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media



Last Build Date: Mon, 27 Feb 2017 15:47:43 +0000

 






10 Monday AM Reads

Mon, 27 Feb 2017 13:00:04 +0000

And the winner for best morning reads goes to  . . . wait a moment . . . umm . . . there’s been a mistake . . . • Warren Buffett, in Annual Letter, Offers Hymn to U.S. Economy (Dealbook) see also Proudly Permabullish (Reformed Broker) • A brief guide to Kevin Hassett, Trump’s new chief…

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Best Markets Since 1900?

Mon, 27 Feb 2017 11:30:48 +0000

What has been the best performing markets over the past century plus?     click for ginormous graphic Source: Bloomberg  

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Historical Echoes: Are There Any Banks on Bank Street?

Mon, 27 Feb 2017 10:00:40 +0000

Historical Echoes: Are There Any Banks on Bank Street? Amy Farber Liberty Street Economics, JANUARY 20, 2017         Bank Street in New York City is a quaint little six-block stretch in Greenwich Village (see this 48-second video) with a huge cultural legacy—but no banks. Many cities and towns have a Bank Street…

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Bill Nye Saves the World

Mon, 27 Feb 2017 00:00:30 +0000

Meet the correspondents for Bill Nye Saves the World. Coming to Netflix Spring 2017.    

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Muse to Steve Bannon . . .

Sun, 26 Feb 2017 16:30:06 +0000

Wherein I return from a relaxing vacation to learn I am a muse to POTUS advisor Steve Bannon: Normally, coming back from vacation, it takes a few days to settle back into the groove. But today, the phone started to light up around 9am, thanks to this NYT article, “What Does Steve Bannon Want?” “His documentary…

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10 Sunday Reads

Sun, 26 Feb 2017 12:00:08 +0000

  My easy like Sunday morning reads: • A 50-year bond is a great idea from the Trump administration (Marketwatch) • Active Versus Passive Investing: Can We End the Confusion? (Alpha Architect) • Not All Big Box Stores Are Dead: Wal-Mart, Home Depot Buck Shopping Slump (Wall Street Journal) • Google to annihilate online trolling with … tra-la-la!…

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The Truth Is . . .

Sat, 25 Feb 2017 23:00:33 +0000

  TV Commercial | The New York Times | The Truth Is Hard Via Politico  

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MiB: Jeffrey Sachs of Columbia University

Sat, 25 Feb 2017 14:30:54 +0000

This week on our Masters in Business radio podcast, we speak with Professor Jeffrey Sachs of Columbia University. He is the author of numerous best selling books, most recently, Building the New American Economy: Smart, Fair, and Sustainable. We had a far reaching conversation, covering everything from globalization to technology to infrastructure development to income inequality; he…

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