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The Big Picture  
Macro perspectives on the capital markets, economy, geopolitics, technology, and digital media.

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9.5
excellent
based on editor's review
7 user reviews 9.6
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How Goldman Bet on a Housing Crash

Nov 3, 2009
“The Securities and Exchange Commission should be very interested in any financial company that secretly decides a financial product is a loser and then goes out and actively markets that product...

Barron's Survey: The Bull is Still in Charge

Oct 31, 2009
I have not crunched the numbers of Barron’s Big Money Poll — but I am curious if it operates as a reliable contrary indicator. I would need to look at 30 years or so of the data to draw any...

New vs Existing Home Sale Gap

Oct 30, 2009
Calculated Risk posted this interesting chart showing the difference between the degree of pressure on Existing vs New Homes. It raises an interesting quandry: On the one hand, new home sales...

Entering the Holiday Shopping Season

Oct 28, 2009
With Halloween upon us, we are about to enter the prime US Holiday shopping season. So far, advertising has been subdued. Even without big inventory, we are likely to see significant discounting...

WSJ Quarterly Housing Survey: More Pain to Come

Oct 27, 2009
I meant to get to this last week, but the day it came out, I was mostly drunk (my bday), and I somehow missed it: “Despite some tentative signs of recovery, the U.S. housing market remains...

Lucky Shopping Error

Dec 10, 2009
I mentioned the other night that I dawdled and missed out on making some cheap purchases at Amazon — the complete Curb Your Enthusiasm: Seasons 1-6:  and Dilbert 2.0: 20 Years of Dilbert. I had put it into my shopping cart, then promptly forgot about...

Bloomberg on Phantom Shares, Naked Shorting

Dec 10, 2009
I somehow missed this: > click for video

Thursday 10 Spot

Dec 10, 2009
Geez, Thursday already? Where did the week go ? Here is what caught my eye today • Will the real Santa Claus Rally please stand up? (MarketWatch) • Why Didn’t Canada’s Housing Market Go Bust? (Cleveland Fed) • Most Economists Urge Action...

Dumb Discovery of the Day: All Men Watch Porn

Dec 10, 2009
Here is yet something else I missed while out to sea last week:  All men watch porn, scientists find. Regular readers know I am very pro-Science, but I cannot see how this research adds anything: “We started our research seeking men in their 20s...

Elizabeth Warren on TARP Achievements

Dec 10, 2009
Big banks have benefited from TARP funds, but those benefits are not trickling down to the real economy, Elizabeth Warren, chairman of the Congressional Oversight Panel, told CNBC. Airtime: Wed. Dec. 9 2009 | 8:35 AM ET




Alwyn H.
10.0
superb
  Great blog !!!! well worth a visit.
Posted 10/26/09 11:10 AM


Doug Hadfiel...
9.0
excellent
  A good blog for the big picture. For those interested particularly in gold, base metals and other resource stocks, you may want to check out www.resourceintelligence.net. resourceINTELLIGENCE TV has programming on these based only on the web. Investors watch interviews with mining and exploration companies. Great job though!
Posted 10/14/09 4:10 PM


tturaniuminv...
9.3
excellent
  Excellent blog you've put together AAA+
Posted 9/23/09 4:09 PM


Mohammad Kha...
9.6
excellent
  Excellent blog! Congratulations!
Posted 9/7/09 9:09 AM


steve warsha...
9.0
excellent
  A great combination of humorous picutres, political satire, and business news. Also mixed in is a little bit of technical analysis and market forecasts. A good read!
Posted 8/7/09 4:08 AM


Ghareb H.
10.0
superb
  must follow
Posted 9/21/08 7:09 PM


BoB H.
10.0
superb
  This Guy is Great!
Posted 2/26/08 4:02 PM