Blog Profile / The Big Picture


URL :http://bigpicture.typepad.com/
Filed Under:Business & Finance / Investing
Posts on Regator:18090
Posts / Week:37.6
Archived Since:February 5, 2008

Blog Post Archive

RWM Coming to Silicon Valley!

Last week, I mentioned that Masters in Business was coming to Silicon Valley. We have now confirmed the during the week of May 7th, myself and Kris Venne (our head of financial planning), will be in Palo Alto and Mountain View. In addition...Show More Summary

10 Wednesday AM Reads

My mid-week morning train reads: • From Netflix to rented homes, why are we less interested in ownership? (New Statesman) • Just Say NO To Angel Investing (Financial Samurai) • Elevators in an age of higher towers and bigger cities (Curbed)...Show More Summary

The Coming Electric Car Boom

From Bloomberg, comes this reminder that these are early days in the EV boom: “Electric cars are coming fast — and that’s not just the opinion of carmakers anymore. Total SA, one of the world’s biggest oil producers, is now saying EVs...Show More Summary

Has the Fed responded to house and stock prices? A time-varying analysis

The post Has the Fed responded to house and stock prices? A time-varying analysis appeared first on The Big Picture.

Michael Kitces + Josh Brown = Great Podcast!

  Michael Kitces and Josh Brown haver a killer conversation that is must-listening for anyone int he Investment Advisory business:   You can: download it here; Read the transcript (click, then scroll down) here; Stream it here:     The post Michael Kitces + Josh Brown = Great Podcast! appeared first on The Big Picture.

MiB: MIT’s Andrew Lo on How Markets Adapt

This week on our Masters in Business radio podcast, we sit down with Professor Andrew Lo of MIT’s Sloan School of Management, where he serves as the director of the MIT Laboratory for Financial Engineering. He is the author of multiple books,...Show More Summary

PIMCO on Bonds: Passive versus Active

Percentage of active mutual funds and ETFs that outperformed their median passive peers (after fees) Source: PIMCO     PIMCO makes the case for why active management seems to works better for fixed income investments than it does for...Show More Summary

10 Tuesday AM Reads

My two-fer Tuesday morning train reads: • The Tyranny of Consulting (Institutional Investor) • How the Murdochs took a multimillion-dollar gamble on Bill O’Reilly — and lost (Washington Post) see also Michael Wolff: It’s James Murdoch’s...Show More Summary

Health financing is dominated by out-of-pocket payments in poorer countries

Fascinating look via the 2017 Atlas of Sustainable Development Goals at some interesting data sets:   Source: World Bank   The post Health financing is dominated by out-of-pocket payments in poorer countries appeared first on The Big Picture.

Accounting for global liquidity: reloading the matrix

The post Accounting for global liquidity: reloading the matrix appeared first on The Big Picture.

Its Awesome Being Poor Today!

You are not poor; income inequality is a myth; the middle class is doing just fine. That seems to be the message coming from numerous right-leaning think tanks, websites and authors. I was reminded of this yet again over the weekendShow More Summary

Why We Do What We Do

  Why do you write about investing, behavioral economics, regulations, Wall Street? Why do you think this is important for money managers to publish?   This question came up recently. I thought it was interesting enough that rather then give a knee-jerk response, I should think on it for a while. Show More Summary

10 Monday AM Reads

Our Pro-Science morning train reads: • ‘Silicon Valley’ Is Still the Outrageous, Tech Industry-Skewering Show That We Deserve (Daily Beast) • Grab Your Pitchforks, America, Your 401(K) May Need Defending from Congress (Moneybeat) • Is...Show More Summary

Bloomberg Weed Index

The Bloomberg Intelligence Global Cannabis Competitive Peers Index—an equally weighted index of 54 stocks with significant exposure to cannabis-related operations—tripled since the start of 2015 Here is Bloomberg: “Cannabis continues to light up Main Street in both the U.S. Show More Summary

Monetary Policy Expectations and Surprises

Monetary Policy Expectations and Surprises Vice Chairman Stanley Fischer At the Columbia University School of International and Public Affairs, New York, New York Share Watch Live I will address the topic of central bank communications,...Show More Summary

Bloomberg on 60 Minutes

So far, Bloomberg has given away $5B to causes that often dovetail with his political interests, like gun control and the environment. The ex-mayor of NYC would have bankrolled a 2016 presidential campaign if he thought he had a “reasonable chance” of getting elected. Show More Summary

Crimintern: How the Kremlin uses Russia’s criminal networks in Europe

Crimintern: How the Kremlin uses Russia’s criminal networks in Europe Mark Galeotti ECFR 18th April, 2017     SUMMARY Over the past 20 years, the role of Russian organised crime in Europe has shifted considerably. Today, Russian criminals...Show More Summary

10 Sunday Reads

My easy like Sunday morning reads: • Oral history: Prince’s life, as told by the people who knew him best (StarTribune) • French election explained in five charts (BBC) • Calpers Is Sick of Paying Too Much for Private Equity (Wall Street...Show More Summary

Why Bill O’Reilly Was Fired

  Sexual harassment allegations in 2004 failed to bring down the biggest star in conservative television. So why couldn’t Bill O’Reilly survive more accusations in 2017? CNN’s Tom Kludt dives into the changes, both inside and outside the halls of Fox News, that led to O’Reilly’s downfall. Show More Summary

MiB: Andrew Lo of MIT

This week on our Masters in Business radio podcast, we sit down for the second time with Professor Andrew Lo of MIT’s Sloan School of Management, where he serves as the director of the MIT Laboratory for Financial Engineering. He isShow More Summary

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