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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...

Key Reform Pols

Nov 5, 2009
Visit msnbc.com for Breaking News, World News, and News about the Economy

King Report: Treasury Minutes

Nov 5, 2009
> While most of the known world was transfixed on the FOMC soiree and its communiqué, an equally if not more important Treasury soiree and communiqué went largely unnoticed. November 4, 2009 tg347 Minutes of the Meeting of the Treasury Borrowing...

Annotated Real Estate Shares (IYR)

Nov 5, 2009
Another David Singer annotation: >

Gold bullion surging in all currencies

Nov 5, 2009
Gold bullion surging in all currencies I argued the bull case for gold in my posts over the past few months (see “Gold bullion – regaining its shine?“, “Gold bullion glitters bright” and “Gold bullion – challenging $1,000“. With the gold price scaling...

US Unemployment, 2004-09

Nov 5, 2009
Tomorrow is NFP day — and when those numbers come out, we won’t have much time to discuss much else. So while I am winging to Austin early this a.m., I wanted to share these interesting run of charts, via Flowing Data,  showing relative unemployment...


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Alwyn H.
10.0
superb
  Great blog !!!! well worth a visit.
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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!
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Posted 10/14/09 4:10 PM


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


Mohammad Kha...
9.6
excellent
  Excellent blog! Congratulations!
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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!
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Posted 8/7/09 4:08 AM


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


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