Friday, May 9, 2014

Fw: The Big Picture

Adapt - Epsilon theory
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From: Barry Ritholtz <newsletter.ritholtz@gmail.com>
Sender: "Barry Ritholtz" <newsletter.ritholtz=gmail.com@mail346.us3.mcdlv.net>
Date: Fri, 9 May 2014 22:52:54 +0000
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ReplyTo: Barry Ritholtz <newsletter.ritholtz@gmail.com>
Subject: The Big Picture

The latest from The Big Picture
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The Big Picture

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

In the 05/09/2014 edition:

Excerpts:

Succinct Summations of Week's Events 5.9.14

Succinct Summations of the week ending 5.9.14:   Positives: 1. Despite some trouble in select areas of the market, the Dow made new all-time highs this week. 2. Initial jobless claims came in at 319k, less than expected and down from last week. 3. Total exports increased 2.1% m/o/m in March, up from a 1.3%...Read More
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How Millionaires Want Fix Inequality


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American Tax Burden to Other Developed Nations

Source: Yahoo Finance
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HGTV Won't Flip My Big Gay House . . .

Once upon a time, there was a group of folks known as home flippers. They bought houses that needed some TLC, fixed them up, then sold them for a profit. The real-estate equivalent of day traders, they mostly went extinct during the housing crash. Except on television. Please bear with me as I somehow try...Read More
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10 Friday AM Reads

You’ve reached Friday.  You may now rejoice! • Adaptive Genius of Rigged Markets (Salient Partners) • As the Fed Tapers Its Treasury Purchases, Other Central Banks Step In (Institutional Investor) • Hedge funds, fortunes and merit (FT Alphaville) • Documents contradict Blackstone CEO’s boasts about high-fee alternative investments (Pando Daily) see also Docs obtained by Pando show...Read More
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Guest Hosting: Bloomberg Radio 8-10 am

> I am back again for another bout with Tom: If you are anywhere near a radio this mornings, I will be the guest hosting "Bloomberg Surveillance" with Tom Keene from 8:00 – 10 am. You can catch it live, or via podcast at Bloomberg or at iTunes. Always lots of fun . . .
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2014 BMW i8: High Performance Plug-in Hybrid

This scissor-doored beastie is enough to make a man want to give up internal combustion engines. Here is the L.A Times: The 2014 BMW i8 plug-in hybrid and the all-electric i3 are the first offerings from the automaker’s new i subbrand. Equal parts sex appeal and efficiency, the cars combine electrification with lightweight construction and...Read More
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Spreading Sunshine in Private Equity

Spreading Sunshine in Private Equity Andrew J. Bowden, Director, Office of Compliance Inspections and Examinations Private Equity International (PEI), Private Fund Compliance Forum 2014 New York, NY May 6, 2014   Andrew J. Bowden is the Securities and Exchange Commission's Director of Office of Compliance Inspections and Examinations (OCIE) and will lead its National Exam...Read More
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Big Banks = Key Players In the Drug Trade

Big Banks Started Laundering Massive Sums of Drug Money In the 1980s … And Are Still Doing It Today. It has become mainstream news that at least some of the big banks are  laundering staggering sums of drug money.  See this, this, this, this, this, this and and this. But you may not know the...Read More
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xkcd: Randall Munroe asks "what if?"

Web cartoonist Randall Munroe answers simple what-if questions (“what if you hit a baseball moving at the speed of light?”) using math, physics, logic and deadpan humor. In this charming talk, a reader's question about Google’s data warehouse leads Munroe down a circuitous path to a hilariously over-detailed answer — in which, shhh, you might...Read More
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