Monday, May 12, 2014

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Subject: The Big Picture

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The Big Picture

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

In the 05/12/2014 edition:


About That Labor Force Participation Rate . . .

@TBPInvictus here: On April 17, 2012, North Carolina Congresswoman Virginia Foxx stood before her colleagues in the House of Representatives and said (emphasis mine): Ms. FOXX. Mr. Speaker, the March employment report continues to show us that the Federal Government has not been helping to create jobs in our economy. A Wall Street Journal editorial...Read More
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10 Monday PM Reads

My afternoon train reading: • In Gundlach’s ‘No Normal’ World, Treasuries Can’t Lose (Bloomberg) • Nothing is happening. (Reformed Broker) but see The Average Stock is in a Bear Market (Business Insider) • Distribution of Alternative Investments Through Wirehouses: Key Findings 2014 (Money Management Institute) • NFL Players to Rookies: Stop Spending! (CNN Money) • Did the...Read More
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Tune Out Politicians Still Obsessing Over Government Debt

Source: CBPP   Today's chart comes from the Center on Budget and Policy Priorities. It shows how much debt projections have changed during the past four years. Continues here  
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Hiring Managers Use Social Media to Screen Candidates

Interesting article from WSJ:   click for giant graphic Source: WSJ
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10 Monday AM Reads

Good Monday morning. Start your week with these morning reads: • Just How Dumb Are Investors (MoneyBeat) • The Small-cap Divergence (The Irrelevant Investor) but see No reason for these stock market jitters (Reuters) • Embarrassment of riches for pension funds. (WSJ) • ‘It was the point where the eurozone could have explode’ (FT) Continues...Read More
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The Retirement Delusion

A recent Gallup poll asked working Americans what they expected in retirement. "Half of Americans think they will have enough money to live comfortably after they retire." This is the first time since before the financial crisis that a majority of Americans have felt this way. The poll is very revealing about both investing psychology...Read More
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Are Valuations Really Too High?

Are Valuations Really Too High? By John Mauldin Thoughts from the FrontlineMay 10, 2014 Take It to the Limit In a Perfect World The Future of Earnings How Did We Get Here? It's Not Only Stock Market Valuations San Diego, Italy, and Nantucket The older I get and the more I research and study, the...Read More
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Comparing Canada & America Post-Crisis

Canada's and America's post-financial-crisis worlds look different   Video Parting company
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