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From: Barry Ritholtz <newsletter.ritholtz@gmail.com>
Sender: "Barry Ritholtz" <newsletter.ritholtz=gmail.com@mail19.atl111.rsgsv.net>
Date: Mon, 12 May 2014 23:02:20 +0000
To: <mainandwall@gmail.com>
ReplyTo: Barry Ritholtz <newsletter.ritholtz@gmail.com>
Subject: The Big Picture
| | The Big Picture Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media In the 05/12/2014 edition: | | Excerpts: @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 Read on » 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 Read on » 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 Read on » Interesting article from WSJ: click for giant graphic Source: WSJ Read on » 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 Read on » 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 Read on » 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 Read on » Canada's and America's post-financial-crisis worlds look different Video Parting company Read on » | | | | | |
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