Fw: The Big Picture

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From: Barry Ritholtz <newsletter.ritholtz@gmail.com>

Sender: "Barry Ritholtz" <newsletter.ritholtz=gmail.com@mail62.atl111.rsgsv.net>

Date: Tue, 13 May 2014 23:02:09 +0000

To: <mainandwall@hotmail.com>

ReplyTo: Barry Ritholtz <newsletter.ritholtz@gmail.com>

Subject: The Big Picture

The latest from The Big Picture View this email in your browser The Big Picture Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media In the 05/13/2014 edition: 10 Tuesday PM Reads Conditions Favorable for a Capex Comeback A Tangled Web of Charity 10 Tuesday AM Reads Why Does the Newsletter Business Exist? Statistically Appropriate Climate Change Debate Why Do Economists Still Disagree Over Government Spending Multipliers? Excerpts: 10 Tuesday PM Reads My afternoon train reading: • Five big investments you don’t know you have. (WSJ) • Is Dow Jones Record Run A Sign of Better Times or a Dangerous Top? (Motley Fool) but see ‘The Market Euphoria Scares Me' (Moneybeat) • Apple, Amazon and the uncertain future of the book startup (GigaOm) • Don’t Trust the...Read More Read on » Conditions Favorable for a Capex Comeback Source: Bloomberg Visual Data Read on » A Tangled Web of Charity Source: Businessweek   Continues here Read on » 10 Tuesday AM Reads My afternoon train reading: • Look Past Dow Highs to Small Stock Warning Sign (Barron’s) see also Biotech: Dip or Bubble? (Fidelity) • Why Millennials Are Hurting the Real Estate Recovery (MarketWatch) • Proof most investors are clueless (MarketWatch) see also Worried the Fed will sink your bond portfolio?  Worry about your own behavior, too....Read More Read on » Why Does the Newsletter Business Exist? Over the past few decades, I have watched the financial industry change. Some parts have evolved quite slowly, while others shift rapidly. But I am always amazed at how some business models manage to hang on despite overwhelming proof of their lack of purpose or value added. Some parts of the investment world exist simply...Read More Read on » Statistically Appropriate Climate Change Debate John Oliver hosts a mathematically representative climate change debate, with the help of special guest Bill Nye the Science Guy, of course. Read on » Why Do Economists Still Disagree Over Government Spending Multipliers? Why Do Economists Still Disagree over Government Spending Multipliers? Daniel Carroll Federal Reserve of Cleveland     Public debate about the effects of government spending heated up after record-large stimulus packages were enacted to address the fallout of the financial crisis. Almost as noticeable as the discord was the absence of consensus among prominent economists...Read More Read on » Copyright © 2014 The Big Picture, All rights reserved. You are receiving this email because you opted in at ritholtz.com Our mailing address is: The Big Picture 535 Fifth Avenue New York, NY 10017 Add us to your address book unsubscribe from this list    update subscription preferences