Sunday, May 25, 2014

Fw: The Big Picture

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From: Barry Ritholtz <newsletter.ritholtz@gmail.com>
Sender: "Barry Ritholtz" <newsletter.ritholtz=gmail.com@mail39.atl71.mcdlv.net>
Date: Sat, 24 May 2014 23:02:49 +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 05/24/2014 edition:

Excerpts:

Money Doesn't Talk, It Swears

Happy Birthday Bob Dylan!     How Bob Dylan’s message in ‘It’s Alright, Ma’ applies to the investment business. Darkness at the break of noon Shadows even the silver spoon The handmade blade, the child’s balloon Eclipses both the sun and moon To understand you know too soon There is no sense in trying…. Old lady...Read More
Read on »

What 'This Time It's Different' Really Means

Investors must recognize what 'this time it's different' really means Barry Ritholtz, Washington Post May 18, 2014     "The four most expensive words in investing are: 'This time it's different.'" So said Sir John Templeton, the legendary investor and mutual fund pioneer. The phrase contains tremendous wisdom, but only if you truly understand what...Read More
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10 Weekend Reads

Good Saturday morn. Pour yourself a strong cup of Joe, settle into your favorite chair, and enjoy our long-form weekend reads: • Everything Is Broken: Don’t be fooled — your tech barely functions (Medium) • How Gamblers Get Hot (New Yorker) • Fascinating story about relationships: I went undercover on Ashley Madison to find out why...Read More
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Capital Goods Trade and Economic Development


Read on »

Before the Beach Boys, There Was Jan & Dean

Spotify playlist Hit play to listen as you read   Brian Wilson gets all the respect and Jan Berry’s been forgotten and I’m gonna try to rectify that right now. “THE LITTLE OLD LADY (FROM PASADENA)” Because it’s the one you know. When I first heard this in the summer of ’64 I had no...Read More
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