The Flight From Maturity

Category: Fixed Income/Interest Rates, Think Tank

Science Shmience

Adam Zyglis on Science Skeptics   Adam Zyglis, The Buffalo News  

Category: Humor, UnScience

10 Thursday PM Reads

My afternoon train reading: • The Richer You Are the Older You’ll Get (Real Time Economics) • Mom and pop are stepping up their trading. (WSJ) • Checklist: How to Spot a Bubble in Real Time (TBP) see also Americans Are Still Idiots When It Comes to Investing (Fiscal Times) • Mobile tie-ups hit right note for music streaming…Read More

Category: Financial Press

Space-based Solar Power Transmission

  click for ginormous interactive graphic Source: Visual.ly

Category: Digital Media, Energy

To Whom Does the U.S. Government Owe Money?

Over at Political Calculations, they have updated an excellent graphic showing the various folsk Uncle Sam owes money to: click for larger graphic Source: Political Calculations  

Category: Credit, Digital Media, Taxes and Policy

10 Thursday AM Reads

Read these.  I dare you. • The Ubiquity of “Lost Decades” (Above the Market) • Insurers are capitalizing on a surge of interest in bonds linked to natural disasters (WSJ) • The Privatization Backlash (The Atlantic) • Adam Smith is not the antidote to Thomas Piketty (The Monkey Cage) Continues here  

Category: Financial Press

It’s a Tech Bubble! Unless You Care About Earnings and Valuations

Earlier this week, Greenlight Capital hedge fund manager David Einhorn reignited the bubble debate that we have spilled so many pixels dissecting. The shorter of Lehman Brothers and the New York Mets fan said in a quarterly letter to clients “we are witnessing our second tech bubble in 15 years.” The Bubble Chatter is nothing…Read More

Category: Hedge Funds, Psychology, Short Selling, Valuation

Why Mohamed El-Erian Left PIMCO

Here’s Why Mohamed El-Erian Left PIMCO

Source: Bloomberg

El-Erian: Gross is One of the World’s Best Investors

Source: Bloomberg

Category: Investing, Video

Hoisington: On the Fed and the Wealth Effect

Hoisington Investment Management – Quarterly Review and Outlook, First Quarter 2014 John Mauldin April 23, 2014     In today’s Outside the Box, Lacy Hunt and Van Hoisington of Hoisington Investment have the temerity to point out that since the Great Recession officially ended in 2009, the Federal Open Market Committee (FOMC) has been consistently…Read More

Category: Federal Reserve, Investing, Real Estate, Think Tank

Behavioral Investing/Economics Blogs?

  I am working on a new project, and I wanted to know what your favorite blogs or resources are for Behavioral Economics, Neuro-Science, and the Psychology of investing. Thoughts? Post a comment, or email me at TheBigPicture at Optonline dot net   Here are a few I have been checking out lately: The Psy-Fi…Read More

Category: Psychology, Weblogs