The Big Picture - Macro Perspective on the Capital Markets, Economy, Technology, and Digital Media

Hat tip boingboing

For fans, this is Ernie Acorsi’s 2003 scouting report to the Mara family on why the NY Giants should reach out for Eli Manning. Incredibly accurate insights.

Hat tip Arthur Cashin, UBS

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Subject: Arcorsi’s note to Mara from ole miss from 2003

WEARS LEFT KNEE BRACE… DURING PREGAME WARMUP, DIDN’T LOOK LIKE HE HAD A ROCKET ARM… AS GAME PROGRESSED, I SAW EXCELLENT ARM STRENGTH UNDER PRESSURE AND THE ABILITY TO GET VELOCITY ON THE BALL ON MOST THROWS. GOOD DEEP BALL RANGE. GOOD TOUCH. GOOD VISION AND POISE.

SEES THE FIELD… IN A SHOTGUN ON MOST PLAYS AND HIS ONLY RUNNING OPTION IS A DRAW… HIS OFFENSIVE LINE IS POOR. RED-SHIRT FRESHMAN LEFT TACKLE. ELI DOESN’T TRUST HIS PROTECTION. CAN’T. NO WAY CAN HE TAKE ANY FORM OF DEEP DROP AND LOOK DOWNFIELD. WITH NO RUNNING GAME (10 YARDS RUSHING THE FIRST HALF0 AND NO REAL TOP RECEIVERS, HE’S STUCK WITH THREE-STEP DROPS AND WAITING TIL THE LAST SECOND TO SEE IF A RECEIVER CAN GET FREE. NO TIGHT END EITHER. NO FLAIRING BACK. SO HE’S TAKING SOME BIG HITS. TAKING THEM WELL. CARRIED AN OVERMATCHED TEAM ENTIRELY ON HIS SHOULDERS. I IMAGINE, EXCEPT FOR VANDERBILT, HIS TEAM IS OVERMATCHED IN EVERY SEC [SOUTHEAST CONFERENCE] GAME… HE’S BIG, NEVER GETS RATTLED. RALLIED HIS TEAM FROM A 14-3 HALF-TIME DEFICIT BASICALLY ALL BY HIMSELF. LED THEM ON TWO SUCCESSIVE THIRD QUARTER DRIVES TO GO AHEAD, 17-16. THE FIRST TOUCHDOWN, ON A 40-YARD STREAK DOWN THE LEFT SIDELINE, HE DROPPED THE BALL OVER THE RECEIVER’S RIGHT SHOULDER. CALLED THE NEXT TOUCHDOWN PASS HIMSELF, CHECKING OFF TO A 12-YARD SLANT… MAKES A LOT OF DECISIONS ON PLAY CALLS AT THE LINE OF SCRIMMAGE, BUT THEY ASK TOO MUCH OF HIM. THEY DON’T LET HIM JUST PLAY. THIS IS A GUY YOU SHOULD JUST LET PLAY… WHEN HE’S INACCURATE, HE’S USUALLY HIGH, BUT RARELY OFF TARGET TO EITHER SIDE… PLAYS SMART AND WITH COMPLETE CONFIDENCE. DOESN’T SCOLD HIS TEAMMATES, BUT LETS THEM KNOW WHEN THEY LINE UP WRONG OR RUN THE WRONG PATTERN… THREW THREE INTERCEPTIONS. TWO WERE HIS FAULT. TRYING TO FORCE SOMETHING BOTH TIMES. HE COULD HAVE RUN ON ONE OF THEM, A FOURTH DOWN PLAY. HE HAS A LOT TO LEARN.

SUMMARY: I THINK HE’S THE COMPLETE PACKAGE. HE’S NOT GOING TO BE A FAST RUNNER, BUT A LITTLE LIKE JOE MONTANA, HE HAS ENOUGH ATHLETIC ABILITY TO GET OUT OF TROUBLE. REMEMBER HOW ARCHIE RAN? IN THAT DEPARTMENT, ELI DOESN’T HAVE THE BEST GENES, ALTHOUGH I NEVER TIMED MOM OLIVIA IN THE 40. BUT HE HAS A FEEL FOR THE POCKET. FEELS THE RUSH THROWS THE BALL, TAKES THE HIT, GETS RIGHT BACK UP… HAS COURAGE AND POISE. IN MY OPINION, MOST OF ALL, HE HAS THAT QUALITY THAT YOU CAN’T DEFINE. CALL IT MAGIC. AS [FORMER BALTIMORE COLTS DEFENSIVE BACK] BOBBY BOYD TOLD ME ONCE ABOUT UNITAS, “TWO THINGS SET HIM APART: HIS LEFT TESTICLE AND HIS RIGHT TESTICLE”… PEYTON HAD MUCH BETTER TALENT AROUND HIM AT TENNESSEE. BUT I HONESTLY GIVE THIS GUY A CHANCE TO BE BETTER THAN HIS BROTHER. ELI DOESNT GET MUCH HELP FROM THE COACHING STAFF. IF HE COMES OUT EARLY, WE SHOULD MOVE UP TO TAKE HIM. THESE GUYS ARE RARE, YOU KNOW. PEOPLE WILL SAY HE ISNT CONFIDENT. PEOPLE WILL SAY HE IS SOCIALLY AWKWARD AND INCAPABLE OF LEADING. THEY ARE WRONG. THIS KID IS A WINNER. LET’S DO WHATEVER WE CAN TO GET HIM. IT WILL BE THE DIFINING MOMENT OF THE FRANCHISE.

I Love Lucy: The Complete Series (1951)

I know this is comedy blasphemy, but I have to admit to never being a big Lucy fan. When I was growing up, the reruns were ubiquitous, on constantly. Maybe I got bored with them. I always found them over broad slapstick. Ball’s movie roles on the other hand were more reigned in, much subtler and funnier to me. Perhaps its the era — other than the outtakes, I never thought Johnny Carson was particularly amusing either.

I am in the minority — this is one of the most beloved TV comedies of all time. All 9 seasons plus extras outtakes and bonus features. The list price is $235.98, but their one day sale has the 34 DVDs, 5394 minutes, on sale for $70.49.

300.000 Norwegians move house every year. If the pattern made by their journeys could be compressed into one short animation, what would it look like? What would someone seeing it be able to learn, if anything?

Deluge from even westvang on Vimeo.

Deluge is a C++ application designed to answer these questions. The underlying data was generated by cross referencing 8 million tax records from 2006 and 2007 to track changes in postal codes.

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Hat tip Macro Exposure

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Hat tip Flowing Data