• insight
• 4 hours ago

Insane News Cycle of Trump’s Presidency

This chart shows POTUS’ priorities and subsequent media coverage during the first presidency:   The insane news cycle of Trump’s presidency in 1 chart Source: Axios   The post Ins...

• insight
• 4 hours ago

Swiss Firm ABB to Buy G.E.’s Industrial Solutions Business for $2.6 Billion

The deal comes as new General Electric chief executive John L. Flannery conducts a review of each of its businesses....

• insight
• 9 hours ago

Has The Fed Abandoned Its Reaction Function?

Tim Duy: Has The Fed Abandoned Its Reaction Function?, by Tim Duy: The immediate policy outcomes of the FOMC meeting were largely as expected. Central bankers left interest rates u...

• insight
• 3 hours ago

10 Monday AM Reads

Back to work with our morning train reads: • How Electric Cars Can Create the Biggest Disruption Since iPhone (Bloomberg) • New Highs Should Be Bought, Not Sold (Irrelevant Investo...

• insight
• 7 hours ago

Links for 09-25-17

Four Rules for the Coming Tax Reform Debate - The New York Times Imperfect Information: Is It For or Against Free Markets? - Tim Taylor Causal Friday: Some Real Effects of the Flin...

• insight
• 2 hours ago

Analysis: Most Stocks Aren’t Good Investments.

The New York Times has an excellent graphic filled with some startling datapoints: Most stocks aren’t good investments. They don’t even beat the paltry returns of one-month Treasur...

• insight
• 3 hours ago

Pain for N.F.L. Partners; German Elections: DealBook Briefing

While many players and owners rebuked President Trump’s comments on protests, ratings declines could mean trouble for broadcasters and sponsors....

• insight
• 2 hours ago

Opening Bell: 9.25.17

Steve Cohen's new fund charges 2.5 percent; Merkel wins election, loses ground; stock pickers coming in from the cold; maybe the teens are still having sex; and more....

• insight
• 9 hours ago

The New Health Care: When a Drug Coupon Helps You but Hurts Fellow Citizens

Sometimes a course of action that makes perfect sense for individuals hurts the collective....

• insight
• 5 hours ago

Quantitative Easing and Long‐Term  Yields in Small Open Economies

The post Quantitative Easing and Long‐Term  Yields in Small Open Economies appeared first on The Big Picture....

• insight
• 18 hours ago

You Say “eye-RACK,” I Say “ear-ROCK”: TMSIDK Episode 28

Hari Kondabolu (comedian and host of Politically ReActive) is our special guest co-host, with Sean Rameswaram (Radiolab Presents: More Perfect) as real-time fact-checker. Tell Me S...

• insight
• 11 hours ago

Nothing Is Too Strange for Cities Wooing Amazon to Build There

City officials and business leaders across North America are going to extreme lengths to court Amazon to put its second headquarters in their city....

• insight
• 1 day ago

Ready Player One

I read Ernest Cline’s first novel Ready Player One entirely on a flight back from Europe. It was the first fiction book I have gotten my hands on in 2 years, and I really enjoyed i...

• insight
• 1 day ago

Why would banks eliminate ATM fees?

Over the past two days, the four major Australian banks have eliminated ATM fees charged to users who are not their customers who use their ATMs. This is great news for people who ...

• insight
• 1 day ago

10 Sunday Reads

My easy like Sunday morning reads: • Investors Seeking Green Assets Make Companies (Somewhat) Cleaner (Bloomberg) • Norway’s sovereign-wealth fund passes the $1trn mark (The Econom...

• insight
• 1 day ago

Climate Change Impacts in the United States

The post Climate Change Impacts in the United States appeared first on The Big Picture....

• insight
• 2 days ago

MiB: Matthew Rothman on Quant 3.0

Matthew Rothman is the head of Global Quantitative Equity Research at Credit Suisse as well as a Senior Lecturer in Finance at the MIT Sloan School of Management.  He was hired a f...

• insight
• 2 days ago

Public Health: One Way for G.O.P. to Achieve Some Repeal Goals? It’s Already Part of Obamacare

The latest Republican repeal effort looks imperiled. But that doesn’t mean the dream of state health care innovation is dead....

• insight
• 2 days ago

The real obstacle for the Brexit negotiations

• insight
• 2 days ago

Vonnie Quinn: “You Couldn’t Have Come At A Better Time”

You think you know somebody, then you find out they have a 2nd persona you were wholly unaware of. To wit:   Dave Barckow & Vonnie Quinn tear it up on “You Couldn’t Have Come A...

• insight
• 2 days ago

Facebook Drops Stock Reclassification That Would Have Solidified Zuckerberg’s Control

The social network’s board withdrew a stock reclassification proposal after a shareholder suit that would have put Mr. Zuckerberg in a courtroom....

• insight
• 1 day ago

The Dawn Of 5G: Will Wireless Kill the Broadband Star?

In case you wanted to spend your Saturday evening reading me not knowing much about 5G… 🙂 The Dawn Of 5G: Will Wireless Kill the Broadband Star? The Dawn Of 5G: Will Wireless Kill ...

• insight
• 2 days ago

Turbulent Times in Quant Land

This week’s MiB is with Matthew Rothman, currently head of Global Quantitative Equity Research at Credit Suisse, and Senior Lecturer in Finance at the MIT Sloan School of Managemen...

• insight
• 2 days ago

The real obstacle for the Brexit negotiations