Big Picture
Macro perspectives on the Capital Markets, Economy, Geopolitics, Technology and Digital Media
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Posted 5 hours ago
CommentThe interview above was done as part of the pre-game show for the FOMC meeting. To view the interview click on picture above. To see any of our interviews click here.In the interview we were a
Posted 5 hours ago
There seems to be growing consensus that the recession ended some time in mid-2009 (June or July), and we recently pointed out that regional St. Louis Fed economists have placed their bets on a July
Posted 5 hours ago
Feb PPI fell .6% headline vs expectations of a drop of .2% but the core gain of .1% was right in line with forecasts. The headline figure was led lower by a 2.9% fall in energy prices (led by gasoline
Posted 7 hours ago
The BoJ and FOMC, BFF. Overnight, the BoJ held hands with the FOMC in keeping rates at virtually zero. They also expanded its 3 month credit program to 20t yen from 10t. Japanese stocks rallied and th
Posted 8 hours ago
One of the things I hate about a secular bull market especially towards its rampaging tail end is how everyone and everything gets silly. Money and champagne flows, conspicuous consumption is
Posted 9 hours ago
Chris Dodd introduces financial reform legislation, and Jon pretends he has the same rights as a corporation. The Daily Show With Jon StewartMon Thurs 11p / 10cIn Dodd We Trustwww.thedailyshow.com
Posted 9 hours ago
I posted the 11 page overview of the Senate package, the Financial Reform Summary, in the Think Tank. Its worth a few minutes of your time to read . . .
Posted 15 hours ago
Here is an overview of the Senate package:Financial Reform Summary Final
Posted 18 hours ago
Perennial quarterly statement fabricator Overstock.com filed a FORM 12b-25: NOTIFICATION OF LATE FILING for its 2009 10K. (Delisting soon to follow?)Why is Overstock.com filing this this delay of it
Posted 23 hours ago
These are the items that I found worth reading today: Regulation two-fer:- --Wall Street Loses as Small Banks Win (WSJ)- - -Reform Bill Adds Layers of Oversight (NYT) 4 bln yanked from U.S.
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