The Big Picture |  |
- 10 Monday Afternoon Reads
- Market lift off lows
- 10 Tips for Making Beautiful Slideshow Presentations
- How to Focus in the Age of Distraction
- Big Bank Chart
- Read It Here First: Rising Market Volatity
- The Long-Term Case for Stocks
- 10 Monday AM Reads
- Please Germany, get this over with already
- The World’s Most Beautiful Waterfalls
| Posted: 12 Sep 2011 01:30 PM PDT Here is my train reading for the ride home:
What are you reading? Source: Jeff Saut, Raymond James
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| Posted: 12 Sep 2011 12:06 PM PDT Market lifted on this headline, *ITALY IN TALKS WITH CHINA FUND TO BUY BONDS, FT SAYS
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| 10 Tips for Making Beautiful Slideshow Presentations Posted: 12 Sep 2011 12:00 PM PDT As someone who makes presentations on a regular basis, and does not like most powerpoints, I found this PPT presentation excellent:
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| How to Focus in the Age of Distraction Posted: 12 Sep 2011 11:49 AM PDT |
| Posted: 12 Sep 2011 09:30 AM PDT |
| Read It Here First: Rising Market Volatity Posted: 12 Sep 2011 08:15 AM PDT The front page of today’s New York Times is a very interesting if rather familiar article on the increase in market volatility:
Ooops, my bad, that was my column published August 19th in the Washington Post, titled Smacked by big market swings, investors should alter their outlook. The NYTimes piece from today is called Market Swings Are Becoming New Standard, and it begins like this:
That’s also good stuff, but for investors, it is rather late to the party. And that is the key to our Read It Here First series. I am not suggesting that Louise Story in any way copped my piece. Hey, Volatility is out there, you would have to be blind to miss 500 point swings in the Dow. But the point I want to make is that market practitioners/bloggers have advantages over Old Media in spotting these trends. Its always fun to beat the big guys to the punch on these things. Indeed, we had almost a full month head start. Other researchers, bloggers and strategists who cover markets do get to see their work bubble up eventually to the front page of the NYTimes. We have been looking at “influence” a lot lately, and it is gratifying to see the new media community influencing the debate (even if we have to use old media to do it!) > Previously: Stock Market Volatility, Bank of America, Investing (August 9th, 2011) Sources: Smacked by big market swings, investors should alter their outlook
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| Posted: 12 Sep 2011 07:00 AM PDT Richard Sylla, economic historian and professor of economics at New York University’s Stern School of Business, talks with WSJ’s E.S. Browning about his formula for predicting market performance. Source: A Long-Term Case for Stocks
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| Posted: 12 Sep 2011 06:30 AM PDT Lots of interesting reading to start the week:
What are you reading? via Indexed
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| Please Germany, get this over with already Posted: 12 Sep 2011 04:47 AM PDT The fate of Greek bondholders will be determined by Germany in the next two weeks as they are the line in the sand in how to proceed next. Greece announced more tax hikes and public official wage cuts over the weekend but they are past the point of no return with their current capital structure. Merkel in a German newspaper wants to give Greece time but both her allies and opposition seem to have had enough and want an orderly bankruptcy for them. Greek debt continues to point to the latter as the 1 yr yield is now at 111.7% and 5 yr CDS up to 3500 bps. Fears of sharp mark downs and the expiration of Moody’s 3 month review period of them has French banks down sharply as a credit downgrade seems inevitable. Make no mistake though that the French will do all it can to plug any capital holes that their banks have. We know Germany is preparing for the same and we have to believe that every other European country is doing the same. Stress continues to increase in European interbank lending markets as measured by the euro basis swap and euribor/OIS spread. Italy’s lower house will vote on Wed on their new budget plan and it’s expected to pass. Italy sold 1 yr notes at a yield of 4.15%, 119 bps above one sold in Aug. Italian 5 yr CDS is now above 500 bps for the 1st time. Bottom line, pain is inevitable for Greece, its bondholders and European banks no matter what the outcome is for them but coming out on the other end of this situation with much lower debt levels, aka a default, would at least lay the foundation for economic recovery
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| The World’s Most Beautiful Waterfalls Posted: 12 Sep 2011 04:30 AM PDT Are these the world’s most beautiful waterfalls? The photographs below, by Jack Brauer of WideRange.org (via the Daily Mail) captures the stunning lagoons of Plitvice Lakes National Park in the Lika region of Croatia national park, with perfect waterfalls, beautifully lush jungle and stunning clear blue lagoons, looks “like a fantasy paradise island.” The picturesque park has 16 stunning blue-green Plitvice Lakes, which are separated by natural dams of travertine limestone on the Plitvice plateau. > s
Source:Are these the world’s most beautiful waterfalls?
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