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The Big Picture

Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media
  1. Source: New York Times, New York City Department of Health and Mental Hygiene   This is a fascinating discussion about the 1918 pandemic and how far medicine has advanced: “The annual baseline back then was about 25 deaths per 1,000 New Yorkers, and in some years the toll reached 50 per 1,000. In other words,…

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    The post Your Ancestors Knew Death in Ways You Never Will appeared first on The Big Picture.

  2. Hutchins Center Fiscal Impact Measure Source: Brookings     The chart above is a fascinating look at the 3 sources economic stimulus: Congress, the Federal Reserve, and State/Local spending. The Federal Reserve is projected to continue to stimulate with bond purchases, ultra low rates (ZIRP) and frequent liquidity injections. States and Localities are a drag:…

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    The post Fiscal Response to the Pandemic appeared first on The Big Picture.

  3. My mid-week morning train WFH reads: • How Lucid’s New Electric Car Stacks Up Against Tesla and Porsche: The company has announced a car capable of 517 miles on a single charge. Here’s how it fared in a real-world showdown with the current electric leaders.(Bloomberg) • Which Investments Benefit From a Weaker Dollar? No one…

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    The post 10 Wednesday AM Reads appeared first on The Big Picture.

  4. Source: JP Morgan Asset Management   The above is one of my favorite charts. This version comes from a JPM discussion on “Framing Bias.” It raises interesting issues about how decisions are influenced by the way information is presented: “What level of returns should we expect from equity markets? The answer changes depending on the…

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    The post Framing Your Investments for Context & Clarity appeared first on The Big Picture.

  5. What do you do when your job requires you to redesign, from the ground up, an iconic product beloved by millions?  That was the challenge facing Paul Wraith, Chief Designer for the new 2021 Ford Bronco. The truck has an iconic history. The collector and “Resto-Mod” markets have gone crazy. Prices of old Broncos, along with…

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    The post MiB: How do you redesign an Icon? appeared first on The Big Picture.

  6. My Two-for-Tuesday morning train WFH reads: • In a bleak economy, these companies are flourishing: The coronavirus pandemic is reshaping spending patterns, creating new winners and losers (Washington Post) see also Unemployment Fell. But The Recovery Seems To Be Slowing Down. After three straight months of declining unemployment, we have only just returned to levels…

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    The post 10 Tuesday AM Reads appeared first on The Big Picture.

  7. The core of the argument in last week’s discussion on Why Markets Don’t Seem to Care If the Economy Stinks surprised a few people. It is yet another reminder that the world is very complex and we don’t know what we don’t know. At times, it seems that Nobody knows anything. Which is why I…

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    The post All S&P 500 Sectors and Industries, by Size appeared first on The Big Picture.

  8. My back to work morning train WFH reads: • Do You Know the Difference Between Being Rich and Being Wealthy?  To one man, money was a plaything. To another, it was a possibility. Guess which one came out ahead in the end? (Wall Street Journal) • Robinhood app luring and robbing amateurs — like in the…

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    The post 10 Monday AM Reads appeared first on The Big Picture.

  9.     The transcript from this week’s, MiB: Paul Wraith, Chief Designer for Ford, is below. You can stream and download our full conversation, including the podcast extras on iTunes, Spotify, Overcast, Google, Bloomberg, and Stitcher. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ VOICE-OVER: This is Masters…

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    The post Transcript: Paul Wraith appeared first on The Big Picture.

  10. My helpful collection of resources and information for your easy like Sunday morning reads: How to Stay Safe: • Could My Symptoms Be Covid-19? These days, every cough, sneeze or headache makes you wonder: Could it be Covid-19? Medical experts are viewing Covid-19 as a multi-organ disease that can affect the body from head to toe and…

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    The post Weekly Covid-19 News Round-Up 8.9.20 appeared first on The Big Picture.