The Big Picture

My morning reads: • Avoiding unforced errors in investing (Abnormal Returns) • The Perils of Prophecy (Project Syndicate) •...

Click to enlarge: FT Alphaville (FT Blog) – Unwind? What unwind? – Part 1 FT Alphaville had a serious case of the F5 on Tuesday at...

When thinking about what to expect at another EU summit meeting, I can only think of this famous movie scene, Those countries in need of...

Uncertainty: US Trends Charts via Google Trends A few final thoughts on the Uncertainty trope: On a hunch, I took a look...

Click to watch video: Source: Yahoo Finance ~~~ Part II

No sooner does this morning’s “Uncertainty” piece go up when someone emails me this “quantified” version of...

My afternoon train reading: • Are Morningstar Ratings Useful? (Mariposa Capital) see also The Prescient Are Few (NYT) • Stephan...

After Cyprus asked for an EU bailout and Greece’s Finance minister resigned just days after getting the job, is Europe reaching a...

Source: Bianco Research As the chart above shows, the percentage of bears (in red) has not risen. It remains at the same level it...

Forget Europe — It’s the (Global) Economy, Stupid: Ritholtz