Tuesday Linkage
Worth your time: • Study: Boards Use Peers to Inflate Executive Pay (Dealbook) • How hunger affects our financial risk taking (BPS...
Cost of War
You know I am a sucker for these sorts of infographics: > Chart courtesy of NYT > Source: The War: A Trillion Can Be Cheap...
Market Update
I haven’t addressed the recent market action in some time. Here are some recent thoughts: • The S&P 500 has been stuck in a...
Case-Shiller: Four Years From the Peak
The Case-Shiller Index printed this morning, so a bit of chart/table porn is in order. Below is a 20-in-1 look at the Composite 20 (both...
Economic data
The July Consumer Confidence # was a touch below expectations at 50.4 vs 51, down from 54.3 in June and at a 5 week low. Most of the drop...
What is a Billion Dollars?
Terrific visualization from Information is Beautiful showing a treemap of different government spending that helps contextualize what $1B...