The Big Picture

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• 10 Tuesday PM Reads
• Significant Climate Anomalies June 2014
• Global House Price Index
• 10 Tuesday AM Reads
• Apple vs. Google: The Battle For Your Car

10 Tuesday PM Reads Posted: 22 Jul 2014 01:30 PM PDT My afternoon train reads: • Why Europe May Gain the Edge for Investors (NY Times) • Alpha Addict: The Amazing Career of Leon Cooperman (CNBC) • When Beliefs and Facts Collide (NY Times) • Do optimists or pessimists manage their money better? (Yahoo Finance) see also Economists have a lot to learn from ‘The Big Bang Theory’ (FT) • People Hate Bankers Because People Are Ignorant (Bloomberg View) • The Difficulty in Holding Executives Accountable (DealBook) • Limousine liberalism's good works (WaPo) • State’s job growth defies predictions after tax increases (Sacramento Bee) • Apple Readies a Big Bet on Big-Screen Phones (WSJ) • 22 Goyim Who Must Be Stopped (Buzzfeed) What are you reading?   Markets Don’t Dwell on Bad News Source: WSJ

Significant Climate Anomalies June 2014 Posted: 22 Jul 2014 11:30 AM PDT Click for the ginormous version. Source: NOAA

Global House Price Index Posted: 22 Jul 2014 09:30 AM PDT Home sales, at least in the U.S., seem to be rising. Existing home sales in June increased to 5.04 million annualized. That number may be affected by the weather, as June sales most likely come from contracts signed after the depths of winter. To find out if this is a global improvement, we can take a look at the International Monetary Fund's Global House Price Index. Its data and lovely infographics give us a few interesting things to digest. (You can also use the BIS data or OECD statistics). The first chart shows the annual percentage change in housing prices. The U.S. is 10th, and housing prices in the country are still far below (35 percent, or so) their 2006 peak. Continues here   Source: International Monetary Fund

10 Tuesday AM Reads Posted: 22 Jul 2014 06:15 AM PDT My morning afternoon train reads (continues here): • The Pendulum Takes A Swing Towards Value Stocks (NY Times) • Biggie Smalls (Reformed Broker) see also Small-cap stocks run into big doubts (WSJ) • Gary Shilling:  The Boom Is Coming, and Sooner Than You Think (BV) • What Millennials Want That Their Boomer Parents Hate (Time) continues here

Apple vs. Google: The Battle For Your Car Posted: 22 Jul 2014 02:45 AM PDT Ever wish the apps on your phone would seamlessly link with your car? You don’t have to wait much longer. Both Apple and Google have announced programs to integrate their mobile operating systems into your dashboard. Apple Carplay and Google Android Auto are scheduled to roll out later this year. Bloomberg Businessweek’s Sam Grobart takes a look at what that means for the consumer. Source: Bloomberg, July 22 2014

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