The story goes* that in the mid-1800's in London there was an outbreak of cholera. Doctors were faced with an epidemic with people dying off in droves. They needed to get to the bottom of things, and fast.
On Driving in Italy
We've fallen into a sort of daily routine for our Spring Break in Sicily. Lazy morning at home, load the car up around 10:00, go exploring. Lunch on the fly and a bonus gelato stop when we need a morale boost. With very little English spoken, every step of this journey has been an adventure. However, the most hair-rising and invigorating challenge has been driving in Sicily.
Getting Your Head Around Amazon
"Amazon makes no sense," begins a recent article trying to grasp the impact of this one company on so many other companies and industries. As Bloomberg points out, "Executives at the biggest U.S. companies mentioned Amazon thousands of times during investor calls last year, according to transcripts—more than President Trump and almost as often as taxes."
Three Lessons from Janet Yellen
Watching the yield curve steadily flatten over the last couple years, I'm reminded of the classic relationship between the shape of the yield curve and recessionary periods. However, Janet Yellen is here to say those fatal words, "This time is different."
The Beauty of Simplicity
I can't stop thinking about this visualization I saw recently showing the population in U.S. states over the last 100 years...
Bubble Charts and Big Media
I was very interested to see the folks at Visual Capitalist run a piece on big media stocks and how the industry has evolved. Their main infographic illustrated the relationship between the largest media names, with an emphasis on the impact of key mergers in the works such as between Disney and 21st Century Fox.
Demographics and Investment Horizons
Blue Skies for Airlines
I posted an article on airlines over at stockcharts.com after I noticed the group strengthening on the RRG chart. A great example of using data visualization to focus on outliers within a group of names...
An Infographic is Worth a Thousand Words
A friend of mine turned me on to Visual Capitalist, a website that designs infographics for a variety of subject areas including finance. As you can probably guess from my career as a technical analyst, I am huge fan of using data visualizations to tell the story...