The Big Picture

Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media
  1. New Platforms Gaining Demand Share at Expense of Netflix Source: Media Play News     Earlier this month, I discussed how money

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  2. My end of week morning train WFH reads: • The problem with America’s semi-rich America’s upper-middle class works more, optimizes their kids, and

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  3. The first time I saw a Mercedes-Benz 300 SL Gullwing in person was in the late 1990s at a winery on the North Fork of Long Island. It was parked

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  4. Barry Ritholtz, a Bloomberg Opinion columnist, talks Bitcoin and Banks with Bloomberg’s Tom Keene and Lisa Abramowicz on “Bloomberg

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  5. My morning train WFH reads: • The thorny truth about socially responsible investing Think you’re investing ethically? You might be surprised.

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  6.     Over the years, I have discussed why I publish about investing and related topics (See this, this, this, or this). Quite a few of

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  7. My mid-week morning train WFH reads: • The best- and worst-case scenarios for Covid-19 this winter Last year, almost nobody was vaccinated

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  8. My Two-for-Tuesday morning train WFH reads: • America’s unemployed are sending a message: They’ll go back to work when they feel safe – and

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  9. Chamath is Massively Risk On The engineer turned VC wants more than IRR, he wants to dent the universe, and explain why life is like poke. TBP,

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  10. My back to work morning train WFH reads: • The New Jobs Numbers Are Pretty Good, Actually They fell far short of analyst expectations, but they

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