The Big Picture

Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media
  1.   Bob Lefsetz:   Dead is dead. Two days ago, nobody was talking about Meat Loaf. Two days from now they won’t be either, unless

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  2. Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Police in this tiny Alabama town suck drivers into

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  3.     This week, we speak with Tina Vandersteel, who is the head of GMO’s Emerging-Country Debt team. Prior to joining GMO in 2004, she

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  4. The weekend is here! Pour yourself a mug of Danish blend coffee, grab a seat by the fire, and get ready for our longer-form weekend reads: • Can

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  5. Barry Ritholtz, Bloomberg Opinion Columnist and Ritholtz Wealth Management Chairman and CIO says we’ve had an amazing run on the S&P in

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  6. My end of week morning train WFH reads: • ‘It’s All Just Wild’: Tech Start-Ups Reach a New Peak of Froth How crazy is the money sloshing around

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  7. Time and again, I keep coming back to these beautiful cars. (See this 1936 810 Cabriolet, 1937 812 Super-Charged Beverly, 1937 812 Super-Charged

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  8.   I was speaking with my fishing buddy David Kotok recently about a research project he has been working on: “What are the long-term

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  9. My morning train WFH reads: • Day Traders as ‘Dumb Money’? The Pros Are Now Paying Attention Last year, an army of day traders turned markets

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  10.       To hear an audio spoken word version of this post, click here.   Every discussion I hear about inflation reminds me of

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