The Big Picture

Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media
  1.     There are periods of time when we all flip on the TV and watch live events unfold in real-time. National disasters, wars, crises,

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  2. My mid-week morning train WFH reads: • Mutual Funds That Consistently Beat the Market? Not One of 2,132. No actively managed stock or bond funds

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  3.      Transcript: MiB: Luis Berruga, Global X ETFs The transcript from this week’s, MiB: Luis Berruga, CEO, Global X ETFs, is below.

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  4. My Two-for-Tuesday morning train WFH reads: • Here Come the Crypto Hypocrites: Don’t believe anyone who says the FTX crash was the regulators’

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  5.   I was working on a longer piece about which economic strata the Fed has the greatest impact on (its more complicated than you might think)

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  6. My back-to-work morning train WFH reads: • Wall Street’s 2023 Outlook for Stocks: There’s hundreds of pages of research and analysis that

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  7. Those regional differences from the ideal are eye-opening!   Source: Nature        

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  8. Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Who Could Have Possibly Predicted The Bull Testicle

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  9.    This week, we speak with Luis Berruga, the chief executive officer at Global X ETFs. Before joining Global X, which has $42 billion in

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

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