The Big Picture

Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media
  1.   I have been watching various sentiment polls and Right/Wrong Track questionnaires with detached bemusement. Bemused because they are so

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  2. My morning train reads: • How the Writers Deal Got Done: Inside the Room: From the Chris Keyser-CEO calls that brought them back to the table to

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  3. Mapped: The Migration of the World’s Millionaires in 2023 Source: Visual Capitalist

    The post ...

  4. My mid-week morning train reads: • 24 Things I Believe About Investing: Simple beats complex, timing matters less than your holding period, and a

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  5.      The transcript from this week’s, MiB: Armen Panossian, Oaktree Capital Management, is below. You can stream and download our full

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  6. My Two-for-Tuesday morning train reads: • Attention Office Resisters: The Boss Is Counting Badge Swipes: Employers step up monitoring of

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  7. My Day of Atonement  morning reads: • The Not-So-Magnificent 493: Over the last decade, the revenue of the Magnificent 7 has compounded at 16% a

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  8. Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Gen Z falls for online scams more than their boomer

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  9.   This week, we speak with Armen Panossian, managing director and head of performing credit at Oaktree Capital Management, which has $179

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  10. The weekend is here! Pour yourself a mug of  coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Dave Portnoy Bought

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