The Big Picture

Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media
  1. My Two-for-Tuesday morning train WFH reads: • People Fear a Market Crash More Than They Have in Years Stocks could well rise despite investor

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  2. Mediocre SPAC Returns Shouldn’t Be a Surprise The latest Wall Street craze puts Sturgeon’s Law to the test. Bloomberg, October 22,

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  3. My back to work morning train WFH reads: • ‘Our Recent Performance Sucks.’ Here’s Your $10 Billion Back. A value investor who used to have a

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  4.     Josh and I have a chat about our 2020 election bet – who will win, what will happen afterwards.

    The post ...

  5.     The transcript from this week’s, MiB: Ray Dalio, Bridgewater Associates, is below. You can stream and download our full

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  6. Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • How Trump Sealed the GOP’s Suicide: It didn’t have to

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  7. A Broken Census Can Break Democracy The census is best known for determining how we the people are represented. But it also quietly defends our

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  8. This week, we speak with Ray Dalio, founder and Chairman of Bridgewater Associates, the world’s largest hedge fund. Dalio is known for his

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  9. The weekend is here! Pour yourself a mug of Le Mans coffee, grab a seat where you can see the leaves turn, and get ready for our longer form

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  10. Succinct Summations for the week ending October 23rd, 2020 Positives: 1.  Markets find their footing as stimulus talks continue; 2. Jobless

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