The Big Picture

Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media
  1. Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Realtors Are in Crisis—and Home Buyers Could Be the

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  2. The weekend is here! Pour yourself a mug of  coffee, grab a seat outside, and get ready for our longer-form weekend reads: • This Isn’t Your

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  3.      This week, we speak with Anand Giridharadas, author of Winners Take All, and The Persuaders. A former foreign correspondent and

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  4.     Nothing ever really occurs in a vacuum. All events have preceding factors, with many prior elements bubbling below the surface,

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  5.     At the Money: Avoiding the Behavior Gap with Carl Richards, May 22, 2024 Why do investors underperform their own investments? Why

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  6.     The transcript from this week’s, MiB: Savita Subramanian, US Equity & Quantitative Strategy, Bank of America, is below. You

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  7.     My long-standing skepticism about survey data has reached the point where I feel compelled to comment on the current state of the

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  8. Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • How the ‘Harvard of Trading’ Ruined Thousands of Young

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  9. The weekend is here! Pour yourself a mug of  coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Maybe Baby Boomers

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  10.     This week, we speak with Savita Subramanian, head of US Equity and Quantitative strategy at Bank of America. She also leads the

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