The Big Picture

Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media
  1.      This week, we speak with Hubert Joly, who earned a host of accolades during his tenure as chairman and CEO of Best Buy, and is

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  2. The weekend is here! Pour yourself a mug of Danish blend coffee, grab a seat on your favorite chair, and get ready for our longer-form weekend

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  3.     A few quick words about recent market action and the accompanying chatter: The 3-month S&P500 chart (above) shows a modestly

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  4. My end of week morning train WFH reads: • Americans Have No Idea What the Supply Chain Really Is Much of the country’s pandemic response has

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  5. The parade of new EVs with innovative technologies continues to grow. A case in point is the latest offering from Genesis, the luxury vehicle

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  6.     To hear an audio spoken word version of this post, click here.     The Covid crash recovery (March 23, 2020 to present)

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  7. My morning train WFH reads: • Evergrande Debt Crisis Is Financial Stress Test No One Wanted China’s real estate powder keg threatens President

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  8.     Joseph Campbell’s seminal work1 explores the universal motifs that run through all of the world’s great mythic traditions.

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  9. My mid-week morning train WFH reads: • Is Taiwan Next? In Taipei, young people like Nancy Tao Chen Ying watched as the Hong Kong protests were

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  10. The Consequences of Physical Climate Risk for Banks Source: Ceres     It is not that often that a dry financial research report gets me

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