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The Big Picture

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Latest posts

Last updated about 17 hours ago

MiB: Hubert Joly, Best Buy CEO

about 18 hours ago

     This week, we speak with Hubert Joly, who earned a host...

10 Weekend Reads

about 21 hours ago

The weekend is here! Pour yourself a mug of Danish blend coffee...

Market Rhetoric

1 day ago

    A few quick words about recent market action/commentary The chart above shows...

10 Friday AM Reads

2 days ago

My end of week morning train WFH reads • Americans Have No...

2023 Genesis GV60

2 days ago

The parade of new EVs with innovative technologies continues to grow. A...

What If Things Go Right?

3 days ago

    The Covid crash recovery (March 23, 2020 to present) was starting to...

10 Thursday AM Reads

3 days ago

My morning train WFH reads • Evergrande Debt Crisis Is Financial Stress...

Misunderstanding Narratives: The Hero’s Journey

4 days ago

    Joseph Campbell’s seminal work1 explores the universal motifs that run through all...

10 Wednesday AM Reads

4 days ago

My mid-week morning train WFH reads • Is Taiwan Next? In Taipei,...

Climate Risk for Banks

4 days ago

The Consequences of Physical Climate Risk for Banks Source: Ceres     It is...

10 Tuesday AM Reads

5 days ago

My Two-for-Tuesday morning train WFH reads • The Crashes That Nobody’s Talking...

Defending Hedge Funds & Short Selling

6 days ago

    I join Pete at 1:18 to discuss what purpose Hedge Funds serve...