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The Big Picture

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Latest posts

Last updated about 11 hours ago

Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

about 13 hours ago

      The transcript from this week’s, MiB: Jeffrey Becker, Jennison Associates Chair/CEO, is...

10 Tuesday AM Reads

about 15 hours ago

My morning train WFH reads • Trump’s First 100 Days Leaves S&P...

A Spectacularly Underappreciated 15 Years

1 day ago

    We have no idea how good we had it Let’s consider the...

10 Monday AM Reads

1 day ago

My back-to-work morning train reads • The End of the South Florida...

Barron’s: Embrace Your Inner Mr. Spock

2 days ago

Trump Tariffs Are Creating Chaos. Barry Ritholtz Says It’s Time to Embrace...

10 Sunday Reads

3 days ago

Avert your eyes! My Sunday morning look at incompetency, corruption and policy...

10 Weekend Reads

4 days ago

The weekend is here! Pour yourself a mug of Colombia Tolima Los...

MiB: Jeffrey Becker, Jennison Associates Chair/CEO

4 days ago

    This week, I speak with Jeffrey Becker, Chairman and CEO of Jennison...

10 Friday AM Reads

5 days ago

My end-of-week morning train WFH reads • “Smart is good. Smart and...

Why Macro Forecasting Is So Hard Impossible

5 days ago

    Let us stop for a moment to consider all that is going...

10 Thursday AM Reads

6 days ago

My morning train WFH reads • The White House is killing one...

After Hours (S07 E13): How *Not* to Invest

6 days ago

     In their latest episode of the VALUE: After Hours Podcast, Tobias...