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The Big Picture
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Latest posts
Last updated 1 day ago
At the Money: Shareholder Yield
1 day ago
At the Money: Getting More Out of Dividends with Shareholder Yield. Meb...
Where Might Consensus Be Wrong?
3 days ago
One of my favorite exercises is examining conventional wisdom—sometimes called the “Consensus”—and...
Transcript: Toto Wolff, Mercedes-AMG PETRONAS F1 Team
4 days ago
The transcript from this week’s, MiB: Toto Wolff, Mercedes-AMG PETRONAS F1 Team...
10 Sunday Reads
5 days ago
Avert your eyes! My Sunday morning look at incompetency, corruption and policy...
MiB: Toto Wolff, Mercedes-AMG PETRONAS F1 Team
7 days ago
This week, we speak with Toto Wolff, Team Principal & CEO...
3%: Great Depression, GFC, 1970s & 2020s?
8 days ago
What do the Great Depression, the Great Financial Crisis, the Stagflationary 1970s...
At the Money: Building a Bond Ladder
9 days ago
At The Money: BlackRock on Building a Bond Ladder (October 23...
Transcript: Brian Higgins, King Street
11 days ago
The transcript from this week’s, Transcript: Brian Higgins, King Street, is below...
10 Monday AM Reads
11 days ago
My back-to-work morning train WFH reads • If you think grocery prices...
10 Sunday Reads
12 days ago
Avert your eyes! My Sunday morning look at incompetency, corruption, and policy...