The Big Picture
Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media
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Latest posts
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10 Monday AM Reads
Welcome to November! Kick it off strong with our pre-election day morning reads: • What has caused the bad economic vibes, and does it actually matter? University of Michigan’s widely tracked index of American consumer sentiment this summer hit its lowest ever level, surpassing…
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An Overly AI-Dependant Economy?
Invictus here. During Friday’s sell-off, I wanted to review the major economic factors to see whether the market is foreshadowing a slowdown or worse. The TL:DR: The United States is still growing, but at a slower pace. Compared with the 1990s, growth has become increasingly…
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10 Sunday Reads
Avert your eyes! My Sunday morning look at incompetence, corruption, and policy failures: • Americans Are Losing The Long Game: How the United States abandoned the future. As the Trump administration uses its second term to try to flex the sinews of American might, the sources…
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MiB: Rich Steinmeier LPL CEO on The Future of Financial Advice
This week, I speak with Rich Steinmeier, Chief Executive Officer of LPL Financial Holdings Inc. (Nasdaq: LPLA), the largest independent broker-dealer in the country, with 32,000 advisors and $2.6 trillion in brokerage and advisory assets. He earned a BS in economics from Wharton…
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10 Weekend Reads
Halloween weekend is here! Pour yourself a mug of Danish Blend coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The Sane Asylum: A love letter to a new kind of company: Brie Wolfson: The people of Silicon Valley are unwell. If you work at a…
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7 Surprising Market Data Points (after today’s selloff)
As the market melted down today, I did a deep dive into the underlying data. Some of these are more significant than others, but all were surprising: 1. INTEL (INTC): Today, Intel suffered its worst trading day in 52 years, falling 29.4%. The steepest one-day decline since 1974…
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10 Friday AM Reads
My end-of-week morning reads: • Everyone Wants an Affordable America. Good Luck Agreeing on What That Means: Hanna Horvath on the affordability pitch every candidate is making a week before the midterms, and why nobody means the same thing by it. On the growing sense that our…
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At the Money: Preparing for a Career in the Age of Artificial Intelligence
At The Money: Preparing for a Career During in Age of Artificial Intelligence (October 29, 2026) Full transcript below. ~~~ About this week’s guest: Nitin Nohria is former Dean of the Harvard Business School, where he is still a professor. He is the author of The CEO: The…
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10 Thursday AM Reads
My morning reads: • It’s Never Been Easier To Beat This Market: Instead of trading against high powered algorithms preying on every market inefficiency 24/7, there’s another path. (A Teachable Moment) • A Punishing Housing Market Is Squeezing Renters: Higher mortgage rates and…
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10 Wednesday AM Reads
My mid-week morning reads: • I went to Mexico to test-drive the cars Americans can’t buy: Mexico is a showroom for electric cars, with a growing fleet of sleek new vehicles from Chinese brands unavailable to Americans. (Washington Post free) • Homeownership Helped Make America.…
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“Core” CPI Challenge
Last week, I mentioned the long, distasteful history of governments deliberately underreporting inflation data. It drew surprising pushback — especially given the chronological list I shared: 1944-45: Mitchell Committee 1953: Postwar Basket Revisions. 1961: Stigler Committee…
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10 Tuesday AM Reads
My Two-for-Tuesday morning reads: • The Biggest Takeaways From Anthropic’s IPO Prospectus: From the potential to cure cancer and a huge cushion of cash to humans losing control of AI models, here’s what stood out in Anthropic’s S-1 filing. (Wall Street Journal) • How Canada Is…
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Transcript: Robin Wigglesworth, on Embracing the Bond Market
The transcript from this week’s MiB: Robin Wigglesworth, on Embracing the Bond Market, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts on your favorite pod…