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10 Thursday AM Reads – The Big Picture

My morning train WFH reads: • The Forbes 400 2022: The Definitive Ranking of The Wealthiest Americans: In 2022 The wealthiest people in the U.S. are poorer than a year ago—and the cutoff to make the list fell for the first time since the...

Farewell, TINA – The Big Picture

    For years, we have heard that “there is no alternative” – TINA – to equities, and that thanks to the Fed, “Cash is trash.” No longer. The Federal Reserve, in its belated attempt to fight inflation, has cranked up rates to the point where...

10 Wednesday AM Reads – The Big Picture

My mid-week morning train WFH reads: • Treasury 10-Year Yield Rises Above 4% to Highest Since 2008: Treasury 10-year yields climbed above 4% to the highest level since October 2008, as investors were rattled by Federal Reserve hawkishness and concern over potential Japanese sales...

10 Tuesday AM Reads

My Two-for-Tuesday morning train reads: • How the Worst Market Timer in History Built a Fortune: Over 60 years, he only added new investments at bull market tops: $10,000 each of 13 market tops, from February 1966 to February 2020. (Compound) see also What...

Transcript: Steve Case – The Big Picture

   The transcript from this week’s, MiB: Steve Case on AOL, Startups & Venture, is below. You can stream and download our full conversation, including the podcast extras on iTunes, Spotify, Stitcher, Google, Bloomberg, and Acast. All of our earlier podcasts on your favorite pod...

10 Monday AM Reads – The Big Picture

My back-to-work morning train WFH reads: • What is the Fed Doing? Don’t fight the Fed used to be a positive slogan. That’s not the case anymore. If anything, it feels like the Fed wants to fight us, all of us, including the stock...