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10 Wednesday AM Reads – The Big Picture

My mid-week morning train WFH reads: • What Amazon’s Rise to No. 1 Says About the Stock Market The biggest companies are still the most dominant. The biggest companies today make up less of the overall market than those in the past. And the...

10 Wednesday AM Reads – The Big Picture

My mid-week morning train WFH reads: • This is the most important thing Biden can do to get inflation under control The truth is that presidents have relatively limited tools for fighting inflation. Biden has been reluctant to pull even those levers, such as...

10 Wednesday AM Reads – The Big Picture

My mid-week morning train WFH reads: • Is This the Greatest Bull Market in History? From the bottom in early March of 2009 the S&P 500 is now up well over 800% on a total return basis: That’s nearly 19% per year for going on...

10 Wednesday AM Reads – The Big Picture

My mid-week morning train WFH reads: • Marketplaces Year in Review 2021 It was the year of broken supply chains, Amazon aggregators, more advertising, Shopify’s almost-marketplace, and one unanswered question – did the pandemic boost e-commerce after all? For now, the world of marketplaces...