The Big Picture

My morning train reads: • Why Most Portfolios Are Under Diversified: QuantPedia’s data-driven case that even portfolios that...

The transcript from this week’s MiB: Jason Wenk, Altruist founder and CEO, is below. You can stream and download our full...

My early Monday morning reads: • 2% of What? Redefining inflation is not the way to achieve price stability. Warsh confirmed that 2%...

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Inside Nokia’s Race to Catch the...

 This week, I speak with Jason Wenk, founder and CEO of Altruist, a modern custodian for independent financial...

The weekend is here! Pour yourself a mug of Danish Blend coffee, grab a seat outside, and get ready for our longer-form weekend reads:...

Perhaps the question I hear asked most often is: “Are we in a bubble?” and “What’s happening with this...

My end-of-week morning reads: • Wall Street Traders Are Having Their Best Year Ever: JPMorgan, Goldman and other big banks are raking...

I have been busy on a few projects, most of which are wrapping up. Blogging has been light, but I have some fun things teed...

My morning train WFH reads: • What Americans Need to Understand About China: Ezra Klein interviews former Australian PM Kevin Rudd —...