The Big Picture

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The Age of Doom: Social media has convinced...

 This week, we speak with investing legend Joel Tillinghast. He has been a mutual fund manager in the equity division...

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

You may have missed the most important data point in today’s Employment report. It wasn’t that Nonfarm payrolls...

My end-of-week morning train WFH reads: • Report: Who Is Fleeing New York? Not Millionaires: A report found that New York is gaining...

I’m very excited to tell you about my new podcast: At the Money. Each week, we are going to spend 10 minutes diving...

My morning train WFH reads: • How much should it cost to sell a house? Your real estate agent may be charging too much. Why should...

The Charlie Munger Manifesto / PDF

 Investing Skill vs. Luck with Michael J. Mauboussin, Counterpoint Global (Dec 6, 2023) Is it better to be lucky...

My mid-week morning plane reads: • The Fed Matters Less Than You Think: Listen, I’m not saying the Fed’s rate hikes had no bearing...