Investing Archives - The Big Picture

Source: Carl Richards, Behavior Gap Yesterday’s column, not surprisingly generated email from investors who disagreed...

Source: JP Morgan Asset Management The above is one of my favorite charts. This version comes from a JPM discussion on...

Why Markets Don’t Seem to Care If the Economy Stinks So many of the most battered industries don’t matter much because of the way...

Five Midyear Questions for Disappointed Investors It’s been easy to get things wrong in markets in 2020, but self-examination can...

Yesterday, I had a very interesting discussion with Aaron Brown. We discussed some issues with his column “401(k) Plans No...

In the 1990s, so called “blank check” companies were more than a little reminiscent of South Sea bubble era pools created “For...

Five Midyear Questions for Disappointed Investors It’s been easy to get things wrong in markets in 2020, but self-examination can...

Big Tech Drives the Stock Market Without Much U.S. Help The Fang stocks get lots of their sales from countries that are doing better at...

Big Tech Drives the Stock Market Without Much U.S. Help The Fang stocks get lots of their sales from countries that are doing better at...

I have been mulling over a somewhat contrarian theory as to why the US markets seem to have decoupled from the U.S. economy. I have a...