Philosophy Archives - The Big Picture

This year, we lost one of Wall Street’s brightest lights. Beginning in 1974, and over the next 50 years of investing, Laszlo...

There is a particular type of analysis I keep seeing, one that easily misleads investors. Typically, it starts with an important,...

Previously: Nobody Knows Nuthin’ (May 5, 2016) Can Anyone Catch Nokia? (October 26, 2022) Why the Apple...

I had a very fun conversation with my friend Roben Farzad about the business of culture, the culture of business, media and...

I am always fascinated when seemingly random sources converge on the same concept. The current convergence involved some research...

Merry Christmas, Happy New Year, and all the rest of the seasonal glad tidings for you and yours in 2023. Before we roll up...

One of the reasons people in the investment community respect Howard Marks so much is he says what he believes and lets the...

Every now and again, we reach a moment in time when the scales fall from our eyes, and reality is revealed to us. We are now at...

So, the whole house is down with Covid. I had some minor symptoms I assumed were vaccine side effects, but I kept testing negative. By...

I wonder how far my view of the universe is from (objective) reality. My pal Dave Nadig suggests that we are all much...