The Big Picture

I keep telling investors to ignore the monthly frenzy surrounding the monthly jobs report (see this, this and this). It isn’t...

Source: The Economist Previously: You Are Worrying About the Wrong Things (October 22nd, 2014) You Are More Likely to Be...

Is the week over already? Here are my pre-nonfarm payroll morning train reads: • Plush Life: Why did people lose their minds over...

Source: Classic Driver Source: Classic Driver

INSIGHT 2015 Investment Themes A. Gary Shilling January 28, 2015 Our 2015 investment themes are quite similar to our 2014...

Source: WSJ

Now I am engaging in full on selective perception: Source: BusinessWeek

Grilled Cheese and $100 Million of Irrational Exuberance Grilled Cheese Truck market valuation may be a sign of excess in financial...

These markets keep getting more interesting, if thats even possible at this point. Oh, and the best curated morning train reads in the...

North Carolina Senator Thom Tillis stands by his free-market principles and suggests that employees shouldn’t be forced to wash...