The Big Picture

My afternoon train reads: • S&P 500’s Rise at Five Times GDP Growth Shows Recovery Is Priced Into Stocks (Bloomberg) •...

Source: The Economist

Investment Signals in a Magazine Cover The magazine cover story for a general news magazine can serve as a contrary investment indicator....

My morning afternoon train reads: • James Montier: Maximizing Shareholder Value Is The Dumbest Idea In The World (Business Insider) •...

1. He tells a story. America is built on narrative. Although BuzzFeed has made inroads, it’s got no soul and no true fans, because...

> My Sunday Washington Post Business Section column is out. This morning, we look at the various legal standards of care financial...

Good Sunday morn. Pour yourself a mug of coffee and settle in for our our Easy like Sunday Morning reads: • Stocks Rally on Upbeat...

Trailer 1 ~~~ Trailer 2 Source: Wired

1. Ideas are a dime a dozen, execution is everything. 2. We do not live in a pitch economy, almost no one is buying ideas, they’re...