The Big Picture

We lost one of the greats this week: Art Cashin passed away Sunday at the age of 83. CNBC’s Bob Pisani did a wonderful...

At the Money: Deferring Capital Gains on Appreciated Equity. (December 4, 2024) Are you holding large, concentrated equity...

You may have missed this little brouhaha over the Thanksgiving weekend. We posted an analysis of a deeply flawed (dare I say...

The transcript from this week’s, MiB: Michael Morris on Tribalism, is below. You can stream and download our full...

My back-to-work morning train WFH reads: • The Asset of the Millennium Isn’t What You Think: Here’s a real Y2K surprise — 25...

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • There’s a real math problem with...

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

@TBPInvictus here (link is now to Bluesky) Let’s cut to the chase: A Hoover Institution analysis of California private job...

Callie Cox is the Chief Market Strategist at RWM. She regularly posts at Optimistic Callie. (Subscribe, its great...

My Turkey Day reads: • 101 Simple Joys of Life We Must Not Forget: No matter what is happening in our lives, we can always find...