The Big Picture

How far behind the curve is the FOMC? I’m in the last month of book leave but I felt compelled to pop out at what...

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The End of Fabulous Money Market Rates Is...

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

This week, we speak with Ricky Sandler, the chief investment officer and the founder of Eminence Capital. Today, Eminence...

My keynote at the Greater Kansas City FPA Symposium 2024 is above. They are a great group of people, and very motivated to serve...

At The Money: At the Money: Learning Lifecycles of Companies. (August 21, 2024) The Magnificent Seven, the Nifty Fifty,...

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management, is below. You can stream and download our...

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • How ‘Deepfake Elon Musk’ Became the...

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

 This week, we speak with Mike Green, portfolio manager and chief strategist for Simplify Asset Management Inc. He...