The Big Picture

From Torsten Sløk, Deutsche Bank Securities: Source: Torsten Sløk, Deutsche Bank Research From Torsten Sløk: For the past year,...

How can you prospect for ideas that have not been done before? What is the best way to find an authentic voice, that can use ideas to...

Passive Investing Hasn’t Taken Over the World Ignore the hype. Actively managed money dwarfs the assets in low-cost index funds....

My first of October morning train reads: • Dumb Watergate gets dumber: Trump Pressed Australian Leader to Help Barr Investigate Mueller...

Source: SIFMA Last week, I had a simple question: What is the market capitalization of US and Global Stocks? Fixed income? Other...

SoftBank’s Venture Capital Riches Swamp the Market The firm had too much money chasing too few deals. Bloomberg, September 23, 2019...

My end of September, start of the week, morning train holiday reads: • “We Could Say Anything to Each Other”: Bob Iger Remembers...

IPOs Have Been Crushed in 2019. Why That’s Actually Good News for Stocks Source: Barron’s Here is By Eric Savitz:...

The transcript from this week’s MIB: Brian Grazer, Film & TV producer, is below. You can stream/download the full...

My easy like Sunday morning reads: • Census: U.S. Inequality Grew to Highest Level in 50 Years (Time) • The Remarkable Rise—and...