The Big Picture

My end of week morning train reads: • A Recession Isn’t Inevitable: The Case for Economic Optimism (New York Times) • GS: The...

I have a new crush, and it is the Toyota Land Cruiser FJ43. Beginning in 1960, Toyota made these Land Cruisers until 1984. Similar to the...

Interesting observation from Bruce Mehlman: “Washington” Candidates Usually Lose Source: Bruce Mehlman

Gallup: “Sixty-six percent of Americans now support legalizing marijuana, another new high in Gallup’s trend over nearly half...

My morning train reads: • Citizen Ray: Bridgewater’s Ray Dalio is the wise uncle you wished you had (TechCrunch) • How the plastic...

Source: Goldman Sachs See Also: PlayerFM

Source: WSJ File this one under more “denominator blindness:” Every now and again, a data point comes along...

My Boris Johnson-free midweek morning train reads: • How to Get Better at Embracing Unknowns: Interpreting uncertainty through data...

How often does a public pension fund pick a manager to run their money – and stick with them for 43 years? Bowen, Hanes and Company...

An Ultra-Long Fix for America’s Highways, Bridges and Grid Treasury bonds of 50 and 100 years can make U.S. infrastructure the envy of...