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Lessons of Number Go Up - The Big Picture

Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media

El salvadorHong kongAcklins and crooked islandsAlex tabarrokSam bankmanChangpeng zhaoMichael lewisTyler cowenAlameda researchGoldman sachsBig shortZeke fauxInside cryptoWild riseStaggering fallSam bankman fried

Round Trip - The Big Picture

Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media

John kenneth galbraithHoward marksNarratives holding periodsContext mattersCurve inversionCam harveyHolding periodsSided markets

Glass Half-Empty Investors - The Big Picture

Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media

Concetrated marketsSided marketsPartisanship driving consumer

Sussing Out Probabilities - The Big Picture

Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media

Inning stretchSided marketsKnot so fast

Groping for a Bottom - The Big Picture

Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media

Good newsBond dadInning stretchSided marketsKnot so fast

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