MiB: John Carreyrou on Theranos & Bad Blood

This week, we speak with John Carreyrou, two-time Pulitzer-prize winner, and author of Bad Blood: Secrets and Lies in a Silicon Valley Startup. Carreyrou first became aware of Theranos via a Ken Auletta column in the New Yorker, Blood, Simpler. The story of how Elizabeth Holmes dropped out of Stanford University after her freshman year to launch blood-testing… Read More The post MiB: John Carreyrou on Theranos & Bad Blood appeared first on The Big Picture.

The Big Start To Earnings Comes Out Flat

The US earnings season is in full bloom with major corporate earnings announcements flowing. The earnings have come out just fine, but it seems investors had already figured that out. This week the market is flat with a doji candle. What brings this doji to my attention is that it showed up while we were trying to make a convincing break above 2800. 

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Saturday links: loyal buyers

10 Weekend Reads

The weekend is here! Pour yourself a mug of Mocha Java coffee, grab a seat by the pool, and get ready for our longer form weekend reads: • Discuss: The End is Near for the Economic Boom: Growth will slow. The bull market will expire. Here’s why and what you need to do about it. (Fortune) • Zuckerberg: The Recode… Read More The post 10 Weekend Reads appeared first on The Big Picture.

Longform links: random events

Revamping Telecom

Come late September the sector will be much larger, growth-oriented, and more volatile than its current incarnation.

Not Industrial Strength

The sector has gained nearly 4% this month—a sign that investors are optimistic that the worst of the tariff hit may be over. It is an optimism we don’t share.