10 Thursday AM Reads

My November morning train reads: • If the market’s recent dive led you to buy or sell, you’re doing this investing business wrong. (Bloomberg) • No One is Crazy (Collaborative Fund) • You Have No Competition (Of Dollars And Data) • What we’ve learnt about corporate America during earnings season. (Financial Times) • Instagram Is the Alt-Right’s New Favorite Haven (Daily Beast) see also ‘There… Read More The post 10 Thursday AM Reads appeared first on The Big Picture.

10 Wednesday AM Reads

Happy Halloween! My morning train reads: • A Top or The Top? (Irrelevant Investor) • Paul Volcker’s Guide to the Almighty Dollar (The Atlantic) see also Volcker Recalls Another Time the Fed Clashed With the President (Bloomberg Businessweek) • Billionaires are spending their fortunes reshaping America’s schools. It isn’t working. (Vox) • 60% of world’s wildlife has been wiped out… Read More The post 10 Wednesday AM Reads appeared first on The Big Picture.

10 Tuesday AM Reads

My Two-for-Tuesday morning train reads: • Wisconsin’s $4.1 billion Foxconn factory boondoggle (The Verge) see also Governors & Mayors, America’s Biggest Suckers! (Bloomberg) • Active funds suffer worst quarter for seven years (Financial Times) • Why Is CBD Everywhere? Cannabidiol is being touted as a magical elixir, a cure-all now available in bath bombs, dog treats and even pharmaceuticals. But maybe it’s just… Read More The post 10 Tuesday AM Reads appeared first on The Big Picture.

10 Monday AM Reads

My hoping for a better week all around morning train reads: • What Investors Can Learn From Gamblers (Wall Street Journal) • Keeping at it, by Paul Volcker (Financial Times) • Uber-Inequality: The middle class is an accident (L2) • Cesar Sayoc’s Home Was Foreclosed on by Steve Mnuchin’s Bank, Using Dodgy Paperwork (Intercept) • In China, newly discovered dinosaur bones rewrite history (Christian Science… Read More The post 10 Monday AM Reads appeared first on The Big Picture.

10 Sunday Reads

My easy like Sunday morning reads: •  Emerging markets have a new champion as stocks grow cheaper while values become compelling and their currencies drop (Bloomberg View) • The AI Cold War That Could Doom Us All (Wired) • Back during the presidential campaign, one prominent tax lawyer wrote that Trump should NOT release his tax returns. The lawyer?… Read More The post 10 Sunday Reads appeared first on The Big Picture.

10 Weekend Reads

The weekend is here! Pour yourself a mug of Danish Blend coffee, grab a seat on the couch, and get ready for our longer form weekend reads: • The giant of Santa Clara County: Since its inception as an agricultural boomtown, Gilroy, California, has been known as the “garlic capital of the world”—and town leaders want it to… Read More The post 10 Weekend Reads appeared first on The Big Picture.

10 Friday AM Reads

My end of week morning train reads: • When Stocks Fell 10%… (A Wealth of Common Sense) see also The agony of the value investor (Economist) • How Harvey Transformed House-Hunting in Houston (Wall Street Journal) see also Housing Is Tanking in the Northeast. SALT is Why (Bloomberg View) • Apps Installed On Millions Of Android Phones Tracked User Behavior To Execute… Read More The post 10 Friday AM Reads appeared first on The Big Picture.

10 Thursday AM Reads

My even for the year morning train reads: • Five myths about Apple (Washington Post) • Uber’s Secret Restaurant Empire: The incredible growth of the food delivery business has led to some unconventional arrangements (Businessweek) • McKinsey’s Saudi Arabia Scandal Exposes the Consulting Industry’s Achilles’ Heel (Slate) see also Inside the Saudis’ Washington influence machine: How the kingdom gained power… Read More The post 10 Thursday AM Reads appeared first on The Big Picture.

10 Wednesday AM Reads

My mid-week morning train reads: • Inside S&P 500, most stocks in correction or bear market (Reuters) see also Can the Stock Market Predict The Next Recession? (Wealth of Common Sense) • The Slow Death of Sears Is a Crisis for Struggling Malls—and an Opportunity (Bloomberg) • CBD: A marijuana ‘miracle’ that comes at a very high price (Inquirer) • In an… Read More The post 10 Wednesday AM Reads appeared first on The Big Picture.

SABEW Fall Conference on Blogging, Podcasts & Financial Journalism

  SABEW is the Society for Advancing Business Editing and Writing; the group’s mission is to recognize and pursue “the highest standards of economic journalism.” I am humbled to be one of their featured speakers at this year’s Fall Conference (at Reuters HQ this Thursday). Member are a savvy, no BS group of professionals covering business, markets and… Read More The post SABEW Fall Conference on Blogging, Podcasts & Financial Journalism appeared first on The Big Picture.

10 Tuesday AM Reads

My Two-for-Tuesday morning train reads: • How Best Buy survived the retail apocalypse (The Week) see also The Retail Apocalypse Can’t Keep Tractor Supply Co. Down (Bloomberg Businessweek) • The George Costanza Portfolio (AQR) • Can the Guy Who Fixed Twitter’s Fail Whale Save the DNC? (Bloomberg) • Don McGahn Leaves Trump With Big Wins — And Big Risks (Politico) see also Donald Trump… Read More The post 10 Tuesday AM Reads appeared first on The Big Picture.

10 Monday AM Reads

My morning train reads: • Funding Secured: Softbank’s $100 billion Vision Fund has transformed Silicon Valley, driving unicorn (Uber, Lyft, Palantir, Airbnb) valuations much higher. Half of that capital is from Saudi Arabia (Epsilon theory) • Full Employment? The Economy Isn’t Acting Like It (Fortune) • The City That Had Too Much Money: Vancouver was the first place to experience the tidal wave… Read More The post 10 Monday AM Reads appeared first on The Big Picture.

10 Monday AM Reads

My morning train reads: • Funding Secured: Softbank’s $100 billion Vision Fund has transformed Silicon Valley, driving unicorn (Uber, Lyft, Palantir, Airbnb) valuations much higher. Half of that capital is from Saudi Arabia (Epsilon theory) • Full Employment? The Economy Isn’t Acting Like It (Fortune) • The City That Had Too Much Money: Vancouver was the first place to experience the tidal wave… Read More The post 10 Monday AM Reads appeared first on The Big Picture.

10 Sunday Reads

My easy like Sunday morning reads: • Edward Lampert, the Hedge-Fund Star Who Bet on Sears, Is Unrepentant (Wall Street Journal) but see Edward Lampert’s Non-Strategy to Save Sears (Wall Street Journal) • When Will Chasing the Hot Stock No Longer Work? (Macro Tourist) • The Allure of Private (The Belle Curve) • Did Facebook’s faulty data push news publishers… Read More The post 10 Sunday Reads appeared first on The Big Picture.

10 Weekend Reads

The weekend is here! Pour yourself a mug of Trader Joes coffee, grab a seat on the couch, and get ready for our longer form weekend reads: • The Bond King Speaks: Doubleline CEO Jeffrey Gundlach Offers His Best Investing Advice (Forbes) • Sex on the Sidelines: How the N.F.L. Made a Game of Exploiting Cheerleaders (Vanity Fair) • The Growth… Read More The post 10 Weekend Reads appeared first on The Big Picture.

10 Friday AM Reads

My end of week morning train reads: • Marijuana is emerging among California’s vineyards, offering promise and concern (Washington Post) • How the gutting of the Voting Rights Act led to hundreds of closed polls (Vice) • The Trump Organization’s core competency is in profiting from misrepresentation and potentially, fraud (New Yorker) • Newt: The Man Who Broke Politics (The Atlantic)… Read More The post 10 Friday AM Reads appeared first on The Big Picture.

10 Thursday AM Reads

My morning train reads: • Jamal Khashoggi: What the Arab world needs most is free expression (Washington Post) • High and higher: The Money in Marijuana! (Musings on Markets) • This is what happens when you take Ayn Rand seriously (PBS) • We can now customize cancer treatments, tumor by tumor (MIT) • I Don’t Care if This Robot Dog Can Dance,… Read More The post 10 Thursday AM Reads appeared first on The Big Picture.

10 Wednesday AM Reads

My midweek morning train reads: • Sears’s ‘radical’ past: How mail-order catalogues subverted the racial hierarchy of Jim Crow (Washington Post) see also Sears Didn’t ‘Die.’ Vulture Capitalists Killed It. (Huffington Post) • You Need to Make More Than $713,706 to Be in New York City’s 1% (Bloomberg) • “Opportunity Zones” are the hot new thing in the land of… Read More The post 10 Wednesday AM Reads appeared first on The Big Picture.

10 Tuesday AM Reads

My Two-for-Tuesday morning train reads: • Sears through the years: The rise and fall of a retail giant (Los Angeles Times) see also  The Marriage From Hell: Why Eddie Lampert’s failing Sears-Kmart experiment could mean trouble for dealmakers everywhere. (Entrepreneur) • The Interview: Michael Lau on the State of Mortgage Finance (Institutional Risk Analyst) see also The New American Dream Home Is… Read More The post 10 Tuesday AM Reads appeared first on The Big Picture.

10 Monday AM Reads

My Sears-free morning train reads: • Stocks Are Cheap: They’re the least expensive in seven years, according to the so-called PEG ratio (Bloomberg) • A Crash Course for Investors on the Lingo of (Legal) Weed (Bloomberg Businessweek) • Your time horizon is not infinite (Epsilon Theory) • Buckle up! Here’s a timeline of George Soros conspiracy theories (Fast Company) • The Stick… Read More The post 10 Monday AM Reads appeared first on The Big Picture.