2024 Aston Martin Vantage – The Big Picture

    Over the past few years, my automotive focus has been drawn from achingly beautiful classic cars, toward something newer: Hybrids, EVs, and assorted new technologies. I like to keep current, and that means tracking recent trends and developments in the automotive industry. But when the most beautiful car I have seen in decades … Read more

Three Long-Term Shifts in the US Budget Picture

Here are three long-term shifts in the US budget picture, based on the most recent The Budget and Economic Outlook: 2024 to 2034 from the Congressional Budget Office (February 2024). First, the major categories of US government spending have been shifting. Consider this graph showing federal spending divided into mandatory, discretionary, and net interest. The … Read more

Transcript: Tom Hancock, GMO – The Big Picture

   The transcript from this week’s, MiB: Tom Hancock, GMO Focused Equity, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business with Barry … Read more

State Coincident Indexes Improve – The Big Picture

  A quick follow-up to last month’s note on slipping coincident indicators: December was relatively stable compared to the slide in November. Over the three prior months, “the indexes increased in 25 states, decreased in 22 states, and remained stable in three, for a three-month diffusion index of 6.” That is only one state worse … Read more

Transcript: Matt Levine – The Big Picture

     The transcript from this week’s, MiB: Matt Levine on Money & Stuff, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ 00:00:00 This is Masters in … Read more

Transcript: Stephen Suttmeier – The Big Picture

    The transcript from this week’s, MiB: Stephen Suttmeier, BAML Chief Equity Technical Strategist, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here.     ~~~   This is … Read more

Transcript: Michael Rockefeller – The Big Picture

     You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here.   This is not an official transcript. 00:00:00 [Speaker Changed] This is Masters in business with Barry Ritholtz on Bloomberg … Read more

Now And Then – The Big Picture

      Spotify: YouTube: Do they think we’re deaf? Why can’t they leave well enough alone? And going straight to the heart of the matter, John would have HATED this record. After the Beatles, John wanted to strip things down and make them more impactful. His vocal was up front and the records tended … Read more