The Big Picture

FEBRUARY 4, 2025

The transcript from this weeks, MiB: Apollo’s Torsten Slok on the US Economy & Trump 2.0 , is below. You know, most of the economists that you’re probably familiar with haven’t really had a good handle on the state of the economy over the past couple of years. He was just on such a roll.

Economy 255

Economy Banking Economics Taxes 255

The Big Picture

MARCH 17, 2025

I I, it’s funny because my last book was 15 years ago and now I have a new one coming out and the next one will be in 2040. It’ll reduce new company formation, it’ll make us borrowing costs skyrocket, it’ll devalue the US dollar, it’s gonna cause rampant inflation and it will act as a drag on the overall economy.

Economy 146

Economy Taxes Budgeting Government 146

Abnormal Returns

DECEMBER 30, 2024

(nytimes.com) Global The Lebanese economy is in shambles. paulkrugman.substack.com) Carter led a great deregulation of the American economy. nytimes.com) Economy Credit card writeoffs jumped in 2024. wsj.com) Earlier on Abnormal Returns Adviser links: client feedback. abnormalreturns.com) Top clicks last week on the site.

Economy 147

Economy Media Government Economics 147

The Big Picture

MARCH 11, 2025

But their models just simply don’t allow them to understanding a dynamic changing global, interconnected economy. You, you get to meet a lot of interesting executives and, and the prevalence they’re grappling with, but you also still have access into the institutional investor world who are also clients.

Economics 130

Economics Economy Consulting Investments 130

Trade Brains

SEPTEMBER 22, 2023

Some of the clients are BEML, HAL, Mazagon Dock Shipbuilders, Mahindra First Choice Services Limited, Godrej & Boyce Manufacturing Co. Arabian Petroleum IPO Review : Industry Overview Oil and natural gas are major industries in the energy market and play an influential role in the global economy as the world’s primary fuel source.

Manufacturing 59

Manufacturing B2C B2B Distribution 59

Brown Advisory

JULY 23, 2019

Buffett agreed that precision railroading had been beneficial for its adopters over time, but it created disruption—sometimes substantial—to client service as it was implemented. will turn socialist in 2020, 2040 or 2060. BNSF’s margins should be comparable to its competition over time, so there is an opportunity to improve.

Insurance 52

Insurance Investments Investing Management 52

Brown Advisory

JULY 23, 2019

Buffett agreed that precision railroading had been beneficial for its adopters over time, but it created disruption—sometimes substantial—to client service as it was implemented. will turn socialist in 2020, 2040 or 2060. BNSF’s margins should be comparable to its competition over time, so there is an opportunity to improve.

Insurance 52

Insurance Investments Investing Management 52