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10 Weekend Reads

The Big Picture

Pour yourself a mug of coffee, grab a seat by the fire, and get ready for our longer-form weekend reads: • Two centuries of vibecessions : When recessions were just part of the weather, people shrugged them off more easily, but nowadays every one is cause for existential national angst. The weekend is here!

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10 Monday AM Reads

The Big Picture

Morningstar ) see also People Are Investing in Bonds Again—Once They Figure Them Out : After years of low returns, bonds are paying real money again. Morningstar ) see also People Are Investing in Bonds Again—Once They Figure Them Out : After years of low returns, bonds are paying real money again. from the burial economy.

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10 Tuesday AM Reads

The Big Picture

Ask people what they’ve heard about the economy, and they’ll tell you it’s bad. Financial Times ) • 35 Ways Real People Are Using A.I. This year looks worse. ( Stay-At-Home Macro ) see also Stop the gloom and doom. The economic recovery is strong. The economic evidence paints a very different picture.

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At The Money: Contrarian Investing

The Big Picture

Previously, he was Director of Research at BlueMountain Capital, Head of Global Financial Strategies at Credit Suisse, and Chief Investment Strategist at Legg Mason Capital Management. In this episode, I speak with Michael J. Mauboussin. Full transcript below. ~~~ About Michael J. Audio Clip] “ You don’t need to follow me.

Investing 187
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At the Money: How to Pay Less Capital Gains Taxes

The Big Picture

Successful investors could be looking at a big tax bill from the US government. I’m Barry Ritholtz, and on today’s edition of At The Money, we’re going to discuss using direct indexing to maximize your after tax net. How can you avoid sticker shock when Uncle Sam comes knocking? Savvy investors understand this.

Taxes 239
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10 Thursday AM Reads

The Big Picture

Bloomberg ) • Hospital ‘Black Boxes’ Put Surgical Practices Under the Microscope : Hospitals have begun to use the technology to help reduce medical errors and improve patient safety. Cracked a $3.4 Billion Crypto Heist—and Bitcoin’s Anonymity : “Federal authorities have pierced the veil of blockchain transactions. Not these workers. (

Medical 130
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Transcript: Michael Fisch

The Big Picture

There aren’t a lot of companies, and there aren’t a lot of people that have the historical perspective on the rise of private equity like Michael Fish does. There aren’t a lot of companies, and there aren’t a lot of people that have the historical perspective on the rise of private equity like Michael Fish does.

Investing 173