Mind the Gap – The Big Picture
Morningstar blames “mistimed purchases and sales;” Carl Richards calls it the “Behavior Gap.” Vanguard’s Fran Kinnery describes the cure ...
Tag: picture
On the Road (to Camp Kotok) – The Big Picture
Econ on the Road Labor, Consumers, Inflation & Data Earlier this month, I spent two and a half hours ...
A picture worth millions: Trump campaign gets mugshot boost
For former President Donald Trump, a picture is worth ... more than $7 million.Trump's campaign says he has raised $7.1 ...
Lessons for Investors from Mini-Panics – The Big Picture
The first post-pandemic presentation I pulled together for my pal Joe Fitzgerald (we worked together in the late 2000s) was ...
Investing is the Study of Human Decision Making – The Big Picture
Most people believe that investing is the science of generating a return on capital. That is an accurate but ...
Folly of Forecasts, Big Short Edition – The Big Picture
Source: Adam Khoo, Twitter A preface before we get into this: Michael Burry has proven himself to be ...
MiB: Cass Sunstein on Decision Making – The Big Picture
This week, we speak with legal scholar Cass Sunstein, who founded and leads Harvard Law School’s Program on ...
Pix vs. Flix – The Big Picture
There is a particular type of analysis I keep seeing, one that easily misleads investors. Typically, it starts with ...
Transcript: Ted Seides – The Big Picture
The transcript from this week’s, MiB: Ted Seides, Capital Allocators, is below. You can stream and download ...
FutureProof 2023 is 30 days away! – The Big Picture
I am super jazzed for this year’s Future Proof. Our second go-around is even bigger and better than last ...