Archives:
The Big Picture

Macroeconomics, Socioeconomics, Geopolitics, Business and Government, Secular Trends and Big Picture Themes

Red/Yellow Lights Turn to Green As China’s Economy Bounces Back

 By Calamos Investments, 0

Treasury officials are warning hedge funds could create the next big financial blowup

Hedge funds are essentially defined by their ability to slip through the cracks of the American financial regulatory system. They […]

2016 marked the end of the biggest bull market of our lifetimes

In 2016, the nearly 40-year bond bull market ended. Date of death: July 11. And this was the biggest economic […]

Sustainable Sources of Competitive Advantage

By Morgan Housel, David Paul Gregg invented the CD, which is amazing and changed history. But you’ve probably never heard […]

Russia, the United States, and Donald Trump

  The US presidential campaign contained a constant undertone of Russia and President Vladimir Putin. Putin said nice things about […]

Why Deep Learning Matters and What’s Next for Artificial Intelligence

By Matt Kiser, Algorithmia, It’s almost impossible to escape the impact frontier technologies are having on everyday life. At the […]

Warren Buffett’s Meeting with University of Maryland MBA/MS Students

By Dr. David Kass, (Notes primarily taken by Professor David Kass, Department of Finance, Robert H. Smith School of Business, […]

The Difference Between a Bubble and a Cycle

Brace yourself. According to various media sources we now have at least 14 bubbles: A new real estate bubble. A […]

What Does Sam Zell Know That Wall St. Doesn’t?

As part of our ongoing “Cash is a Liability” series (available here), we’ll present a fairly well-known investor and billionaire […]

Places around the world running out of water

With surging populations, the world is coping with the increased demand for water. A rapidly urbanizing population further strains the […]

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