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10 Monday AM Reads

My back-to-work morning train WFH reads: • 7 Deadly Stocks: Mega cap tech got destroyed in 2022. Google fell -46%, Amazon -56%, Nvidia -66%, Facebook -77%. An…

Irrelevant investorReaking news

10 Tuesday AM Reads - The Big Picture

Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media

United statesNew yorkJoel rayburnJay powellGraeme forsterWashington postOrbis holdings ltdUs national security councilNew york timesTrading stocks loses its thrillWould get burned individualWall street journalShow hardMichael jordanBig pictureCorporate america is ignoring jay powell

10 Monday AM Reads

My Day of Atonement morning reads: • The Not-So-Magnificent 493: Over the last decade, the revenue of the Magnificent 7 has compounded at 16% a year, while…

Lachlan murdochRupert murdochIrrelevant investorFox newsWall street journalReaking news

10 Years On - The Big Picture

Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media

United statesNew yorkNewport beachPatrick haleyColleen parkerTony dina isolaBig bearJoey fishmanJonathan novyBrian rosenErika mauroHenry blodgetAnna chaikenTd ameritradeNew york timesBailout nation

10 Tuesday AM Reads - The Big Picture

Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media

United statesUnited kingdomGreg davisAmy winehouseTreasury borrowing advisory committeeOffice tenants are renewingVanguard groupUs treasury departmentStock pickers never hadChance against hard mathWall street journalCommon senseAwful thing about these interest ratesIrrelevant investorHow to be luckySapient capital

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