The BIG Picture - More of the Same Means More Magnificence… For Now Investors came into October hoping that the start of the fourth quarter would bring them some... Read More →
The BIG Picture - Getting Recession Ready (‘08 Redux) “History never repeats itself, but it does often rhyme.” This quip from Mark Twain tends to pop up... Read More →
The BIG Picture - Not Your Buddy’s MEME Driven by the Federal Reserve’s aggressive rate hike cycle and persistently high inflation, many... Read More →
The BIG Picture - June 2023 Based on the market’s reaction heading into the so-called “X date”, the debt ceiling debacle will... Read More →
Nvidia Leads Generative AI Chips But There’s More Than Meets the Silicon Nvidia is far and away the leader in advanced semiconductors for artificial intelligence,... Read More →