The Big Picture Archive

02-Jul-26
The bull market meets its proving ground
26-Jun-26
Gross margins leave less margin for error
17-Jun-26
Warsh signals new Fed era
12-Jun-26
A rate hike in our midst
05-Jun-26
Keeping it real with the May employment report
21-May-26
A tactical and practical anti-war trade
15-May-26
Treasury market fires warning shot across stock market's bow
08-May-26
An important risk the stock market isn't entertaining
01-May-26
All hail the impressive earnings growth
17-Apr-26
From red lines to record highs
10-Apr-26
Iran war kicks up some earnings estimate dust
27-Mar-26
Fog of war clouds the prior rose-colored outlook
20-Mar-26
A salt and pepper view of the interest rate outlook
05-Mar-26
The red lines to an off-ramp in the war with Iran
27-Feb-26
AI uncertainty to cap multiple expansion
20-Feb-26
IEEPA authority rejected by Supreme Court, accepted by the market
13-Feb-26
Economic data better than expected but not just right
06-Feb-26
Things were bad this week, but not for the broader market
30-Jan-26
Kevin Warsh is the number one pick
23-Jan-26
Housing market has a pesky supply-side problem
16-Jan-26
2026 starts with a healthier-looking bull market
09-Jan-26
A lot is riding on the earnings estimate trend
31-Dec-25
2025 Year in Review
19-Dec-25
Earnings will do the market driving in 2026
12-Dec-25
Taylor Swift knows where investors belong
05-Dec-25
Meet the 2026 FOMC
21-Nov-25
Fed pushback sparks risk pullback
12-Nov-25
Tariffs, deficits, and the Supreme Court test
31-Oct-25
Another rate cut in December would be absurd
24-Oct-25
Wall Street and Main Street diverge with K-shaped September CPI report
10-Oct-25
Disappointing earnings guidance need not apply for bull market job
03-Oct-25
A hot stock market could be running headlong into Warren Buffett's cold patience
25-Sep-25
Valuation always matters in the long run
12-Sep-25
A record $7 trillion+ in money market funds is facing pay cuts
05-Sep-25
Labor market cracks point to slower growth... and rate cuts
29-Aug-25
Treasury market trading terms that matter for stocks are defined
22-Aug-25
No fire in the (Jackson) hole
15-Aug-25
Earnings estimate trend still the market's friend
08-Aug-25
Bull market booms with valuation warnings in sight
01-Aug-25
The market has an employment situation on its hands
18-Jul-25
A look at the FOMC with leadership change coming one way or another
11-Jul-25
Earnings beats coming - but what's next?