These Are the Goods
Posted February 18, 2018 by Michael Batnick
Articles An investor without a faith is doomed.
By Dan Egan
The fully-invested bear
By James Montier
Humans are social animals. But the internet is a cesspool.
By Nicholas Thompson and Fred Vogelstein
If there were inter-market relationships we could set our watches by, everyone would always know what time it was.
By Josh Brown
Absolutes in a Relative World
By Nick Maggiulli
Most of the time the reason stocks fall is because they can’t simply rise forever
By Ben Carlson
There is an inverse correlation between the length of the question and the difficulty of answering it.
By Michael Lewis
Not on our watch.
By Tony Isola
Dollar-cost averaging verses lump sum investing is often a difficult decision fraught with emotion.
By Corey Hoffstein
A sell-side analyst with only “hold” recommendations is of little value to clients
By Todd Wenning
Podcasts I built 5,127 prototypes before I got this right.
With Guy Raz and James Dyson
Funnel wide and filter high.
With Patrick O’Shaughnessy and Josh Wolfe
One way or another it’s the human element that makes these things happen.
With Michael and Ben
Anybody who’s successful and says they created their own luck is an asshole.
W ith Bill Simmons and Scooter Braun
Short term crisis affects are hard to capture.
With Jeremy Schwartz, Wes Gray and Kathryn Kaminsky
Books We don’t make lines to predict the outcome of a game. We make lines in anticipation of where the action will come.
By Adam Kucharski
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