These Are the Goods

Articles

Life doesn’t always give you exactly what you’re looking for at first glance

By Ben Carlson

U.S. companies have done even better than the U.S. economy in recent years.

By Nir Kaissar

It is difficult to foresee how one unlikely event can lead to other unlikely events until after they have occurred.

By Nick Maggiulli

Life is so rich

By Scott Galloway

Risk and return are generally related, and financial products that offer high returns at a low risk are likely to deliver on neither promise.

By Daniel Rasmussen

Except when these readings hit true extremes, they contain little actionable information.

By Barry Ritholtz

12 MLPs, a South Korea small company ETF and PANERA BREAD STOCK.

By Tony Isola

Can 40% per year be a justifiable premium for insuring volatility risk?

By Corey Hoffstein

Stocks and bonds have not declined in unison like this since the dysfunctional days of the global financial crisis.

By Jim Bianco

In 1998 earnings rose 0.6% while stock prices advanced 26.7%

By Charlie Bilello

Starting a hedge fund in this environment is the hardest thing in the world.

By Jared Dillian

Spend less than you earn.

By Phil Pearlman

Prices for decent, but far from spectacular, businesses hit an all-time high

By Warren Buffett

 

Podcasts

Peter Lynch would not use the P/E ratio for companies with sales less than a billion dollars.

With Meb Faber and John Reese

Hall of Fame locker room guys.

With Bill Simmons and Richard Jefferson

Qualitative insight is likely often mispriced.

With Patrick O’Shaughnessy and Pat Dorsey

The perfect show at the perfect time.

With Marc Andreesen and Ted Sarandos

Deliberate serendipity

With Guy Raz and the founders of Warby Parker

TC mode fell flat.

With Michael and Ben

Books

We tend to remember the best of times and the worst of times, rather than the likeliest of times.

By Daniel Gilbert


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