These Are the Goods
Posted July 29, 2018 by Michael Batnick
Articles You could own a hundred funds and be concentrated in one risk factor or you could own five funds and have a healthy balance of risks
By Phil Huber
Claiming that Apple’s iOS keeps Google honest is the same as if Toyota, after putting all car companies out of business, professed that Boeing keeps the market competitive.
By Scott Galloway
We reach the maximum possible conclusion based on the barest minimum of evidence
By Charles Chu
Excess return peaks at about 10 months
By Ehren Stanhope
If you had invested from 1960-1980 and beaten the market by 5% each year, you would have made less money than if you had invested from 1980-2000 and underperformed the market by 5% a year
By Nick Maggiulli
Inaction and inertia open the gates to the destructive forces of entropy.
By Tony Isola
People spend all their time worrying about the low probability risks
By Ben Carlson
It’s harder to do the things your parents once did
By Josh Brown
BlackRock’s 0.22% wasn’t particularly competitive.
By Elisabeth Kashner
Some people are Winnie the Pooh, some are Tigger, some are Eiore.
By Scott Bell
Future data can, and will, show other factors to be more powerful or explanatory.
By Tadas Viskanta
Podcasts We’re doing some work on Enron. You tell me if you could figure out how it makes money.
With Patrick O’Shaughnessy and Bethany McLean
Protection of individual freedoms is an effective indicator of economic growth and stability.
With Justin Castelli and Perth Tolle
This is a non-linear world.
With Ted Seides and Manny Friedman
The perfect storm of perfect storms
With Me and Ben
Books Before there is a chicken or an egg, there is Tyson.
By Christopher Leonard
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