Does it really matter when a bull market begins? Whether you measure it from the low in 2009 or when new highs were made in 2013, isn’t this just semantics? Bull markets are in the eye of the beholder, and when we mark the beginning is of little importance, unlike things like earnings and valuation…
August 2018
These Are the Goods
Articles Mix a little data with something you want to be true and you grab it with both hands By Morgan Housel Chart goodness By Tadas Viskanta If you can’t save money, your investment returns won’t matter. By Nick Maggiuilli Mean reversion is probably one of the most misunderstood concepts in all of finance. By…
Who’s Warren Buffett?
“Who’s Warren Buffett I asked?” That’s what George Goodman (“Adam Smith”) said to Benjamin Graham when he was asked to work on a new edition of The Intelligent Investor. Adam Smith's SuperMoney is the book that introduced the world to an obscure money manager from Omaha. pic.twitter.com/BZ8mMdt4jS — Michael Batnick (@michaelbatnick) January 12, 2017 George…
What Are Your Thoughts?
I think an NFL team can be turned around quicker than an NBA team. There is more parity in the NFL than the NBA. There are 3 or 4 NBA teams that can win the championship next year, there are a dozen NFL teams that can conceivably win the Super Bowl. You tend to see…
Animal Spirits: What Worked On Wall Street
On this week’s Animal Spirits, Ben and I discuss Facebook’s (2x) giant loss Twitter also had a rough day after earnings Being 30 What worked on Wall Street These funds don’t want your money Gen X FTW We’re all above average (survey) According to the U.S. Highbush Blueberry Council (survey) The race to zero State Street’s…
