2018 was the best year on record for private companies worth at least $1 billion
Animal Spirits Talk Your Book: Trading with MarketSmith
Ben and I talk with Market Smith about their trading platform
These Are the Goods
The best of last week
How Americans Save
Vanguard just published a massive report on the defined contribution space
More Art Than Science
People often say things are more art than science. I usually assume that means it’s as much luck as anything else.
Animal Spirits: Dad Cat Bounce
On today’s Animal Spirits we talk about free wifi, fake sponsored content, electric scooters and much more.
Operational Momentum
Sometimes stocks get disconnected from fundamentals, and these are the ones we remember.
Talk Your Book: The Net Lease REIT
Ben and I talk to a new company, Fundamental Income, about their new REIT ETF.
Ackshually…
You can accumulate $1 million if you’re very patient. And disciplined. And a lot of other things too.
These Are the Goods
Articles How much you make doesn’t determine how much you have. And how much you have doesn’t determine how much you need. By Morgan Housel The entire economy is so dynamically interrelated that tiny disturbances in one area can have an outsized impact somewhere else in a cascading economic butterfly effect By Fat Tailed and…
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