These Are the Goods

Articles

Over-diversification can create a false sense of confidence whereby we believe we are well diversified, but in reality, a large number of investments actually share a common risk.

By Corey Hoffstein

An advisor who isn’t counting on some percentage of their clientele needing more than just emailed assurances probably isn’t being realistic.

By Josh Brown

What if that happens again? What if the biggest black swan over the coming decades is no black swan events?

By Ben Carlson

I know, lets blog for 15 years, then open a firm and rake in the cash.

By Barry Ritholtz

You’ll uncover so much you never knew.

By Morgan Housel

If you’re banking on reversion occurring, just remember how mean it can be in the interim.

By Brendan Mullooly

Just three years in to this business, I had seen the money that could be made. I had tasted it. And I wanted more.

By Sean McLaughlin

Adaptability and having an open mind about learning new information are the survival skills of the future.

By Tony Isola

There is no Pi in investing.

By Charlie Bilello

The top 20 universities could expand their supply (seats for incoming freshmen) 50% within the decade. But they won’t, as the prestige that stems from scarcity is the ointment for irrelevance most academics thirst for.

By Scott Galloway

Investors may not be the lemmings they used to be

By Nir Kaissar

Podcasts

What if you’re taking the edge off, and the ferocious tribe next to you aren’t?

By Dan Carlin

You can never get outspend on things money can’t buy.

With Ted Seides and Dan Schorr

It was like a combination of Mario Brothers and surfing.

With Guy Raz and Perry Chen

Books

It is quite possible to decide by inspection that a woman is old enough to vote without knowing her age or that a man is heavier than he should be without knowing his exact weight.

By Benjamin Graham and David Dodd


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