These Are the Goods
Posted December 24, 2017 by Michael Batnick
Articles Stories lead to as much success as success leads to stories.
By Morgan Housel
At some point along the way the disappointments and hurt feelings from falling short of our youthful ideals begins to wane.
By Tadas Viskanta
Twelve Books Everyone in Finance Will Be Talking About in 2018.
By Phil Huber
There are reasons to wonder whether the CAPE has lost its predictive power
By Nir Kaissar
The goal of life is not always to maximize your returns
By Barry Ritholtz
There will always be legitimate arguments to be made on both sides of the aisle.
By Ben Carlson
I do the math, they do the physics.
By D.T. Max
Exuberance and a herd mentality can exist without passive management present.
By Jeremy Schwartz
Prudent lending was the concern in 1907; moral hazard was the concern in 2008.
By John Huber
For better, and then eventually for worse
By Josh Brown
The best investment you can make is in yourself
By J.C. Parets
House of charts.
By Ryan Detrick
Financial advisors are competing for the same 15%.
By Lara Crigger and Michael Kitces
Podcasts The demand for the marginal hedge fund is much lower that it used to be.
With Ted Seides and Patrick O’Shaughnessy
No one in our industry has market share.
With Barry Ritholtz and Ric Edelman
He had a bad haircut, bad clothes, and a bad attitude.
With Bill Simmons and Mike Francesa
It’s funny because we’re in this illiquid long duration product yet guys are pricing risk off of the S&P 500.
With Patrick O’Shaughnessy and Sorin Capital
Who’s Josh Groban?
With Michael and Ben
Books If I have seen further than others, it is by standing upon the shoulders of giants.
By James Gleick
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