These Are the Goods

Articles

At Amazon Go, checking out feels like — there’s no other way to put it — shoplifting

By Nick Wingfield

Investing ultimately requires a nuanced relationship to fear and greed.

By Graham Duncan

Reaching for your smartphone has become our default action

By Tadas Viskanta

The irony of history is that it’s mostly the study of things changing, often used as a guide for what to do next.

By Morgan Housel

There are two things I would never say: ‘get out’ and ‘it’s time’.

By Howard Marks

EMH is not true, but for you it probably is true.

With AQR and Ed Thorp

The more money you save, the less important your returns are for reaching your goals.

By Nick Maggiulli

All market cap weighted index funds are momentum funds because they more or less reflect the process by which corporations succeed and fail.

By Cullen Roche

Sometimes markets are a leading indicator, and sometimes they actually cause changes in the economies they are meant to reflect.

By Josh Brown

Coupon yield had 3x the influence on total return over the last 30 years than changes in rates did.

By Corey Hoffstein

Podcasts

The person that we have the most difficult conversations with is not someone else, but it’s  always ourselves.

With Patrick O’Shaughnessy and Ben Hunt

We have a remarkable capacity to adapt to things.

With Barry Ritholtz and Thomas Gilovich

I signed last. That’s why I wore number 5.

With Bill Simmons and Jalen Rose

She knew your dad was a monster.

With Marc Maron and Macualay Culkin

Books

Human beings follow no script. Human history is the story of people breaking away from patterns and doing things that aren’t traditional.

By Carl Hoffman


 

Full Disclosure: Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities, please see my Terms & Conditions page for a full disclaimer.