Articles
Bonds are just a cheap form of insurance around your equity slice.
Real returns thus far in this decade are higher than they were in the 1980s
You were also close with Marlon Brando?
With Chris Heath and Quincy Jones
There’s a fascinating case study here on how a demonstrably false story became nearly ubiquitous
Your actions will be far more important than your intellect over your investment lifetime.
The coyotes are scheming; my dogs have no idea what scheming is.
It is a lot easier to keep the money you have than to make more money.
Sunday was actually a pretty good day – and Monday wasn’t too bad either.
Said Seth Golden, who left his job as a manager at a Target store to take up shorting VIX as a full-time business from his living room in Ocala, Fla.
Sears made more profit in 1954 than its market cap is worth today.
There’s a smart way and a stupid way to hedge against risk in a portfolio.
How the Volpocalypse spiraled out of control
After-the-fact explanations
Podcasts
Being smart doesn’t help.
With Ted Seides and Annie Duke
There’s tension between assets and alpha.
With Jeremy Schwartz, Wesley Gray, Patrick O’Shaughnessy and Sam Hartzmark
This company does not have to become as good as Mobil, it only has to become only 95% worse than Mobil and we’ll make five times our money.
With Patrick O’Shaughnessy and Harvey Sawikin
A game that advisors should prevent clients from playing, and one they shouldn’t play themselves.
It’s a horrific exploitative mess.
With Tim Ranzetta and Tony Isola
Driving the Russians out of Afghanistan
With Barry Ritholtz and Jack Devine
Books
Clarity about what matters provides clarity about what does not.
