These Are the Goods

Articles

Bonds are just a cheap form of insurance around your equity slice.

By Cullen Roche

Real returns thus far in this decade are higher than they were in the 1980s

By Ben Carlson

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

By Michael Mendelson

Your actions will be far more important than your intellect over your investment lifetime.

By Nick Maggiulli

The coyotes are scheming; my dogs have no idea what scheming is.

By Ben Hunt

It is a lot easier to keep the money you have than to make more money.

By J.C. Parets

Sunday was actually a pretty good day – and Monday wasn’t too bad either.

By Brian Lund

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.

By Landon Thomas Jr.

Sears made more profit in 1954 than its market cap is worth today.

By Morgan Housel

There’s a smart way and a stupid way to hedge against risk in a portfolio.

By Josh Brown

How the Volpocalypse spiraled out of control

By Kid Dynamite

After-the-fact explanations

By Barry Ritholtz

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.

With Michael and Ben

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.

By Cal Newport


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