These Are the Goods
Posted February 11, 2018 by Michael Batnick
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
This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.
The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.
References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.
The Compound Media, Inc., an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. For additional advertisement disclaimers see here: https://www.ritholtzwealth.com/advertising-disclaimers
Please see disclosures here.