These Are the Goods
Posted April 22, 2018 by Michael Batnick
Articles The most dominant creatures tend to be huge, but the most enduring tend to be smaller.
By Morgan Housel
We look at the present through a rear-view mirror. We march backwards into the future.
By Nick Maggiulli
Mr. Paulson has acknowledged making mistakes
By Gregory Zuckerman
The company needs to figure out how to be rewarded on Wall Street without creeping out Main Street. It might not be possible.
By Peter Waldman, Lizette Chapman, and Jordan Robertson
One thing I love about customers is that they are divinely discontent
By Jeff Bezos
Asset price inflation and consumer price inflation are not the same thing
By Cullen Roche
People remember the last recession and the inverted yield curve that preceded it.
By Charlie Bilello
Performance attribution can be more telling than the performance itself if you know where to look.
By Ben Carlson
Podcasts They were teaching efficient markets and none of it resonated with me.
With Barry Ritholtz and Joel Greenblatt
There’s no homemade jump shots anymore.
With Bill Simmons and Chuck Klosterman
Season tickets to Liam Neeson
With Bill Simmons and Shea Serrano
Ray Dalio has been calling for 1937 every few years.
With Me and Ben
If you said to early days Netflix or Red Box what’s the market opportunity…
With Patrick O’Shaughnessy, Thatcher Bell, and Taylor Greene
Books The paradoxical conclusion is that it would be very unlikely for unlikely events not to occur.
By John Allen Paulos
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.
