These Are the Goods

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


 

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