Articles
The most dominant creatures tend to be huge, but the most enduring tend to be smaller.
We look at the present through a rear-view mirror. We march backwards into the future.
Mr. Paulson has acknowledged making mistakes
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
Asset price inflation and consumer price inflation are not the same thing
People remember the last recession and the inverted yield curve that preceded it.
Performance attribution can be more telling than the performance itself if you know where to look.
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.
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.
