Articles
The latest embarrassment for a former star who has not bested the stock market since 2009.
The passage of time has also dimmed the memories of the pain of the crisis, such that most investors seem to believe they would stay the course through another such crisis, whether or not they held their nerve last time.
Choice is great, within reason.
In some respects, it has never been more difficult to be an investor.
Bill’s approach is rational, but uninspiring; mine is utterly irrational but also more fun.
Your life is not a retirement calculator.
The time and place for assessing a portfolio’s alignment is not during a market downturn
Say whatever you want about the charts above, at least all of them actually have a Y axis.
Podcasts
I don’t see a bubble in ETFs, a I see a bubble bursting in closet index funds.
The qualitative side of business is about creating the moat and the quantitative is measuring it.
With Patrick O’Shaughnessy and Tren Griffin
I’m 45 years old and I had gotten away with murder
With Marc Maron and Josh Brolin
The visiting players are always more forthcoming
With Bill Simmons and Lou Adler
Books
What can be said in retrospective summary about Roosevelt’s tinkering with the dollar during his first year in office?
