These Are the Goods
Posted July 1, 2018 by Michael Batnick
Articles Our feelings of certainty about things we’re right about is largely indistinguishable from our feelings of certainty about things we’re wrong about
By Bob Seawright
We see what we want to see
By Nick Maggiulli
Big words mask little thoughts
By Morgan Housel
The names of old dead guys don’t mean that much
By Cullen Roche
You can’t calculate relationships in the markets like you can the distance between the stars.
By Ben Carlson
there is no other company where investors disagree more about the future than Tesla
By Aswath Damodaran
The Fed’s Stock Valuation Model makes more sense to explain corporate buyback decisions than it does to explain investors’ stocks-vs-bonds asset allocation decisions
By Ed Yardeni
By definition, to have an ETF, you have to have an underlying index.
By Drew Voros
When you chase outperformance, you catch underperformance.
By Jason Zweig
Podcasts Designing an index is the new active
With Patrick O’Shaughnessy and Eric Balchunas
“What’s the one thing about money you wish someone told you when you were younger?”
With Justin Castelli and everybody else
Momentum is a chameleon
With Corey Hoffstein and Jack Vogel
It was just four years since Martin Luther King Jr. was shot in Memphis and the President seemed bent on reversing everything the Civil Rights Movement stood for
With Malcolm Gladwell
If you’re not getting the results that you want change what you’re doing.
With Tim Ferriss and Adam Robinson
Books Music that had ben merely good, the rock and roll soundtrack of our lives, turned into rapture and prophecy.
By William Finnegan
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