The key to changing your worldview on time is knowing when to trade it for money.
By Nick Maggiulli
The inversion would likely be a premature “sell equities” signal
By Tim Duy
China uses control over electronic communication in vastly draconian cyber dystopia ways compared to the wide range of opinions that are allowed online in the rest of the world.
By Baldings World
We think about ourselves more than we think about others. This is the way of the world.
By Russ Roberts
Growth outperformed value in
every single sector
By Patrick O’Shaughnessy
There are no sustainable
informational edges in the market
By Drew Dickson
I have no problem with a flexible investing approach but Amazon is the definition of a growth stock.
By Ben Carlson
The outrage meter on SPX concentration can vary wildly.
By Phil Bak
It’s not a smart idea to have all your flowers or investments shine at once.
By Tony Isola
The Japanese are so dominant they’re dishing out casualties at ten-to-one ratios.
With Dan Carlin
He was her original enabler
With Barry Ritholtz and John Carreyrou
You could have paid something like 1000 p/e for Walmart at the ipo and you still would have gotten market returns
With Corey Hoffstein and Tobias Carlisle
Not only did the career risk of owning value go away, but it was almost like value became lionized.
With Patrick O’Shaughnessy and Modest Proposal
Tracy McGrady was one of the kids they were thinking about
With Bill Simmons and Denzel Washington
There are 228 index funds tracking the S&P 500
With Michael and Ben
He smoked a lot but it didn’t matter he was so athletic
With Bill Simmons and Jay Williams
EarthViewer could almost replace the local news helicopter, which cost the average news station something like $2,500 each time it was deployed.
By Bill Kilday
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