Articles
We all have it now
Investing is a difficult game, to begin with, but it becomes doubly so, when it becomes personal
Since this is an extraordinary claim, it requires extraordinary evidence
Two camps of ardent supporters and dissenters quickly banded together
Cheap (expensive) stocks tend to be followed by above-average (below-average) forward returns, regardless of where bond yields are
College planning is more than just a savings strategy.
What’s lost in all the complication is that this is no place for long-term investors.
Patience has turned to stubbornness. And now you are the proud owner of a bad idea.
The broad usefulness of breadth indicators is when they diverge from price
We tend to see the troublemaker as something outside ourselves
Podcasts
It’s very hard to take fifteen to twenty percent off the top and beat the market.
With Barry Ritholtz and Leon Cooperman
Pure experience
With Patrick O’Shaughnessy and Boyd Vardy
He was both determined and right
With Cliff Asness and jack Bogle
It’s never gonna be the case that you’ve cured bad behavior.
With Jeremy Schwartz and Morgan Housel
If you asked somebody what the long-term average CAPE ratio was in 1993, they would have said what’s the CAPE ratio?
There’s very little upside to Twitter, there can be catastrophic downside.
I don’t think this show will last three months
With James Andrew Miller, Mike Wilbon and Tony Kornheiser
You want to pay the least amount of income tax as possible.
With Justin Castelli and Bill Sweet
Books
A life is made up of a great number of small incidents and a small number of great ones.
