These Are the Goods

Articles

We must be able to hold multiple truths in our head at once.

By Rusty Guinn

I spend about half of my time wondering why I have so much in stocks and about half wondering why I have so little.

By Jason Zweig

$43 million in assets for $464 million in liabilities

By Blair duQuesnay

Whether you like it or not, whether you know it or not

By Scott Bell

We are not market-timing, but we will probably return to U.S. equities in the spring.

By Barry Ritholtz

The basic forces of supply and demand are also one of the best predictors of future stock market returns

By Nick Maggiulli

A new kind of stock market

By Neckar Value

We love finding scapegoats

By Brendan Mullooly

If you’re allocated too aggressively going into a bear market then there’s no amount of hand holding and long-term thinking that is going to make you feel comfortable with what’s going on in the short-term

By Cullen Roche

Long-term focus is great. But the long run is just a collection of short runs that need to be managed.

By Morgan Housel

There was nearly an 80% chance when stocks were down 3% or worse that it occurred during a correction or bear market

By Ben Carlson

Podcasts

There’s no right way to invest

With Ted Seides and Michael (me)

I now know less about how the stock market works than I did twenty years ago

With Meb Faber and Wes Gray

What’s different now is the reporters covering the crisis really didn’t understand finance, now they probably understand too much

With Anthony Pompliano and Josh Brown

If you have 100 million listeners, ten are going to be great traders.

With Meb Faber and Tom Barton

An estimate is an estimate

With Jeremy Schwartz, Preston McSwain, Adam Butler, and Andrew Miller 

Books

I pledge you, I pledge myself, to a new deal for the American people.

By Doris Kearns Goodwin


 

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