These Are the Goods
Posted October 14, 2018 by Michael Batnick
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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