These Are the Goods

Articles

Do you remember what your portfolio’s return in 2002?

By Blair duQuesnay

During very tough times, many want simple explanations

By Cliff Asness

Economic cycles don’t care who the president is and they certainly don’t care what the calendar says

By Ben Carlson

The bloodless verdict of the market is beginning to call bullsh*t on his economic claims

By Josh Brown

There are skills that help at one stage but backfire at another.

By Morgan Housel

The subjective experience of objective reality

By Nick Maggiulli

The emotional fabric softener of workplace interactions

By Nikki Waller

The market is collectively smarter than any of us are individually

By Phil Huber

I’m about to tell you some real shit.

By Darius Miles

Podcasts

The peasants started communicating with each other outside of the silos

With Patrick O’Shaughnessy and Howard Lindzon

Can you really call yourself a quant if you don’t use the word “robust” in at least one white paper?

With Ben and I

Books

Sometimes a society can see its end approaching from afar and still not be able to adapt

By Douglas Preston


 

Full Disclosure: Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities, please see my Terms & Conditions page for a full disclaimer.