These Are the Goods
Posted February 17, 2019 by Michael Batnick
Articles Crowded trades work until they don’t
By Michael Mauboussin
Every recession begins with a softening of the data, but so too does every weak patch in the economy.
By Tim Duy
Investors are typically led to develop their factor return expectations with little more than an extrapolation of the factor’s past paper-portfolio returns.
By Rob Arnott, Vitali Kalesnik, Campbell Harvey, and Juhani Linnainmaa
The gatekeepers at the big wirehouses, brokers, and home offices decide which ETFs see the light of day.
By Crystal Kim
The brutal Darwinian competition for assets
By Barry Ritholtz
In the fall of 1952, the mean SAT-Verbal score for incoming freshman at Harvard was at the 66th percentile
By Nick Maggiulli
Even though tax refunds are lower that doesn’t necessarily mean you paid more in taxes
By Ben Carlson
The total cost of ETF ownership can be roughly split into two parts: holding costs and transaction costs.
By Ben Johnson
Podcasts Me and Reggie are cool
With Bill Simmons and Spike Lee
There wasn’t something there. Now there is.
With Conan O’Brien and Stephen Colbert
The best luck we ever had was putting this podcast up when the landscape was sparse.
With Marc Maron and Aaron Sorkin
Books It’s one thing to lie to ourselves. It’s another thing to believe it.
By Steven Pressfield
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