Articles
Where’s the Venn diagram overlap between why writers write and why readers read?
Think of the U.S. stock market as one holding company named USA, Inc
Investors do not like to bet on underdogs
How many thousands of quarterly investment letters have gone out to how many millions of investors entitled “Much Ado About Nothing“
Do you really think you are going to be one of the lucky ones
By Nick Maggiulli
A different kind of stupid is not believing that there are different kinds of smart.
The downside to trend-following
Index corruption seems at this stage to be more theoretical than actual.
Believing some things that are true and others you don’t have sound evidence for doesn’t make you dumb. It makes you human.
Podcasts
Moore’s law was a hell of a drug
With Patrick O’Shaughnessy and Alex Danco
The world is filled with lunatics
With J.C. Parets and Phil Pearlman
I think those that chase Netflix are fools.
With Kara Swisher and Barry Diller
Productivity will pick up
With Barry Ritholtz and Joe Davis
Books
Humans make inconsistent risk choices
By Allison Schrager
