These Are the Goods


Where’s the Venn diagram overlap between why writers write and why readers read?

By Meb Faber

Think of the U.S. stock market as one holding company named USA, Inc

By Ehren Stanhope

Investors do not like to bet on underdogs

By Ryan Krueger

How many thousands of quarterly investment letters have gone out to how many millions of investors entitled “Much Ado About Nothing

By Josh Brown

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.

By Morgan Housel

The downside to trend-following

By Jack Vogel

Index corruption seems at this stage to be more theoretical than actual.

By John Rekenthaler

Believing some things that are true and others you don’t have sound evidence for doesn’t make you dumb. It makes you human.

By Jason Zweig


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


Humans make inconsistent risk choices

By Allison Schrager