These Are the Goods

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Articles

It’s not the errors that I do see that bother me.  It’s the errors that I don’t see.

By Nick Maggiulli

What we should be doing is setting up a garden and investment portfolio that can maximize yields and minimize risk so that we are not in a feast or famine situation

By Ramp Capital

Can we use the business cycle to time factor exposures

By Corey Hoffstein

Growth masks a lot of management deficiencies. No growth tends to magnify them.

By Josh Brown

A recession is not observable in real time

By Fat Tailed and Happy

We believe what we believe about investing because we’ve been conditioned to believe it.

By Demonitized

Forever may turn out to be much shorter than you think.

By Tony Isola

The large brokerage firms like Richard Irvine & Co. were known to provide stock prices that were twelve days old,

By Jamie Catherwood

Podcasts

I threw out all my Lakers rings

With Bill Simmons and Jackie MacMullan

Always be paranoid

With David Perrell and Jason Stein

You write history in a way that puts you there

With Conan O’Brien and Robert Caro

Books

Most successful products fall either at the far end of the fidelity axis or at the far end of the convenience axis.

By Kevin Maney

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