These Are the Goods

Articles

The popularity of theater-going has been in decline for close to 20 years.

By Matthew Ball

Whatever price multiple of which you are a fan, whichever sectors you exclude, however you neutralize your exposures, whether you equal-weight or cap-weight, one thing remains true: cheap stocks have had an unhappy decade

By John Pease

The best performing 811 companies (1.33% of the total) accounted for all net global wealth creation.

By Barry Ritholtz

You will respond by ignoring every personal attack and by letting the evidence in your coverage speak for itself.

By Jason Zweig

Prices reflect people’s opinions about the future, not the present

By Josh Brown

Moving from a rule-of-thumb to a dynamic model is like moving from analog to digital

By Tadas Viskanta

The amount of energy needed to refute bullshit is an order of magnitude bigger than to produce it.

By Morgan Housel

The finest example of what can still happen when you are not great at anything

By Ryan Krueger

Patents provide a signal of future economic value through the creation of a competitive moat.

By O’SAM Research Partners

Podcasts

Some decisions are just hard

With Patrick O’Shaughnessy and Brian Christian

How can we lead a happier financial life?

With Christine Benz, Jeffrey Ptak, and Jonathan Clements

Books

Few things are harder than mental time travel

By Phil Tetlock


 

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