These Are the Goods

Articles

The real expected value of random stock research is zero

By Tyro Capital

Home prices are rising faster than wages in roughly 80 percent of American metro regions

By Annie Lowrey

Dynamic withdrawal strategies transform sequence risk into lifestyle risk

By Adam Collins

What tech has done to retail, is unfolding in media

By Scott Galloway

The problem when studying historical events is that you know how the story ends, and it’s impossible to un-remember what you know today when thinking about the past.

By Morgan Housel 

If you’re a long-term investor in equities, experiencing a large decline is a matter of when, not if.

By Charlie Bilello

My heart is full and my cup runneth over.

By Blair duQuesnay

If history is any indicator, those skittish during the great bull market will be panic stricken when volatility hits

By Verdad Capital

Sometimes you have to light your money on fire

By Ben Carlson

One of the arguments for why markets crash during viral outbreaks is that market participants are anticipating worsening results.

By Nick Maggiulli

Podcasts

I’ve never been afraid of taking big risks

With Bill Simmons and Bob Iger

Books

In August, the Chicago Mercantile Exchange alone identified forty-six instances where Deutsche had violated technical rules regarding the trading of derivatives

By David Enrich