These Are the Goods

Posted by

Articles

 

If you can’t stick with a 100% stock portfolio through a 50% downturn then the S&P isn’t your benchmark.

By Cullen Roche

If you have a long term savings or dollar cost average plan and suddenly you sell everything because you’re in pain, whelp, that’s capitulation

By Phil Pearlman

In a decade quite bad for value investing, the start of 2020 is the absolute worst 6-week period

By Cliff Asness

Of the US firms listed in 1900, over 80% of their value was in industries that are today small or extinct

By Dimson, Staunton, and Marsh

What this moment shares with 1999 is a rising belief that someone else will come along to buy a surging stock at an even higher price, regardless of fundamentals

By Luke Kawa

When markets crumple, the culprits usually aren’t the smallest investors, but the biggest.

By Jason Zweig

Professionals are still more afraid of embarrassing themselves than they are of permanent losses

By Josh Brown

Once we lose control, it’s game over.

By Ramp Capital

Every buyer and seller must assume fundamentals are detached from reality with every trade they make in the markets. Otherwise, why would anyone ever transact?

By Ben Carlson

One of the biggest problems in personal finance is deciding when to invest a sum of money.

By Nick Maggiulli

Podcasts

No matter how many times you succeeded you do not feel it increases your chances of succeeding again

With Conan O’Brien and Judd Apatow

Trust but verify

With Ted Seides and Dan Rasmussen

The first stock I bought was AMZN

With Meb Faber and Joe Davis

Books

The expectation of inflation was creating inflation; it was a psychological phenomenon as much as anything else. 

By Joe Nocera

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

The Compound Media, Inc., an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. For additional advertisement disclaimers see here: https://www.ritholtzwealth.com/advertising-disclaimers

Please see disclosures here.

Now Read This