These Are the Goods

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Articles

We can only feign who we are for so long (By Phil Pearlman)

There are FinTwit Substack accounts with higher quality & more differentiated work than most Sell-Side analysts. (By John Street Capital)

Ten months after the surprise of our lifetimes, everyone wants a clear map of the future (By Morgan Housel)

Electric cars will win because they are better, and the shift will happen suddenly. (By Eli Dourado)

And bear in mind – this. Is. Absurd (By Cullen Roche)

These great bubbles are where fortunes are made and lost (By Jeremy Grantham)

Souring on the place that made you is a foundational part of western storytelling (By Myles Udland)

The performance of the active account that I track on this blog was poor (By Value Stock Geek)

There is a 0.98 correlation between people who use the phrase “asset price inflation” and someone who is wrong about the markets or monetary policy (By Ben Carlson)

Everything that happens once can never happen again. But everything that happens twice will surely happen a third time. (By Nick Maggiulli)

Podcasts

The way to protect yourself on the downside is to enjoy every last bit of the upside (With Harry Stebbings, Bill Gurley, and Howard Marks)

The next new thing is staring us in the face right now (With Patrick O’Shaughnessy and Ram Parameswaran)

The stock market rose 9.5% into the onset of World War II (With Josh Brown and Alison Schrager)

Books

Once upon a time, memory was at the root of all culture (By Joshua Foer)

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