These Are the Goods

Posted by

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)

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