These Are the Goods

Articles

In the public markets in the 2010s, the $1 trillion market cap was the four-minute mile. (By Packy McCormick)

Value strategies outperform because investors overreact to long-term trends, whereas momentum is driven by an underreaction to new information (By Daniel Sotiroff)

The optimal approach when it comes to making decisions isn’t to blindly follow the base rate, but to respect it (By Nick Maggiulli)

The risk-free rate is zero and, as a result, no one has any care or concern for current cash flow (By Josh Brown)

Imagine how much easier investing would be if you could rely on green, yellow or red lights. (By Jason Zweig)

Podcasts

The devil’s in the defaults (With Patrick O’Shaughnessy and Scott Belsky)

Learn to money (With Josh Brown, Tyrone Ross, and Greg King) 

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