These Are the Goods

Posted May 23, 2021 by Michael Batnick

Articles

There are bad things that become bigger problems when you try to eliminate them (By Morgan Housel)

Where the advisor had spotted an investing problem, I saw a much more mundane issue: a savings shortfall. (By Christine Benz)

Secular growth stocks have been dramatic relative underperformers for the last 11 months. (By Gavin Baker)

Scarcity doesn’t matter if no one else wants it. (By Josh Brown)

The more you read the more you realize how little you truly know. (By Ben Carlson)

Should you invest in a fund with leverage? (By Nick Maggiulli)

Podcasts

Never rat on your friends, and always keep your mouth shut. (With Bill Simmons, Chris Ryan, and Sean Fennessey)

Extending the super powers of the internet (With Patrick O’Shaughnessy and Justin Drake)

Books

It’s one person coming in from China, and we have it under control (By Michael Lewis)