These Are the Goods

Posted October 24, 2021 by Michael Batnick

Articles

When you measure yourself by the standards of others, even a lot is not enough. (By Phil Pearlman)

Printing magic internet money is immensely powerful and cannot be stopped. (By Rhys Lindmark)

If you crimp the supply of critical inputs with no workable plan to replace them, inflation is the unavoidable outcome. (By Doomberg)

If a junior analyst at Citi traded like this in her personal account, she’d be fired immediately and barred from the securities industry for life. (By Ben Hunt)

The type of fear that now drives most market activity is something different than the fear we’ve been accustomed to from reading about history. (By Josh Brown)

All of the true crypto believers are already in (By Ben Carlson)

Podcasts

If we started this from scratch, trading would be 24/7 (With Patrick O’Shaughnessy and Sam Bankman-Fried)

These parties are all at odds (With Bankless and Zeus)

Inside information is now everywhere (With me, Josh, and Howard Lindzon)

Books

Beneath the placid surface, GE was in total disarray (By Thomas Gryta and Ted Mann)