These Are the Goods

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Articles

We really don’t know what’s going on, and all we really can do is just try our best to deal with what we do know. (By Kyla Scanlon)

Knowledge spreads, technology diffuses, and arbitrages disappear (By Abraham Thomas)

If you think about it, every employee is secretly a lender. (By Mario Gabriele)

Wall Street is a giant fucking Ferris wheel of randomness. (By Jared Dillian)

When benchmark rates go up, banks don’t need to pass rate hikes onto depositors to keep their customers (By Marc Rubinstein)

For the first time in more than a decade, the FANGAM stocks are running behind the rest of the market (By Aswath Damodaran)

The generosity gap (By Adam Nash)

In US equities I think they say retail makes up ~15% of the market – in crypto it has to be well more than double that.  (With Front Month and Jim Greco)

That ‘edge’ I thought I had has either disappeared, on hiatus, or still an edge which will reward me for sitting on my hands. (By Howard Lindzon)

The five most common causes of investor failure (By Nick Maggiulli)

Podcasts

The stuff that nobody celebrates (With Ryen Russillo and Trent Dilfer)

Everybody now is in a race to index the private market (With Tracy Alloway, Joe Weisenthal, and Howard Lindzon)

Demand and supply are like a pair of scissors (With Tracy Alloway, Joe Weisenthal, and Tim Duy)

 

Books

Instead of a 1990s-style bubble in over-heated IPOs, there would be a bubble in the hubris of tech founders (By Sebastian Mallaby)

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