These Are the Goods

Posted June 26, 2022 by Michael Batnick

Articles

No one thinks what they are doing is stupid while they’re doing it (By Jack Raines)

Time is the exponent that does the heavy lifting (By Morgan Housel)

TIPS now offer more inflation upside despite the increase in inflation fears. (By Adam Collins)

A natural — but wrong — way to think about wealth is like a liquid, getting poured from one container into another. (By Noah Smith)

We’re going to start paying for things that were previously subsidized by low rates and low price growth (By Allison Schrager)

Crashes are also painful because belief drains from the market as quickly as cash does (By Packy McCormick)

Temporary pleasure increases desire (By Tony Isola)

7 out of the last 12 bear markets have bottomed in 46 days or less once the 20% level was breached (By Ben Carlson)

Instead of asking, “What should I do in my portfolio?” Ask, “What should I do outside of my portfolio?” (By Nick Maggiulli)

Podcasts

Saying no to these idiots is hard work (With Me, Josh, Howard, and Packy)

There’s not as much dry powder as everyone is predicting (With Tracy Alloway, Joe Weisenthal, and Tyler Tringas)