These Are the Goods

Posted November 6, 2022 by Michael Batnick

Articles

Since its inception in 1990, the VIX has moved in the opposite direction of the S&P 500 on 76% of days (By Callie Cox)

TIPS have become a big deal (By John Rekenthaler)

Over time, creative destruction becomes faster, less predictable, and harder to contain. (By Dror Poleg)

If there are endless buyers of a Cathie Wood product, the FED has no reason to stop. (By Howard Lindzon)

The 60/40 portfolio will eventually make a comeback for the exact opposite reasons why it struggled this year. (By Nick Maggiulli)

When stocks are moving lower, everyone starts paying more attention. (By Ben Carlson)

Podcasts

No one wants to rush into the market (With Derek Thompson, Tracy Alloway, and Joe Weisenthal)

You fry out eventually (With Bill Simmons and Raja Bell)

A successful indie film plays on 50 screens (With Bill Simmons and Kevin Smith)

Books

They were part of a syndicate of 722 investment banks and over 1,000 retail firms that were in a group charged with selling small lots of shares to retail investors. (By Dakin Campbell)