These Are the Goods

Articles

When society hits the jackpot, things become dangerous. (By Dror Poleg)

Investing is hard because the risk-adjusted way to “win” is to index and chill while someone, somewhere, hits the lottery every single day (By Jack Raines)

It was very easy to be a pessimist this year, surrounded by a sea of negativity in the economy and markets. (By Phil Huber)

The prospect of a recession looms over everything in media (By Nathan Shaw)

Avoid overspecifying risk (By Marc Rubinstein 🔒)

Federal Reserve officials want to weaken workers’ ability to secure wage increases (By Matt Klein🔒)

Hating Ark and loving venture capital seems intellectually inconsistent. (By Dan Rasmussen)

Too many people spend too many hours chasing alpha that would be better spent in some other productive activity. (By Nick Maggiulli)

We don’t root for bear markets, of course, but we make sure they pay off on the way out. (By Josh Brown)

Podcasts

It didn’t make any difference where I went, I loved business (With Barry Ritholtz and John Mack)

Stocks stopped going down. (With me, Josh, JC, and Strazza)


This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

The Compound Media, Inc., an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. For additional advertisement disclaimers see here: https://www.ritholtzwealth.com/advertising-disclaimers

Please see disclosures here.