These Are the Goods

Posted August 20, 2023 by Michael Batnick

Articles

Don’t look now, but US fiscal policy has become very loose again (By Michael Cembalest)

If you’re explaining, you’re losing. (By Tom Morgan)

Higher bond yields create a sort of escape velocity at some point where the interest payments offset the interest rate risk (By Cullen Roche)

Everything is sales. (By Morgan Housel)

Saving for a down payment is harder than it’s been in decades (By Nick Maggiulli)

Lifestyle creep causes you to spend more and more to keep up (By Ben Carlson)

Disney is rethinking its hand at ESPN (By Alex Morris, paywalled)

The beauty of the cable bundle is that nearly every household in America paid for it every single month, regardless of whether or not Disney had a hit TV show or a must-watch sporting event (By Ben Thompson, paywalled)

Podcasts

Gambling is part of sports culture now (With Matt Belloni and Lucas Shaw)