These Are the Goods
Posted by Michael Batnick
Articles
Life doesn’t always give you exactly what you’re looking for at first glance
By Ben Carlson
U.S. companies have done even better than the U.S. economy in recent years.
By Nir Kaissar
It is difficult to foresee how one unlikely event can lead to other unlikely events until after they have occurred.
By Nick Maggiulli
Life is so rich
By Scott Galloway
Risk and return are generally related, and financial products that offer high returns at a low risk are likely to deliver on neither promise.
By Daniel Rasmussen
Except when these readings hit true extremes, they contain little actionable information.
By Barry Ritholtz
12 MLPs, a South Korea small company ETF and PANERA BREAD STOCK.
By Tony Isola
Can 40% per year be a justifiable premium for insuring volatility risk?
By Corey Hoffstein
Stocks and bonds have not declined in unison like this since the dysfunctional days of the global financial crisis.
By Jim Bianco
In 1998 earnings rose 0.6% while stock prices advanced 26.7%
By Charlie Bilello
Starting a hedge fund in this environment is the hardest thing in the world.
By Jared Dillian
Spend less than you earn.
By Phil Pearlman
Prices for decent, but far from spectacular, businesses hit an all-time high
By Warren Buffett
Podcasts
Peter Lynch would not use the P/E ratio for companies with sales less than a billion dollars.
With Meb Faber and John Reese
Hall of Fame locker room guys.
With Bill Simmons and Richard Jefferson
Qualitative insight is likely often mispriced.
With Patrick O’Shaughnessy and Pat Dorsey
The perfect show at the perfect time.
With Marc Andreesen and Ted Sarandos
Deliberate serendipity
With Guy Raz and the founders of Warby Parker
TC mode fell flat.
With Michael and Ben
Books
We tend to remember the best of times and the worst of times, rather than the likeliest of times.
By Daniel Gilbert