These Are the Goods
Courtesy of Michael Batnick
Articles
An investor without a faith is doomed.
The fully-invested bear
Humans are social animals. But the internet is a cesspool.
By Nicholas Thompson and Fred Vogelstein
If there were inter-market relationships we could set our watches by, everyone would always know what time it was.
Absolutes in a Relative World
Most of the time the reason stocks fall is because they can’t simply rise forever
There is an inverse correlation between the length of the question and the difficulty of answering it.
Not on our watch.
Dollar-cost averaging verses lump sum investing is often a difficult decision fraught with emotion.
A sell-side analyst with only “hold” recommendations is of little value to clients
Podcasts
I built 5,127 prototypes before I got this right.
Funnel wide and filter high.
With Patrick O’Shaughnessy and Josh Wolfe
One way or another it’s the human element that makes these things happen.
Anybody who’s successful and says they created their own luck is an asshole.
With Bill Simmons and Scooter Braun
Short term crisis affects are hard to capture.
With Jeremy Schwartz, Wes Gray and Kathryn Kaminsky
Books
We don’t make lines to predict the outcome of a game. We make lines in anticipation of where the action will come.