These Are the Goods
Courtesy of Michael Batnick
Articles
Do you remember what your portfolio’s return in 2002? ~ Blair duQuesnay
During very tough times, many want simple explanations ~ Cliff Asness
Economic cycles don’t care who the president is and they certainly don’t care what the calendar says ~ Ben Carlson
The bloodless verdict of the market is beginning to call bullsh*t on his economic claims ~ Josh Brown
There are skills that help at one stage but backfire at another. ~ Morgan Housel
The subjective experience of objective reality ~ Nick Maggiulli
The emotional fabric softener of workplace interactions ~ Nikki Waller
The market is collectively smarter than any of us are individually ~ Phil Huber
I’m about to tell you some real shit. ~ Darius Miles
Podcasts
The peasants started communicating with each other outside of the silos ~ With Patrick O’Shaughnessy and Howard Lindzon
Can you really call yourself a quant if you don’t use the word “robust” in at least one white paper? ~ With Ben and I
Books
Sometimes a society can see its end approaching from afar and still not be able to adapt ~ Douglas Preston