These Are the Goods
Courtesy of Michael Batnick
Articles
The real expected value of random stock research is zero, by Tyro Capital
Home prices are rising faster than wages in roughly 80 percent of American metro regions, by Annie Lowrey
Dynamic withdrawal strategies transform sequence risk into lifestyle risk, by Adam Collins
What tech has done to retail, is unfolding in media, by Scott Galloway
The problem when studying historical events is that you know how the story ends, and it’s impossible to un-remember what you know today when thinking about the past, by Morgan Housel
If you’re a long-term investor in equities, experiencing a large decline is a matter of when, not if, by Charlie Bilello
My heart is full and my cup runneth over, by Blair duQuesnay
If history is any indicator, those skittish during the great bull market will be panic stricken when volatility hits, by Verdad Capital
Sometimes you have to light your money on fire, by Ben Carlson
One of the arguments for why markets crash during viral outbreaks is that market participants are anticipating worsening results, by Nick Maggiulli
Podcasts
I’ve never been afraid of taking big risks, with Bill Simmons and Bob Iger