What I Was Doing On The Farm This Week

Reading

Morgan Housel discusses reactions and rationale to the recent lottery hype and concludes No One Is Crazy, but all of don’t always make good decisions.

Barry Ritholtz discusses how President Trump Dominates The New Cycle and what that means for his opponents.

The JP Morgan Long Term Capital Assumptions White Paper.

Meb Faber Tweet Storms

Meb Griffey

Jamie Catherwood discusses the history of investing edge and how quantitative investors might approach their future with a look back at the past.

Listening

Animal Spirits Podcast Panic A Little.  The markets have been extremely volatile recently.  Ben and Michael discuss cash, panic, and prepared meal time arb.

NPR interview with Josh Brown who just celebrated 10 years of blogging.  The Reformation of Josh Brown.

DJB

Josh wrote about how he was helped along the way and how he wants to help the next generation of bloggers.

And here we have him delivering on that promise.  Thanks again Josh!  My post he references is here.

DJB2

 

 

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