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Thursday links: dismissing nuance

Abnormal Returns

Decision making Barry Ritholtz, "There is an endless assortment of ways to make mistakes that hurt your portfolio." healthcaredive.com) Medicine Eli Lilly ($LLY) reports positive results for a daily weight loss pill. ritholtz.com) Not every problem can (or should) be solved by math.

Medicine 157
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Podcast links: fading dominance

Abnormal Returns

theinvestorspodcast.com) Justin Carbonneau and Jack Forehand talk with Jason Buck of Mutiny Funds about building a diversified portfolio for uncertain times. artofmanliness.com) Russ Roberts talks with physician Adam Cifu about the human side of medicine. Aswath Damodaran to discuss his new book, "The Corporate Life Cycle."

Medicine 273
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Supply Chain Is 40% of Inflation

The Big Picture

My job is not to give policy advice to the Fed, but to interpret what they are doing and its most likely impact on our portfolios. The honest answer: “ Nothing, we are aiming at the 60% that is the goods demand side.”. To paraphrase Ray Dalio, it is the role of the investor to see embrace reality and deal with it as it is.

Medicine 363
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Dollars Are For Spending & Investing, Not Saving

The Big Picture

That comp gets deposited directly into my bank account, and that money is available for purchasing necessities (food, housing, clothing, medicine, transportation, etc.) Instead of cherry-picking the S&P 500, what about a simple 60/40 portfolio (e.g., I work 40-60 hours a week and get paid for my time and efforts. and paying taxes.

Investing 340
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3 Ashish Kacholia stocks with 85% net profit CAGR over the last 5 years to add to your watchlist

Trade Brains

His Portfolio choices are closely tracked by retail and institutional investors alike. They have a wide touchpoint network and SaaS products like payroll and tax software in their portfolio. The company offers a variety of oncolog medicines such as pills, capsules, and injections. With a net profit CAGR of 85.14

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Saturday links: a cleaner world

Abnormal Returns

eater.com) Quitting medicine to make the country's best pork products. variety.com) Why Sony wants Queen's song portfolio. (papers.ssrn.com) Food The amount of fish farmed globally has surpassed the wild catch for the first time as production soars to meet rising demand. ft.com) Why restaurants feel the need to add service fees.

Medicine 215
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At The Money: Behavior Beats Intelligence

The Big Picture

We’re going to discuss how to make sure your behavior is not getting in the way of your portfolio. I think one analogy here would be think about health and medicine. You want to say, look, I hope to retire in about 20 years and maybe I’ll be in a position to sell part of my portfolio. You need more information.

Math 273