- The Compound Insider
- Posts
- This Week on the Compound - The Hateful Eight
This Week on the Compound - The Hateful Eight
In Case You Missed It...
Tadas
January 21, 2024
The latest goings on inside the Compound.
INSIDE THE COMPOUND
This week, Josh Brown and Michael Batnick were joined by Sean Russo on What Are Your Thoughts? where they discussed the new spot Bitcoin ETFs and sifted through 20 of the worst-performing stocks on the Nasdaq, i.e., ‘The Hateful Eight.’ (Listen)
OUTSIDE THE COMPOUND
Ben Carlson at A Wealth of Common Sense has been updating historical returns charts on the U.S. stock market, bonds and cash, and major asset class returns. This week, he took a crack at estimating the return on residential real estate.
We shouldn’t be comparing the roof over your head to an S&P 500 index fund. Vanguard doesn’t provide you shelter when you buy an index fund. It’s impossible to compute the psychic income you get from owning a home in the neighborhood and school district you desire.
FRIENDS OF THE COMPOUND
Ian Cassel at MicroCapClub, who appeared on TCAF 99, had a great post this week entitled Grow Yourself.
The hardest part of achieving a great long-term investment track record is over half the time your returns will look average. You can go years where it feels like you are working hard for mediocre returns. Then all of a sudden it changes and the previous year’s efforts, perhaps helped by a better macro environment create circumstances where you don't have to work as hard for your returns. The world works for you and pulls forward 5-10 years’ worth of returns and riches in a single year.
MERCH
Check out The Compound Pom Beanie!
It’s still really cold in a wide swath of the country. Check out all the merch at idontshop.com including this sweet pom beanie.
COMING UP
Stay tuned! Next week, Josh and Michael welcome Neil Dutta, Head of Economic Research at Renaissance Macro Research, to TCAF.
FEEDBACK
Got something to say? Reach out to the shows at Animal Spirits, Ask the Compound, or Jill on Money.
Interested in sponsoring The Compound? Reach out to Graham.
SUBSCRIBE
Views expressed in “posts” (including blog, podcasts, videos, and social media) are those of the individual Ritholtz Wealth Management personnel quoted therein and are not the views of Ritholtz Wealth Management LLC. or its respective affiliates. Ritholtz Wealth Management is an investment adviser registered with the Securities and Exchange Commission. Registration as an investment adviser does not imply any special skill or training. The posts are not directed to any investors or potential investors, and do not constitute an offer to sell — or a solicitation of an offer to buy — any securities, and may not be used or relied upon in evaluating the merits of any investment. Under no circumstances should any posts or other information provided on this website — or on associated content distribution outlets — be construed as an offer soliciting the purchase or sale of any security or interest in any pooled investment vehicle sponsored, discussed, or mentioned by Ritholtz Wealth Management personnel. Nor should it be construed as an offer to provide investment advisory services by Ritholtz Wealth Management.