The careers of many investing pundits can be explained by the simple fact that if you tell people what they want to hear you can be wrong forever without penalty.

“The Market” is more than just US equities. How various asset classes affect one another, parsing widely-embraced investor myths and more—Hear me hold forth (painfully slowly) for 50 minutes or jump to a section conveniently highlighted in the episode header:

Great page-load error screens at Financial Times! :)

What if the pollsters that have been pilloried since being wrong in 2016 finally get a break after tonight?

I just donated to Wikipedia. Support free knowledge! #iloveWikipedia donate.wikimedia.org/?utm_medium=So…

My sense is Perdue and Loeffler could have survived any 2 of these 3: being unimpressive candidates, GA shifting purple, and Trump being a maniac.

Reasonable claim. But note that these three don't seem to be independent phenomena...critically-flawed candidates, policy, messaging clump together.

Funded by donations, grants and pandemic aid, the program, projected to cost up to $38 million, has caught more than 850 potential outbreaks in Davis since it got underway shortly before Thanksgiving. nyti.ms/3oF0wD6

Picard management tip: There's no need to solve hard problems alone. Admit when you need help.

Third order cancelled days later when I went to pick up. Retailers have to know what’s in stock at the time of order. Nordstrom Crate and Barrel Airlines would have made much better amends for “overbooking”. I assume many other customers are finding this?

Yikes…so it’s a known thing that there’s no AC/poor ventilation at Newark Airport? Flag that on my Google Flights please…

Pithy/snarky lessons to point out here?

A hair over 40% approval is maybe enough in a two-party system?

Nice quick reference. Do not use a land-area-weighted global inflation index as support for inflation panic.

Canada wildfires burn by year by @politics_dataviz instagram.com/p/CtNWJvZxlBp/…

Awesome attempt at charting investment performance vs. durability. Gray Fox : I should probably know...what is the source?

A big “junk fee”: small dog in-cabin U.S. Department of Transportation No real cost incurred, less than a baby