08/24/16 – Wednesday’s Interest-ing Reads

  • Changing money market fund regulations are likely going to cause a shift to short-term bond ETFs. (fmdcapital)
  • Meet the manager who is in sync with the Brooklyn Investor. (brooklyninvestor.blogspot)
  • • 5 Reasons Why You’re Bad at Investing (money.usnews)
  •  Millennials aren’t buying homes. Good for them. (washingtonpost)
  • • These Louisiana politicians are demanding flood aid, but voted against Sandy relief (latimes)
  • Some ins and outs for paying for rising college tuition costs. (pressroom.vanguard)
  • Why you don’t want your alternative assets to be the best performers in your portfolio. (alphabaskets)
  • Productivity is probably being mismeasured. (bloomberg)
  • • Eleven Reasons To Be Excited About The Future of Technology (medium)
  • LOL – "Bernstein: Passive Investing Is Worse for Society Than Marxism" (Bloomberg)
  • A look at some recession forecasting models. (clevelandfed)
  • Grain market
Read the rest

08/23/16 – Tuesday’s Interest-ing Reads

  • • Seller’s Paradise: Companies Build Bonds for European Central Bank to Buy (wsj)
  • • The Unicorn Hedge (500hats)
  • The 100 best films of the 21st century to-date. (kottke)
  • A list of student-focused VC firms. (medium)
  • Amazon Fire HD 6 tablets are $30 off. (blogs.barrons)
  •  This is the best time in history to invest in real estate (marketwatch)
  • • Hedge Fund Investors Stop Paying for Bad Returns (barrons)
  • Positive economic surprises are on the wane. (bloomberg)
  • • The Robots Are Coming. Welcome Them (wsj)
  • • Apple chief Tim Cook’s five years in five charts (ft)
  • Why you need to take an almost scientific approach to your startup. (entrepreneurs.maqtoob)
  • How do venture capitalists make decisions? (papers.ssrn)
  • Area VC Decries Bubble Talk By Decrying Another Bubble With Talk (mattermark)
  • A great
Read the rest
  • • Seller’s Paradise: Companies Build Bonds for European Central Bank to Buy (wsj)
  • • The Unicorn Hedge (500hats)
  • The 100 best films of the 21st century to-date. (kottke)
  • A list of student-focused VC firms. (medium)
  • Amazon Fire HD 6 tablets are $30 off. (blogs.barrons)
  •  This is the best time in history to invest in real estate (marketwatch)
  • • Hedge Fund Investors Stop Paying for Bad Returns (barrons)
  • Positive economic surprises are on the wane. (bloomberg)
  • • The Robots Are Coming. Welcome Them (wsj)
  • • Apple chief Tim Cook’s five years in five charts (ft)
  • Why you need to take an almost scientific approach to your startup. (entrepreneurs.maqtoob)
  • How do venture capitalists make decisions? (papers.ssrn)
  • Area VC Decries Bubble Talk By Decrying Another Bubble With Talk (mattermark)
  • A great anecdote about survivorship bias. (stockcharts)
  • • Evidence points to another Snowden at the NSA (reuters)
  • This emerging market bond ETF has doubled in size this year. (etf)
  • The fundamental attribution error is hard to see in ourselves and others. (farnamstreetblog)
  • • Rent-to-Own Homes: A Win-Win for Landlords, a Risk for Struggling Tenants (nytimes)
  • Why you should focus more on global sectors not countries. (schwab)
  • Performance review are going real-time. (bloomberg)
  • Why the 80s were the best time for movies. Mike Pesca talks with Hadley Freeman author of "Life Moves Pretty Fast: The Lessons We Learned from the Eighties Movies." (slate)
  • The push outside Silicon Valley is just beginning. (avc)
  •  World’s Biggest Bond Traders Undeterred by Negative Yields (bloomberg)
  • Long-short equity has been out of favor for six years. (longboardfunds)
  • The ultimate guide to understanding convertible debt. (medium)
  • Collectibles are for enjoyment, not investment. (managed-futures-blog.attaincapital)
  • How to stay on the right fundraising path. (techstars)
  • Social utility and the case against the rise of passive management. (blogs.barrons)
  • Why startups love Austin, Texas. (cnbc)
  • Five lessons learned to get to a second fund. (medium)
  • • Why a surging stock market isn’t making ordinary investors happy (theguardian)
  • Want to be happier at work? Get yourself a creative side hustle. (qz)
  • Silicon Valley-based companies are opening Arizona outposts for the lower cost of living. (nytimes)
  • Amazon may launch an Alexa-only music streaming service. (recode)
  • Avoid the dividend-cutters. (realityshares)
  • Unicorn valuations aren’t the problem. The problem is with the valuation of slow growing public companies. (500hats)

08/22/16 – Monday’s Interest-ing Reads

Read the rest

08/21/16 – Sunday’s Interest-ing Reads

Read the rest

08/20/16 – Saturday’s Interest-ing Reads

  • Internal combustion engines are still evolving. (arstechnica)
  • Technology makes a big difference in sports: the case of the 100 meter dash. (kottke)
  • The statistical debate over the hot hand effect heats up. (nymag)
  • Today’s males are weaker than their fathers. (washingtonpost)
  • Starbucks ($SBUX) is cutting labor costs to the detriment of service. (buzzfeed)
  • Swimmers are training less and swimming faster. (wsj)
  • Why we need to hold algorithms to account. (psmag)
  • Does it matter what self-driving cars look like? (daringfireball)
  • Introverts can get "hangovers" from too much socialization. (kottke)
  • Five keys to making meaningful changes in your life. (traderfeed.blogspot)
  • How to raise a more confident child. (businessinsider)
  • Rio’s swimming pool may have had an unfair current. (wsj)
  • Is a little radiation so bad? (wsj)
  • How onsite
Read the rest
  • Internal combustion engines are still evolving. (arstechnica)
  • Technology makes a big difference in sports: the case of the 100 meter dash. (kottke)
  • The statistical debate over the hot hand effect heats up. (nymag)
  • Today’s males are weaker than their fathers. (washingtonpost)
  • Starbucks ($SBUX) is cutting labor costs to the detriment of service. (buzzfeed)
  • Swimmers are training less and swimming faster. (wsj)
  • Why we need to hold algorithms to account. (psmag)
  • Does it matter what self-driving cars look like? (daringfireball)
  • Introverts can get "hangovers" from too much socialization. (kottke)
  • Five keys to making meaningful changes in your life. (traderfeed.blogspot)
  • How to raise a more confident child. (businessinsider)
  • Rio’s swimming pool may have had an unfair current. (wsj)
  • Is a little radiation so bad? (wsj)
  • How onsite daycare pays for itself. (fastcompany)
  • Deliberate practice is great but it won’t make you an elite athlete. (washingtonpost)
  • Why running is the most egalitarian sport. (qz)
  • Why athletes are prone to post-Olympic depression. (theatlantic)
  • Was the new ‘Ghostbusters’ a financial failure? (theringer)
  • Are rotisserie chickens really a bargain? (priceonomics)
  • The physiology of ‘hanger.’ (qz)
  • Self-driving cars are going to attract hackers. (ft)
  • How to make the best of a bad day. (businessinsider)
  • In defense of the adult nap. (nymag)
  • Over 800 golf courses have closed in the US over the past decade. (bloomberg)
  • Laugh.ly wants to put stand-up comedy on your smartphone. (dailydot)
  • On the relationship between laziness and intelligence. (independent.co.uk)
  • Eleven reasons to be excited about technology. (medium)
  • Can electric vehicles make a dent in climate change? (news.mit.edu)
  • There is no single technology industry. (medium)
  • The power of writing about the stuff you read. (medium)
  • If everybody went vegan we would have problem feeding everyone. (qz)
  • Why you should never tell people to relax. (wsj)
  • Until now the workplace has lived without video chat. (businessinsider)
  • Smart people like to swear. (independent.co.uk)
  • Ricky Gervais’ David Brent is back and on the big screen in "David Brent: Life on the Road." (ft)

08/19/16 – Friday’s Interest-ing Reads

  • Helpful Resources for Developing Traders. (traderfeed.blogspot)
  • How to survive a market melt-up. (awealthofcommonsense)
  • Joe Weisenthal and Tracy Alloway talk with Alex Cuadros author of "Brazillionaires: Wealth, Power, Decadence, and Hope in an American Country." (bloomberg)
  • Russ Robert talks with Angela Duckworth author of "Grit." (econtalk)
  • Danny Meyer tells the Shake Shack ($SHAK) origin story. (kottke)
  • Why star managers are a dying breed. (marketwatch)
  • 50 of the best investing blogs on the planet (2016 edition). (acquirersmultiple)
  • The IEX exchange is here due to the backing of the buy side. (latimes)
  • Meb Faber talks with Eric Crittenden talk about the value of managed futures. (mebfaber)
  • Marc Maron talks with director Werner Herzog. (wtfpod)
  • This Is the “Most Exceptional Classic Car” in the World (bloomberg)
  • The on-demand economy
Read the rest
  • Helpful Resources for Developing Traders. (traderfeed.blogspot)
  • How to survive a market melt-up. (awealthofcommonsense)
  • Joe Weisenthal and Tracy Alloway talk with Alex Cuadros author of "Brazillionaires: Wealth, Power, Decadence, and Hope in an American Country." (bloomberg)
  • Russ Robert talks with Angela Duckworth author of "Grit." (econtalk)
  • Danny Meyer tells the Shake Shack ($SHAK) origin story. (kottke)
  • Why star managers are a dying breed. (marketwatch)
  • 50 of the best investing blogs on the planet (2016 edition). (acquirersmultiple)
  • The IEX exchange is here due to the backing of the buy side. (latimes)
  • Meb Faber talks with Eric Crittenden talk about the value of managed futures. (mebfaber)
  • Marc Maron talks with director Werner Herzog. (wtfpod)
  • This Is the “Most Exceptional Classic Car” in the World (bloomberg)
  • The on-demand economy has come to farm animals. (bloomberg)
  • Music.ly is the next brand name app. (fastcompany)
  • Why we should pay heed to changes in the banking system’s "plumbing." (ft)
  • Merger arb funds are experiencing a modest comeback. (bloomberg)
  • The last proprietary trader has left Citibank ($C). (wsj)
  •  There may only be three North American cities cool enough to host the 2088 Olympics (geek)
  • Five videos from Lars Kroijer on the case for passive investing. (monevator)
  • Consuelo Mack talks with Charlie Ellis author of "The Index Revolution: Why Investors Should Join It Now" about the logic behind indexing. (wealthtrack)
  • Bursting Fintech’s Bubble (bloomberg)
  • Jordan Harbinger talks with James Altucher about jump starting your happiness. (theartofcharm)
  •  Private prisons are shrouded in secrecy. I took a job as a guard to get inside — then things got crazy (motherjones)
  • The List Of Cities That Could Host The 2088 Olympics Is Very, Very Short (fastcodesign)
  • Dividends Eat Up Bigger Slice of Company Profits (wsj)
  • Justice Department says it will end use of private prisons (washingtonpost)
  • Barry Ritholtz talks with Michael Mauboussin author of "Success and Luck." (ritholtz)
  • Bill Simmons talks with James Andrew Miller author of "Powerhouse: The Untold Story of Hollywood’s Creative Artists Agency." (soundcloud)
  • Can Jet.com turn Wal-Mart ($WMT) into an online power? (knowledge.wharton.upenn.edu)
  • Nightmare on Main Street: America’s housing system was at the center of the last crisis. It still hasn’t been properly reformed&#xA0 (economist)
  • The Upside of Losing Half Your Money (fool)
  • Everybody tries trading, everybody. (theirrelevantinvestor)
  • Russ Roberts talks with Chuck Klosterman author of "But What If We’re Wrong?" (econtalk)

08/18/16 – Thursday’s Interest-ing Reads

  • The pill that made Northwestern University rich. (bloomberg)
  • The Plight Of The White Working Class Isn’t Economic, It’s Cultural (thefederalist)
  • Steve Eisman has cut fees for SMAs. (bloomberg)
  • Rising manufacturing reduces the risk of recession. (econbrowser)
  • At some point, soon, Uber needs to start earning a profit. (bloomberg)
  • Will the next $2,618,907,150,799 be added to or removed from the U.S. stock market? (Irrelevant Investor)
  • What food says about class in America. (newsweek)
  • Young women need more female role models in fund management. (citywireusa)
  • Vanguard’s new active ETFs will be transparent. (wsj)
  • On the rise of the DIY algo trader. (ft)
  • The top hedge funds are shedding equity holdings (ValueWalk)
  • Sprint ($S) follows suit. (marketwatch)
  • Why you should NOT write a book. (medium)
  • The Rise of
Read the rest

08/17/16 – Wednesday’s Interest-ing Reads

Read the rest
  • How ETFs will benefit from all the lawsuits against 401(k) providers. (etf)
  • Imaging, Snapchat and mobile (ben-evans)
  • Large insurers playing hardball with Obama over mergers (Bloomberg View)
  • Top 12 Signs You’re Dealing With Trolls and Ignoramuses (linkedin)
  • Hedge funds are seeking to stop the outflows with an old idea – hurdles (Financial Times)
  • The Top 20 CEOs With Even Bigger Golden Parachutes than Marissa Mayer’s (bloomberg)
  • Why demand for tech IPOs is picking up. (businessinsider)
  • Are there any 401(k) plans left to sue? (beta.morningstar)
  • Your political Facebook posts aren’t changing how your friends think (qz)
  • Alternative assets are overgrazed. (thereformedbroker)
  • Hosting The Olympics Is A Terrible Investment (fivethirtyeight)
  • Past performance really is no guarantee of future performance. (blogs.barrons)
  • Four keys to emotionally intelligent trading. (traderfeed.blogspot)
  • Walmart’s Out-of-Control Crime Problem Is Driving Police Crazy (Bloomberg)
  • First Republic Bank ($FRC) has created a successful franchise focused solely on wealthy clients. (wsj)
  • The zombie ETF problem is only going to get worse. (bloomberg)
  • Not all index funds are not created equal. (monevator)
  • Bob Costas steps in it by saying Usain Bolt is bigger than Bob Marley (sportingnews)
  • Risk Parity isn’t the Problem, it’s the Solution (GestaltU)
  • Two Lingering Suspicions About Economic Statistics (bloomberg)
  • There is a push in Washington to allow employers to pay off student debts tax-free. (ft)
  • The sequence of returns matters even more for retirees. (mcleanam)
  • Target Cuts Outlook in ‘Difficult’ Environment (New York Times)
  • Millennials have eschewed credit card debt. (nytimes)
  • Big tech companies all seem to be chasing the same opportunities. (peridotcapital)
  • Inside the Real US Ground War On ISIS (Buzzfeed)
  • Look for validation past your manager. (ft)
  • Three unconventional reasons to hire a financial advisor. (fmdcapital)
  • "Cultivating our intelligence is a journey of steps. It’s a good one to start." (Enterprising Investor)
  • You don’t need permission to make a big change in your life. (nytimes)
  • How to make firing people suck less for them and suck more for you. (m.signalvnoise)
  • How to start investing on a shoe string. (washingtonpost)
  • What a well-known researcher discovered when he asked people to flip a coin on important life decisions (washingtonpost)
  • Italy has the worst developed stock market in the world (Bloomberg)
  • Hedge fund investors are pushing for hard hurdles. (ft)
  • Silicon Valley CEOs are mugging for the cameras in China (Quartz)
  • Have market signals degraded in value? (bloomberg)
  • There’s always a source of market noise. (alphabaskets)
  • Paul Tudor Jones doubles down in his huge bet against the stock market (Yahoo Finance)
  • Fusion buys Gawker for $135 million (Recode)
  • How pessimisstic investors should thoughtfully prepare for the future. (tonyisola)

08/16/16 – Tuesday’s Interest-ing Reads

  • Corporate bond spreads are at a year-long low. (bloomberg)
  • Unicorns are now providing employees with a way of cashing out some shares (with restrictions). (nytimes)
  • 10 stocks the ‘ultimate stock pickers’ are newly buying. (beta.morningstar)
  • The keys to taking advantage of factors. (blog.cordantwealth)
  • ValueAct thinks investors fundamentally misunderstand Morgan Stanley’s ($MS) business. (fortune)
  • A look at the leading contender for "Uber for lawn care." (sandiegouniontribune)
  • Charles Ellis and the Index Revolution (institutionalinvestor)
  • Don’t forget the powerful of a 2% change. (feld)
  • Researchers orbit a muon around an atom, confirm physics is broken (arstechnica)
  • Invesco’s ($IVZ) ETF business is being overlooked. (wsj)
  • Calpers is targeting 6.2% returns over the next decade. (bloomberg)
  • Warren Buffett’s name is often abused by scammers. (alephblog)
  •  Is Particle Physics About to
Read the rest

08/15/16 – Monday’s Interest-ing Reads

  • A closer look at private equity performance. (cepr)
  • A Simple Test to Dispel the Illusion Behind Stock Buybacks (nytimes)
  • The Tea Party was basically a televangelist scam (Politico)
  • These are the five biggest open economic questions of the moment (Forbes)
  • The equity risk premium is the key driver to buyout activity. (papers.ssrn)
  • Serendipity doesn’t happen by accident. (pointsandfigures)
  • Don’t look now, but crude oil prices are now up year-over-year (Calculated Risk)
  • The payoff to value investing comes through being uncomfortable. (thepfengineer)
  • DraftKings and and FanDuel are exploring season-long fantasy games. (finance.yahoo)
  • Making America’s debt great again (brookings.edu)
  • A look at the super-long-term for megacap tech bellwethers (Stockcharts.com)
  • Why won’t Apple ($AAPL) add touchscreens to its Macbooks and iMacs? (recode)
  • How Ronald Reagan zapped a recession
Read the rest
  • A closer look at private equity performance. (cepr)
  • A Simple Test to Dispel the Illusion Behind Stock Buybacks (nytimes)
  • The Tea Party was basically a televangelist scam (Politico)
  • These are the five biggest open economic questions of the moment (Forbes)
  • The equity risk premium is the key driver to buyout activity. (papers.ssrn)
  • Serendipity doesn’t happen by accident. (pointsandfigures)
  • Don’t look now, but crude oil prices are now up year-over-year (Calculated Risk)
  • The payoff to value investing comes through being uncomfortable. (thepfengineer)
  • DraftKings and and FanDuel are exploring season-long fantasy games. (finance.yahoo)
  • Making America’s debt great again (brookings.edu)
  • A look at the super-long-term for megacap tech bellwethers (Stockcharts.com)
  • Why won’t Apple ($AAPL) add touchscreens to its Macbooks and iMacs? (recode)
  • How Ronald Reagan zapped a recession with massive government spending (theweek)
  • How focused are you on your trading? (athrasher)
  • Reagan’s ghost called, he’s disgusted with all of us. (New York Times)
  • Tim Cook, the interview: Running Apple ‘is sort of a lonely job’ (Washington Post)
  • The Fed is paying more attention to global deflation risks. (blogs.ft)
  • The decline in S&P 500 volatility is marked. (crossingwallstreet)
  • Emerging market equities are finally outperforming. (thereformedbroker)
  • Margin of Danger: When you don’t know what you don’t know.&#xA0 (medium)
  • The IEX is set to launch as an exchange. (ft)
  • The Twitter – NFL livestreaming project goes live (New York Times)
  • How we let the phoneys take control and debase the language of politics (theguardian)
  • Economists are out there getting real jobs now. (bloomberg)
  • Hedge funds are now trading off satellite-based data. (wsj)
  • How difficult is it to replicate the Dorsey Wright Focus Five ETF ($FV)? (blog.alphaarchitect)
  • Matt Hougan: No, ETF inflows are not "slowing down" (ETF.com)
  • The optimal size for hedge funds is not very big. (mrzepczynski.blogspot)
  • Sexism is still rife in the asset management industry. (ft)
  • Why the low vol effect is fading. (etf)
  • Japanese GDP growth is zero in the latest quarter. I guess buying ETFs wasn’t a silver bullet. (Bloomberg)
  • The Bank of Japan has become the biggest player in Japan’s stock market. (bloomberg)
  • A Dozen Ways Michael Bloomberg Thinks Like Charlie Munger (25iq)
  • The value and low vol effects are separate. (etf)
  • Managed futures is made up of at least 8 different types of strategies. (mrzepczynski.blogspot)
  • Do stocks diversify bonds? (awealthofcommonsense)
  • Things I’m Pretty Sure About (fool)
  • Homebuilders are still pretty optimistic. (calculatedriskblog)
  • This guy at Vanguard manages $800 billion in assets. (bloomberg)
  • Foreign TIPS led the markets last week. (capitalspectator)
  • Don’t look now but Twitter ($TWTR) is above $20 again. (howardlindzon)
  • Muni bond CEFs are getting expensive. (blogs.barrons)
  • McMansions 101: What Makes a McMansion Bad Architecture? (mcmansionhell.tumblr)
  • Bond funds are loading up on emerging markets debt in a desperate search for yield. (wsj)
  • Organized religion is not really a thing among young people (Washington Post)