01/17/17 – Tuesday’s Interest-ing Reads

  • Why Long-Term Investors Love Beta (ai-cio)
  • High productivity firms are more likely to adopt AC. (papers.ssrn)
  • The Curse of Econ 101: When it comes to basic policy questions such as the minimum wage, introductory economics can be more misleading than it is helpful.&#xA0 (theatlantic)
  • Morning News by Eddy Elfenbein. (crossingwallstreet)
  • Physics Envy and the Taxonomy of Uncertainty (frrl.wordpress)
  • Do factor returns depend on the time-horizon studied? (papers.ssrn)
  • The January Effect is interesting but likely not implementable. (blog.alphaarchitect)
  • Obama’s Economic Record: An Assessment (newyorker)
  • Hedge funds that take on more leverage, i.e. funding risk, have a tendency to underperform. (etf)
  • Is there a way to use managed futures to create better portfolio skew? (blog.alphaarchitect)
  • The FlyontheWall.com case put a big dent in the sell-side industry. (papers.ssrn)
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01/16/17 – Monday’s Interest-ing Reads

  • There’s nothing ‘soft’ or easy about Brexit. (bloomberg)
  • Lens maker Essilor is buying Luxottica ($LUX) to create a vertically integrated eyeglass giant. (wsj)
  • Even Vanguard has to close funds. (beta.morningstar)
  • Commodities and emerging market equities led the first week of the trading year. (capitalspectator)
  • Nate Geraci talks with Dave Nadig of ETF.com about the year ahead for ETFs. (etfstore)
  • Measuring the effects of economic uncertainty. (econbrowser)
  • How can money managers compete with Vanguard? Stay niche. (ft)
  • Some bloggers on things we aren’t paying enough attention to. (peterlazaroff)
  • Asset growth is great for ETF managers but what about the revenues? (etf)
  • Snap ($SNAP) shareholders aren’t going to get any votes. (wsj)
  • No-commission ETFs have more volume and tighter spreads. (etf)
  • The many reasons why the Ringling
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  • There’s nothing ‘soft’ or easy about Brexit. (bloomberg)
  • Lens maker Essilor is buying Luxottica ($LUX) to create a vertically integrated eyeglass giant. (wsj)
  • Even Vanguard has to close funds. (beta.morningstar)
  • Commodities and emerging market equities led the first week of the trading year. (capitalspectator)
  • Nate Geraci talks with Dave Nadig of ETF.com about the year ahead for ETFs. (etfstore)
  • Measuring the effects of economic uncertainty. (econbrowser)
  • How can money managers compete with Vanguard? Stay niche. (ft)
  • Some bloggers on things we aren’t paying enough attention to. (peterlazaroff)
  • Asset growth is great for ETF managers but what about the revenues? (etf)
  • Snap ($SNAP) shareholders aren’t going to get any votes. (wsj)
  • No-commission ETFs have more volume and tighter spreads. (etf)
  • The many reasons why the Ringling Bros. and Barnum & Bailey Circus finally died. (marginalrevolution)
  • Active ETFs don’t need all opacity, they need transparency. (aaii)
  • ETFs have displaced stocks as the most actively traded securities on the stock exchanges. (bloomberg)
  • How Amazon’s Alexa got such a jump in voice computing. (businessinsider)
  • The downside of Facebook ($FB) for actual friendships. (jonathan-tepper)
  • A border tax, if passed, would have huge implications. (ft)
  • Why age discrimination is a trickier problem to solve. (bloomberg)

01/15/17 – Sunday’s Interest-ing Reads

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01/14/17 – Saturday’s Interest-ing Reads

  • How Designers Engineer Luck Into Video Games (nautil.us)
  • Good luck trying to protect a viral product these days. (bloomberg)
  • Bo Jackson won’t let his kids play football. (usatoday)
  • Waymo is building its own set of sensors. (ft)
  • Why do you babble like a baby to your dog? (newscientist)
  • Trans cranial stimulation can help with depression symptoms. (newscientist)
  • How do authors even make a living? (slate)
  • Parents help too much with homework. (nautil.us)
  • We should think of the golden age of television, when everything watched the same three networks, as a passing phase. (mobile.nytimes)
  • The Swedish Kings of Cyberwar (nybooks)
  • The world can’t get enough Australian beef. (ft)
  • Poker players are getting much better due to AI. (businessinsider)
  • Fred Wilson, "Something may be inevitable, but that
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  • How Designers Engineer Luck Into Video Games (nautil.us)
  • Good luck trying to protect a viral product these days. (bloomberg)
  • Bo Jackson won’t let his kids play football. (usatoday)
  • Waymo is building its own set of sensors. (ft)
  • Why do you babble like a baby to your dog? (newscientist)
  • Trans cranial stimulation can help with depression symptoms. (newscientist)
  • How do authors even make a living? (slate)
  • Parents help too much with homework. (nautil.us)
  • We should think of the golden age of television, when everything watched the same three networks, as a passing phase. (mobile.nytimes)
  • The Swedish Kings of Cyberwar (nybooks)
  • The world can’t get enough Australian beef. (ft)
  • Poker players are getting much better due to AI. (businessinsider)
  • Fred Wilson, "Something may be inevitable, but that doesn’t mean it will happen quickly." (avc)
  • Netflix ($NFLX) is pushing hard to go global. (bloomberg)
  • Yoga has become the plaything of the cross-training crowd. (bloomberg)
  • Oasis Beverages, the owner of a host of beer brands including Pabst, is making its way between big beer and the craft brewers. (marketwatch)
  • Not every workout works for every person. (nytimes)
  • Rye is making a comeback. (nytimes)
  • Farmers are trying to move up the value chain, this time whiskey. (wsj)
  • Tesla ($TSLA) is now charging for the use of its supercharging stations. (bloomberg)
  • Vimeo is entering the market for original content. (bloomberg)
  • Shorter work days are great but expensive to implement. (nytimes)
  • Neanderthals were people too. (nytimes)
  • Switzerland just had its worst month for skiing in a century. (bloomberg)
  • Having good taste is a skill. (sethgodin.typepad)
  • Does "young blood" actually ameliorate aging? (technologyreview)
  • Going organic just became easier for farmers. (npr)
  • Detroit thinks you are going to get sick of big SUVs. (bloomberg)
  • Uber has a ton of transit data. (qz)
  • Why is measuring pain so difficult and subjective? (mosaicscience)
  • What is hop-free beer? (bloomberg)
  • So-called "weekend warriors" get a health benefit from their efforts. (nytimes)
  • We shower way too much. (businessinsider)
  • Scientists think we are on the cusp of real battery breakthroughs. (sciencenews)
  • Americans should be eating more local seafood. (npr)
  • The future of cars is the interface, or lack thereof. (ben-evans)
  • The story of the US vs. Steven Cohen. (newyorker)
  • Four simple ways to combat stress. (hbr)
  • The Chevy Bolt was named Car of the Year. (money.cnn)
  • We really don’t have much good data on the effects of porn. (aeon.co)
  • Farmed salmon prices are set to rise after an outbreak of sea lice. (ft)
  • The US needs more colleges. (bloomberg)
  • Free doesn’t necessarily mean valuable. Especially when it comes to your time. (thewaiterspad)
  • This new treatment may eliminate having to drill cavities. (theguardian)
  • We have EHR but do not enough with it. (npr)
  • The convoluted story behind the rise of the ‘MyPillow.’ (bloomberg)
  • Expectations for autonomous vehicles should be tamped down. (ftalphaville.ft)
  • Are we cheating athletes by not allowing them to use cannabis to treat pain? (redef)
  • JetBlue ($JBLU) is the first American airline to have real, fast wi-fi. (techcrunch)
  • Americans are shunning milk for cheese. (bloomberg)
  • Meditation centers are going to go national at some point, a la SoulCycle or Starbucks. (nymag)
  • Diet Coke is not killing you. (theoutline)
  • Ten best papers/books in economic history of the last decades (notesonliberty)
  • The Greatest Civilization Ever Forgotten? (historytoday)
  • Brett Steenabarger, "Failure can be the best of teachers, but only if we’re willing to accept and learn from painful mistakes." (traderfeed.blogspot)
  • Ray Dalio offers a radical solution to the threat of "fake news" and details life inside Bridgewater (businessinsider)
  • The NFL is sorely lacking star players. (theatlantic)
  • MLB teams are downplaying the value of the home run. (sportsnet.ca)
  • Our lives are revealed by our online engagement. (traderfeed.blogspot)
  • Blaze Pizza is pushing hard to expand. (businessinsider)
  • Would you drink vodka out of a box? (bloomberg)
  • Social media data can help predict box office success. (papers.ssrn)
  • How Media Fuels Our Fear of Terrorism (priceonomics)
  • Being cool is overrated. (heleo)
  • Living in Andy Cohen’s America (nytimes)
  • Competition is only going to increase in voice computing. (engadget)

01/13/17 – Friday’s Interest-ing Reads

  • What the Fed’s move may mean: The Fed raised rates, and expects the pace of hikes to pick up in 2017. What could it mean for bonds?&#xA0 (fidelity)
  • Krista Tippett talks with Maria Popova of Brain Pickings fame. (onbeing)
  • 60 Minutes on the advances in drone warfare technology. (cbsnews)
  • Daryl Morey, Basketball’s Billy Beane (thewaiterspad)
  • What "The Founder" Can Teach Us About Starting a Business (wsj)
  • Guy Raz talks with Ali Webb co-founder of DryBar. (npr)
  • Another solid retail sales report in December. (calculatedriskblog)
  •  A message to my doomed colleagues in the American media (medium)
  • The stock market is eerily calm. (medium)
  • Patrick O’Shaughnessy talks with Lauren Loktev, Kanyi Maqubela, & Craig Shapiro of the Collaborative Fund. (investorfieldguide)
  • Joe Marchese of Fox on how the
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  • What the Fed’s move may mean: The Fed raised rates, and expects the pace of hikes to pick up in 2017. What could it mean for bonds?&#xA0 (fidelity)
  • Krista Tippett talks with Maria Popova of Brain Pickings fame. (onbeing)
  • 60 Minutes on the advances in drone warfare technology. (cbsnews)
  • Daryl Morey, Basketball’s Billy Beane (thewaiterspad)
  • What "The Founder" Can Teach Us About Starting a Business (wsj)
  • Guy Raz talks with Ali Webb co-founder of DryBar. (npr)
  • Another solid retail sales report in December. (calculatedriskblog)
  •  A message to my doomed colleagues in the American media (medium)
  • The stock market is eerily calm. (medium)
  • Patrick O’Shaughnessy talks with Lauren Loktev, Kanyi Maqubela, & Craig Shapiro of the Collaborative Fund. (investorfieldguide)
  • Joe Marchese of Fox on how the online ad business is broken. (recode)
  • StockTwits drives 89% of $cashtagged social media investor traffic. (irblog.prnewswire)
  • A couple of New Jersey boys: Marc Maron talks with Bruce Springsteen. (wtfpod)
  • Goldman Sachs Completes Return From Wilderness to the White House (New York Times)
  • Advisors Should Aim For Simplicity and Avoid Pretentious Jargon (tonyisola)
  • Brett McKay talks with Kevin Kelly about the future of technology and his book "The Inevitable." (artofmanliness)
  • Why does Apple ($AAPL) think they can do original programming well? (arstechnica)
  • 5 Ominous Signs for the Securities Industry (Bloomberg View)
  • Speculators are wicked short Treasuries. (bloomberg)
  • There is a difference between being pro-business and pro-market. (promarket)
  • Frank Chen on what it means for all vehicles to go autonomous. (a16z)
  • 10 Life Lessons We Learn Too Late (nextavenue)
  • The latest Big Mac Index shows most currencies are undervalued against the US dollar. (economist)
  • Jack Vogel co-author of "Quantitative Momentum" talks about measuring trend. (bettersystemtrader)
  • Davos Wonders If It’s Part of the Problem: Did the global elite’s devotion to borderless capitalism sow the seeds of a populist backlash? (bloomberg)
  • Tyler Cowen talks with author Jhumpa Lahiri. (medium)
  • Chuck Jaffe talks with value investor Vitaliy Katsenelson. (soundcloud)
  • Managed futures did what they were supposed to do in 2016. (longboardfunds)
  • Three troubled industries to avoid in 2017. (deadcompanieswalking.tumblr)
  • The history of the Apple ($AAPL) iPhone ten years in. (internethistorypodcast)
  • How State-Sponsored Blackmail Works in Russia: The art of kompromat, a practice that seems to have migrated across the Atlantic&#xA0 (theatlantic)
  • Eight must follow people on StockTwits. (sparkfin)
  • JPMorgan smashes earnings expectations (CNBC)
  • Seth Godin, "Words keep getting cheaper, which makes action more valuable than ever." (sethgodin.typepad)
  • The value of great cities comes through connection (nautil.us)
  • Active management’s demise is not imminent. (awealthofcommonsense)
  • Preston and Stig talk with noted value investor Monish Pabrai. (theinvestorspodcast)
  • Carl Icahn has had a rough couple of years including being net short in 2016. (barrons)
  •  Evidence-based free throw shooting (abnormalreturns)
  • Amazon ($AMZN) got the jump on Netflix ($NFLX) in India. (backchannel)
  • What the last decade looks like for trend following. (wisdomtrading)
  • James Altucher talks with Susan David author of "Emotional Agility: Get Unstuck, Embrace Change, and Thrive in Work and Life." (medium)
  • Do you know where your portfolio’s risk lies? (blog.thinknewfound)
  • Your local mall is dying. Unless you are well-off. (bloomberg)
  • Tesla’s ambition is to become the new Apple, judging by its recent hiring (Wired)
  • China’s consumer economy is doing better than you think. (sumzero)
  • Michael interviews Evan Carmichael, author of "Your One Word: The Powerful Secret to Creating a Business and Life That Matter." (trendfollowing)
  • The downside of sharing your opinions publicly these days. (foundersatwork.posthaven)
  • A talk with Terry Gross, host of Fresh Air on NPR. (longform)
  • Bank of America out with the first of the big financial sector earnings reports (Bloomberg)
  • The number of "zombie firms" is growing. (economist)

01/12/17 – Thursday’s Interest-ing Reads

  • Why mentorship matters. (techstars)
  • Some recent thoughts from Daniel Kahneman. (collaborativefund)
  • Who should you let introduce you to new investors? (medium)
  • How Self-Driving Cars Are Ushering in the Third Industrial Revolution (Vice)
  • Amazon ($AMZN) is by far and away the best online shopping experience and it will continue to take share. (kottke)
  • Lagging a bull market is one thing, missing it altogether something different. (alphabaskets)
  • http://www.ussif.org/esg (ussif)
  • Apple ($AAPL) is pushing into original programming. (wsj)
  • Chicago is a study in contrasts. (bloomberg)
  • If you think the country is going to h*ll in a handbasket why aren’t you short? (bloomberg)
  • ‘Fossil Fuel Free’ May Not Mean a Low CO2 Footprint (Bloomberg Sustainable Finance)
  • Why Aren’t More Companies Using Renewable Energy? (HBR)
  • SoundCloud is running out of
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  • Why mentorship matters. (techstars)
  • Some recent thoughts from Daniel Kahneman. (collaborativefund)
  • Who should you let introduce you to new investors? (medium)
  • How Self-Driving Cars Are Ushering in the Third Industrial Revolution (Vice)
  • Amazon ($AMZN) is by far and away the best online shopping experience and it will continue to take share. (kottke)
  • Lagging a bull market is one thing, missing it altogether something different. (alphabaskets)
  • http://www.ussif.org/esg (ussif)
  • Apple ($AAPL) is pushing into original programming. (wsj)
  • Chicago is a study in contrasts. (bloomberg)
  • If you think the country is going to h*ll in a handbasket why aren’t you short? (bloomberg)
  • ‘Fossil Fuel Free’ May Not Mean a Low CO2 Footprint (Bloomberg Sustainable Finance)
  • Why Aren’t More Companies Using Renewable Energy? (HBR)
  • SoundCloud is running out of time. (fastcompany)
  • Weekly initial unemployment claims continue to trend well below 300k. (calculatedriskblog)
  • At last, the music industry rediscovers its mojo: After their digital mauling, record labels have finally hit on a winning formula (ft)
  • A founder’s guide for working with angel investors. (medium)
  • Some alternative programming that CNBC should put on the air. (bpsandpieces)
  • Why cognitive diversity is the most important tool (Fast Company)
  •  The Many-Moons Theory (newyorker)
  • Pre-order Market Wizard Tony Saliba’s forthcoming "Managing Expectations: Driving Profitable Option Trading Outcomes Through Knowledge, Discipline, and Risk Management" and get a free e-book and audio version, to boot. (martinkronicle)
  • Why Customization is the Key to ESG (CIO)
  • Apple ($AAPL) is already the leader in wireless earbuds. (qz)
  • What it will take for Medium to make a go of it. (mondaynote)
  • Oscar has built a better health insurance mousetrap, but that may not matter. (backchannel)
  • Poker may be the latest game to fold against artificial intelligence (technologyreview)
  • The Risks & Rewards of ESG-Based Investing (ThinkAdvisor)
  • Takeaways from CES 2017 (techpinions)
  • When is an employment perk a distraction? (sarahbrownmarketing)
  • Non-binding Shareholder Votes on Executive Compensation makes the CEO More Accountable (EurekAlert)
  • The top 3 startup accelerators, YCombinator, TechStars and 500 Startups, generate 10% of Series A deals. (mattermark)
  • Why would Apple ($AAPL) release a 10.5" iPad? (blog.studioneat)
  •  The Worst-Kept Secret Catches Up to Fund Managers (bloomberg)
  • How you learn lessons is nearly as important as the lessons themselves. (traderfeed.blogspot)
  • Why do VCs keep money ‘in reserve’? (avc)
  • Some links for the ESG crowd. (thereformedbroker)
  • Some questions to ask before fundraising. (medium)
  • Empirical Evidence Shows that Shareholder- Proposal Activism Centered on Social Issues is Negatively Associated with Firm Value (proxymonitor)
  • How to get a job in VC. (medium)
  • The startup exit pipeline is clogged. (bloomberg)
  • 1930s-Like Demographic Headwinds Are Restraining the U.S. Economy (bloomberg)
  • Once you’ve raised a Series A you should have an outside director. (hunterwalk)
  • WHO warns of outbreak of virulent new "Economic Reality" virus (elgaronline)
  • Is it a tool or a platform? The answer matters. (pointsandfigures)
  • Speaking of Amazon ($AMZN) has plans to create 100,000 jobs (wsj)
  • What would a token-based social network look like. (avc)
  • Simple Rules of Capitalism (collaborativefund)

01/11/17 – Wednesday’s Interest-ing Reads

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01/10/17 – Tuesday’s Interest-ing Reads

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01/09/17 – Monday’s Interest-ing Reads

  • Don’t burn yourself out. (medium)
  • GMO missed the risk-on rally and is now losing assets. (wsj)
  • Tren’s Griffin’s Advice for Twitter (25iq)
  • The curse of cash: overcoming short-termism. (pragcap)
  • In Rebuke of Tennessee Governor, Koch Group Shows Its Power (nbcnews)
  • How to hire originals. (firstround)
  • Privately-held Mars is buying VCA Antech ($WOOF). (nytimes)
  • Why Apple’s Critics Are Right This Time (Wall Street Journal)
  • Factor ETF due diligence: don’t be fooled by the backtest. (blog.alphaarchitect)
  • English Is the Language of Science. That Isn’t Always a Good Thing: How a bias toward English-language science can result in preventable crises, duplicated efforts and lost knowledge&#xA0 (smithsonianmag)
  • ETF hits and misses in 2016. (etf)
  • Apple insider tells the story of the first iPhone, launched 10 years ago today (BBC)
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  • Don’t burn yourself out. (medium)
  • GMO missed the risk-on rally and is now losing assets. (wsj)
  • Tren’s Griffin’s Advice for Twitter (25iq)
  • The curse of cash: overcoming short-termism. (pragcap)
  • In Rebuke of Tennessee Governor, Koch Group Shows Its Power (nbcnews)
  • How to hire originals. (firstround)
  • Privately-held Mars is buying VCA Antech ($WOOF). (nytimes)
  • Why Apple’s Critics Are Right This Time (Wall Street Journal)
  • Factor ETF due diligence: don’t be fooled by the backtest. (blog.alphaarchitect)
  • English Is the Language of Science. That Isn’t Always a Good Thing: How a bias toward English-language science can result in preventable crises, duplicated efforts and lost knowledge&#xA0 (smithsonianmag)
  • ETF hits and misses in 2016. (etf)
  • Apple insider tells the story of the first iPhone, launched 10 years ago today (BBC)
  • Fixed income ETF liquidity is a non-story. (etf)
  • P2P loans have become a part of the ABS machine. (ftalphaville.ft)
  • Fidelity is pushing hard into ETFs. (wsj)
  • This thing about Patriots vs Globalists is really important (Wall Street Journal)
  • A kingdom of robots (Bloomberg)
  • How algorithms make price-fixing more likely. (ft)
  • Can Janus ($JNS) make a go of it in the ETF business? (barrons)
  • Infrastructure ETFs are not the way to play a boom in US spending. (bloomberg)
  • Great investors think about how to conduct ‘time arbitrage.’ (mastersinvest)
  • Sears wasn’t murdered, twas an assisted suicide (Business Insider)
  • Rebalancing is about reducing risk not increasing returns. (wsj)
  • At $370 billion, Amazon is worth more than almost every other retailer – combined! (ValueWalk)
  • Market crashes happen. You just don’t know when. (awealthofcommonsense)
  • Dow milestones provide us with no useful information. (thereformedbroker)
  • Everyone you know will be unemployed in the next 20 years and tech will suffer the backlash (NewCo)
  • Post-financial crisis asset prices have outpaced real asset prices. (businessinsider)
  • In the knowledge economy how do you get employees to truly care? (bigthink)
  • We need to train our brains to embrace uncertainty. (qz)
  • Muni bonds have incorporated a lot of potential bad news. (etf)
  • United HealthCare ($UNH) is buying Surgical Care Affiliates ($SCAI). (reuters)
  • Schwab ($SCHW) OneSource scooped up 34% more assets in 2016. (thinkadvisor)
  • Morningstar ($MORN) is pushing more into the asset management business. (ft)
  • Is Europe Disintegrating? (nybooks)

01/08/17 – Sunday’s Interest-ing Reads

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