01/08/18 – Monday’s Interest-ing Reads

  • Why New England pays more for their power. (sl-advisors)
  • Quant hedge funds are set to top $1 trillion in AUM in 2018. (ft)
  • However, this overlooks the many ways that individual investors have benefited. (twitter)
  • The unmourned death of the sellside analyst (ft)
  • Why Bitcoin is a huge Ponzi scheme. (linkedin)
  • Low power radio stations is the new blogging. (nytimes)
  • The scope of the Apple ($AAPL) iOS ecosystem is breathtaking. (asymco)
  • According to the Brooklyn Investor, Barnes & Noble ($BKS) is a ‘melting ice cube.’ (brooklyninvestor.blogspot)
  •  On its 100th birthday in 1959, Edward Teller warned the oil industry about global warming (theguardian)
  • What big institutional investor will be the first to buy Bitcoin? (institutionalinvestor)
  • The economic schedule for the coming week. (calculatedriskblog)
  • Congrats to the Art of Manliness on ten years. (artofmanliness)
  • see The Cannabis Industry Is Well-Armed to Fight Jeff Sessions: And Congress may help it. (slate)
  • Goldman Sachs ($GS) and Franklin Templeton ($BEN) saw big outflows from their mutual funds in 2017. (ft)
  • Why Bitcoin Is the Most Dangerous Global Scam in 20 Years (inc)
  • John Battelle, "You cannot fix Facebook without completely gutting its advertising-driven business model." (shift.newco.co)
  • Individual investors have the highest allocations to stocks since 2000. (jlfmi.tumblr)
  • The Michelangelo Sculpture That Was Sold for Scrap (thedailybeast)
  • The doves and hawks are pretty even on the Fed. (blogs.uoregon.edu)
  • Gurus had another bad 2017. (etf)
  • Blackstone ($BX) wants to manage more insurer assets. (wsj)
  • How to fix Facebook — before it fixes us (washingtonmonthly)
  • Why it’s better to be late, than early to a new technology-driven party. (pragcap)
  • At current valuations, slow, but steady economic growth, is the limit factor. (fat-pitch.blogspot)
  • The Cashless Society Has Arrived — Only It’s in China (wsj)
  • TIPS spreads are showing increasing inflation expectations. (wsj)
  • Spotify’s non-IPO could be the biggest IPO of 2018. (bloomberg)
  • Do you regret using a particular app? (behavioralscientist)
  • Hold on, TinyLetter isn’t dying just yet. (theverge)
  • Why 10-year trailing market returns are going to jump in 2018. (blogs.wsj)
  • Are direct listings, a la Spotify, going to kill the traditional IPO. (techcrunch)
  • The S&P 500 is as overbought as it has been in the past 20 years. (stockcharts)
  • Is adolescent use of smartphone a public health issue? (wsj)
  • On a break? Don’t touch your phone. (hackernoon)
  • Direxion Asset Management and the NYSE wants to launch 2x Bitcoin ETFs. (reuters)
  • Why all the so-called Unicorns should go public. (wsj)
  • An update on how the Bitcoin futures markets are shaking out. (wsj)
  • On the differences between Bitcoin and Bitcoin Cash. (vinnylingham)
  • Ten things that WILL happen in 2018. (awealthofcommonsense)
  • There is still a ton of money tied up in high-fee mutual funds. (barrons)
  • Individual investors are as bullish as they have been during this bull market. (bloomberg)
  • The fatal mistake crypto-investors are making right now. (thereformedbroker)
  • Muni bonds are NOT Treasurys. (wsj)
  • Facebook ($FB) is nearly the biggest group on earth, surpassing Christianity. (l2inc)
  • The year climate change began to spin out of control (technologyreview)
  • Why the US CAPE ratio will soon start looking better. (albertbridgecapital)
  • Lumber prices are headed for record highs. (calculatedriskblog)
  • High beta stocks have been outperforming. (disciplinedinvesting.blogspot)
  • A stoner’s guide to federal marijuana policy under Jeff Sessions (news.vice)
  • Josh Brown, "Don’t be a fan, be an investor." (thereformedbroker)
  • A succinct summary of the week’s economic events. (ritholtz)
  • What CAPE naysayers get wrong. (researchaffiliates)
  • Dogecoin was a joke. Now it’s a $2 billion joke. (arstechnica)
  • Your new iPhone is not going to make you happy for long. (peterlazaroff)
  • The S&P 500 is not as top-heavy as it seems on a historical basis. (fortunefinancialadvisors)

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