01/26/18 – Friday’s Interest-ing Reads

  • Everyone’s a "Buy and Hold" Investor Now. But Can You Stay That Way? (wsj)
  • When it comes to fundraising, private equity firms just can’t help themselves these days. (institutionalinvestor)
  • Sir Isaac Newton: Scientific Genius, Investing Fool (blogs.wsj)
  • "You are not your resume." (sethgodin.typepad)
  • Dell is contemplating coming public (again). (wsj)
  • Belichick and Saban: The stories behind a friendship (si)
  • Real estate and utilities are unique in their underperformance. (capitalspectator)
  • Industry consolidation doesn’t just affect consumers. (nytimes)
  • Putting into perspective just how big a position in stocks the Swiss central bank has. (themacrotourist)
  • The big airlines just can’t help themselves. (bloomberg)
  • Crypto pump-and-dumpers have found a home on Telegram. (buzzfeed)
  • Why losing HQ2 could be a boon for the other 19 communities. (bloomberg)
  •  iCloud Storage: Your Guide to the Other Apple Tax (wsj)
  • The US economy grew at a (disappointing) 2.6% rate in Q4 2017. (crossingwallstreet)
  • Long-short equity mutual funds are attractive in theory, more challenging in execution. (beta.morningstar)
  • CAPE Fear: Why CAPE Naysayers Are Wrong (researchaffiliates)
  • Learning is a goal in an of itself. (blog.ycombinator)
  • Are CTAs adopting Bitcoin futures? (allaboutalpha)
  • Why Apple ($AAPL) is pushing into health records (businessinsider)
  • A graphical look at the favorites to win Amazon’s ($AMZN) HQ2. (wsj)
  • Effort requires no skill. (financialsamurai)
  • What investors can learn from a poker AI. (dashofinsight)
  • The tricks propagandists use to beat science (technologyreview)
  • The World’s Priciest Stock Market, by Robert J. Shiller (project-syndicate)
  • How perception shapes our investment reality. (mullooly)
  • VCs are scrambling to re-work their documents to allow for coin investments. (ft)
  • Banks are reviewing their policies on the use of credit cards to purchase Bitcoin. (cnbc)
  • Why being a fund manager is particularly difficult these days. (bloomberg)
  • Firms are none too happy having to show transaction costs to fund holders per Mfid II. (ft)
  • You’re Ordering Wine Wrong: Star sommelier Robert Bohr has advice on how to avoid common pinot pitfalls. (bloomberg)
  • There is no ‘universal mean’ for the $VIX. (thereformedbroker)
  • Housing in America’s Most Expensive Area Is About to Get Even Pricier (bloomberg)
  • Fund managers are human too. (thefinancialbodyguard)
  • Robinhood is going to allow clients to trade more cryptocurrencies than Coinbase. (fortune)
  • Ten reasons to invest in index funds. (whitecoatinvestor)
  • The Argument for Ditching the 401(k) and Starting Over (bloomberg)
  • Does the Fed really want to hit it’s inflation target? (bloomberg)

Leave a Reply

Your email address will not be published. Required fields are marked *