01/31/18 – Wednesday’s Interest-ing Reads

  • When Russian Officials "Nightmare" Your Business, You Can Lose Everything — Even Your Life&#xA0 (bloomberg)
  • The Mysterious Private Company Controlling Corporate America (institutionalinvestor)
  • Momentum isn't magic — vindicating the hot hand with the mathematics of streaks (theconversation)
  • Amazon ($AMZN), Berkshire Hathaway ($BRKB) and JP Morgan Chase ($JPM) are teaming up to form a new, independent health care company. (nytimes)
  • The new tax law makes hedge funds an even harder sell for taxable investors. (elmfunds)
  • The "Hot Hand" Debate Gets Flipped On Its Head (wsj)
  • Do the hard stuff first. (m.signalvnoise)
  • Swedroe: Active Even Fails Institutions (etf)
  • Not so fast, don’t discount the momentum effect in fixed income. (capitalspectator)
  • Health care stocks did not care for the news above. (businessinsider)
  • Mervyn King writes an open letter to Jerome Powell, advising the Fed’s new boss to defend the central bank’s independence (bloomberg)
  • By any measure, women are underrepresented in fund management. (bloomberg)
  • 12 (good) life lessons after 45 years. (bloomberg)
  • The stock market has a ways to fall just to be flat on the year. (theirrelevantinvestor)
  • Vanguard dominates the list of the 25 mutual funds with the most inflows in 2017. (beta.morningstar)
  • RIP, former Nifty Fifty darling Xerox ($XRX). (nytimes)
  • The Dirty War Over Diversity Inside Google (wired)
  • Record-High Support for Legalizing Marijuana Use in U.S. (news.gallup)
  • Don’t ever brag in public about how money you have in your 401(k) account or any account for that matter… (marketwatch)
  • The CFTC is having some second throughts on Bitcoin futures. (wsj)
  • Don’t get caught up in the ‘insight-industrial complex.’ (techcrunch)
  • Why Tyler Cowen, one of my favorite bloggers, does what he does. (mercatus)
  • How Coinbase became the biggest player in cryptocurrencies. (cbinsights)
  • "He's not a PR guy": Adam Mosseri, Facebook's head of news feed, has become an unlikely good guy to publishers (digiday)
  •  A longtime Google engineer quit, saying the company “can no longer innovate” (theoutline)
  • Amazon’s entry into the health-care industry, by the numbers (recode)
  • The Subway Is Next Door. Should New Yorkers Pay Extra for That? (nytimes)
  • The 2-year Treasury now yields more than the S&P 500. (crossingwallstreet)
  • American households are holding a historically high level of equities. (bloomberg)
  • In praise of bringing your baby to work. (petetheplanner)
  • Don’t it make my red moon blue: How to watch the total lunar eclipse on Jan. 31 (syfy)
  •  Tackling the Internet’s Central Villain: The Advertising Business (nytimes)
  • In praise of Jamie Dimon as CEO of JP Morgan Chase ($JPM). (thereformedbroker)
  • Bitcoin is having its worst month in 3 years. (wsj)
  • Nir Kaissar, "It’s no accident that investors are flocking to Vanguard." (bloomberg)
  • The iPad Lost Years for Apple's Media Partners (bloomberg)
  • Taxes make the buy/sell decision really challenging for taxable investors. (beta.morningstar)
  • Aggregation: how Amazon ($AMZN) would tackle health care. (stratechery)
  • My 10-Year Odyssey Through America’s Housing Crisis (wsj)
  • The homeownership rate rose for the first time since 2004. (wsj)
  • One of the weak links in the healthcare system is you and me. (bloomberg)
  • Performance consistency not an indicator of equity fund manager skill. (behaviouralinvestment)
  • It’s still not clear how KodakCoin would work. (nytimes)
  • A review of all the flavors of investment risk. (monevator)
  • January’s ADP private employment shows continued strong payroll growth. (calculatedriskblog)
  • The case against share buybacks. (ft)
  • As States Legalize Marijuana, Investors See an Opportunity (nytimes)
  • Why we need more coverage of scammy ICOs. (techcrunch)
  • How to structure your work to do more ‘deep work.’ (fastcompany)
  • Do bond yields demonstrate momentum? (pragcap)
  • People are bragging about becoming 401(k) millionaires — and posting their balances to social media (marketwatch)
  • Per the November Case-Shiller report, national home prices rose 6.2% year-over-year. (calculatedriskblog)
  • Why Blackstone ($BX) bought Thompson Reuters. (bloomberg)
  • Some tales from the "bleeding edge" of the credit markets. (wsj)

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