01/03/17 – Tuesday’s Interest-ing Reads

  • Why investors should re-think hedging their foreign currency risk. (fortunefinancialadvisors)
  •  Sen. Elizabeth Warren seeks to pull pot shops out of banking limbo (denverpost)
  • "Everything we know suggests that we’re entering an era of epic corruption and contempt for the rule of law, with no restraint whatsoever." (New York Times)
  • The Businesses That Platforms Are Actually Disrupting (hbr)
  • A history of the Euro. (businessinsider)
  • Here’s The Threat To Profits For 80% Of Financial Advisors (investors)
  • Hedge fund math doesn’t add up. (financial-math)
  • Starting valuations matter. (etf)
  • Actively managed funds are showing lower pre-fee returns and less dispersion. In short, little reason for existing. (syouth1.tumblr)
  • Forget big New Year’s resolutions. Small steps can add up to big changes. (farnamstreetblog)
  • Hedge funds have gone from a seller’s market to a buyer’s market. (blog.streeteye)
  • How tactical asset allocation strategies fared in December. (allocatesmartly)
  • When valuations don’t matter. (brontecapital.blogspot)
  • Are commodities still a good diversifier? (dualmomentum)
  • Investors need a "release valve." (thebackcourtreport)
  • There’s a massive restaurant industry bubble and it’s about to burst (Thrillist)
  • The global economy is running hot going into 2017. (ft)
  • High beta stocks have been perking up. (thereformedbroker)
  •  How ETFs Won the Year (barrons)
  • Why Your 401(k) Fees Aren’t Lower (wsj)
  • The Champions of the 401(k) Lament the Revolution They Started (wsj)
  • Active Management is Back (barrons)
  • Humility and curiosity are two great traits for money managers. (rp-pieces)
  • Optimal trade sizing in a game with favorable odds: the stock market. (papers.ssrn)
  • Ben’s 10 Questions for 2017 (A Wealth Of Common Sense)
  • 17 financial Twitter names to follow in 2017. (benzinga)
  • Howard Lindzon, "There is no such thing as information overload…only filter failure." (howardlindzon)
  • Are female-run companies markedly different than male-run companies? (theatlantic)
  • Can Emerging Markets Stand on Their Own Feet in 2017? (AllianceBernstein)
  • Jason Zweig: Great investors think more about being wrong than rightq (Jason Zweig)
  • Why is there no fake news on LinkedIn? Listen to its editor explain. (recode)
  • Are we kidding ourselves about the diversification abilities of emerging markets? (beta.morningstar)
  • Do new 2017 state laws hint at momentum for federal changes as well? (csmonitor)
  • Ditch your breakfast meetings. (mojitovc)
  • Wall Street strategists are herding together with their 2017 targets (Wall Street Journal)
  • The market isn’t wrong. The script in your head is. (traderfeed.blogspot)
  • Hindsight Capital’s winners and losers over the past 10 years (ft)
  •  Twitter’s Identity Crisis Gets in the Way of a Sale (bloomberg)
  • 2017 Luxury Real Estate Outlook: Race for Dollar Buyers Amid Oversupply (mansionglobal)
  • Home builders are reviving abandoned previously abandoned projects. (wsj)
  • Ian Bremmer doesn’t mean to alarm anyone, but… (Bloomberg)

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