01/06/17 – Friday’s Interest-ing Reads

  • Anne McElvoy talks with Suzane Heywood and Stephen Heidari-Robinson, authors of "Reorg: How to get it right." (economist)
  • Forget FOMO. Think JOMO. (wnyc)
  • 10 ways to be a terrible investor in 2017. (monevator)
  • Meb Faber talks with Jerry Parker about trend following and the value of managed futures. (mebfaber)
  • The Big Five tech companies increasingly look like "a new superclass of American corporate might." (nytimes)
  • Shareholder value seems to be played out as a governing scheme for American corporations. (bloomberg)
  • Why Mental Bandwidth Could Explain the Psychology Behind Poverty (knowledge.wharton.upenn.edu)
  • Wes Gray talks "quantitative momentum" with Nate Geraci on the ETF Store Show. (etfstore)
  • Patrick O’Shaughnessy talks with Dan Egan about behavioral finance. (investorfieldguide)
  • Stop demanding attention and start earning it. (medium)
  • Hedge funds are NOT dead. (alphabaskets)
  • Peter Kafka talks with James Altucher about ‘failure porn.’ (recode)
  •  The best 100 films of the 21st century, according to film critics around the world (qz)
  • Impact investing is going mainstream. (economist)
  • 2016 was not a particularly volatile year. (aqr)
  • Do long-short equity mutual funds look good over the long run? (capitalspectator)
  • The long, sad tale of Eddie Lampert and Sears Holdings ($SHLD). (ibankcoin)
  • Stephen Dubner talks with Michael Lewis about his new book on Kahneman and Tversky. (freakonomics)
  • Five economic terms everyone should know. (bloomberg)
  • Our cities are getting smarter and you probably didn’t even notice (qz)
  • Motivation isn’t magic. (adamhgrimes)
  • Why it’s difficult to make money podcasting. (thewaiterspad)
  • Apple’s 2016 in review (chuqui)
  • Adam Grant on givers, takers and matchers and how to build a better company culture. (ted)
  • Three short notes (and lessons) from the Jocko Podcast. (medium)
  • The December services ISM was strong. (calculatedriskblog)
  • My episode on the ETF Store Show was the most downloaded of 2016. (etfstore)
  • HGTV is an idealized version of America. (bloomberg)
  • The challenge Medium, and everyone else faces, in trying to compensate quality writing. (bloomberg)
  • What it means to trade with focus. (traderfeed.blogspot)
  • ADP private employment in December increased nicely. (calculatedriskblog)
  • Weekly initial unemployment claims are plumbing new depths. (calculatedriskblog)
  • The S&P 500 has experienced seven straight years of dividend growth. (crossingwallstreet)
  • Around the World in 27 Burgers: The Best From Brooklyn to Bali (bloomberg)
  • Och-Ziff ($OZM) had a 2016 to forget. (institutionalinvestor)
  •  Apple did $20 billion in App Store sales in 2016 (digitaltrends)
  • Why being unpredictable is a bad business strategy. (hbr)
  • In an ideal world you have both book and street smarts. (awealthofcommonsense)
  • WTF are T-shares? (beta.morningstar)
  • How to manage rising rates: Foreign bonds, cyclical stocks, and real return assets. (fidelity)
  • E-mail is a "collective addiction" we need to kick. (ft)
  • Anna Sale has an "awkward talk" with Ellevest CEO Sallie Krawcheck about money. (wnyc)
  • Another year, another poor performance for hedge funds. (ft)
  • Department stores are no longer attractive tenants for malls. (nytimes)
  • The December NFP showed continued payroll growth and a 4.7% unemployment rate. (calculatedriskblog)
  • Why Classic Rock Isn’t What It Used To Be (fivethirtyeight)
  • Forecasting is for suckers. (bloomberg)
  • The money-management industry has a diversity problem. (businessinsider)
  • Michael Covel talks with Wes Gray co-author of "Quantitative Momentum." (trendfollowing)
  • Jordan Harbinger talks with Paul Bloom author of "Against Empathy: The Case for Rational Compassion." (theartofcharm)
  • The 10 collector cars the experts say you should watch in 2017 (classicdriver)
  • Why mutual fund companies are largely free from lawsuits. (beta.morningstar)
  • There is a bull market in lithium. (ft)
  • Active managers have the ability to save themselves. (evidenceinvestor.co.uk)

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