01/08/16 – Friday’s Interest-ing Reads

  • Funds are an increasingly large part of the high yield bond market. (bloomberg)
  • Food prices are falling. (climateerinvest.blogspot.in)
  • Do we most regret things we did or things we failed to do? (earwolf)
  • 15 Ways for Oil to Bottom (thereformedbroker)
  • The mighty AEP tees off on Chinese capital flight (Telegraph)
  • How to deal with trading losses. (stockcharts)
  • Haven Assets Lose Luster as Refuge From Market Turmoil (wsj)
  • The tech sector is still kinda small. (ftalphaville.ft)
  • Trump Supporters Appear To Be Misinformed, Not Uninformed (fivethirtyeight)
  • Bill Simmons talks with Chuck Klosterman about Peyton Manning, Taylor Swift and Star Wars. (soundcloud)
  • Be Scared of China’s Debt, Not Its Stocks (bloombergview)
  • The gender pay gap story is more nuanced than you think. (freakonomics)
  • How the petrostates may solve their fiscal problems. (ftalphaville.ft)
  • The shift from buying stuff to experiences is hurting retailers. (washingtonpost)
  • The Saudis have picked a bad time to sell shares in Aramco. (bloomberg)
  • Read this and try not to throw up all over yourself. BTW, I give them 3 years, max. (Vanity Fair)
  • Those massive wirehouse retention deals are about to run off. Will they stay? (Wall Street Journal)
  • Will buybacks collapse in 2016? (blogs.barrons)
  • Why China Shifted Its Strategy for the Yuan, and How It Backfired (wsj)
  • Much of what is said about China is wrong. (dashofinsight)
  • How Americans Got So Fat, in Charts (bloomberg)
  • Oil is cheap. (scottgrannis.blogspot)
  • 401(k) providers are under assault (legally). (news.morningstar)
  • Michael Martin talks with Flavia Cymbalista an expert on intuition and decision making. (martinkronicle)
  • Marc Maron talks with Neil Strauss author of “The Game” and “The Truth.” (wtfpod)
  • “Wall Street always wins…” (feld)
  • Can U.S. Remain an Island of Stability in the Global Economy? (nytimes)
  • Why Cheap Gas Isn’t Bad News for Electric Cars: Much bigger changes are driving the automobile industry (slate)
  • Facebook users are at-risk of confirmation bias. (bloombergview)
  • Why bankers should have a poker face at bonus time. (businessinsider)
  • The year in alternative asset funds. (news.morningstar)
  • Bill McBride,”Overall this was another strong employment report.” (calculatedriskblog)
  • Strategists and Analysts in Near Agreement on 2016 EPS (Factset)
  • Options traders LOVE ETFs. (investmentnews)
  • Goldman Sachs ($GS) and Morgan Stanley ($MS) now trade below tangible book value. (bloomberg)
  • What is Yahoo’s ($YHOO) core business worth? (businessinsider)
  • The first week of January sucked – how much meaning is there to be had? (Indexology)
  • Here’s what I think Donald Trump’s loss will look like (vox)
  • James Altucher talks with David Levien and Brian Koppelman about billionaires and their new Showtime show “Billions.” (jamesaltucher)
  • Hedge Fund Liquidations: Shakeout or Blip? (ai-cio)
  • ETFs have taken over the options market too, they account for 70% of all volume (Bloomberg)
  • Strong magnetic fields discovered in majority of stars (sydney.edu.au)
  • Barry Ritholtz talks with venture capitalist Bill Janeway author of “Doing Capitalism in the Innovation Economy: Markets, Speculation and the State.” (ritholtz)
  • Saudi Aramco is contemplating selling shares to outside investors. (next.ft)
  • JC: “We’re down 9% from the all-time highs in the S&P500 and I see people acting like 2-year olds that just had their favorite toy taken away from them.” (All Star Charts)
  • “unconstrained” bond funds are totally constrained – because the shareholders are calling the shots (A Wealth Of Common Sense)
  • The average stock is already in a bear market. (bloomberg)
  • The December NFP report was a blow out. (capitalspectator)
  • Goldman Sachs ($GS) is not afraid of the mezzanine finance business. (reuters)
  • Millennials Are Outpacing Everyone in Retirement Savings (time)

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