01/09/17 – Monday’s Interest-ing Reads

  • Don’t burn yourself out. (medium)
  • GMO missed the risk-on rally and is now losing assets. (wsj)
  • Tren’s Griffin’s Advice for Twitter (25iq)
  • The curse of cash: overcoming short-termism. (pragcap)
  • In Rebuke of Tennessee Governor, Koch Group Shows Its Power (nbcnews)
  • How to hire originals. (firstround)
  • Privately-held Mars is buying VCA Antech ($WOOF). (nytimes)
  • Why Apple’s Critics Are Right This Time (Wall Street Journal)
  • Factor ETF due diligence: don’t be fooled by the backtest. (blog.alphaarchitect)
  • English Is the Language of Science. That Isn’t Always a Good Thing: How a bias toward English-language science can result in preventable crises, duplicated efforts and lost knowledge&#xA0 (smithsonianmag)
  • ETF hits and misses in 2016. (etf)
  • Apple insider tells the story of the first iPhone, launched 10 years ago today (BBC)
  • Fixed income ETF liquidity is a non-story. (etf)
  • P2P loans have become a part of the ABS machine. (ftalphaville.ft)
  • Fidelity is pushing hard into ETFs. (wsj)
  • This thing about Patriots vs Globalists is really important (Wall Street Journal)
  • A kingdom of robots (Bloomberg)
  • How algorithms make price-fixing more likely. (ft)
  • Can Janus ($JNS) make a go of it in the ETF business? (barrons)
  • Infrastructure ETFs are not the way to play a boom in US spending. (bloomberg)
  • Great investors think about how to conduct ‘time arbitrage.’ (mastersinvest)
  • Sears wasn’t murdered, twas an assisted suicide (Business Insider)
  • Rebalancing is about reducing risk not increasing returns. (wsj)
  • At $370 billion, Amazon is worth more than almost every other retailer – combined! (ValueWalk)
  • Market crashes happen. You just don’t know when. (awealthofcommonsense)
  • Dow milestones provide us with no useful information. (thereformedbroker)
  • Everyone you know will be unemployed in the next 20 years and tech will suffer the backlash (NewCo)
  • Post-financial crisis asset prices have outpaced real asset prices. (businessinsider)
  • In the knowledge economy how do you get employees to truly care? (bigthink)
  • We need to train our brains to embrace uncertainty. (qz)
  • Muni bonds have incorporated a lot of potential bad news. (etf)
  • United HealthCare ($UNH) is buying Surgical Care Affiliates ($SCAI). (reuters)
  • Schwab ($SCHW) OneSource scooped up 34% more assets in 2016. (thinkadvisor)
  • Morningstar ($MORN) is pushing more into the asset management business. (ft)
  • Is Europe Disintegrating? (nybooks)

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