01/20/16 – Wednesday’s Interest-ing Reads

  • Joe Fahmy: Two scenarios from here (Joe Fahmy)
  • American companies struggling in China (Wall Street Journal)
  • Robo-advice is now table stakes for asset managers. (wealthmanagement)
  • How teachers should think about 403(b) plans. (tonyisola)
  • ISIS Fighters Salaries Halved Due Loss Of Territory And Air Strikes (breaking911)
  • Italy is not impressed with the Apple ($AAPL) iPhone. (mattrichman)
  • Individuals are historically bearish. (mebfaber)
  • Why an Ex-Google Coder Makes Twice as Much Freelancing (bloomberg)
  • AEP fired up this morning: World faces wave of epic debt defaults (Telegraph)
  • How Donte Stallworth managed his NFL money. (vox)
  • Ray Dalio: There’s a better chance of more QE than another tightening (CNBC)
  • Republican Voters Say the Clock Is Ticking on Jeb Bush’s Would-Be Comeback (bloomberg)
  • U.S. Bank Stocks Fall, Baffling Some (wsj)
  • Goldman Sachs ($GS) is making bigger loans. (wsj)
  • How to predict the future better than anyone else (washingtonpost)
  • Smartwatches still aren’t there. (recode)
  • New lows point to an extreme in sentiment. (jlfmi.tumblr)
  • A good checklist for home buyers. (fool)
  • Why aren’t Presidential candidates talking about the big trends facing the economy? (avc)
  • Trucking volume held up in December. (calculatedriskblog)
  • Defensive sectors and stocks are not surprisingly leading the market. (financetrends.blogspot)
  • Get Over It: There Is No More Federal Deficit (forbes)
  • High yield spreads are finally getting attractive. (blog.abglobal)
  • The American consumer is doing better than they have in a decade. (bonddad.blogspot)
  • HBO is cutting its own cord in Spain. (qz)
  • Inflation hung around 2% in December. (calculatedriskblog)
  • The sovereign wealth funds of oil nations skipped Davos this year. (Bloomberg)
  • The Supreme Court is going to weigh into the debate over defining insider trading. (bloombergview)
  • Ammon Bundy and His Gang Must Go to Jail (thedailybeast)
  • Bonds still serve as an effective portfolio diversifier. (awealthofcommonsense)
  • Why investment around the world is so muted. (wsj)
  • Only two alternative asset categories had positive returns in 2015. (news.morningstar)
  • Saudi Arabia beginning to introduce capital controls as all hell breaks loose (Bloomberg)
  • Five investment habits to break in 2016. (news.morningstar)
  • Why we underestimate the technological changes going on around us. (pragcap)
  • Why David Einhorn’s investor letters are worth a read. (thereformedbroker)
  • alsoISIS cuts its fighters’ salaries by 50% (money.cnn)
  • How to get out of a writing rut. (m.signalvnoise)
  • Oil is at a 50 year low in price. (ftalphaville.ft)
  • Houston real estate smashed by falling oil prices (Wall Street Journal)
  • Why are companies hoarding cash? (nytimes)
  • Expect Some Unicorns to Lose Their Horns, and It Won’t Be Pretty (DealBook)
  • This is the brightest supernova astronomers have ever seen (vox)
  • Morgan Stanley lends Steve Cohen money against his billion-dollar art collection (DealBook)
  • Why we feel the need to gussy up the idea of asset allocation. (awealthofcommonsense)
  • Retirement software doesn’t take into account the potential for regime-based returns. (kitces)
  • Actively managed funds are running out of excuses. (news.morningstar)
  • Is Merrill about to see a broker exodus as the crisis-era retention deals run off? (Wall Street Journal)
  • Why it’s worth creating something even if no one else will see it. (behaviorgap)

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