01/21/16 – Thursday’s Interest-ing Reads

  • IEX Group has no shortage of enemies on Wall Street. (bloomberg)
  • Caltech Researchers Find Evidence of a Real Ninth Planet (caltech.edu)
  • Indian stocks are at a year-and-a-half low. (ftalphaville.ft)
  • British curry restaurants are facing an existential crisis. (next.ft)
  • China’s Fading Factories Weigh on an Already Slowing Economy (nytimes)
  • You already have a personal brand whether you know it or not. (blogs.cfainstitute)
  • On the importance of psychology for investors. (oaktreecapital)
  • What “The Big Short” gets right about the mortgage crisis. (rooseveltinstitute)
  • Are We Already in a Bear Market? (newyorker)
  • Is Twitter ($TWTR) now takeover bait? (wsj)
  • Why it’s time to build something. (pragcap)
  • Weekly initial unemployment claims are trending below 300k. (calculatedriskblog)
  • Apple ($AAPL) recognizes that the iPhone will one day go away. (aboveavalon)
  • A new Essential Listening is up featuring podcasts on behavioral economics, how con men work and the death of the banana. (blogs.cfainstitute)
  • Beware…………………………….. it’s Correction Twitter! (thereformedbroker)
  • You are in the midst of a “real-time stress test.” Don’t let it go to waste. (seeitmarket)
  • Twitter ($TWTR) looks cheap relative to its rivals. (riskreversal)
  • Why do failed scientific theories take so long to get refuted? (aeon.co)
  • (WSJ)see alsoHow to Make Sense of Plummeting Global Markets (nytimes)
  • Why Amazon ($AMZN) has a good shot at being the world’s most valuable company. (businessinsider)
  • Cybersecurity is a real issue for banks. (ftalphaville.ft)
  • Do Payrolls Have A Measurement Problem Leading To Strong Numbers? (ritholtz)
  • Private equity’s golden age was not all that golden. (bloomberg)
  • IBM ($IBM) is a hot mess. Why is Warren Buffett holding on? (jeffmatthewsisnotmakingthisup.blogspot)
  • The value of an ‘instant yes.’ (sethgodin.typepad)
  • Just How Much Does Koch Industries Pollute? (bloomberg)
  • How an obscure adviser to Pat Buchanan predicted the wild Trump campaign in 1996 (theweek)
  • Economic momentum is waning but from a high level. (capitalspectator)
  • Managed futures funds are the sole bright spot this year. (next.ft)
  • The so-called FANG stocks can to be so dominant. (stratechery)
  • How Wealthfront does their asset allocation. (seeitmarket)
  • More than a dozen reasons why investing in airlines isn’t worth the trouble. (25iq)
  • Evidencefora DistantGiantPlanetin the Solar System (iopscience.iop)
  • Seven Reasons Active Management Underperformed in 2015 (blogs.cfainstitute)
  • 2015 Was the Hottest Year on Record, by a Stunning Margin (bloomberg)
  • Why is Buffett being so open about his Phillips 66 ($PSX) purchases? (footnoted)
  • Why the Big 5 ($AAPL, $FB, $GOOG, $AMZN & $MSFT) will dominate tech for the foreseeable future. (nytimes)
  • How to read 50 books this year. (fastcompany)
  • China’s great economic shift needs to begin (ft)
  • What the hell is going on this year? (theirrelevantinvestor.wordpress)
  • How the screenwriter “The Big Short” translated the book to the big screen. (thinkadvisor)
  • The real reason why GE ($GE) is moving to Boston. (strategy-business)

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