01/28/16 – Thursday’s Interest-ing Reads

  • Has the fast-shipping trend gone too far? (wsj)
  • There is no sign of waning economic confidence. (scottgrannis.blogspot)
  • You should invest in the best hedge funds…the challenge is identifying them beforehand. (bloombergview)
  • Weekly initial unemployment claims are still trending at low levels. (calculatedriskblog)
  • How Kendra Scott built the hottest jewelry chain in America. (racked)
  • Olive oil is California’s next big cash crop. (bloomberg)
  • Japanese stocks are cheap. (next.ft)
  • On the rise, fall and resurrection of Lululemon ($LULU). (businessoffashion)
  • What’s the value of social media follower? (npr)
  • Apple Q1 2016 Results: $75.9 Billion Revenue, 74.8 Million iPhones, 16.1 Million iPads Sold (macstories)
  • Diageo ($DEO) is trading at a discount to its spirits rivals. (bloomberg)
  • The Flint disaster is Rick Snyder’s fault (washingtonpost)
  • How the smartphone changed corporate IT forever. (arstechnica)
  • The March FOMC meeting is going to be much more angst-filled. (economistsview.typepad)
  • Cullen Roche, “Indexing isn’t eating hedge fund returns. As I noted recently, it’s high fees that are eating hedge fund returns.” (pragcap)
  • Broadening our perspective takes work. (rpseawright.wordpress)
  • Microsoft ($MSFT) is trying to better integrate its research with its product teams. (bloomberg)
  • Housing and chemical activity point towards continued economic expansion. (valueplays)
  • James Montier on Fed-Induced Bubbles, Market Valuations, Smart Beta and Liquid Alts (advisorperspectives)
  • This paradox is limiting Twitter ($TWTR) frmo taking off. (digitopoly)
  • A new Essential Listening is up with a talk with the inventor of ‘Bowie bonds.’ (blogs.cfainstitute)
  • Could This Map Make Donald Trump President? (slate)
  • You’re About to Hate Slack as Much as You Hate E-Mail (bloomberg)
  • More evidence that market timing is tough. (barrons)
  • Do TDF investors understand what they are getting? (vanguardinstitutionalblog)
  • The hedge fund crowd is down in the dumps. (thereformedbroker)
  • Twitter Has Become Secret-Handshake Software (recode)
  • Hedge funds are using ‘deep learning’ to create new and novel strategies. (wired)
  • REI keeps growing but is it losing its soul? (seattletimes)
  • Touring Can’t Save Musicians in the Age of Spotify (nytimes)
  • Should you bribe your kids to eat vegetables? (priceonomics)
  • Why big companies keep getting disrupted. (wsj)
  • Which Slumps First, Stocks or Economy? (bloomberg)
  • Trump and the Art of Ruining a Deal: A Case Study (bloombergview)
  • Market Crashes, Stock Scandals: Lessons from the U.S. frontier in the 19th century forChina and other emerging markets (wsj)
  • How a blog can serve as a calling card. (avc)
  • What Went Wrong In Flint (fivethirtyeight)
  • An excerpt from Maria Konnikova’s “The Confidence Game: Why We Fall For It…Every Time.” (inc)
  • Algorithmic trading is the new day trading. (fortune)

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