01/29/16 – Friday’s Interest-ing Reads

  • CalPERS is underfunded and unrealistic. Can it save itself? (latimes)
  • Are we headed for a crash? The usual know-nothings chime in (Guardian)
  • “Over a Fifth of Global GDP is Now Covered by a Central Bank With Negative Rates” It’s fine (MoneyBeat)
  • Xerox ($XRX) is splitting into two companies. (wsj)
  • Michael Martin talks fundamental and technical commodity trading with Ari Gendason of Continental Grain. (martinkronicle)
  • The Trumph of the Will–the Donald Trump debate drama (talkingpointsmemo)
  • Reasons for the Fearful to Be Fearful of Gold (bloombergview)
  • Brian Koppelman talks with Danny Deutsch about fostering creativity. (slate)
  • The Idiot’s Guide to Portfolio Insurance (ai-cio)
  • Buy side investors are cutting back on bank research. (next.ft)
  • Thirteen thoughts about bear markets. (ivanhoff)
  • 1/4 of global bonds trade at a negative yield. (next.ft)
  • Angel investors sometimes make the jump to venture capitalists. Nick talks with Maia Heymann of Converge Venture Partners about this transition. (fullratchet)
  • Kanye West clarifies some important stuff (Twitter)
  • Five rules for surviving the bear market from “The Revenant.” (fortune)
  • 14 podcasts to inspire your inner entrepreneur. (business)
  • Math vs Conspiracies (theness)
  • Banks Rip Up Oil Forecasts (wsj)
  • US GDP growth slowed dramatically in Q4 2015. (capitalspectator)
  • Fitness band vs. watch: a tale of the tape. (yahoo)
  • James Altucher talks with Dan Harris author of 10% Happier about how he found meditation and what it did for his life. (jamesaltucher)
  • Amazon ($AMZN) is not going to freeze UPS ($UPS) and FedEx ($FDX) out. (fortune)
  • Comparing technology sector valuations. (mahesh-vc)
  • The Chicago PMI jumped sharply in January. (calculatedriskblog)
  • 10 Things New York Does Better Than Anywhere Else (zagat)
  • Have ETFs become too popular for their own good? (next.ft)
  • Why Homes in Major U.S. Cities Are Nearly Impossible To Afford (curbed)
  • Japan adopts negative interest rates, stocks rally for 28 minutes (Bloomberg)
  • A short-term approach to long-term capital is a mistake. (awealthofcommonsense)
  • Economists literally stunned (Wall Street Journal)
  • Managed futures are a great portfolio diversifier. (marketwatch)
  • Campaigning in style: How Jeb Bush blew through his warchest (reuters)
  • Preston and Stig talk with Meb Faber about his new book “Invest With the House: Hacking the Top Hedge Funds.”* (theinvestorspodcast)
  • Zack Miller talks with Caribou Honig of QED Investors about the state of fintech startups. (tradestreaming)
  • Yes we’re finally getting iPhones that charge themselves. (Bloomberg)
  • Backpacks are the new briefcase. (businessinsider)
  • Amazon isn’t classified as a tech stock (All Star Charts)
  • Adhesives are “surprisingly awesome.” (gimletmedia)
  • How podcasters are using ads to tell stories. (adage)

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