01/31/2015 – Saturday Reading

  • Gold Tarnishes as U.S. Economy Strengthens (wsj)
  • The five stages of disruption. (aswathdamodaran.blogspot)
  •  Arthur Laffer’s view on the Kansas economy: Prosperity awaits patient tax cutters (kansascity)
  • Tim Ferriss talks with Peter Diamandis on how to “think big.” (fourhourworkweek)
  • 60/40 portfolios have been helped by a multi-decade bull market in bonds. (pragcap)
  • Why social intelligence is important to successful investors. (traderfeed.blogspot)
  • Your Guide To Deflate-gate/Ballghazi-Related Statistical Analyses (fivethirtyeight)
  • New Kansas job figures reveal another failure for Sam Brownback’s tax cuts (kansascity)
  • Legends of Indexing: Rob Arnott (etf)
  • Tom Brady Cannot Stop (nytimes)
  • What successful short-sellers look for in a shortable stock. (contrarianvalueedge.wordpress)
  •  An Investing Frankenstein (thereformedbroker)
  • An interview with Wired magazine co-founder Kevin Kelly. (freakonomics)
  • Q4 GDP was disappointing but the private sector remained strong. (capitalspectator)
  • A profile of Google’s ($GOOG) AI expert Demis Hassabis. (ft)
  • Thanks a lot, austerity! We could have had 2014′s economic recovery in 2011. (theweek)
  • How Goldman Banker Became NFL’s Go-To Stadium-Finance Guy (bloomberg)
  • The Jayhawks perform live on KEXP. (kexp)
  • What sectors are cheap? Energy and consumer discretionary. (alphaarchitect)
  • Score another victor for activist investors: The Manitowoc Company ($MTW) agrees to split. (dealbook.nytimes)
  • Investors don’t have much love for Australian stocks. (shortsideoflong)
  • The Super Bowl Wings Will Be Fat, Yes, But Pricey Too (bloomberg)
  • How Apple ($AAPL) overtook Microsoft ($MSFT): it wasn’t afraid to cannibalize itself. (nytimes)
  • John Bogle ain’t perfect: four points of contention. (bloombergview)
  • Don’t let anyone pitch your random observations as market knowledge. (pragcap)
  • Even with the best trading system most traders would fail. (thecrosshairstrader)
  • Marc Maron talks with actor Jason Schwartzman. (wtfpod)
  • Time is money: how Overcast can speed up your podcast listening. (medium)
  • Fracking Isn’t the Job Creator You Think it Is (newrepublic)
  • Brian Koppelman talks with actor/comedian Bill Hader. (grantland)
  • Foreigners Are Failing to Buy Enough Stuff (bloombergview)
  • Don’t ignore the message of the slope of the yield curve. (economics21)
  • Why Amazon’s ($AMZN) results were so surprising. (recode)
  • Tim Ferriss talks with Alex Blumberg about what it takes to build a successful podcast. (fourhourworkweek)
  • Rising interest rates and the risk of 60/40 portfolios. (awealthofcommonsense)
  • How safe is your job? On the dangers of automation and robosts. (freakonomics)
  • Activist investors are making headway in Japan. (wsj)
  • Successful second acts in the hedge fund game are rare. (wsj)
  • Building The Perfect Investor (millennialinvest)
  • Why demand for macro forecasts isn’t going away any time soon. (bloombergview)
  • Michael Covel talks with Dan Hill author of “About Face: The Secrets of Emotionally Effective Advertising.” (michaelcovel)
  • Chart porn: the best and worst days of the year for the Dow. (washingtonpost)
  • Part two of a discussion with Bill Gross including talk about his exit from Pimco. (bloombergview)
  • Did Errol Morris’ brother invent e-mail? (gimletmedia)
  • College is worth it if you actually graduate on time. (washingtonpost)

Leave a Reply

Your email address will not be published. Required fields are marked *