02/02/18 – Friday’s Interest-ing Reads

  • Bitcoin has failed as a payment system but has succeeded on another level. (ftalphaville.ft)
  • The One Patriots Stat That Eagles Fans Probably Don’t Want to Hear (fivethirtyeight)
  • Putnam’s experience with "absolute return funds" has not been good. (beta.morningstar)
  • Curious what hedge fund types make? Check out the 2018 SumZero compensation report. (sumzero)
  • Why Pay Is Lagging in a Tight Job Market&#xA0 (nytimes)
  • There is a big difference between a legal problem and a strategy problem. (thinkgrowth)
  • How various tactical asset allocation strategies performed in January. (allocatesmartly)
  • How trend-following strategies performed last month. (mrzepczynski.blogspot)
  • Fed’s Balance Sheet Promises (themacrotourist)
  • The unemployment rate was unchanged in January at 4.1%. (calculatedriskblog)
  • Evidence that entrepreneurs who go into the same industry as their fathers have a leg up. (papers.ssrn)
  • WeWork and SoFi have struck a deal to offer discounts to members on student loans. (tearsheet.co)
  • Why you need a more diverse team to tackle big issues. (aeon.co)
  • Political Climate, Optimism, and Investment Decisions (papers.ssrn)
  • Eulogy for the Headphone Jack (medium)
  • The new tax law makes "Opportunity Zones" an intriguing opportunity for VCs. (nytimes)
  • Co-founder conflict is inevitable. (avc)
  • Systems beat goals every time. (medium)
  • Does Abenomics make Japan the market to buy now? (moneyweek)
  • Robin Wigglesworth, "the issue isn’t that companies aren’t going public, it is that smaller companies aren’t, while big ones are being gobbled up by rivals." (ft)
  • Letter of Recommendation: Rodney Dangerfield (nytimes)
  • World’s Asset Owners Discuss ESG Investment Plans at United Nations (ai-cio)
  • How Apple ($AAPL) did last year according to a panel of experts. (sixcolors)
  • By this measure stock market investors have never been more optimistic. (pragcap)
  • Camera Historica: The Sean Flynn Leica M2 (japancamerahunter)
  • It isn’t easy but here are some ways to beat Amazon ($AMZN). (collaborativefund)
  • Why the Illinois State Board of Investment got out of hedge funds. (wsj)
  • Low-Cost Care Threatens High-Quality Health Stocks (bloomberg)
  • After getting exposed fake Twitter accounts are leaving those who purchased followers in the lurch. (nytimes)
  • There is a lot of room (and need) for innovation in agriculture under changing climate conditions. (hunterwalk)
  • Why board feedback is crucial to a startup CEO. (avc)
  • Mental models fail: the challenge is recognizing when it happens. (awealthofcommonsense)
  • Emerging market equities led the January 2018 performance derby. (capitalspectator)
  • Apple ($AAPL)-Netflix ($NFLX) would be a $1 trillion company. (hollywoodreporter)
  • How GE Went From American Icon to Astonishing Mess (bloomberg)
  • USV Manager Bootcamp is an example of how larger VCs can benefit their portfolio companies. (usv)
  • Before you join a startup as one of the first 20 employees, read this first. (firstround)
  • The Odds of Fixing U.S. Infrastructure Just Got Better (bloomberg)
  • Truly contrarian investors are few and far between. Bienville Capital seem like the real deal. (institutionalinvestor)
  • Small firms don’t see much benefit in going public. (qz)
  • Momentum has had a pretty good run of late. (capitalspectator)
  • There are legitimate arguments for investing in emerging markets, but faster economic growth isn’t one of them. (beta.morningstar)
  • Swedroe: Size Premium Persists (etf)
  • Hut! Hut! Hut! What? (nytimes)
  •  Biggest questions about the Nunes memo, answered (vox)
  • Why startups should want a "a low-volume, high-conviction, high-support investor" in their corner. (avc)
  • Flipping the script: think of trend following as the base case vs. buy-and-hold. (econompicdata.blogspot)
  • Goldman Sachs ($GS) invested in pea protein startup Ripple Foods. (bloomberg)
  • Vanguard’s mutual funds crush the competition on a 10-year basis. (investornews.vanguard)
  • US oil production hasn’t been this high since 1970. (bloomberg)
  • Half of new jobs were created in these five states (marketwatch)
  • Why Don’t People Want to Buy Manhattan’s Spectacular Mansions? (bloomberg)
  •  What Amazon Does to Poor Cities (theatlantic)
  • Now India is cracking down on Bitcoin. (wsj)
  •  Here’s the straightforward solution to modernizing our infrastructure (usatoday)
  • How Amazon Rebuilt Itself Around Artificial Intelligence (wired)
  • Only 2% of venture capital in 2017 went into female-led companies. (fortune)
  • A few things that differentiate successful SaaS companies from the also-rans. (saastr)
  • The February 2018 Mutual Fund Observer commentary is out. (mutualfundobserver)
  • Softbank’s Vision Fund is investing $300 million in Wag. (nytimes)
  • In investing, reacting to headlines can cost you (theglobeandmail)
  • Jamie Dimon’s longevity at JPMorgan leads to itchy feet below him (ft)

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