02/05/18 – Monday’s Interest-ing Reads

  • Just how much debt does Dell have? (nytimes)
  • What to expect from TAA strategies during a bear market. (allocatesmartly)
  • Managed future strategies had a good January. (mrzepczynski.blogspot)
  • The Surprising Good News About Demographics and the Stock Market (wsj)
  • The Best and Worst Super Bowl Ads (slate)
  • The Stock Market Works by Day, But It Loves the Night (nytimes)
  • Why we love to build stadiums. (sethgodin.typepad)
  • Why women are scarce in the economics profession. (nytimes)
  • Why the endowment model is in serious need of a makeover. (awealthofcommonsense)
  • Target-date mutual funds are revamping their strategies to try and boost returns. (wsj)
  • Risk Roars Back (barrons)
  • SpaceX is going to try and land three different boosters safely. (scientificamerican)
  • Markets are pretty certain that inflation is contained in a range. (ftalphaville.ft)
  • BATX is the FANG of China. (visualcapitalist)
  • The bond market has normalized to a degree. What next? (ft)
  • The Magnetic Field Is Shifting. The Poles May Flip. This Could Get Bad. (undark)
  • On the dangers of the "easy money has been made" crowd. (crossingwallstreet)
  • The number of US mutual funds declined in 2017. (ft)
  • Why do we still watch football? (nytimes)
  • You probably won’t own a self-driving car, but you’ll ride in them a lot (popsci)
  • This Is the Normal Part (bpsandpieces)
  • Why aren’t more companies structured like Berkshire Hathaway ($BRKA). (linkedin)
  • Valuation measures are not a timing device. (etf)
  • The investment management business is still ripe for disruption. (blogs.wsj)
  • The tax bill just made things tougher for companies on the precipice of bankruptcy. (wsj)
  • A succinct summary of the week’s economic events. (calculatedriskblog)
  • ExxonMobil ($XOM) really has no idea how to plan for oil prices 20 years hence. (bloomberg)
  • At what point do stock investors need to worry about bond yields? (bloomberg)
  • The economic schedule for the coming week. (ritholtz)
  • Tie it up or go for the win? Why teams like to go for the tie. (nytimes)
  • Cryptocurrencies: fad or the future? (avc)
  • Why you should still own bonds even if you think rates are going higher. (pragcap)
  • The short video "Concussion Protocol" is generating a lot of talk. (slate)
  • What’s fair value for the bond market? (sl-advisors)
  • Even perfect earnings foresight will not help you time the stock market. (awealthofcommonsense)
  • Philadelphia badly needs a sports championship. (fivethirtyeight)
  • The January ISM Non-manufacturing index was at 59.9%. (calculatedriskblog)
  • Does the stock market give the benefit of the doubt to new Fed chairmen? (quantifiableedges)
  • The US missed its opportunity to do a big infrastructure build. (fivethirtyeight)
  • Facebook ($FB) is facing an existential threat that has nothing to do with its news feed. (wsj)
  • SpaceX’s bet on the Falcon Heavy is full of uncertainties. (wsj)
  • It’s Hard to Predict How You’ll Respond to Risk (collaborativefund)

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