02/02/16 – Tuesday’s Interest-ing Reads

  • Just how worried should we be about bond market illiquidity? (thinkadvisor)
  • Is it time to halt the rise of the ETF machine? (ft)
  • Apple’s Tim Cook Is Smarter Than You Think (barrons)
  • Resistentialism (en.wikipedia)
  • A VC fight over the value of appearing in “Shark Tank.” (businessinsider)
  • More people are coming around to the idea of downplaying quarterly earnings reports. (nytimes)
  • Sesame Street in its new incarnation is going all VC. (fastcompany)
  • Interest Rates inWonderland (macro-man.blogspot.in)
  • What are “pre-seed rounds” and do they actually exist? (nextviewventures)
  • Startups have been slow to attack insurance but the trend is accelerating. (a16z)
  • The overall tablet market is decline. (fastcompany)
  • ETF trading in Japan is taking off. (next.ft)
  • The equity risk premium is higher than you think. (blogs.piie)
  • Why so many people take the wrong lesson(s) from Uber’s success. (medium)
  • Economic weakness is centered on the energy and basic materials sectors. (disciplinedinvesting.blogspot)
  • Inventories have stopped going down. (bonddad.blogspot)
  • Stocks vs. the Economy: Which Ruins Which? (wsj)
  • Work the phones beforehand to have a better board meeting. (avc)
  • The Mutual Fund Observer commentary is a must read every month including February’s edition. (mutualfundobserver)
  • Is the rest of the world (China) going to drag the US into recession? (qz)
  • Leaked ISIS document: we’re cutting fighter salaries in half (vox)
  • Why America hates cable companies so much. (mondaynote)
  • Resistentialism: When Technology Hates Us (spectrum.ieee)
  • Top US financial groups hold secret summits on long-termism (Financial Times)
  • Should you incubator hop? (medium)
  • All the startup podcasts reviewed. (techstars)
  • Cruz Victory Gives Hope To Despised People Everywhere (New Yorker)
  • Why hedge funds are hiring poker pros. (thealphapages)
  • Kristaps Porzingis and the Trouble with Snap Judgments (thereformedbroker)
  • Dark pools quietly catered to high frequency traders. (wsj)
  • A weather forecast for morons (New York Post)
  • Better, cheaper, more convenient: which is the best basis for a startup? (robgo)
  • Why the accelerator game is played out. (medium)
  • Apple’s ($AAPL) narrative is broken. (aboveavalon)
  • In Iran, New Battle Brews Over Contracts With Foreign Oil Giants (nytimes)
  • Developers are abandoning unprofitable apps. (marco)
  • Last week’s “breadth thrust” was positive for the market. (quantifiableedges)
  • Battered by War, Iraq Now Faces Calamity From Dropping Oil Prices (nytimes)
  • Stealth is overrated. (k9ventures)
  • As the science expands so does the opportunity in health care. (institutionalinvestor)
  • Terrorism, Migrants, and Crippling Debt: Is This the End of Europe? (vanityfair)
  • Corporate bond yields need not stay positive. (ftalphaville.ft)
  • “Are stocks obviously overvalued? The answer is no, and the reason is straightforward.” (Peterson Institute)
  • Brian Gilmartin on the negative earnings revisions for the S&P 500 (Fundamentalis)
  • For Once, Low Oil Prices May Be a Problem for World’s Economy (bloomberg)
  • Why overvalued markets hurt seed firms “less.” (medium)
  • 43 startup blogs to check out. (jitbit)
  • What’s it going to be in 2016: FANG or BARF? (ValueWalk)
  • Given its demographic situation why do we think Japan should be able to grow? (strategy-business)
  • Google passes Apple with the largest market cap in the US (CNBC.com)
  • Active managers always believe next year will be their year (Indexology)
  • BofA: The Oil Crash Is Kicking Off One of the Largest Wealth Transfers in Human History (Bloomberg)
  • Do you have the drive needed to succeed? (pointsandfigures)

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