02/03/15 – Tuesday Reading

  • America’s Infrastructure Is Slowly Falling Apart (vice)
  • Goldman: CapEx will see its first annual decline since 2009 (MoneyBeat)
  • What Negative Bond Yields Mean for Investors (blogs.wsj)
  • Stephen Schwarzman to young finance workers: “This is not Silicon Valley, where failure is an option” (DealBook)
  • Google is making human skin for an incredible reason (independent.co.uk)
  • Exxon Could Be the Big Winner of the Oil Crash (bloomberg)
  • WTI Crude reclaims $50 a barrel (Business Insider)
  • Turns out there really is some benefit to paying attention to analyst rankings (Institutional Investor)
  • Study: You can’t change an anti-vaxxer’s mind (motherjones)
  • Why paranoids make the best suckers (samefacts)
  • Will the Top-Callers Get Clowned Again? (thereformedbroker)
  • Life is a little less miserable when you can throw money at your problems (fastcoexist)
  • Why the American Founding Fathers Would Have Hated the Anti-Vaccination Movement (howwegettonext)
  • So how many people ended up watching the Super Bowl? A lot. (New York Times)
  • “You haven’t had an industry this large become this distressed since the banking crisis” (CNBC)
  •  The Share-the-Scraps Economy (robertreich)
  • Warren Buffett: Know when to hold ’em (ft)
  • How a strengthening dollar acts as a magnet for capital to US markets (Indexology)
  • Hulbert: Sell signal flashed for Dow Theory guys (MarketWatch)
  • Greece’s new finance minister made a reasonable proposal and markets love it (Bloomberg)
  • Google vs Uber (makes popcorn) (Bloomberg)
  • What will Amazon do with the RadioShacks it plans on purchasing? (Bloomberg)
  • Eddy: The Stock Market Likes It Boring (Crossing Wall Street)
  • Why marketing matters. (pointsandfigures)
  • The January ISM manufacturing number declined. (calculatedriskblog)
  • Fedspeak is likely to stay more hawkish than expected. (economistsview.typepad)
  • Beware the attraction of so-called ‘mini bonds.’ (wsj)
  • The future of new business is disrupting old business (washingtonpost)
  • When Musicians Unintentionally Steal (psmag)
  • Just how negative can interest rates get? (blogs.ft)
  • Does the trend in profitability add value as a factor? (alphaarchitect)
  • Comparing previous stock market recoveries. (servowealth)
  • All-star analysts really are better stock pickers than their unranked peers. (institutionalinvestor)
  • Forget risk parity, think Sharpe parity. (alphaarchitect)
  • Best Stock Picks From Wall Street Brokerage Firms (online.barrons)
  • Study: Girls outperform boys in math and science all over the world (venturebeat)
  • What funds David Snowball owns in his portfolio. (mutualfundobserver)
  • Becoming a Better Trader by Becoming a Better Thinker (traderfeed.blogspot)
  •  Americans Are Feeling Better About the Economy — a Lot Better (blogs.wsj)
  • What it takes to get some people to pay for blog content. (stratechery)
  • Vaccine Critics Turn Defensive Over Measles (nytimes)
  • The smartphone market has split in two: based on price. (wsj)
  • Don’t Turn America Into Europe (politico)
  • The forthcoming Berkshire Hathaway ($BRKA) shareholder letter will be a special 50th edition. (ft)
  • How quantitative methods have changed finance and investments. (papers.ssrn)
  • You may be working out of sync with your circadian rhythm. (hbr)
  • On the death of geography. (sethgodin.typepad)
  • Bank loan holders do not like it when companies buy back shares. (papers.ssrn)
  • Wildlife Photographer of the Year 2015 (theatlantic)
  • Blogging is still alive, we just call it something different today. (gigaom)
  • Investors are lapping up newly issued long (30 year) bonds. (ft)
  • More evidence that diversity helps trading results. (news.efinancialcareers)
  • Fidelity is buying eMoney Advisor a leading financial planning software provider. (investmentnews)
  •  What’s Going On with Greece and the ECB? (medium)
  • A look at the ETPs that closed in 2014. (investwithanedge)
  • Demographics and GDP: 2% is the new 4% (calculatedriskblog)

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