02/19/16 – Friday’s Interest-ing Reads

  • And The Award For Worst Career After An Oscar Win Goes To … (fivethirtyeight)
  • A talk with Dale Wettlaufer about value traps and competitive moats. (thebulldoginvestor)
  • Michael Covel talks with Nobel prize winning economist Angus Deaton on income inequality and the challenges of poverty. (trendfollowing)
  • America: Land of the Free, Home of Mediocre Public Fund Investing (ai-cio)
  • E-Commerce: Convenience Built on a Mountain of Cardboard (nytimes)
  • The NSA’s SKYNET program may be killing thousands of innocent people (arstechnica.co.uk)
  • Bear Markets Don’t Predict Recessions, But Liquidity Might (Bloomberg View)
  • Try something new for 30 days. See what happens. (ritholtz)
  • Because there is so much competition in active mutual funds, “investors should not expect to be the beneficiaries of the manager’s skill.” (ETF.com)
  • Investors have gobbled up $5 billion in energy stock secondaries this year (MoneyBeat)
  • How a rural Irish farmer became a Euro expert and joined Bloomberg. (bloomberg)
  • Norway may have to raid its sovereign wealth fund to offset oil drop this year (Bloomberg)
  • A short talk with Tim Harford author of “The Undercover Economist Strikes Back: How to Run–or Ruin–an Economy.” (alumni.ox.ac.uk)
  • Goldman Sachs to Turn Its Hedge Fund Research Into an ETF (Bloomberg)
  • On the return to short volatility strategies. (blogs.cfainstitute)
  • We may have just seen a monster false breakdown in crude (All Star Charts)
  • How to be a superboss. (hbr)
  • Deere earnings are bad and the outlook was even worse (Business Insider)
  • How Twitter is fighting the terrorist propaganda war – and winning (The Atlantic)
  • How CircleUp makes crowdfunding work. (thetwentyminutevc)
  • Secret Memo Details U.S.’s Broader Strategy to Crack Phones (bloomberg)
  • Threats to hedge fund managers’ ‘secret sauce’ (ft)
  • At the index level, momentum doesn’t predict anything statistically significant about the future (Irrelevant Investor)
  • As 2017 oil rebounds to $45, U.S. drillers begin to hedge anew (Reuters)
  • When the going gets tough KFC rolls out the Colonel. (npr)
  • Barry Ritholtz talks with Mohamed El-Erian author of “When Markets Collide: Investment Strategies for the Age of Global Economic Change.”* (ritholtz)
  • Don’t laugh – here’s how Bloomberg could actually win the general election (New York Magazine)
  • How to Bail Out Kanye West: The Creator of the ‘Bowie Bond’ on ’Ye’s $53M Debt Problem (thedailybeast)
  • Inside the Mosquito Factory That Could Stop Dengue and Zika (technologyreview)
  • Treasurys vs Gold as a permanent portfolio hedge (The Reformed Broker)
  • 12 lessons from Mark Cuban. (financetrends.blogspot)

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