02/26/17 – Sunday’s Interest-ing Reads

  • The ETF Deathwatch for February 2017. (investwithanedge)
  • Why every company needs a ‘big red stop button’ that goes to the CEO. (sethgodin.typepad)
  • A Q&A with David Levien and Brian Koppelman the team behind "Billions." (forbes)
  • Snap ($SNAP) is the Etsy ($ETSY) of social media. (dealbreaker)
  • Jesse Livermore, "It’s important to remember that as long as cash is yielding zero or something very low, there’s no arbitrage to force asset prices lower, no dynamic to force them to conform to some historically observed level or average." (philosophicaleconomics)
  • Companies often waste money on share buybacks as well. (crossingwallstreet)
  • Josh Brown, "The one thing Buffett has never given up on is the idea that American productivity, innovation and economic dynamism will always lead to substantially greater prosperity in the future. And he’s been right for decades, through all sorts of setbacks, crises and challenges for the nation." (thereformedbroker)
  • The economic schedule for the coming week. (calculatedriskblog)
  • Warren Buffett’s 2016 shareholder letter to Berkshire Hathaway ($BRKA) holders. (berkshirehathaway)
  • Books and lectures will only get you so far in trading. (traderfeed.blogspot)
  • On the difference between urgent and important. (sethgodin.typepad)
  • "Shoe Dog" by Phil Knight was the best book Warren Buffett read last year. (valuewalk)
  • What CEOs had to say about the economy this week. (avondaleam)
  • It’s hard to predict when (and how) a technological breakthrough will get adopted. (bloomberg)
  • The contradiction of bond index funds. (barrons)
  • Has ‘mindless indexing’ driven the market to excessive valuations? (wsj)
  • Innovation doesn’t proceed in a straight line. (awealthofcommonsense)
  • ETF statistics for January 2017. (investwithanedge)
  • Sand makes the fracking revolution go. (sl-advisors)
  • What’s the alternative to being "permaoptimistic"? (medium)
  • A succinct summary of the economic week that was. (ritholtz)
  • It’s hard to find a scenario where the returns on bonds are attractive. (econompicdata.blogspot)
  • Investors waste billions on investment fees every year. (bloomberg)

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