02/27/17 – Monday’s Interest-ing Reads

  • True shocks are rare these days. (theatlantic)
  • Insights from Barry Ritholtz’s discussion with Howard Marks. (thewaiterspad)
  • Tony on "betting it all" (A Teachable Moment)
  • Should the US Treasury mess with 50-year bonds? (crossingwallstreet)
  • Yes, the rumors are true: RWM is coming out to Texas this spring – details here: (A Wealth Of Common Sense)
  • the Global X Founder-Run Companies ETF ($BOSS) bets that founders know best. (marketwatch)
  • Warren Buffett, in Annual Letter, Offers Hymn to U.S. Economy (nytimes)
  • The stock selectors at UITs are adding negative value (ETF.com)
  • The race for autonomous cars is over. Silicon Valley lost. (autoblog)
  • How is Germany bypassing the many woes of other European economies. (bloomberg)
  • Staff in the investment management industry are bored at work. (ft)
  • Why Facebook ($FB) beat Twitter ($TWTR). (fastcompany)
  • Cognitive biases break down along four lines. (kottke)
  • Warren Buffett on the big hedge fund fee heist. (businessinsider)
  • Oil futures are back to backwardation. (rcmalternatives)
  • Vanguard wants some more flexibility to manage its funds. (wsj)
  • Uber’s culture crisis (recode)
  • Twitter ($TWTR) hasn’t meaningfully changed its product in ten years. (stratechery)
  • The story behind the world’s first ETF, the iShares S&P/TSX 60 index ETF (beta.theglobeandmail)
  • Goldman downgrades Tesla to sell (Zero Hedge)
  • Why SoftBank is spending like crazy: It’s the robot thing. (Barron’s)
  • Think carefully about what goes in your "too hard pile." (awealthofcommonsense)
  • Why you should avoid the Snap ($SNAP) IPO. (businessinsider)
  • Google Cousin Develops Technology to Flag Toxic Online Comments (nytimes)
  • Barry got a shoutout in the Sunday Times in their piece about President Bannon (New York Times)
  • Warren Buffett views Apple ($AAPL) as a consumer products company not a tech company. (bloomberg)
  • The World’s Most Radical Experiment in Monetary Policy Isn’t Working (Wall Street Journal)
  • REITs had a great week, last week. (capitalspectator)
  • Buffett disclosed this morning that he’s doubled his position in Apple since the start of the year! (CNBC)
  • The 15 most traded ETFs. (etf)
  • The trading volume in the ProShares Ultra VIX Short-Term Futures ($UVXY) just keeps rising. (bloomberg)
  • The iShares Core S&P 500 ETF ($IVV) is fast approaching $100 billion in AUM. (etf)
  • What ETFs hedge funds like to trade. (barrons)
  • How the introduction of ETFs caused confusion around the terms active and passive. (blog.alphaarchitect)
  • SoftBank set to invest more than $3 billion in WeWork (CNBC)
  • Snap ($SNAP) is not Twitter ($TWTR). (marketwatch)
  • Which Warren Buffett should you believe? (ericcinnamond)
  • Forget interest rates. The Fed needs to supply a balance sheet forecast. (bloomberg)
  • ICYMI: Buffett’s 2016 annual letter to shareholders is must-read, as always (Berkshire Hathaway)
  • Vanguard just went through another round of fund fee reductions. (investmentnews)

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