03/03/16 – Thursday’s Interest-ing Reads

  • How Marissa Mayer Keeps Talent: Meet Yahoo’s $18 Million CRO (recode)
  • The Lone Analyst Who Said Sell Valeant When Hedge Funds Piled In (bloomberg)
  • Why creativity is a key skill for investment analysts. (cfapubs)
  • A conversation with Emma Seppälä author of “The Happiness Track: How to Apply the Science of Happiness to Accelerate Your Success.”* (valuewalk)
  • Measuring the impact of the Ashley Madison hack, six months in. (theguardian)
  • The Great Investment Advice Hidden in Warren Buffett’s Annual Letter (fortune)
  • The easy money has been made in the App Store. (theverge)
  • Habits are no longer associated with moral virtues. (aeon.co)
  • Small caps are breaking out… (Dragonfly Capital)
  • The opioid epidemic is forcing a change in how we treat pain. (techinsider.io)
  • “Banking/finance seems to be either a screaming sector ready to be bought or a permanently damaged victim of write-offs, tighter regulation and significantly lower future margins. I’ll vote for the latter.” – Bill Gross (Reuters)
  • …but not so fast (Price Action Lab)
  • Gundlach’s getting out of the stockpicking game (Wall Street Journal)
  • How the rise in assortative mating affects income inequality. (nytimes)
  • Vanguard quietly pushing deeper into smart beta ETFs (Barron’s)
  • A story that Maria Konnikova left out of “The Confidence Game” about why we believe in kismet.* (undark)
  • The single American female is a potent political force. (nymag)
  • A conversation with Martin Ford author of “Rise of the Robots: Technology and the Threat of a Jobless Future.”* (knowledge.wharton.upenn.edu)
  • Swedroe: EM Looks Terrible—Time To Buy (etf)
  • The U.S. Could Use a New Economic Strategy (bloombergview)
  • Always read the endnotes (Meb Faber)
  • How To Fix the Endowment Model (CIO)
  • Former hedge fund manager Phil Falcone spoke in public for the first time in years, and slammed the industry (uk.businessinsider)
  • A smart retort to my “Abundance” post that you should read (Medium)
  • Does a Carbon Tax Work? Ask British Columbia (nytimes)
  • The eerie math that could predict terrorist attacks (washingtonpost)
  • Is there too much TV? Or is there no good way to measure audiences. (redef)
  • The death of a gas baron (New York Times)
  • Why America abandoned nuclear power (and what we can learn from South Korea) (vox)
  • LinkedIn’s CEO does something wonderful for his employees (Wall Street Journal)
  • Are we overbought after the latest breadth spike? (Fat Pitch)

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