03/14/17 – Tuesday’s Interest-ing Reads

  • Afraid of Jail? Buy an Upgrade (themarshallproject)
  • Why Corporate Leaders Became Lefty Activists (nationalreview)
  • Fed Unlikely to Surprise the Markets This Week (ciovaccocapital)
  • Rise of Robot Calls for Big Response, Not Protetionism (usatoday)
  • Saudi Arabia’s Oil Minister Sounds Trouble For Russia (forbes)
  • Fixed Index Annuities: "Magical" or "Unsuitable"? (philly)
  • Market journalists love to emphasize the negative. (ft)
  •  Trouble ahead for PE investors? (ftalphaville.ft)
  • Why everyone is fascinated with Bill Ackman. (medium)
  • Mutual fund companies move IPOs to generate performance for new funds. (etf)
  • Preet was investigating Fox News for paying millions to settle sexual harrasment charges without informing shareholders. Fox News is official state-run propaganda. Problem solved. (New York Times)
  • In Women We Trust (Or Should) (promarket)
  • Real yields are on the rise. (wsj)
  • Hedge fund investors are going to stop paying for beta. (valuewalk)
  • Michael Lewis’s ‘The Big Short’ Gets Its Day In Court (thedailybeast)
  • As We Learned In ’87, the Unexpected Often Moves Markets (realclearmarkets)
  • BlackRock vows new pressure on climate, board diversity (reuters)
  • Seven traits of successful active investment managers (jimoshaughnessy.tumblr)
  • Even SoFi is experiencing worse than expected loan performance. (bloomberg)
  • How quantitative investing has changed in the ten years since the ‘quant quake.’ (ft)
  • Trading Health Care for the Poor for Tax Cuts for the Rich (nytimes)
  • Sector rotation is all about momentum. (blog.thinknewfound)
  • Busyness is not a badge of honor. (timmaurer)
  • US Credit Growth Is Decelerating (creditwritedowns)
  • Stephen Gandel, "Ackman looks like an investor from another era, and an increasingly outdated one. His highly concentrated, and highly risky, portfolio is likely not one that most pension fund allocators will likely want to bet on in the future." (fortune)
  • Illiberal Arts: Pay More, Get Less (Free Speech) (realclearmarkets)
  •  Behind the Quiet State-by-State Fight Over Electric Vehicles (nytimes)
  • Untethered Optimism Is Not a Friend of Investors (hussmanfunds)
  • As are lumber prices. (calculatedriskblog)
  • One of the basic rules of markets is being violated. (Wall Street Journal)
  • CEO’s Shouldn’t Cave In to Activist Boycotts (investors)
  • How did closet-index become the norm in the mutual fund industry? (blogs.cfainstitute)
  • How parking spots are like factor returns. (bpsandpieces)
  • Preet Bharara’s Complicated Wall Street Crime Legacy (newyorker)
  • Sell-side research is going to continue to get squeezed. (bloomberg)
  • "This is like paradise": Seal Beach’s pay-to-stay program actively markets its jail, attracting deep-pocketed offenders (latimes)
  • Trends And Trend-Following Are Not The Same Thing (Price Action Lab)
  • How quickly should you invest a lump sum? Hint, part of the way. (elmfunds)
  • Over 1 Million U.S. Homeowners Regained Positive Equity in 2016 (worldpropertyjournal)
  • You’re not too busy. You’re just rude. (wsj)
  • Online shopping is not uniform across the US. (wsj)
  • How large is the public infrastructure sector? (allaboutalpha)
  • Short-term traders have more opportunites to learn from their mistakes. (traderfeed.blogspot)
  • Should Fed Plan Economy That Runs Hot? (realclearmarkets)
  • Why Intel is paying $15 billion for Mobileye: Think of your future car as a rolling computer. (recode)
  • The Intellectual Investor: Charles H. Brunie, 1930–2017 (city-journal)
  • A Warning From A Prescient Crash Guru (marketwatch)
  • 5 Ways "Passive" Investing Is Actually Quite Active&#xA0 (bloomberg)
  • U.S. Asset Managers Still Face Difficult Future (beta.morningstar)
  • The Swamp: Better than ever! (Bloomberg)
  • Why Intel ($INTC) bought Mobileye ($MBLY). (businessinsider)
  • Some skepticism about Dalbar’s mutual fund return data. (advisorperspectives)
  • Moral hazard and hedge fund high water marks. (etf)
  •  Wall Street Has Found Its Next Big Short (bloomberg)
  • William Ackman’s Pershing Square Capital Management LP sold its stake in Valeant, taking a roughly $4 billion loss (Wall Street Journal)
  • Why market reporters lean toward negative news: Journalists tend to avoid hype and have less to lose from being incorrectly bearish (ft)
  • Why We Have Daylight Savings, Why We Should Scrap It (reason)
  • When It Comes to Wall Street, Preet Bharara Is No Hero (propublica)
  • Nine years in Iceland declares the financial crisis over. (nytimes)
  • PE is paying up for targets. (ftalphaville.ft)
  • World prepares to move on without U.S. on trade (Politico)
  • Analysts just can’t help themselves from sucking up to management on earnings conference calls: the evidence. (blogs.wsj)
  • A Wild New Hypothesis for How the First Monster Black Holes Formed (gizmodo)
  • The Market’s Response to the Fed Will Be Telling (alhambrapartners)
  • Forget the President, Well-Educated Always Get Good Jobs (bloomberg)
  • Amazon ($AMZN) fulfillment centers often work with local businesses. (bloomberg)

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