03/15/17 – Wednesday’s Interest-ing Reads

  • Some wisdom from those who have seen it all. (awealthofcommonsense)
  • The nature of academic economics has changed greatly over time. (bloomberg)
  • Hoping for an Inheritance? Curb Your Enthusiasm (bloomberg)
  • The Shale Oil Bubble (creditwritedowns)
  • We are only going to see more asset manager mergers. (wsj)
  • The Biggest Risk to the Fed and European Central Bank (reuters)
  • Putting a number on just how much Bill Ackman’s funds lost on Valeant ($VRX). (bloomberg)
  • Robots won’t take your job—they’ll help make room for meaningful work instead (Quartz)
  • New Oil Price War Looms (nakedcapitalism)
  • How Realistic Is a China Trade War? FedEx CEO Weighs In (fortune)
  • A hedge fund that only bets on daily changes in volatility. (bloomberg)
  • How Morningstar ($MORN) calculates investor returns. (beta.morningstar)
  • Which Equity and Bond Sectors Do Best When the Fed Hikes (usatoday)
  • Federal Reserve’s Main Challenge May Be Existential (nytimes)
  • Austin’s Done Just Fine Without Uber — Even If SXSW Hasn’t (nymag)
  • Why good traders don’t hold onto stocks like Valeant ($VRX) all the way down. (thereformedbroker)
  • The case for a simple, steady investment process. (whitecoatinvestor)
  • Chris Sacca no longer owns a share of Twitter ($TWTR). (businessinsider)
  • Why Warren Buffett is investing in an airline industry he once called a death trap (Los Angeles Times)
  • Why the Feds should allow financial planning fees to be drawn from retirement accounts. (kitces)
  • Credit ETFs are in retreat. (bloomberg)
  • Male financial advisors are more likely to commit misconduct. (bloomberg)
  • Your personal brand is what people say about you when you are not in the room. (a16z)
  • Apple store creator Ron Johnson: “What I love is creating. I created the Apple stores, I helped reinvent Target. My strength is imagining.” (recode)
  • Warning Signs: Past Is No Prologue for Markets in New Paradigms (bloomberg)
  • The U.S. Can Gain a Growth Edge If It Cuts the Corporate Tax (thehill)
  • A Pension Collapse Will Fuel the Next Financial Crisis In America (marketwatch)
  • Don’t Just Roll Back Back Fuel Standards. End Them. (bloomberg)
  • The true long term benefits of a ‘tiny home.’ (humbledollar)
  • How Much Is Left In the Bull Market’s Tank? (realclear)
  • The Corporate Welfare ETF: a new twist on the vice/not vice idea&#xA0 (citywireusa)
  • Follow Ritholtz Wealth on Facebook! (Facebook)
  • Why we should say goodbye to 12b-1 fees. (kitces)
  • Some factor strategies have nearly permanent industry tilts (Morningstar)
  • High yield does not equal high return. (whitecoatinvestor)
  • Here’s the Real Reason You’re Not Allowed To Work From Home (forbes)
  • Why even single, childless people need a will. (nytimes)
  • Charles Schwab ($SCHW) has launched a hybrid human-robo advisor. (reuters)
  • Eurozone May Surprise Everyone with Dramatic Recovery (project-syndicate)
  • Why process-based strategies are usually lower risk. (seeitmarket)
  • Trade Growth: Stronger US & Chinese Economies (blogspot)
  • Garbage In, Garbage Out at the Fed (fee)
  • Amazon Is Going to Kill More American Jobs Than China (marketwatch)
  • Here is a recent interview I did with Advisor Websites about writing a financial advisor blog. (advisorwebsites)
  • For Most Cities, the Tech Boom Is a Bust (citylab)
  • Cantor Fitzgerald’s big bet on Vegas is a bust (Bloomberg)
  • The Ghost Bosses: Private-equity firms have been rapidly buying and selling off companies for decades, and workers in Lancaster, Ohio, are living with the consequences.&#xA0 (theatlantic)
  • What to Do with Your Bond Portfolio as Fed Rates Rise (cnbc)
  • 10 Breakthrough Technologies, 2017 (technologyreview)
  • Household Debt: Cause for Concern, or No Big Deal? (realclear)
  • The Growing Threat Arising from U.S. Federal Debt (townhall)
  • Fed’s Challenge, After Raising Rates, May Be Existential (nytimes)
  • How to get the most out of your IRA contributions. (beta.morningstar)
  • More information is not necessarily an advantage for investors. (pragcap)
  • Le Pen Win Would Wipe Out 25% From French Bank Shares, Citi Says (Bloomberg)
  • Unemployment is falling almost everywhere. Wages aren’t rising much anywhere. (bloomberg)
  • This Titanic Stock Market Has That Sinking Feeling (marketwatch)
  • Instagram has more pull with advertisers than Snap ($SNAP). (fortune)
  • Goldman Sachs Says Fed’s Rate Hike Is Bad News For Stocks (fortune)
  • Active managers should hope to "win big early" on in the game. (bloomberg)
  • A sign that investment consultants are under pressure. (wsj)
  • Natural gas is down 25% from its 2016 peak. (wsj)
  • Death 2.0: Welcome to the Digital Afterlife (cnn)
  • Dear Stock Market Bears, Sorry, Valuation Is Not a Catalyst (seekingalpha)
  • Is OPEC Headed for a Big Showdown With U.S. Shale? (cnn)
  • Book Review: Phil Knight’s Endlessly Great ‘Shoe Dog’ (realclearmarkets)
  • Robots Create Jobs, Don’t Steal Them (realclear)
  • Goldman Turns Cautious on Stocks as Fed Threatens to Upset Calm (Bloomberg)
  • Competition, Cooperation, and the Selfish Gene (Farnam Street)
  • The Fed’s Era of Easy Money Is Ending (nytimes)
  • Homebuilder confidence is at a 12-year high. (calculatedriskblog)
  • What has really driven the recovery in Iceland’s economy? (bloomberg)
  • This Article Won’t Change Your Mind: The facts on why facts alone can’t fight false beliefs&#xA0 (theatlantic)
  • Untested Robo-Advisers Are Becoming Big Market Risk (bloomberg)
  • How a Rate Hike Will Affect Borrowers (a lot) Savers (not so much) (cnbc)
  • Asset management firms need to use plain language to describe investments. (blog.kurtosys)
  • Europe on Knife Edge of Uncertainty, Maybe Catastrophe (reuters)
  • 33 signs you are headed for financial trouble. (humbledollar)
  • Get dental work done before you retire. (squaredawayblog.bc.edu)
  • Pandora Premium: the original music streaming giant is ready for prime time (theverge)
  • The Dogs of the Dow Are Falling Behind in the 2017 Rally (marketwatch)
  • 12 products Millennials don’t buy. (buzzfeed)
  • Why General Motors Has Already Lost To Tesla (forbes)
  • Why the Fed will likely shift forward its plans for rate hikes. (calculatedriskblog)
  • Recession Risk (capitalspectator)
  • Stop reading "how to succeed" lists. (hbr)
  • Automated financial planning advice is only going to get better. (wmtoday)
  • What a bond ladder in retirement looks like. (retirementresearcher)

Leave a Reply

Your email address will not be published. Required fields are marked *