03/16/17 – Thursday’s Interest-ing Reads

  •  Study: Breitbart-led right-wing media ecosystem altered broader media agenda (cjr)
  • How the Fed has set itself up for the rest of the year. (bloomberg)
  • What the Fed’s Rate Hike Means for You (usatoday)
  • How an investment memo serves as a time-stamp of what went into a decision to invest. (nextviewventures)
  • Intel, Mobileye, and Smiling Curves (stratechery)
  • Unilever, and The Failure Of Corporate Social Responsibility (forbes)
  • Japanese Stocks Are Cheap, But Will It Matter? (fortunefinancialadvisors)
  • Some rookie mistakes founder make when meeting with VCs. (saastr)
  • Why don’t IBM shares command the typical cloud stock multiple? (Barron’s)
  • How Microsoft built its Slack competitor (theverge)
  • Rising interest rates are getting home buyers off the sidelines. (thereformedbroker)
  • The downside of using (multiple) rounds of convertible or SAFE notes early in the life of a company. (avc)
  • Weekly initial unemployment claims are still trending at low levels. (calculatedriskblog)
  • Netflix ($NFLX) is going into the blockbuster business. (bloomberg)
  • Dot Plot: Not So Dovish After All? (businessinsider)
  • Bill Ackman and the beauty of permanent capital. (bloomberg)
  • A Safer Road Map Toward Self-Driving Cars (bloomberg)
  • Does the Stock Market Care Who the President Is? (A Wealth Of Common Sense)
  • My Top Seven Rules (jamesaltucher)
  • The Entrepreneur with the $100 Million Plan to Link Brains to Computers (technologyreview)
  • Virtu Financial ($VIRT) in talks to buy KCG Holdings ($KCG). (wsj)
  • Why do VCs invest? (pointsandfigures)
  • What Is Actual Collateral for a Home Mortgage Loan? (realclearmarkets)
  • Goldman Sachs Goes on Buying Binge for Delinquent Mortgages (Wall Street Journal)
  • Active participants in the biotech venture capital space are few and far between. (lifescivc)
  • Are Teenagers Replacing Drugs With Smartphones? (nytimes)
  • An ETF Led Market Melt Up? (yardeni)
  • Defeat of Measure S Is Not Enough for CA Housing (realclearmarkets)
  • Your company’s culture is who you hire, fire and promote. (worldpositive)
  • Shopify ($SHOP) has quietly become a backbone of e-commerce. (fortune)
  • Is Peloton a hardware or a software company? (axios)
  • Drug Stocks Look Ready to Move Higher (barrons)
  • Is Your Stuff Safe in the Cloud? (wsj)
  • How to Prevent Universities from Becoming Nurseries (atimes)
  • Trillions in Debt, and Just Scratching the Surface (fee)
  • How many people to have on a board at different stages of a company. (pointsandfigures)
  • What happens when you combine risk parity with trend following? (allocatesmartly)
  • The Fed Delivers a Rate Hike, and a Message (bloomberg)
  • It’s a bit of a cliche at this point but immigrants start a disproportionate number of US companies. (fastcompany)
  • They call them ‘opportunistic investments’ for a very good reason. (collaborativefund)
  • Talking About Irrational Exuberance (capitalspectator)
  • Treasury bonds are a better hedge against stock market declines than gold. (priceactionlab)
  • Silicon Valley types are getting into bodybuilding. (theoutline)
  • The Steps To Boost Your Confidence In Your Retirement Savings (investors)
  • Credit scoring is an interesting area for fintech startups. (blogs.cfainstitute)
  • A Major New Study Shows That Political Polarization Is Mainly A Right-Wing Phenomenon (news.wgbh)
  • A Dovish FOMC Rate Hike (realclear)
  • The FOMC Sticks to the Script (realclear)
  • More Bank Capital Won’t ‘Kill the U.S. Economy’ (blogspot)
  • Astronomers find a black hole eating a white dwarf (blastr)
  • Dutch voters say no to white nationalism (WSJ City)
  • Netflix ($NFLX) is casting a wide net for new documentary films. (nytimes)
  • Starboard Value is done with Macy’s ($M) stock. (reuters)
  • Factor Timing Is Deceptively Difficult (ssrn)
  • Five things you should never say to a woman in tech. (recode)
  • A custom tailored swamp for Icahn (Bloomberg)

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