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

  • Data-mining has never been easier. (institutionalinvestor)
  • How to be a star mentee. (blogs.cfainstitute)
  • February breaks global temperature records by ‘shocking’ amount (theguardian)
  • CEO Pay Depends on Board’s Independence (wsj)
  • Have you hit the Slack wall? (feld)
  • An oral history of the 1995-96 Chicago Bulls. (caplex)
  • Weekly initial unemployment claims continue to trend at low levels. (calculatedriskblog)
  • A history (and future of) alternative lending. (forbes)
  • Amazon’s Ingenious Plot to Take Over Your Living Room (slate)
  • Creativity in investing is important, but implementation matters as well. (blogs.cfainstitute)
  • Disagreeing with Jack Bogle re: international stocks (Greenspring)
  • Time is running out for the big media companies to make the transition to digital. (redef)
  • Miami Beach is sinking. At best some fixes will save it some time. (politico)
  • Can Bridgewater survive a transition away from Ray Dalio’s leadership? (wsj)
  • Figuring Out What Valeant Is Really Worth (New York Times)
  • John Authers, “What should fund managers do? Cut their fees as much as possible, have the courage of their convictions, and act as though they do.” (next.ft)
  • Volatility has been silenced, but not for long (Andrew Thrasher)
  • Ben Carlson, “Nothing good can come from constantly stressing out about things are are out of your control.” (awealthofcommonsense)
  • V-bottoms are tough to trade. (fmdcapital)
  • Last of the coal giants probably f***ed (Wall Street Journal)
  • The ultimate collection of views on secular stagnation and productivity mis-measurement. (ftalphaville.ft)
  • Hard Truths For Investors to Wrap Their Heads Around (fool)
  • A redacted version of the March FOMC statement. (alephblog)
  • ETFs reflect current conditions, they don’t dictate them. (next.ft)
  • Global Weather Volatility is a Strong Buy (Short UnScience) (ritholtz)
  • See Markets React to the Fed in 7 Charts (MoneyBeat)
  • How Gut Bacteria Are Shaking Up Cancer Research (bloomberg)
  • What cities and states click on online ads the most? (priceonomics)
  • Fannie and Freddie aren’t going away any time soon. Bethany McLean on how to “mend” them. (washingtonmonthly)
  • Meet the DIY quants who have left Wall Street behind. (bloomberg)
  • The ‘traitorous 8’ and the birth of Silicon Valley. (investingcaffeine)
  • A new Essential Listening is up with episodes on with talks on stubborn hedgies, the $AMZN Echo. (blogs.cfainstitute)
  • How to beat writer’s block. (newyorker)
  • Treasury eases restrictions on travel, other dealings with Cuba (washingtonpost)
  • The trouble with blockbuster funds and category defaults (propinquity)

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