04/06/16 – Wednesday’s Interest-ing Reads

  • Why isn’t cheap oil driving global economic growth? (ft)
  • Valuing private equity stakes in energy companies in a fast moving market is tough, very tough. (ftalphaville.ft)
  • Etsy ($ETSY) had a rough first year after going public. How it hopes to move forward. (qz)
  • Facebook ($FB) is pushing Live Video hard. (buzzfeed)
  • The eternal question: buy or rent? (nytimes)
  • As an Investor, Osama bin Laden Was Bullish on Gold (nytimes)
  • Data collection is the ultimate public good (blogs.ft)
  • How investors are once again investing in JGBs. (bloomberg)
  • Fidelity is launching its in-house robo-advisor service. (wsj)
  • Twitter ($TWTR) is becoming more like a cable company. (washingtonpost)
  • Being tired is not a badge of honor. (m.signalvnoise)
  • WhatsApp just turned on end-to-end encryption for its billion users. (wired)
  • How one hedge fund successfully traded the crude oil bear market. (wsj)
  • What does it mean to be a truly low-fee investment advisor. (pragcap)
  • Blackrock ($BLK) is beginning to throw its (activist) weight around. (nytimes)
  • The Fed has little reason to raise rates. (economistsview.typepad)
  • High yield munis are outperforming high yield corporate bonds. (etf)
  • Wind and Solar Are Crushing Fossil Fuels (bloomberg)
  • Is a concentrated fund for you? (news.morningstar)
  • Why is the U.S. unwilling to pay for good public transportation? (theconversation)
  • How to think about retirement spending. (latimes)
  • Why fund managers focus on pre-tax returns. (etf)
  • Public accounting is still coming to terms with the business casual trend. (bloomberg)
  • Peak Millennial, So Instead Lets Talk About A $2 Million Housing Market Record (millersamuel)
  • A robo-advisor explainer. (bloombergview)
  • Will brain researchers eventually find out how the brain processes risk. (bloombergview)
  •  How Reporters Pulled Off the Panama Papers, the Biggest Leak in Whistleblower History (wired)
  • 400 reporters kept the Panama Papers secret for a year. Here’s how they pulled it off. (mashable)
  • How much should you invest in managed futures? (managed-futures-blog.attaincapital)
  • Why bull markets make us all miserable. (thereformedbroker)
  • Then again maybe you should stick with high quality muni bonds. (blogs.barrons)
  • Signs that you need a new financial advisor. (fmdcapital)
  • Dividend payers are crushing big buybackers (cnbc)
  • Why do you have nothing in global bonds? (mebfaber)
  • Investors are overlooking Apple’s next $50 billion business (businessinsider)
  • Falling Treasury yields and a headwind for the stock market. (capitalspectator)
  • How the 99% should invest. (chrisperruna)
  • The ages of distraction: Busy, distracted, inattentive? Everybody has been since at least 1710. (aeon.co)
  •  Don’t Dismantle Government—Fix It (prospect)
  • Nobody readers you quarterly letter, just give investors the “damn return numbers.” (howardlindzon)

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