04/07/15 – Tuesday Interest-ing Reads

  • Is a 50/50 bond/equity mix ideal for emerging market investing? (blog.abglobal)
  • Is the term ‘lifestyle business’ derogatory? (avc)
  • World Economy Ready to Bounce After Sluggish Opening to 2015 (Bloomberg)
  • How ETFs are traded. (wsj)
  • Buffett on how to deal with troubles within your company (Farnam Street)
  • Economic data is not all that useful in short-term trading. (theirrelevantinvestor.tumblr)
  • Andrew Smithers is bearish again. I’ll give you a moment to catch your breath… (Financial Times)
  • The services sector continues to point towards economic growth. (capitalspectator)
  • If Algorithms Know All, How Much Should Humans Help? (nytimes)
  • Startups should invest in a little bit of design. (nextviewventures)
  • The birth, death and resurrection of American beer: 1873-2014 (Quartz)
  • The real reason Netanyahu and the GOP hate this Iran deal (vox)
  • How Bibi and Bush Made a Mess of the Middle East (forward)
  • However knowing when a recession is coming is good to know. (econompicdata.blogspot)
  • How inflated late-stage valuations could play out over time. (thisisgoingtobebig)
  • Smart-beta is becoming an alternative to active strategies. (wsj)
  • American Express ($AXP) is beset by copycats. (businessinsider)
  • The Real Point of Active Investing (thinkadvisor)
  • “You may think you are riding the stock market trend but is it possible that you are taken for a ride instead? ” (Price Action Lab)
  • How to turn every investor into an insider: a fire hose of data. (wsj)
  • A dozen things learned from Startup L. Jackson about VC. (25iq)
  • How the PayPal mafia came to rule the startup world. (nytimes)
  • Dividends rose 15% last quarter. (crossingwallstreet)
  • Is geography the next smart beta? (CIO)
  • Volatility is picking up near the highs. (jlfmi.tumblr)
  • The Nasdaq ($NDAQ) is trying to get in on the ground floor with startups. (nytimes)
  • eHarmony is getting left behind in the online dating race. (washingtonpost)
  • In key swing states, weed is polling better than all potential 2016 candidates (washingtonpost)
  • The hard lessons from Rob Arnott, Jeremy Grantham, Howard Marks and Jeffrey Gundlach (Wall Street Journal)
  • Duke defeats Wisconsin for the NCAA championship (CBS Sports)
  • The Fedex ($FDX) purchase of TNT is likely the first of many European acquisitions. (bloombergview)
  • The top 20 start-up accelerators in the US. (hbr)
  • Lessons of the world’s most unique supercentenarians (bbc)
  • Will China’s Infrastructure Bank Work? (project-syndicate)
  • Our gambling culture: The craving for immediate gratification has spread well beyond Wall Street. (mckinsey)
  • Special purpose vehicles (SPVs) are increasingly being put together to invest in late-stage startups. (wsj)
  • US economic disappointments are likely bottoming out. (thefatpitch.tumblr)
  • How to reconstruct your personal narrative. (wsj)
  • Do extroverts really do better on teams? (strategy-business)
  • How Rich and Poor Spend (and Earn) Their Money (blogs.wsj)
  • Check out our automated investing service, Liftoff! (Liftoff)
  • Uber continues to gain share in American’s expense accounts. (bloomberg)
  • Are emerging markets even an asset class any more? (awealthofcommonsense)
  • What is a seed investor to do when seed rounds reach $20 million? (hunterwalk)
  • Ray Dalio is crushing it this year (Bloomberg)
  • John Oliver Just Changed The Surveillance Reform Debate (social.techcrunch)
  • How Hillhouse Capital Group turned a $20 million investment from Yale into a Chinese investment powerhouse. (nytimes)
  • How to reverse engineer a VC’s investment strategy. (avc)
  • My new post at Fortune: Investor takeaways from the Rolling Stone debacle (Fortune)
  • Blackrock ($BLK) is consolidating a bunch of money market mutual funds. (wsj)
  • How will we know how well the Apple ($AAPL) Watch) is doing? (asymco)
  • Greening Your Portfolio (slate)
  • Scott Minerd (Guggenheim) on where to invest (ETF.com)
  • Angel investors are at their best much more than a check. (nytimes)
  • VCs are investing across the spectrum of the food industry. (wsj)

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