04/14/15 – Tuesday Interest-ing Reads

  • Are high yield munis a viable asset class? (blogs.barrons)
  • When should startups raise money? When it’s convenient. (avc)
  • Corporate pension funds can’t get enough corporate bonds. (wsj)
  • A look at just how bad this commodity market crash has been. (shortsideoflong)
  • Where Do You Go For Tech Support on a Bionic Hand? (technologyreview)
  • Taste. McDonald’s still doesn’t get it (thedealnewsroom.tumblr)
  • Small business optimism dropped in March. (calculatedriskblog)
  • What moral obligation do VCs have for the companies they invest in? (nytimes)
  • The Fed Can Be Patient About Raising Interest Rates (wsj)
  • Wall Street firms are relying ever more on technology. (businessinsider)
  • Why real interest rates aren’t going anywhere fast. (researchaffiliates)
  • Have profit margins peaked? (blog.yardeni)
  • The wrong way to think about California water (latimes)
  • Performance chasing in the liquid alternatives space. (managed-futures-blog.attaincapital)
  • Billboards near Citi Field urge Wilpons to sell New York Mets (espn.go)
  • A closer look at the JP Morgan ($JPM) 2014 annual report. (brooklyninvestor.blogspot)
  • U.S. companies on course to return $1 tn to shareholders in 2015 (ft)
  • Another well-connected son-in-law, another hedge fund ponzi. Will you people never learn? (New York Daily News)
  • On the use of smart beta funds in strategic asset allocation. (capitalspectator)
  • Hulbert: As Europe and Greece get worse, invest more (MarketWatch)
  • An interview with Slack CEO, Stewart Butterfield. (inc)
  • Laurence Fink of Blackrock ($BLK) is worried that US companies are caving in too easily to activist investors. (nytimes)
  • An Oral History Of How “Game Of Thrones” Went From Crazy Idea To HBO’s Biggest Hit (fastcompany)
  • How some European banks could end up paying borrowers interest. (wsj)
  • Revisiting what Warren Buffett had to say about the stock market 16 years ago. (charlessizemore.tumblr)
  • Om Malik, “Apple has taken craftsmanship to an industrial scale. It is the only technology company to take an artisan’s approach to making its products, however limited their shelf life might be.” (om.co)
  • Apple Watch set to beat iPhone launch with 1 million-order weekend (marketwatch)
  • Healthcare investors are missing out on the low-hanging fruit. (teten)
  • Economists think economists are awesome. (m.theatlantic)
  • What’s holding tech M&A back? (a16z)
  • Why stocks should outperform bonds over the next ten years. (econompicdata.blogspot)
  • What did $1 billion+ startups look like at their Series A? (medium)
  • Hard to believe they still sell index funds with a sales load… (blog.alphaarchitect)
  • The strong US dollar is a shadow over earning season. (humblestudentofthemarkets.blogspot)
  • Why are focusing on unicorn when it its the dinosaur incumbents that should be worried. (medium)
  • JPMorgan beats, here’s what you need to know (Business Insider)
  • Four misses in a row for retail sales (Zero Hedge)
  • BofA portfolio manager survey finds that everyone is freaked out about stock and bond valuation (Business Insider)
  • Why American wage growth is so lousy (economist)
  • My favorite new photographer (Quartz)
  • China’s buying up cheap oil. (Wall Street Journal)
  • Minneapolis Fed’s Kocherlakota: Fed Shouldn’t Raise Rates in 2015 (blogs.wsj)
  • Startups are popping up to help lend small businesses money. (nytimes)
  • Apple’s ($AAPL) new Photo app is a big upgrade over iPhoto. (recode)
  • Depression and startups. (feld)
  • Just how bubblicious is China’s stock market? (economist)
  • Horace Deidu, “The Apple Watch would be as much a watch as the iPhone is a phone.” (asymco)
  • For Drinking Water in Drought, California Looks Warily to Sea (nytimes)

Leave a Reply

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