04/15/16 – Friday’s Interest-ing Reads

  • Facebook, Phones, and Phonebooks (stratechery)
  • Investors overestimate the probability of rare, Black Swan type, events. (bloombergview)
  • We’re always on the brink of apocalypse (Seth’s Blog)
  • More evidence that shorting stocks ain’t easy, even for activists. (bloomberg)
  • How many “nowcasting” GDP models do we need? (bloombergview)
  • Meb on The 5 Mistakes Every Investor Makes (Meb Faber)
  • Why is Iceland the only country to send top bank officials to jail in the aftermath of the financial crisis? (bloomberg)
  • The Untold History of Aretha Franklin’s Irrevocable “Respect” (elle)
  • Alec Ross author of “The Industries of the Future” talks about the importance of society openness in the 21st century. (knowledge.wharton.upenn.edu)
  • Amazon ($AMZN) Web Services is a big player in fintech. (howardlindzon)
  • Steve Cohen can now take outside money, but why would he want to? (bloomberg)
  • Don’t underestimate the importance of tax alpha. (awealthofcommonsense)
  • Russ Roberts talks with Robert Frank author of “Success and Luck: Good Fortune and the Myth of Meritocracy.”* (econtalk)
  • Startup investors pump the brakes (Wall Street Journal)
  • Manufacturing output declined in March. (bloomberg)
  • The latest in the Buffett succession race (Morningstar)
  • How Justin.tv got off the ground. (gimletmedia)
  • Is China recovering? (marginalrevolution)
  • Rare company: 12 firms that have experienced 60 straight quarters. (crossingwallstreet)
  • How To Avoid Boring Sunsets (fivethirtyeight)
  • Why investors often confuse sophistication with substance? (thereformedbroker)
  • Has Facebook ($FB) achieved the dream of AOL? (medium)
  • ETF stats for March 2016. (investwithanedge)
  • The fall of SunEdison from the inside (Wall Street Journal)
  • Corporate winners and losers amid the oil price crash (ft)
  • Heavily shorted stocks are setting up for breakouts. (ivanhoff)
  • John Hempton still thinks Valeant is headed toward zero (ValueWalk)
  • An interview with Gary Carmell author of “The Philosophical Investor: Transforming Wisdom into Wealth.”* (strategicinvestorradio)
  • Herbalife skeptic Quoth the Raven reviews ‘Betting on Zero’, which premiered last night at the Tribeca Film Festival (Seeking Alpha)
  • Time Magazine’s New Cover Story Is Every Bad Conservative Argument About the National Debt Wrapped Into One (slate)
  • Yahoo ($YHOO) can’t even sell itself correctly. (businessinsider)
  • Yahoo ($YHOO) make sure they are going to get theirs in a change of control. (wsj)
  • JPMorgan on Amazon: The cloud boom is just getting started (Barron’s)
  • This is the second longest period without a 6-day win streak for the S&P 500 in 66 years (Price Action Lab)
  • Say Goodbye to the Fed You Once Knew (bloomberg)
  • At Tampa Bay farm-to-table restaurants, you’re being fed fiction (tampabay)
  • Are workaholics a danger to society? (1843magazine)
  • Goldman is doing some heavy duty cost cutting right now (Bloomberg)
  • The Tesla ($TSLA) 3 is going to change the car industry. (knowledge.wharton.upenn.edu)
  • The Munger Operating System: how to live a life that really works. (farnamstreetblog)
  • Investors often then they really are contrarian. (news.morningstar)
  • Walking improves creativity. (qz)
  • Forcerank really isn’t the FanDuel of stocks. (equities)
  • The Best — and Worst — States to Avoid Income Taxes (bloomberg)
  • Passive investing doesn’t work in high yield. (next.ft)
  • Michael Covel talks with Cole Wilcox of Longboard Asset Management. (trendfollowing)
  • Is society ready for a “guaranteed basic income”? (freakonomics)

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