04/16/15 – Thursday Interest-ing Reads

  • The day-to-day data coming out of China are sometimes reminiscent of the classic Zen riddle about listening to the sound of one hand clapping. (Bloomberg)
  • The Student-Loan Problem Is Even Worse Than Official Figures Indicate (blogs.wsj)
  • A Bubble in Bubbles? (businessweek)
  • Why Cuba’s removal from U.S. terror list was years overdue (csmonitor)
  • High active share is no panacea for active managers. (ft)
  • Here’s what David Einhorn thinks about Euro QE (ValueWalk)
  • Corporate bonds have already factored in interest rate normalization? I say BS (Institutional Investor)
  • Goldman Sachs had a MASSIVE quarter (Business Insider)
  • Investors are finally getting long-term optimistic. (thereformedbroker)
  • Do muni bond insurers actually pay off? (blogs.wsj)
  • How concerned should we be about the drop in industrial production? (scottgrannis.blogspot)
  • Why withdrawal rates in retirement are so tough to figure. (online.barrons)
  • Greek bond yields going wild (Business Insider)
  • The battle to build a better battery is fast and fierce. (bloomberg)
  • re: the Virtu IPO – are we ready to fall in love with HFT now? (Wall Street Journal)
  • Weekly initial unemployment claims continue to trend below 300,000. (calculatedriskblog)
  • What happens when you commit to a day of ‘endless appetizers.’ (gawker)
  • Can Saudi Arabia extend the age of oil? (bloomberg)
  • Is the age of asymmetric information over? (cato-unbound)
  • German bund yields are essentially zero. (wsj)
  • Modern society would not have been possible without fossil fuels. (aeon.co)
  • It looks like Apple ($AAPL) is going to do a big revamp of Apple TV. (washingtonpost)
  • How Google Went From Search Engine To Content Destination (marketingland)
  • What it’s like to be a poor student at an Ivy League school. (bostonglobe)
  • What it’s like to be a poor student at an Ivy League school. (bostonglobe)
  • The (easy) case against variable annuities. (maliceforall)
  • A dozen things learned from Stanley Druckenmiller about investing. (25iq)
  • On the misalignment of incentives at some BDCs. (ft)
  • Of the $97.2 billion of net new ETF assets raised in the first quarter, over $70 billion went into equity funds with international exposure. (ETF Trends)
  • Last night was a big night for IPOs with three big debuts. (nytimes)
  • Bernanke to Citadel! Checkmate, bitchez. I don’t know why I just said that… (New York Times)
  • How Vox aggregates. (vox)
  • AEP: Inflation is now imminent (Telegraph)
  • How financial advisors can use robo-advisors to their advantage. (kitces)
  • What Buzzfeed can learn from old media. (theatlantic)
  • What Buzzfeed can learn from old media. (theatlantic)
  • Why do we still have a retirement crisis? (cfapubs)
  • Newly public Virtu ($VIRT) will now be the face of HFT. (wsj)
  • How Pixar solves technology problems. (techcrunch)
  • Great investors embrace chaos, not stability. (beyondproxy)
  • Productive people are not afraid to say no. (farnamstreetblog)
  • New highs for the S&P High Beta index and the S&P equal weight (Price Action Lab)
  • Europe is running out of children. (blogs.wsj)
  • On top of everything else Sears Holdings ($SHLD) has a pension plan problem. (wsj)
  • What is the right size of the financial industry? (bloombergview)
  • Google ($GOOG) is the next Microsoft ($MSFT). (blog.kedrosky)
  • Five signs of a bubble. (bloombergview)
  • Five signs of a bubble. (bloombergview)
  • How couples can deal with some big money issues. (wsj)
  • The Subtle Tyranny of Interest Rates (azizonomics)
  • How likely is it to become a ‘401(k) Millionaire’? (news.morningstar)
  • Some money apps Millennials are downloading. (mashable)
  • This Tumblr Mocks Brands for All Those Annoying Requests to “Share Your Story” (slate)
  • Risk-on stocks have been leading the market YTD. (theirrelevantinvestor.tumblr)
  • Why you need less income in retirement than commonly thought. (marketwatch)
  • A closer look at the Vanguard Small-Cap Value ETF ($VBR). (news.morningstar)
  • Case Against Google May Be Undercut by Rapid Changes in Technology (nytimes)
  • ‘Impossible’ Quantum Space Engine Actually Works — NASA Test Suggests (collective-evolution)
  • How working while going to college helps students succeed. (newyorker)
  • The “interest graph” is ultimately what makes Twitter ($TWTR) valuable. (stratechery)
  • The finance industry is not going down without a fight. (awealthofcommonsense)
  • Many investors could do with some asset tax re-location. (vanguardblog)
  • Jobs today often require taking a personality test. (wsj)
  • On Sector Dispersion and Active Management (Indexology)
  • Retirement investing is about turning your assets into a flow of income. (thealephblog.tumblr)
  • Ben Bernanke is going to work with the big hedge fund Citadel. (nytimes)
  • Commodities are not a real asset class. (pragcap)
  • Value vs Glamour (valuewalk)

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