04/18/17 – Tuesday’s Interest-ing Reads

  • Protective puts don’t protect all that much. (papers.ssrn)
  • ‘Dry Powder’ Could Author Positive Returns in the Future (hussmanfunds)
  • Amazon ($AMZN) is now a big force in literary translation. (seattletimes)
  • 5 Reasons Theresa May Suddenly Wants a Snap Election (fortune)
  • Mark Zuckerberg’s Makeover Is a Political Campaign Without the Politics (buzzfeed)
  • Income Tax Implies Gov’t Owns You (fee)
  • Returns matter but less than you think. (blog.alphaarchitect)
  • How to Invest in Uncertain Times: Interview w/Jack Bogle (marketwatch)
  • US industrial production rose in March. (crossingwallstreet)
  • Check out a new job board for quants. (blog.alphaarchitect)
  • How ETFs are changing market pricing dynamics. (blog.alphaarchitect)
  • Emerging markets are beginning to put their fiscal houses in order. (blog.abglobal)
  • Bond Guru: Next Stop For Ten Year Is 1.5% (marketwatch)
  • The financial sector has led the stock market for the past year. (capitalspectator)
  • Non-economic actors change the bond index investing equation. (bpsandpieces)
  • My Answer to Robocallers: If You Want to Talk, Pay Me (usatoday)
  • Shouldn’t the Guggenheim Be Called the Ehrenwiesen? (bloomberg)
  • Russia Then & Now: A Tale of Two Visits (spectator)
  • Dear Neel Kashkari, Your TBTF Plan Won’t Work. This Will (hedgeye)
  • United Was Right, and Its Numerous Critics Wrong (realclearmarkets)
  • Rational Ignorance & Irrationality (promarket)
  • The Reason Government Spending Is a Total Disaster (nypost)
  • On the fine line between research and data mining. (aqr)
  • United Airlines Exposes Our Twisted Idea of Dignity (bloomberg)
  • The Revenge of Stephen Curry, the Happy Warrior (gq)
  • Why Does It Cost $409 Billion To Figure Out What We Owe In Taxes? (investors)
  • Is Gold’s Comeback Real, Or Just Another Tease? (barrons)
  • The West Virginia economy is doing better than you think. (bloomberg)
  • The Real Risk That the Federal Reserve Misinterprets Bond Yields (bloomberg)
  • How Unregulateed Airlines Became Abusive Cartels (nytimes)
  • There is a strong argument Jack Bogle and Warren Buffett are wrong on their lack of international diversification. (cnbc)
  • 40% of 5th-12th Graders Plan to Start Business (gallup)
  • Does sentiment help explain momentum? (blog.alphaarchitect)
  • A history of global living conditions in 5 charts (ourworldindata)
  • Monetary Policy As Pop Psychology for Central Bankers (alhambrapartners)
  • How Jesse Livermore traded the aftermath of the San Francisco earthquake of 1906. (thereformedbroker)
  • Nobody does anything alone. (qz)
  • These ten stocks are driving the stock market YTD. (wsj)
  • Americans Get an ‘F’ on This Income Tax Quiz (marketwatch)
  •  The Muni Market Turns Toward Washington (nytimes)
  • How the $VIX can help identify volatility regimes for market timing. (econompicdata.blogspot)
  • What value investors can learn from Ted Williams. (mastersinvest)
  • Our Puny Human Brains Are Terrible at Thinking About the Future (slate)
  • Seth Godin, "Don’t get caught doing more than you need to but less than you want to." (sethgodin.typepad)
  • How to Really Simplify the Tax Code (economix.blogs.nytimes)
  • Steve Ballmer Knows How the Gov’t Spends Your Money (nytimes)
  • Millennials Need a 21st Century Tax Code (realclearmarkets)
  • CEOs sandbag earnings estimates before compensation plans are crafted. (papers.ssrn)
  • 3D Printed Cars Are the Future. But Are They Safe? (theweek)
  • Young White America Haunted By Crisis of Despair (bloomberg)
  • "AQR is basically the managed futures index of today." (rcmalternatives)
  • Another reminder that Bitcoin is still in its infancy. (wsj)
  • Is alpha really dead? (ritholtz)
  •  How to Create Your Own Variable Annuity (tonyisola)
  • Wall Street on Goldman Sachs Whiff: ‘What the Heck Is Going On?’ (cnbc)
  • Thoughts on Why China Is Beating the U.S. at Innovation (usatoday)
  • The Horrid Social & Cultural Consequences of Taxation (realclearmarkets)
  • In praise of Flickr. (kottke)
  • Advisers split on whether cutting fees for clients is good business (investmentnews)
  • What coin flips tell us about the (limited) value of historical track records. (elmfunds)
  • Mentor people who aren’t like you. (hbr)
  • The danger of relying on Google ($GOOGL) for search traffic. (theoutline)
  • A catalog of investing errors. (psyfitec)
  • Retail Apocalypse Rippling Through US Economy (businessinsider)
  • Mexico Has A Lot Of Room To Raise Tariffs (newyorkfed)
  •  Is American Retail at a Historic Tipping Point? (nytimes)
  •  Mike Conley: The NBA Player Who Is Technically Perfect (wsj)
  • Fintech Revolution Can’t Come Fast Enough for Goldman (reuters)
  • Bonds May Be the Single Most Overvalued Asset Class (realclearmarkets)
  • The problem with banks isn’t the investment bank-retail bank issue it is the risk of trading. (ftalphaville.ft)

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