04/21/16 – Thursday’s Interest-ing Reads

  • Why does the Dow at 18,000 make people so angry? (TRB)
  • Bill Gurley on the state of the VC market is sobering stuff (Above the Crowd)
  • 75% of global dogs are not pets. (nytimes)
  • Investors are pulling money from hedge funds. (next.ft)
  • Don’t look now, but the Ag trade is heating up again (ETF Trends)
  • People want very different things from a spouse than they did 70 years ago. (washingtonpost)
  • Megacaps look expensive. (validea)
  • Microsoft shares approach the dot com era highs, but the company has completely remade itself (Wall Street Journal)
  • Soros on China: What’s the opposite of bullish….? (Bloomberg)
  • The Chicago Fed National Activity Index (CFNAI) for March shows continued below trend growth. (capitalspectator)
  • Here are the new faces on our money (New York Times)
  • Uber just overtook rental cars as a percentage of business travel expenses (Bloomberg)
  • Why manager due diligence is so tough. (awealthofcommonsense)
  • The Hong Kong IPO window is wide open again. (ftalphaville.ft)
  • The folly of being contrarian for being contarian sake. (fool)
  • Valeant ($VRX) is a great example of how investors can turn on a dime. (aswathdamodaran.blogspot)
  • It’s difficult to make a great TV show. A look at the making of “The Americans.” (vox)
  • The challenge of tactical models: the whipsaw. (capitalspectator)
  • How “Flowmageddon” is wrecking formerly stable mutual fund companies (Morningstar)
  • Home price growth is flattening out. (blogs.wsj)
  • A guide to the shrinking stock market. (fortunefinancialadvisors)
  • A new edition of Essential Listening is up with episodes on HFT, peak performance and “the pivot.” (blogs.cfainstitute)
  • Minecraft is teaching millions of kids to code. (nytimes)
  • Why its hard to make friends as you get older. (wsj)
  • Why don’t more Americans save more money? (theatlantic)
  • Blackstone’s ($BX) ‘star’ hedge fund is having a bad year. (next.ft)
  • Are college athletic spending themselves into ruin? (usatoday)
  • Low cost funds live longer. (investmentnews)
  • The stock market has seen some dramatic shifts in sector leadership. (stockcharts)
  • Robo-advice may or may not be ready for a down market – we’ll see (Bloomberg)
  • Weekly initial unemployment claims continue to trend lower from already low levels. (calculatedriskblog)
  • NEGATIVE RATES ARE CREATING A TAX, NOT A STIMULUS (Open Markets)
  • Canada is managing its economy pretty well. (wsj)
  • Allan Roth in praise of bond funds over bonds (Wall Street Journal)
  • Busyness is a sign of the unhappy person. (qz)

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