04/21/17 – Friday’s Interest-ing Reads

  • Hard Data vs Soft Data (capitalspectator)
  •  LHCb finds new hints of possible Standard Model deviations (home.cern)
  • Robots Suck at Value Investing (institutionalinvestor)
  • US stocks are overvalued. What next? (bloomberg)
  • Reasons to Own Bonds When the Fed’s Raising Interest Rates (schwab)
  • The Real World of Oil Has a Warning for Financial Markets (bloomberg)
  • ‘Hire American, Buy American’ Is Redistribution by Another Name (nationalreview)
  • Scott Galloway on how Amazon ($AMZN) is thoroughly disrupting retail. (youtu.be)
  • Economic inequality is not that great a rallying cry. (bloomberg)
  • Virtu-KCG will trade 20% of US stocks. (economist)
  • Patrick O’Shaughnessy talks "really private equity" with Royce Yudkoff and Rick Ruback authors of "HBR Guide to Buying a Small Business." (investorfieldguide)
  • Will Economic Illiteracy Trigger a Trade War? (project-syndicate)
  • Alan Burdick author of "Why Time Flies: A Mostly Scientific Investigation" gets the Talks at Google treatment. (valuewalk)
  • Silicon Valley Should Worry About Housing, Not H1-B Visas (bloomberg)
  • Jeffrey Carter, "The easy money in HFT has been made." (pointsandfigures)
  • Tightening, Geopolitics & Order In The S&P (blogspot)
  • Stop talking about the S&P 500 like it IS the stock market. (crossingwallstreet)
  • Unions Stopped Cold in Tricky Move to Repeal Right to Work (forbes)
  • James Altucher talks with Ryan Holiday author of "The Daily Stoic." (jamesaltucher)
  • The oxymoron that is passive investing. (thefelderreport)
  • Putin-linked think tank drew up plan to sway 2016 U.S. election (reuters)
  • Insomnia Problem Is Even Worse Than Before Great Recession (marketwatch)
  • Rumors of American Dream’s Demise Are Exaggerated (economics21)
  • CEO prize winners fall from grace: hubris or mean-reversion? (ft)
  • Oil on track for biggest weekly drop in a month (Reuters)
  • Ten Years Later, IPhones Go the Way of the Selectric (bloomberg)
  • Kill the Death Tax, and In Return Kill Muni Deduction (realclearmarkets)
  • Don’t Be Fooled by Lie That’s Universal Basic Income (spectator)
  • Right Out of the Gate, Women Make Less Money Than Men (theladders)
  • Morgan Stanley’s CEO Is Rubbing Goldman Sachs’ Nose In It (reuters)
  • Why the Menace of Mosquitoes Will Only Get Worse (nytimes)
  • Which Breaks First? Stock Prices or Uncertainty? (realclear)
  • Why the decline in the number of publicly traded US companies matters. (economist)
  • The Uncomfortable Reality Behind Uber’s Culture Meltdown (fortune)
  • Don’t count out Big Tobacco or Big Booze from the marijuana business. (howardlindzon)
  • United Airlines: They Screw Up and You Pay the Price (thefiscaltimes)
  • What happens when a market closes for good. (bloomberg)
  • Joel Greenblatt of Gotham Funds gets the Talks at Google treatment. (acquirersmultiple)
  • The Fiduciary Rule Educates The Public (alhambrapartners)
  • Like The Euro? Just Go For Gold (ft)
  • Alarm Bells Start Ringing for U.K. Economy (bloomberg)
  • A New Word That Will Forever Replace The Term "Retirement" (forbes)
  • How would you reboot the Earth? (freakonomics)
  • One of Buffett’s Favorite Stocks Is Selling at a Big Discount (marketwatch)
  • Are hedge fund track records relevant for successor mutual funds? (beta.morningstar)
  • A Scary Market, But Opportunities May Soon Beckon (cbsnews)
  • Naked mole rats will be here long after we humans are gone. (newscientist)
  • The Amazon.com Effect (nakedcapitalism)
  • Who Stands to Lose if U.S. Hits Iran with Sanctions? (cnn)
  • Britain Is About to Have Its First Day Without Coal (Bloomberg)
  • Paul Tudor Jones Says U.S. Stocks Should ‘Terrify’ Janet Yellen (Bloomberg)
  • Why Apple ($AAPL) targets are rising. (bloomberg)
  • A talk with Charles Kirk of The Kirk Report. (bespokepremium)
  • Five things investors can learn from Sherlock Homes about investing. (safalniveshak)
  • Mark Rzepczynski, "We may now be seeing the beginning of winner-take-all dynamics with hedge fund investing." (mrzepczynski.blogspot)
  • Shorten Your Investment Horizons, and Then Hang Tight (realclearmarkets)
  • Workers Say Talking More Politics Not Affecting Job (gallup)
  • Bill O’Reilly Is Only Done in Broadcast if He Wants to Be (slate)
  • Malls are pulling out all the stops to attract shoppers. (bloomberg)
  • Brett McKay talks with William Damon author of "The Path to Purpose." (artofmanliness)
  • Congress is about to f*** up your retirement account (MoneyBeat)
  • The Democrats’ Desperate Ploy To Block Tax Reform (investors)
  • Markets Send a Worrying Message (wsj)
  • Robert Prechter Is Awaiting a ‘Depression-Type’ Shock in U.S. (marketwatch)
  • Linear Thinking in a Nonlinear World (hbr)
  • Moral hazard and what has gone wrong with the US economy. (exponent.fm)
  • Economy Awaits As ‘Go Big, Go Bold’ Congress Does Nothing (investors)
  • Paris Attack Makes the French Election Even More Unpredictable (economist)
  • Keynes died today in 1946 – many aren’t aware he was one of the great money managers in history (Intelligent Investor)
  • HBO’s "Silicon Valley" is still great in Season 4. (thedailybeast)
  • Even the Rich Are Sick of Neiman Marcus (slate)
  • Why Oil Markets Are Headed for a ‘Decade of Disorder’ (thefiscaltimes)
  • Are Markets Prepared for a French Election Surprise? (Wall Street Journal)
  • Large Hadron Collider discovers five hidden subatomic particles (wired.co.uk)
  • Michael Covel talks with cybersecurity expert Mark Weatherford. (trendfollowingradio)
  • Interview: Iconoclastic Provocateur Jim Rickards Answers 21 Questions (hedgeye)
  • The Fed Looks for Solutions In All the Wrong Places (realclearmarkets)
  • Craft beer — so hot right now. But what city is the microbrew capital of the U.S.?&#xA0 (pudding.cool)
  • David Beckworth talks with the always interesting Tyler Cowen author of "The Complacent Class: The Self-Defeating Quest for the American Dream." (macromarketmusings.blogspot)
  • Bill O’Reilly: No One’s Too Big to Fail In a Functioning Market (reason)
  • France: An Election ‘Nightmare’ That Could Smash the Euro (cnn)
  • The rise of e-commerce has unleashed a tsunami of delivery vehicles on American cities. (citylab)
  • The Product Placement Presidency (theatlantic)
  • Why doesn’t this underperformance get more attention? (etf)
  • These are the five best finance podcasts. (moneybadger.stocktwits)
  • Sacramento Kicks the California Can to Future Generations (realclearmarkets)

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