04/24/17 – Monday’s Interest-ing Reads

  • Not Science Fiction: Silicon Valley Takes On the Flying Car (nytimes)
  • The restructuring of the VanEck Vectors Junior Gold Miners ETF ($GDXJ) shows how ETFs can be the tail that wags the dog. (wsj)
  • The Legacy of David Letterman, Icon of the Grizzled Generation (nytimes)
  • $10 Still > $5 (cafehayek)
  • France: The Weakest of Europe’s Big 3 Economies (cnn)
  • Books And Roses (techcrunch)
  • Just say no to angel investing. (financialsamurai)
  • Hedge funds are easing up on their short Treasury positions. (twitter)
  • How to make an author’s day: review their work. (writingcooperative)
  • Is this the end of venture capital as we know it? (venturebeat)
  • Barry’s taking the radio show to Silicon Valley next month! (The Big Picture)
  • El-Erian: What Markets Should Conclude From France’s Election (bloomberg)
  • Dear Homebuyer, This Is the ‘Strongest Seller’s Market Ever’ (cnbc)
  • The Chicago Fed National Activity Index (CFNAI) moved down in March. (calculatedriskblog)
  • How This Productive Navy SEAL Spends His Mornings (fortune)
  • The March for Science … But Was It? (popehat)
  • Why a shrinking Feed balance sheet may lead to easing monetary conditions not tightening conditions. (ftalphaville.ft)
  • We May Have Just Avoided Economic Cataclysm From France (forbes)
  • US stocks had a good week especially in contrast with commodities. (capitalspectator)
  • Meet the New Normal, Same as the Old Normal (realclear)
  • Why has Silicon Valley, to-date, avoided a popular backlash? (ft)
  • Protectionism Is a Boomerang That Whacks Its Proponents (realclearmarkets)
  • The Travis from Uber profile at NY Times is bonkers (New York Times)
  • Hostile to Free Market Youth Unaware of Communism’s Legacy (thedailybeast)
  • Missiles and Markets: Investor Guide to Geopolitical Risks (schwab)
  • Apple ($AAPL) Pay just went live for bill pay. (businessinsider)
  • It’s still too early to talk about a ‘reflation off’ theme. (ft)
  • The Horizons Medical Marijuana Life Sciences ETF may already be too popular for its own good. (blogs.wsj)
  • Richard Posner: “The Real Corruption Is the Ownership of Congress by the Rich” (promarket)
  • Urgent vs. Important & the Power of Small Wins (Bloomberg View)
  • How to Avoid Common Middle-Class Money Traps (investopedia)
  • The good and (mostly bad) of thematic ETFs. (marketwatch)
  • Activist investors are finding it easier to operate in Japan. (bloomberg)
  • How to re-frame ETF fees taking into account tracking error. (beta.morningstar)
  • Mutual fund managers are big users of ETFs. (marketwatch)
  • Retailers Are Going Bankrupt at a Record Pace (bloomberg)
  • How the indexing trend helped S&P get its groove back after the ratings agency’s adventures in the crisis (Wall Street Journal)
  • Google Is a Monopoly, Is It Time to Break It Up? (nytimes)
  • A review of Hanlon’s Razor. (farnamstreetblog)
  • European Market Reboot Depends on More Than Macron (reuters)
  • Managing the Chaos – Investing vs. Gambling (investingcaffeine)
  • Who’s Right? The Stock Market or the Bond Market? (hedgeye)
  • Studio 54 Didn’t Kill NYC, but It’s Also Unrealistic in Today’s NYC (nypost)
  • Expect more high profile startups to fail as VCs pull back funding. (wsj)
  • If you are an investable asset class ready to rock after the French vote, please take two steps forward… (Business Insider)
  • Uber’s C.E.O. Plays With Fire (nytimes)
  • Apple ($AAPL) threatened to drop Uber from the App Store. (engadget)
  • …not so fast, gold. (Bloomberg)
  • Growth: Where High and Low Tax States Match Up (nationalreview)
  • The (new) case for bank stocks (Barron’s)
  • Global Currency: New Life for the SDR? (project-syndicate)
  • In the House of Murdoch, Sons Begin an Overhaul (nytimes)
  • Why an in-person "ask" is much more powerful than a virtual one. (hbr)
  • Earth Day, Then, Now: Spectacularly Wrong Predictions of Doom (reason)
  • How do you know whether a model is broken? (mrzepczynski.blogspot)
  • A Weak Dollar Won’t Make America Great Again (investors)
  • The Fed’s Complete Change Didn’t Happen Overnight (alhambrapartners)
  • We’re doing some fun stuff on Twitter, follow RWM here! (Twitter)
  • Cracks in Ponzi-Finance Land (acting-man)
  • At what level of Netflix ($NFLX) investment in original content do start to see a diminishing return in quality? (arstechnica)
  • Market’s Jump on the French Election Is More Than a Relief Rally (marketwatch)
  • Right Now Bonds More Dangerous Than You Think (marketwatch)
  • An ETF that tracks the ETF industry. (etf)
  • You Are Richer Than Rockefeller (fee)
  • Apollo Global Management ($APO) is upping the amount it can invest in public stocks from its new buyout fund… (bloomberg)
  • It’s hard to remove investment consultants from the process. (institutionalinvestor)
  • Retail is increasingly becoming a data-driven business. (wsj)
  • The origin story of the SPDR SSGA Gender Diversity Index ETF ($SHE). (etf)
  • 10 Cheap Stocks Set to Grow Their Dividends (morningstar)
  • How increasing longevity is making Social Security a better deal for the wealthy. (bloomberg)

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