04/28/15 – Tuesday Interest-ing Reads

  • Orioles COO John Angelos offers eye-opening perspective on Baltimore protests (ftw.usatoday)
  • Some billionaire investors have not given up on clean energy. (fortune)
  • Uber is expanding its food delivery services. (theverge)
  • US share buybacks loot the future (ft)
  • Nepal After the Earthquake in Photos (theatlantic)
  • Could Machines Put Central Bankers Out of a Job? (blogs.wsj)
  • Edward Luce on how buybacks are a bet against the future (Financial Times)
  • Don’t force things, take a step back, and re-focus on the way forward. (nytimes)
  • The case against much higher stock market valuations. (ftalphaville.ft)
  • Merger arbitrage takes more time (and expertise) than you think. (alephblog)
  • Can Beepi upend the market for used cars? (nytimes)
  • Twitter ($TWTR) is still working to find the right product mix. (nytimes)
  • Economists: Drop the Signaling Fad (bloombergview)
  • How to help Nepal: 7 vetted charities doing relief work following the earthquake (pri)
  • James Surowiecki, “In the past six years, G.E. has opened more than twenty new plants and added more than sixteen thousand new workers in the U.S.” (newyorker)
  • Brian White goes full bulltard on Apple, Apple Watch, Tim Cook’s abs, etc. (Bloomberg)
  • Want to Avoid U.S. Taxes on $80 Million Warhol? Buy More Art (bloomberg)
  • Charlatans exist, in finance (and medicine), because we crave certainty. (thereformedbroker)
  • How much wealth we grow up with helps shape our personalities in important ways (The Atlantic)
  • Blur is back. Trust me, kids, this is cool. (The Atlantic)
  • Investors are embracing smart beta ETFs. (etf)
  • Two cases for index investing. (rickferri)
  • The stock market is (still) shrinking. (thereformedbroker)
  • It’s really hard to see how stocks could return double-digits going forward. (thefelderreport)
  • Growth and momentum faves were disproportionately hit in yesterday’s selloff (Joe Fahmy)
  • Ivanhoff, “You can’t catch a 20% move in a stock if you are not willing to lose 5-6%.” (ivanhoff)
  • This is Tim: Apple’s CEO in his own words (sixcolors)
  • Morgan Stanley analysts’ takeaways from the Facebook and Google reports (Benzinga)
  • Overstock ($OSTK) wants to issue stock using the blockchain. (wired)
  • Check out our automated investment service, Liftoff! (Liftoff)
  • The US has moved from a “retain and reinvest” corporate model to a “downsize and distribute” one. (time)
  • A Q&A on how startups should approach DC and regulation in general. (a16z)
  • We will soon have an airline ETF to trade. (ceo.ca)
  • John Battelle, “Like it or not, Uber is now our rashomon for understanding the impact technology is having on our culture.” (battellemedia)
  • Amazon ($AMZN) is going after the business market. (bloomberg)
  • Maple wants to up-end high quality food delivery. (businessinsider)
  • Big companies are forcing their suppliers to help fund their businesses. (ftalphaville.ft)
  • There is a lot of uncertainty surrounding pharma deals. (nytimes)
  • Why can’t we kill e-mail? (fortune)
  • Some more mind-blowing Apple ($AAPL) facts. (crossingwallstreet)
  • A couple of Nasdaq divergences worth paying attention to. (jlfmi.tumblr)
  • Are you living to trade or trading to live? (thetickertape)
  • A clear winner in today’s startup boom: landlords. (luxcapital)
  • Equity should be granted very, very carefully. (medium)
  • China’s True Growth Is a Mystery; Economists Weigh the Clues (wsj)
  • Smaller VCs are getting priced out of deals. (latimes)
  • Grexit has become consensus, followed by Greco-Teutonic make-up sex fiesta (Reuters)
  • ‘Flash Crash’ Investigators Likely Missed Clues (wsj)
  • Five questions startups should ask investors before taking their money. (lifescivc)
  • Greggy: The technicals say Shanghai is not done going up (Dragonfly Capital)
  • How much upgrade “runway” does Apple ($AAPL) still have? (businessinsider)
  • Share buybacks: who really benefits? (ft)
  • Your Imaginary Relationship With a Celebrity (psmag)
  • More on what China’s central bank has in mind for “innovative credit-easing.” (wsj)
  • Some cool charts showing how big a quarter Apple ($AAPL) had in Q2. (qz)
  • The Shell deal for BG is attracting merger arb interest. (wsj)
  • Investors are betting against UK asset managers. (ft)
  • Cap tables often have mistakes. (avc)
  • The “Misery Index” is at its lowest level since 1959 (bloomberg)
  • What, if anything, can we learn from decades-long industry performance? (investorfieldguide)
  • A solution to the “missing capex” question? (humblestudentofthemarkets.blogspot)
  • Activist Dan Loeb chalks up a win in Japan. (ft)
  • How Ray Dalio deals with uncertainty. (nytimes)
  • Apple ($AAPL) is crushing it in China. (qz)
  • Twitter’s earnings report tonight should bring out all the usual drama queens (Recode)

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