05/01/16 – Sunday’s Interest-ing Reads

  • What kinds of things can set off a global recession? (nytimes)
  • China is no longer a tailwind for Apple ($AAPL). (bloomberg)
  • What it’s like to have your job automated away. (pointsandfigures)
  • Some thoughts on what it’s like to work at Business Insider. (medium)
  • A succinct summary of the week’s economic events. (ritholtz)
  • Mark Zuckerberg has no plans to give up control of Facebook ($FB). (fusion)
  • Lower yields make finding incremental gains in yield all the more important. (wsj)
  • The risks of a global recession have faded. (blogs.ft)
  • “Sell in May” is harder than it looks in practice. (stockcharts)
  • Why companies shouldn’t outsource their cafeteria staff. (mckinsey)
  • A recap of the 2016 Berkshire Hathaway ($BRKA) annual shareholders meeting. (blogs.wsj)
  • Michael Milken still casts a long shadow over the LA finance scene. (latimes)
  • You don’t have to be married to CAPE to take advantage of relative valuations. (mebfaber)
  • Why is the iShares MSCI Emerging Markets ETF ($EEM) still so popular? (bloomberg)
  • Why does Bill Ackman have to make every stock pick so darn hard? (upsidetrader)
  • Why need a site like Zero Hedge around. (thereformedbroker)
  • The economic schedule for the coming week. (calculatedriskblog)
  • An activist is looking for change at investment banking boutique FBR & Co. ($FBRC). (nytimes)
  • 13 highlights from the 2016 Berkshire Hathaway ($BRKA) annual shareholders meeting. (finance.yahoo)
  • What CEOs had to say about the economy this week including thoughts on China. (skrisiloff.tumblr)
  • The ultimate challenge in portfolio optimization: bad in puts. (thepfengineer)
  • Americans are spending less on energy than they ever have. (calculatedriskblog)

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