05/02/17 – Tuesday’s Interest-ing Reads

  • The Woman Behind Howard Stern: Marci Turk is credited with making the shock jock just a bit softer as part of his strategy to get celebrity interviews; some fans aren’t happy (wsj)
  • Let’s Count the Ways ‘Tax Cuts for Rich’ Is a Big Lie (investors)
  • Fear of Missing Out Has Investors Acting Desperate (hussmanfunds)
  • The May Mutual Fund Observer is out with a look back at lessons learned at the 2017 Morningstar ($MORN) Investor Conference. (mutualfundobserver)
  • What to believe when confidence and activity are out of sync. (econbrowser)
  • There is a big difference between academic factors and factors in practice. In short, look beyond the fund label. (blog.alphaarchitect)
  • ETFs Aren’t About to Destroy the World (bloomberg)
  • How Amazon ($AMZN) dramatically cut their shipping costs. (buzzfeed)
  • Disney’s ($DIS) ESPN is not doomed, but it won’t look the same going forward. (theatlantic)
  • This Is What the Bull Market’s Last Gasp Looks Like (marketwatch)
  • A Disturbing In-Flight Experience (popehat)
  • Italy Is Europe’s Next Big Problem (bloomberg)
  • The Brain Has Its Own “Autofill” Function for Speech (scientificamerican)
  • The Ways That California Squashes Its Young (city-journal)
  • This IS Irrational Exuberance (marketwatch)
  • The Brain Boasts Its Own Social Network (scientificamerican)
  • Dire Debt Outlook Calls for Growth, Not Austerity (realclearpolicy)
  • Is This Tiny European Nation a Preview of Our Tech Future? (fortune)
  • Why the money management industry needs more gender balance. (institutionalinvestor)
  • Better financial video is coming. (medium)
  • The U.S. Is Repelling the Very Talent That Drives Prosperity (usatoday)
  • Tillerson’s Misguided Plan for Corporate-Style Layoffs at State (slate)
  • Twitter ($TWTR) is pushing hard on live video with a lew of new partners. (recode)
  • How to apply factors to other asset classes. (blog.thinknewfound)
  • Goldman Sachs ($GS) is pushing into lending. (wsj)
  • How much capacity do smart bet funds really have? (blog.alphaarchitect)
  • Buffett May Face 6 Key Questions at Berkshire Meeting (cnn)
  • Dear Workaholic, The Psychological Importance of Wasting Time (qz)
  • How Harvard Management Company is pulling back from fossil fuel investments. (thecrimson)
  • Why is everybody talking about ‘late capitalism’? (theatlantic)
  • Consumers love their Apple ($AAPL) Airpods. (techpinions)
  • Dollar Remains the Forex Market’s Fulcrum (realclearmarkets)
  • Federal withholding taxes are going up at a rapid clip. (investors)
  • BDCs have crushed it the past twelve months. (valuewalk)
  • The UK Government Is Completely Deluded About Brexit (forbes)
  • For creative types, consistency matters. (ofdollarsanddata)
  • False Spring at Spring Meetings? (project-syndicate)
  • The world has changed. So have profit margins. (thereformedbroker)
  •  Don’t Let ETF Mania Fool You, There Are Plenty of Bearish Bets in U.S. Stocks (bloomberg)
  •  U.S. Tech’s Giant Money Machine Is on Full Display This Week (bloomberg)
  • What’s Going on with Retail (It’s Not The Weather) (valuewalk)
  • Classic American Cars: A Fortune Sitting in Your Garage? (thefiscaltimes)
  • Seeking a Policy Response to Coming Robot Takeover (realclearmarkets)
  • Less busy boards are better boards. (papers.ssrn)
  •  Why is The New York Times printing climate science denial? (blastr)
  • Prestigious Colleges Are Becoming Bastions of the Elite (marketwatch)
  • It’s The Hope That Kills You (ft)
  • The quiet but substantial successes of Abenomics (ft)
  • High Ground Is Becoming Hot Property as Sea Level Rises (scientificamerican)
  • ISM Manufacturing: Details Show Expansion Still on Track (realclear)
  • Managed futures returns were meh in April. (mrzepczynski.blogspot)
  • The case against perpetual dual class stock. (papers.ssrn)
  • This Simple Calculation Means Stocks Could Rise Another 30% (cnbc)
  • Comparing recent TAA performance against a 60/40 benchmark. (blog.alphaarchitect)
  • Upworthy’s Quest to Engineer Optimism For An Anxious Age (wired)
  • New York Times Is Being Fooled By An Economic Impossibility (realclearmarkets)
  • Is US productivity growth finally perking up? (ft)
  • Why the Tax Revenue Projections Are Always Wrong (washingtontimes)
  • What We’re Seeing Can’t Be Correlated with Expansion (alhambrapartners)
  • Why good manners matter. (qz)
  • A review of the most common futures trading strategies. (papers.ssrn)
  • John Paulson’s Fall From Hedge Fund Stardom (nytimes)
  • Antiestablishmentarianism (econlib)

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