05/03/17 – Wednesday’s Interest-ing Reads

  • How much is enough? (nytimes)
  • A Parallel Stock and Bond Rally Has Investors Uneasy (marketwatch)
  • A private equity investment is really a 5-8 year proposition. (blackcypresscapital)
  • How much cash in the bank do you need to be able to sleep at night? (kitces)
  • Samsung To Overtake Intel As World’s Largest Chipmaker In Q2 (androidheadlines)
  • Och-Ziff ($OZM) is experiencing big withdrawals. (wsj)
  • ‘Billions’ features the muni bond market this year – do they get it right? (Bloomberg)
  • Reflecting on NASDAQ 6,000 (realclear)
  • Negative Balance of Trade? So What? (fee)
  • How the Affordable Care Act Drove Down Personal Bankruptcy: Expanded health insurance helped cut the number of filings by half (consumerreports)
  • Why Elites Worry About the Future of Truck Drivers (yahoo)
  • Jay Clayton Confirmed as SEC Chairman (Wall Street Journal)
  • 21 Questions and 21 Entertaining Answers from Charlie Gasparino (hedgeye)
  • Why low wage workers prefer retail to fast food (Bloomberg)
  • Which Countries Destroy the Environment the Most (and Least)? (priceonomics)
  • Martha Stewart doesn’t need to blog, she wants to. (theverge)
  • Apple’s Q2 earnings in five charts (recode)
  • As Optimism Multiplies, Risk and Disappointment Expand (realclearmarkets)
  • iPads aside Apple ($AAPL) is doing okay. (daringfireball)
  • Restoring Higher Education in America (realclear)
  • More Than A Fender Bender (alhambrapartners)
  • Fred Wilson, "Being public is about being transparent, accountable, and owning up to the issues and dealing with them." (avc)
  • Apple ($AAPL) Pay is growing nicely. (fortune)
  • Apple ($AAPL) has a China problem and its name is WeChat. (stratechery)
  • We Have Currency Blocs, Now We Need Currency Stability (forbes)
  • French Savers Are a Good Bulwark Against Marine Le Pen (reuters)
  • Rydex traders are bullish. (jlfmi.tumblr)
  • Apple ($AAPL) can’t ignore Microsoft’s ($MSFT) new Surface Laptop. (bloomberg)
  • There are some time-tested ways to spend your money better. (tonyisola)
  • SEC, really, really? A 4x leveraged ETF gets approved. (bpsandpieces)
  • $400,000 Speaking Fee Won’t Change Barack Obama (usatoday)
  • Apple ($AAPL) needs an Echo competitor. (fastcompany)
  • "State IRA" plans are an intrinsically idea. (beta.morningstar)
  • Could Small Town Harvards Revive Rural America? (theatlantic)
  • Why experts are blind to the changes around them. (awealthofcommonsense)
  • Don’t sell. Rebalance. (capitalspectator)
  • ‘This is a middle finger to America’: House hearing on Wall Street rules boils over (Business Insider)
  • Are Defensive Assets Waving a Red Flag for Stocks? (ciovaccocapital)
  • Is the Federal Reserve Ready to Change Course? (bloomberg)
  • S&P 500: Most Boring Six Days in 23 Years (Price Action Lab)
  • The Harsh Reality? $1 Million Just Isn’t What It Used to Be (cnbc)
  • A Chicken That Grows Slower and Tastes Better (nytimes)
  • ISM Non-Manufacturing Index increased to 57.5% in April 2017. (calculatedriskblog)
  • Try not to suck at money. (whitecoatinvestor)
  • Why America’s Top Bosses Love Sleep and Meditation (fortune)
  • Have stocks really become less risky over time? (pensionpartners)
  • Savor those days that just go right. (medium)
  • How to play US Treasury ETFs in an era of rising rates. (allocatesmartly)
  • Rarely Has Investor Complacency Been So Broad (nytimes)
  • How We Got Here: Our Path to $20 Trillion Budget Deficit (medium)
  • Here’s what Apple’s Tim Cook said about how the rumor mill affects iPhone sales (Barron’s)
  • Why the $VIX stays so darn low. (bloomberg)
  • The Fed Needs a Rule for Raising Rates (economics21)
  • Barry and Kris are headed to San Francisco / Silicon Valley next week (The Big Picture)
  •  These DNA Diet Apps Want to Rule Your Health (backchannel)
  • Why People Care About the Estate Tax (bloomberg)
  • An Above-Avg. P/E Ratio Does Not Show Stocks Overpriced (cato)
  • What Readers Can Learn from the Great Nassim Taleb (mises)
  • Is Dollar-Cost Averaging the Cure for Market Jitters? (cnn)
  • With This Budget Deal, Overflowing Swamp Wins (investors)
  • It’s not unusual for a handful of big stocks to dominate an index. (bloomberg)
  • How To Adult, According To Popular Opinion (buzzfeed)
  • If you lost your money on the 3X leveraged ETFs, now you can make it back with the 4X ETFs (Nasdaq)
  • Where US Manufacturing Jobs Really Went (project-syndicate)
  • Calpers’ credibility takes another hit as a board controversy blows up in its face (latimes)
  • Is the U.S. Stock Market Headed Higher — or for a Crash? (upenn)
  • The World’s Fastest Growing Economies (wordpress)
  • The Backfire Effect – this is basically the best thing ever on the internet (The Oatmeal)
  • Mnuchin’s 100-Year Bonds Contain Lots of Risks for Traders (bloomberg)
  • What O’Reilly’s Dismissal Can Tell You About Impact Investing (forbes)
  • The Difference Between a Prediction and a Probability (pensionpartners)
  • Spain: Boom To Bust & Back Again (ft)
  • How long should you keep certain financial records. (blog.independenceadvisors)
  • There’s no glory in overworking. (medium)
  • Prepare for a Q2 GDP Surge (realclear)
  • LPL’s Burt White compares today’s Nasdaq bull market to the prior one, great facts here (ValueWalk)

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