05/08/17 – Monday’s Interest-ing Reads

  • When Jobs and GDP Are at Odds, Go With Jobs (realclear)
  •  U.S. Productivity May Be Hiding Overseas (wsj)
  • Foreign Money, Not Greed, Is Driving Down U.S. Savings Rates (bloomberg)
  • Why is the SEC so blase about leveraged (4x!) ETFs? (etf)
  • Why the Fed is likely to raise rates next month. (bloomberg)
  • Why you can safely ignore all the ‘$VIX is too low’ talk. (bloomberg)
  • ‘Market on close’ orders’ are becoming a bigger part of trading. (businessinsider)
  • Should You Own or Rent a Home During Retirement? (usatoday)
  • As An Optimist Turns Pessimistic, Are U.S. Cities in a Crisis? (nymag)
  • International stocks are gaining traction relative to the US. (thereformedbroker)
  • What Coming Tax Cuts Mean for the Stock Market (schwab)
  • Is America At "Full Employment"? Not Even Close (investors)
  • A Q&A with Victor Haghani of Elm Partners on helping investors fight the urge to actively invest. (ft)
  • To Regain Its Economic Edge, U.S. Needs Immigrants (nytimes)
  • To Say Steven Rattner Knows What’s Not Is To Be Very Kind (realclearmarkets)
  • Why 401(k)s Vulnerable as Tax Reform Plays Out (chicagotribune)
  • Sears Holdings ($SHLD) sales have dropped ten years straight. (bloomberg)
  • Comcast Found Another Way to Rip Off Consumers (forbes)
  • Macron’s Toughest Task: To Keep the EU from Collapsing (marketwatch)
  • Survey Based Measures of Economy Continue to Look Positive (realclear)
  • Comcast ($CMCSK) and Charter ($CHTR) are forming a wireless partnership. (bloomberg)
  • Payrolls: 1 Year Trend Looks Wobbly (capitalspectator)
  • Data is giving rise to a new economy (economist)
  • Value ETFs come in a variety of flavors. (beta.morningstar)
  • Company culture compounds over time. (blog.johnsoninv)
  • How Much Does It Cost To Raise a Kid in America Anyway? (investopedia)
  • Berkshire Hathaway ($BRKA) has a succession problem but it is not the one you think. (wsj)
  • You Wouldn’t Have Wanted to Be a Billionaire in 1916 (nationalreview)
  • Dear Bears, Are You Done Looking For A Stock Market Top Yet? (nasdaq)
  • Most Often It’s Little Things We Control That Make the Difference (realclear)
  • Success is not a mad dash. (fastcompany)
  • New Swiss spy found in German tax office (dw)
  • Best ETFs for Income (barrons)
  • How volatility-weighted ETFs work. (etf)
  • Quantitative Investing: Crisis Waiting to Happen (wsj)
  • Apple Just Got Its Most Bullish Forecast Yet: Worth $1 Trillion In a Year (cnbc)
  • What Macron Can Do for Free Markets Everywhere (bloomberg)
  • The biggest obstacle to creativity is being too busy. (qz)
  • The ‘Right’ to Health Care Is What’s Wrong With It (nationalreview)
  • Get Ready for Dramatically Lower Stock Market Returns (cnbc)
  • Buffett Confronts Next Big Thing Search After Missed Chances (bloomberg)
  • Foreign stocks had a good week, last week. (capitalspectator)
  • China’s economy is cooling off in part due to tightening credit. (ft)
  • Paul Singer’s Elliott Management raised $5 billion in about a day. (cnbc)
  • The Professor's Bookshelf: Professors share their favorite books (college.uchicago.edu)
  • The 20 best investing blogs of 2017. (thecollegeinvestor)
  • Central Bankers Can’t Blow Bubbles Alone (ft)
  • Say ‘I don’t’ instead of ‘I can’t.’ (nytimes)
  • Yes or No? Is the Freedom of the Gig Economy Worth It? (usatoday)
  • The Citigroup Economic Surprise Index is by definition mean-reverting. (ftalphaville.ft)
  • The Economy-Sapping Conceit That Is Infrastructure Spending (forbes)
  • The survival rates of ETFs by asset class. (investwithanedge)
  • The options markets are becoming less liquid and more fragile. (wsj)
  • The U.S. Has a Very Sickly Health Insurance System (washingtontimes)
  • Glass-Steagall Reboot: ‘Cure’ That’s Worse Than the Disease (realclearmarkets)
  • OPEC Is Out of Options: How Low Can Oil Prices Go? (cnn)
  • Don’t choose an ETF based solely on (low) fees. (etf)
  • A College Scholarship? Get Your Kid to Play These Sports (marketwatch)
  • The Days of Big Berkshire Gains Seem Like They’re Over (realclearmarkets)

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