05/12/17 – Friday’s Interest-ing Reads

  • Why Are So Many Poor Americans Overweight? (fee)
  • Are the Bears Making Progress Behind the Scenes? (ciovaccocapital)
  • Big Wind Power Expansions Gets Spanked in Michigan (nationalreview)
  • Everybody loves Indian stocks. (businessinsider)
  • Buying Into These Stock-Markets Myths Will Cost You Money (marketwatch)
  • 5 Universal Laws Of Human Stupidity (realinvestmentadvice)
  • China, Commodities, Credit & Complacency (economist)
  • Mutual funds need to further implement performance fees. (beta.morningstar)
  • Why Japanese stocks look cheap relative to US stocks. (ftalphaville.ft)
  • How Deadheads Sped Ahead: Forty years later, be grateful to the band, which helped pioneer the sharing economy.&#xA0 (wsj)
  • Is 15 minutes the ideal length for a podcast? (m.signalvnoise)
  • This Could Be a Longstanding Bull Market’s Last Hurrah (marketwatch)
  • Reid Hoffman now has a podcast, "Masters of Scale." (mastersofscale)
  • Simple math is why Elon Musk’s companies keep doing what others don’t even consider possible (qz)
  • History Is On the Side of Tax Cuts (fee)
  • Discounted Cars Benefit Buyers, but May Spell Trouble (nytimes)
  • Whole Foods vs the activists (Wall Street Journal)
  • For Whom the Bell Tolls: Macy’s and the Day Retail Died (investopedia)
  • "Quantopian-like models have the potential to bring the gig economy to high finance." (economist)
  • Tyler Cowen talks with Garry Kasparov about chess, Putin and technology. (medium)
  • High frequency traders are still jockeying to reduce trading lags. (bloomberg)
  • What Buffett Gets Wrong About Capitalism (fee)
  • How much would a 100 year Treasury bond yield? (wsj)
  • Why in this economy companies are going to pull back on share buybacks. (bloomberg)
  • Remembering Economist Allan Meltzer (investors)
  • Bond Market Didn’t Get the Memo about the Fed’s Intent (marketwatch)
  • How To Deal With The Factor Zoo (capitalspectator)
  • The Next Hot Housing Market: Starter Homes (Wall Street Journal)
  • Insane Story of Johnny Depp’s Missing Millions (hollywoodreporter)
  • How Donald rolls in the White House after hours (TIME)
  • Debunking "Sell In May" (blogspot)
  • OPEC to the U.S.: Please Don’t Pump So Much Oil! (cnn)
  • There are now more indexes than stocks (Bloomberg)
  • Obamacare’s Crushing Cost to Some American Families (cnbc)
  • Should business schools opt out of the ranking merry-go-round? (wsj)
  • Marx’s Legacy Is Anti-Intellectualism (fee)
  • Only 3% of MBAs go on to start their own business. (bloomberg)
  • Is Harvard Business School a source of trouble in the business world? (ft)
  • Michael Batnick: There’s a big difference between the map and the terrain (Irrelevant Investor)
  • How the market for economists works. (npr)
  • We Converted $100 Into As Many Currencies As Possible (fivethirtyeight)
  • Hedge Funds Run Out of Investment Ideas (bloomberg)
  • Why Goldman’s Analysts Remain Bullish About Oil (oilprice)
  • Meb Faber talks asset allocation with Mark Kritzman co-author of "A Practitioner’s Guide to Asset Allocation." (mebfaber)
  • Linear Thinking in a Nonlinear World (hbr)
  • Are Irish stocks finally done going down? (seeitmarket)
  • The U.S. Has Lots of Cash Just Waiting to Be Unlocked (nypost)
  • Time To Walk Alone (marketanthropology)
  • 21 Questions and Answers with Schwab Powerhouse Liz Ann Sonders (hedgeye)
  • Is Germany Unbalanced or Simply Unhinged? (project-syndicate)
  • Sam Harris talks with Tristan Harris about how tech companies engineer our attention. (samharris)
  • Ivory Tower Wonks Help Traders Make a Quick Buck (bloomberg)
  • Some Economists Think Tax Cuts Won’t Increase Growth (nytimes)
  • Why you need to have your financial life in order to withstand a bear market. (awealthofcommonsense)
  • Why drawdowns matter. (willowstreetproject)
  • Just As In the 1930s, Liquidity Preferences Still Rule (realclearmarkets)
  • Dan Harris talks with Jon Kabat-Zinn the progenitor of the modern mindfulness movement. (overcast.fm)
  • Here’s Why Rich Chinese Elites Love Jared Kushner (thedailybeast)
  • Eight Things You’re Doing Wrong When You Go Out for Barbecue (bloomberg)
  • Ted Seides talks with André Perold, former HBS professor, and CIO of HighVista Strategies. (capitalallocatorspodcast)
  • Follow the whole RWM team on Facebook! (Facebook)
  • If Benjamin Graham Were Alive, What Would He Buy? (forbes)
  • Russ Roberts talks with Tyler Cowen author of "The Complacent Class." (econtalk)
  • Ted Seides’ talk with Josh Brown is full of insights. (capitalallocatorspodcast)
  • Once the recession starts the bear market will already be in place. (bloomberg)
  • The U.S. Cities Where China Invests the Most (247wallst)
  • Yen Is the Weakest Currency In the World In the Past Month (realclearmarkets)
  • Which Tech Giant Would You Drop? (nytimes)
  • Amazon Steps Up Its Battle With the Book Industry (newrepublic)
  • Barry Ritholtz talks with Michael Zezas about the state of the muni bond market. (ritholtz)
  • Patrick O’Shaughnessy talks with Will Thorndike author of "The Outsiders." (investorfieldguide)
  • If Canadians Want to Pay For Your Travel, Why Not? (realclearmarkets)
  • The investment- management industry faces a big squeeze (Economist)
  • Four charts to take advantage of global opportunities (ETF Trends)
  • Brace Yourself for Looming Econ. Transformation (mauldineconomics)
  • Debunking the Popular Myth About "Summer" Market Rally (usatoday)
  • U.S. used-car glut is a dealer’s dream, automakers’ nightmare (Reuters)
  • Marc Maron talks with Kevin Bacon. (wtfpod)
  • U.S. Shale Spending Dwarfs That of Competition (oilprice)
  • Stocks Aren’t as Expensive as Shiller Ratio Suggests (bloomberg)

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