05/15/17 – Monday’s Interest-ing Reads

  • …Perhaps there are, Preet. (New York Times)
  • Weak hands are long the $VIX. (themacrotourist)
  • Emerging market stocks are at a two-year high. (capitalspectator)
  • Microsoft’s ($MSFT) cloud business is booming. (barrons)
  • Some explanations for why volatility is so low. (marginalrevolution)
  • The anatomy of a monster ETF trade. (etf)
  • Why bankers hate direct listings, a la Spotify. (felix.kinja)
  • Reckless stock trading leaves Congress rife with conflicts (Politico)
  • Plan, don’t predict. (peterlazaroff)
  • The Fallacy Of The Charitable Deduction (investors)
  • Mixed Messages From Federal Measure of Inflation (realclear)
  • Why software companies skimp on security measures. (stratechery)
  • Global Cyberattack: A Simple Explanation of What Happened (cnn)
  • Obamacare Taxes Proved Dangerous to Our Health (washingtontimes)
  • The problem of skewness. (humbledollar)
  • The US economy needs more technology in traditional industries. (wsj)
  • High Taxes, Regulations Prompt Americans to Leave States (thefiscaltimes)
  • Retail risks go too far in eliminating human salespeople. (latest.13d)
  • Direct listings are a rarity. (pehub)
  • The (Western) States Where Economy Isn’t Struggling to Recover (bloomberg)
  • "Look at the big picture while others are losing their minds." (A Teachable Moment)
  • Japan is answering their labor shortage with robots (Reuters)
  • Life Is Getting Ever More Volatile – Or Is It? (timharford)
  • 3 Growth Stocks for Ambitious Investors (fool)
  • What to make of this weekend’s massive global ransomware attack (Bloomberg)
  • Worst News for Economy May Be Coming from Banks, Not Retail (cnbc)
  • You’re Killing It With Your 401(k) — on Autopilot (bloomberg)
  • A graphic look at how the Big 5 tech giant make their money. (visualcapitalist)
  • Trying to put a valuation on Valeant Pharmaceuticals ($VRX). (brontecapital.blogspot)
  • Why investor don’t (and can’t) hold leveraged ETFs. (pensionpartners)
  • Social Mobility Remains Strong in Land of Opportunity (nationalreview)
  • The Snap ($SNAP) IPO has been a great teaching tool for Millennial investors. (awealthofcommonsense)
  • Sell In May, But Don’t Walk Away, Part Two (cumber)
  • Heightened Uncertainties, Yet Plunging Volatility…What Gives? (schwab)
  • Which of the Big 5 would you give up first (and last)? (nytimes)
  • 6 Long-Term Economic & Investment Theme Recommendations (bloomberg)
  • Comparing how the major multi-factor ETFs. (beta.morningstar)
  • What MG Siegler reads. (medium)
  • The Shame of the Mortgage-Interest Deduction (theatlantic)
  • Six principles for better decision making. (thewaiterspad)
  • Innovative techniques in 3-D printing mean some previously impossible design will start showing up in consumer products (Wall Street Journal)
  • The Man Who Helped Bury Lehman Turns to Saving Noble (bloomberg)
  • Cord cutting is putting the squeeze on tertiary cable channels. (wsj)
  • Is fidgeting making you smarter? (wired)
  • How many managers should you review before you pick one? (mrzepczynski.blogspot)
  • An economic schedule for the coming week. (calculatedriskblog)
  • Ray Dalio: The Big Picture (linkedin)
  • Hot Stocks Are Like Lottery Numbers: Very Low Odds (nytimes)
  • A Theory on Why Working Class Americans Voted wMiddle Finger (nypost)
  • Financially Stressed in U.S. Now Prefer Saving to Spending (gallup)
  • The New Retirement Goal: Love Your Job and Keep Working (cnbc)
  • Barron’s says buy European stocks. (barrons)
  • The most interesting ETF launches of the year. (etf)
  • Globalization’s Ill Effects Are Wildly Exaggerated (realclearmarkets)
  • Market Volatility & Recessions (capitalspectator)
  • 8 Can’t-Miss Dividend Increases Coming This Summer (forbes)
  • A succinct summary of the week’s economic events. (ritholtz)
  • In Exile: The Cruelly Sad & Solitary Life of Ruth Madoff (nypost)
  • Unusually Low Volatility Can Be Dangerous for Stocks (bloomberg)
  • The ten investing books SumZero users most recommend. (businessinsider)
  • The Amazon ($AMZN) Echo Show may not look like much but it is a wildly innovative product. (medium)
  • An Eerie Similarity to ’07, Before the Bulls Were Slaughtered (realclearmarkets)
  • Google’s self-driving car subsidiary gets closer with Lyft (New York Times)
  • Global ETP assets recently topped $4 trillion in AUM. (valuewalk)
  • What CEOs had to say about the global economy this week. (avondaleam)
  • Capitalists Are Destroying Capitalism. They Must Be Stopped (qz)
  • An Algorithm, an ETF and an Academic Study Walk Into a Bar (wsj)
  • The iShares Core MSCI Emerging Markets ETF ($IEMG) will soon be the largest EM ETF. (etf)
  • Interest in ESG investing is growing. (investwithanedge)
  • Study: Journalists’ Fear of Appearing Biased Benefits Special Interests (promarket)
  • The Big Picture (valuewalk)
  • The downside of sitting in cash is just too much. (portfoliocharts)
  • New homebuilders are really optimistic. (calculatedriskblog)
  • Maybe we should be looking at longer horizon measures of volatility. (pragcap)
  • Bruce Greenwald: Channeling Graham and Dodd (barrons)
  • Long Ago American Government Ran on Lotteries, Not Taxes (fee)
  • The existence of shale oil makes every other oil/gas project riskier. (sl-advisors)
  • Barron’s says buy emerging market stocks. (barrons)
  • Apple’s New Headquarters Is a Sign of Tech’s Boom, Bravado (Wall Street Journal)
  • Apple ($AAPL) may hit $1 trillion in market cap but it has got long-term issues. (wired)
  • The high yield bond market has changed for the worse (permanently). (ft)
  • A Setup Is In Place for a Pullback In the S&P 500 Index (marketwatch)
  • Active managers don’t outperform, on average, during bear markets. (wsj)

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