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

  • What happens when volatility rises. (pensionpartners)
  • With Tax Reform, Save Forest Rather Than Cut Down Trees (realclearmarkets)
  • Sen. Warren Concocts Another Way to Make Life More Expensive (spectator)
  • Smooth transitions at hedge funds are few and far between. ValueAct is giving it a shot however. (nytimes)
  • Warren Buffett’s notion of what an ‘ideal business’ looks like has changed. (intrinsicinvesting)
  • The Active Equity Renaissance: New Frontiers of Risk (blogs.cfainstitute)
  • The investment industry is horribly overcompensated. (humbledollar)
  • It’s the Summer of Rum — and we need it!&#xA0 (bloomberg)
  • High yield bonds break out (Stockcharts.com)
  • “Brandy” Songwriter on How “Guardians of the Galaxy 2” Finally Gave His Hit a Deeper Meaning (hollywoodreporter)
  • Daniel Grioli, "Genuine active management is A LOT more capacity constrained that most investors realise." (i3-invest)
  • RIAs today utilize a raft of tools, but only a few can truly be platforms. (kitces)
  • Will You Earn More Working In Private Sector, or Government? (fee)
  • Single Family Grinds Higher, Multiple Family Slowly Fades (realclear)
  • Good luck trying to call the next recession with just a single variable. (capitalspectator)
  • Signs Point To US Equity Underperformance (knowledgeleaderscapital)
  • It Still Makes Sense To Be Optimistic (blogspot)
  • Here’s What the Stock Market Did During Watergate (yahoo)
  • How managed futures strategies perform in different volatility regimes. (mrzepczynski.blogspot)
  • Do we really want future AI in the hands of the "Frightful Five"? (nytimes)
  • A June Fed rate hike is baked in. The question is how much slack the US economy still has. (economistsview.typepad)
  • The Fed Is Making a $2 Trillion Mistake (bloomberg)
  • There’s Good Airline News that You’re Not Hearing About (usatoday)
  • For Investors, the President Is Twitter Troll-in-Chief (bloomberg)
  • Quick fixes rarely work in personal finance. (mullooly)
  • Transparency is a (great) feature of markets. (pointsandfigures)
  • The hedge fund of funds business is….still dying. (valuewalk)
  • Some big changes are coming to MSCI’s Frontier Market index. (etf)
  • US household debt is back to 2007 levels but delinquencies are way lower. (latimes)
  • SoFi is getting into wealth management. (techcrunch)
  • White House on edge: ‘We are kind of helpless’ (Politico)
  • Amazon ($AMZN) is considering getting into the pharmacy business. (cnbc)
  • The SEC is reconsidering its approval of 4x leveraged ETFs. (wsj)
  • There is a (big) bull market in altcoins. (wsj)
  • New Analysis Turns Up Surprise on Long-Term Wage Trends (realclearmarkets)
  • Seth Godin, "You can’t shrink your way to greatness." (sethgodin.typepad)
  • Financial advisors are increasingly conscious of their clients, clothing-wise. (wsj)
  • You can read too much as an investor if all it does is reinforce your prior beliefs. (thereformedbroker)
  • What can we do to inspire the renaissance in active equity portfolio management? (Enterprising Investor)
  • History Suggests That Investors Should Be Way More Fearful (marketwatch)
  • How AI is changing insurance underwriting. (ft)
  • These Elevated Stock Prices May Be Here to Stay (marketwatch)
  • Clear Proof That Central Banks Are ‘On The Bid’ In Stocks (forbes)
  • The Presidency Is in Crisis. Why Are the Markets Still So Calm? (slate)
  • Justin Fox, "The investment industry keeps coming up with new products that more perfectly match customer needs, but it also invariably overdoes it. Which I guess is what most industries do, but in investing, there is a weird cyclicality to it." (bloomberg)
  • A Healthy U.S. Consumer (realclear)
  • This might be the smoking gun (New York Times)
  • There’s a Big Technical Reason for Low Volatility in Stocks (Bloomberg)
  • Tech CEOs: Anarcho-Libertarian Threat to Democracy? (nationalreview)
  • Why you should simplify your financial holdings. (humbledollar)
  • What My Young Sons Taught Me About True Happiness (fortune)
  • ESPN Is Betting on Big Personalities (nytimes)
  • This Is One Big Retailer Which Isn’t Getting Amazon-ed (cnn)
  • Time to Drop the Title ‘Thought Leader’ From Your Resume (forbes)
  • Why Emerging Market Stocks Aren’t All the Same (schwab)
  • The Weird Thing About Today’s Internet (theatlantic)
  • Addressing the Fed’s Balance Sheet, Bonds, and Fishing (cumber)
  • Here’s Why Elon Musk Holds the Secret to Productivity Gains (thefiscaltimes)
  • Market breadth is not confirming the index highs…yet (All Star Charts)
  • This is a great example of second-order thinking. (themacrotourist)
  • The Expectation of Losses (A Wealth Of Common Sense)
  • It’s Time to Enact Common Sense Financial Reform (usatoday)

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