05/19/17 – Friday’s Interest-ing Reads

  • Why value investors are struggling: mean reversion is lacking reversion. (beta.morningstar)
  • Big Trouble In Little China (blogspot)
  • Dear Walmart, Here’s Why You Will Never Beat Amazon (forbes)
  • Monetary Policy That Is Strangely Devoid of Money (realclearmarkets)
  • Embrace the Suck, Without Which There’s No Effect on the World (aqr)
  • The results of a one-week social media fast. (kottke)
  • Aswath Damodran authof of "Narratives and Numbers" gets the Talks at Google treatment. (valuewalk)
  • How Roger Ailes Built the Fox News Empire, and Changed TV News Forever (thedailybeast)
  • Seeing Yet Another Debt Crisis That Isn’t Actually There (bloomberg)
  • "Sgt. Pepper" Turns 50 (wsj)
  • If you want a better web you are going to have to pay for it. (wired)
  • The Giddy Messages Citi Traders Sent While Lehman Died (bloomberg)
  • The Washington Post has made great headway on the digital advertising front. (nytimes)
  • Brett McKay talks with Emrys Westacott, philosophy professor and author of "The Wisdom of Frugality." (artofmanliness)
  • When On His Game, Roger Ailes Had Few – If Any – Peers (nysun)
  • Congrats America! You’re the Fattest Country In the World (marketwatch)
  • The case against share buybacks. (dealbreaker)
  • Home owner equity is nearing all-time highs. (marginalrevolution)
  • The 10 best podcasts of 2017 (so far). (esquire)
  • Don’t Fear Robots: Technophobia Is Path to Stagnation (nationalreview)
  • Meb Faber talks with Jason Hsu about China, value and factor investing. (mebfaber)
  • How Tales Of Flippers Led To A Housing Bubble (nytimes)
  • Active managers are having to try out new compensation models including fulcrum fees. (thereformedbroker)
  • Inside Russia‚Äôs Social Media War on America (time)
  • The Housing Moment Investors Dread Has Arrived (bloomberg)
  • 5 Facts Prove Americans Know Nothing on Managing Money (moneyish)
  • Has Apple lost its simplicity? (kensegall)
  • Wealthy Connecticut Tapped Out on Taxing the Rich? (marketwatch)
  • One in Four U.S. Workers Say Technology Will Eliminate Job (gallup)
  • Jordan Harbinger talks with Neil DeGrasse Tyson author of "Astrophysics for People in a Hurry." (theartofcharm)
  • Michael Covel talks with Andy Molinksy author of "Reach: A New Strategy to Help You Step Outside Your Comfort Zone." (trendfollowingradio)
  • Ted Seides talks with Jenny Heller CIO of Brandywine Trust Group. (capitalallocatorspodcast)
  • The Retirement Moves You Should Make in Your 40s (usatoday)
  • There’s No Model For This (capitalspectator)
  • A talk with Ben Carlson about his book "A Wealth of Common Sense." (planetmicrocap.podbean)
  • Patrick O’Shaughnessy talks with Michael Mauboussin about active vs. passive, base rates and more. (investorfieldguide)
  • Do investors really understand the return profile of leveraged ETFs? (blogs.wsj)
  • Tax Reform: It’s Business Versus the Middle Class (cnn)
  • Death by Amazon (yardeni)
  • It’s Time to Contemplate Mike Pence-Onomics (reuters)
  • Why Predictions of a ‘Retail Apocalypse’ Are Overblown (cnbc)
  • Stephen Dubner talks with Steve Ballmer about the NBA and USA Inc. (freakonomics)
  • Record Household Debt Not Cause for Celebration or Concern (realclear)
  • Jon Stein CEO of Betterment talks about the role of robo-advisors as an innovative technology. (knowledge.wharton.upenn.edu)
  • Emerging market stocks are still cheap relative to US stocks. (advisorperspectives)
  • Moving Beyond Economy-Sapping 1970s Environmentalism (realclearmarkets)
  • The Eurozone Economies Lead Global Momentum Trends (cumber)
  • The Critical Role of Failure in Success (corporatewiseman)
  • Where We See Opportunities in Munis (pimco)
  • Taibbi: Roger Ailes Was One of the Worst Americans Ever (rollingstone)
  • Riding Shotgun With Uber CEO Travis Kalanick (fortune)
  • The Next Mobile Phone Revolution Is Coming (bloomberg)
  • Why We Lie: The Science Behind Our Deceptive Ways (nationalgeographic)
  • A Brave New World for Sovereign Wealth Funds (institutionalinvestor)
  • The Market Is Quiet. Too Quiet? (economist)
  • Ailes Endured Hatred and Truth, and It Ultimately Killed Him (usatoday)
  • Jon Corzine is starting a hedge fund. (ftalphaville.ft)
  • The LeBron James School Of Driving (fivethirtyeight)
  • A Century Later, Mises Is Still Being Validated (fee)
  • Don’t think you are too savvy to get phished. (gimletmedia)
  • American Shale Roars Back at the OPEC Cartel (bloomberg)

Leave a Reply

Your email address will not be published. Required fields are marked *