05/22/17 – Monday’s Interest-ing Reads

  • Quants have doubled their share of stock trading since 2013. (wsj)
  • The problem with productivity: it’s tough to measure. (bloomberg)
  • America’s Cities Are Rapidly Running Out of Room (bloomberg)
  • SoftBank’s Son Chases Boyhood Dreams With $100 Billion Fund (Bloomberg Technology)
  • Why it is important to understand your ESG fund’s investment policies and tactics. (advisorperspectives)
  • Predictions – A Fool’s Errand (investingcaffeine)
  • This Is How Your Finances Should Look In Your 40s (marketwatch)
  • Beware Shorting Impeachments (macromon.wordpress)
  • Speculative Frenzy: Tech Stocks Haven’t Done This Since Dot-Com Bubble (cnbc)
  • The Chicago Fed National Activity Index rose in April. (calculatedriskblog)
  • Validea.com: Factor-based models using the strategies of Lynch, Buffett, Graham and other Legendary Investors. Exclusive discount offer for Abnormal Returns readers. (validea)
  • Goldman: Driverless cars will mean 300k job losses a year, but… (ValueWalk)
  • This Church Has Better Money Managers Than Harvard (cnn)
  • Pittsburgh is not happy with Uber’s driverless car efforts in town (New York Times)
  • The Slow Death of Summer Fridays and Stressed Out Workers (marketwatch)
  • Commodity Traders Have a Really Big Problem (Bloomberg Markets)
  • The Price of Gold Doesn’t Change, Things Change In Terms of Gold (realclear)
  • Calculate your fund fees in dollars not percentages. You may be surprised how much you are paying. (brooklyninvestor.blogspot)
  • US shale oil output is near a record. (sl-advisors)
  • Serial Killers Should Fear This Algorithm: Thomas Hargrove is building software to identify trends in unsolved murders using data nobody’s bothered with before.&#xA0 (bloomberg)
  • Apple ($AAPL) Airpods are the perfect meditation app accessory. (theverge)
  • What CEOs had to say about the economy last week. (avondaleam)
  • Here Are the Five Books On My 2017 Summer Reading List (gatesnotes)
  • On the rise of the "superstar firm." (papers.ssrn)
  • For Stocks It’s a Battle of Bearish Politics Versus Bullish Liquidity (marketwatch)
  • Utah has a worker shortage (!) holding its economy back (New York Times)
  • A Good Sign the Stock Market Rally Has a Long Way to Go (businessinsider)
  • Your team is brainstorming all wrong. (hbr)
  • "The Internet Is Broken": @ev Is Trying to Salvage It (nytimes)
  • Millennials are shunning diamonds. (ft)
  • Individual investor knowledge of ETFs is quickly ramping up. (etf)
  • If you want people to listen: say one thing at a time. (sethgodin.typepad)
  • Revealed: Facebook’s internal rulebook on sex, terrorism and violence (Guardian)
  • 15 Forecasts for Future of Work for People Over 50 (forbes)
  • Venezuela’s An Impoverished Human Rights Disaster (washingtontimes)
  • Not EVERY retailer is getting crushed by Amazon ($AMZN). (barrons)
  • Why Are CEOs Being Paid Tons of Money for Nothing? (nypost)
  • Billionaires don’t use quadruple leveraged ETFs. (tonyisola)
  • The overwhelming majority of Apple ($AAPL) iPhone buyers plan to buy another iPhone. (loopinsight)
  • Lost In All the D.C. Noise Is an Economy That’s Looking Better (realclear)
  • US Business Cycle Risk Report (capitalspectator)
  • Goldilocks Is in the House: Synchronized global growth is driving the markets, but big problems still loom. (barrons)
  • Handful of Stocks Boosting Hedge Fund Returns, It’s Not Enough (yahoo)
  • Fired: CEO Ejection Hardly Gets Embattled Ford Back In the Race (reuters)
  • A succinct summary of the week’s economic events. (ritholtz)
  • If Every Day Is a Rainy Day, What Am I Saving For? (nytimes)
  • Compassion Is Good, But Never, Ever, Pity The American Male (forbes)
  • Sell in May..or Settle In? (schwab)
  • Ford fires its CEO, promotes innovation guy (New York Times)
  • "113 companies in the Standard & Poor’s 500-stock index make at least 50 percent of their sales outside the United States." (nytimes)
  • Old Ways of Measuring Output Are No Longer Sufficient (the-american-interest)
  • Thanks to Genetic Testing, Everyone Could Soon Have a Pre-Existing Condition (slate)
  • Oil & Climate Alarmism Don’t Mix For Shareholders (investors)
  • The universe just threw a monkey wrench into Ben’s plans (A Wealth Of Common Sense)
  • Paul Tudor Jones has invested in two quantitative hedge funds. (ft)
  • Commodity ETFs are going K-1 free. (etf)
  • In the Stock Market, ‘America First’ Companies Underperform (nytimes)
  • Shiller: How Tales of "Flippers" Led to a Housing Bubble (nytimes)
  • This bull market might not be hated, but it still isn’t trusted (cnbc)
  • How the media affects demand for stocks. (theirrelevantinvestor)
  • The news isn’t that the Fed will hike rates, but the second and third-order effects. (dashofinsight)
  • Managers are filling up their target date funds with smart beta ETFs. (etf)
  • The economic schedule for the coming week. (calculatedriskblog)
  • Etsy ($ETSY) needs to get bigger but the question is how? (bloomberg)
  • Why don’t we hold pundits accountable for their incorrect forecasts? (etf)
  • San Francisco real estate is wicked rich. (chenmarkcapital)
  • High Ground Is Becoming Hot Property as Sea Level Rises (scientificamerican)
  • The largest one-day ETF declines in history. (pensionpartners)
  • This is some great advice for graduates. (l2inc)
  • Foreign bonds had a good week on the back of a falling US dollar. (capitalspectator)
  • Mark Mobius has a theory about low market volatility: Fake news is causing it (ValueWalk)
  • Waiting for the market to crash is a terrible strategy. (svrn.co)
  • A Q&A with the managers of the newly launched Alpha Architect Value Trend Momentum ETF ($VMOT). (awealthofcommonsense)
  • Why you shouldn’t limit your portfolio to index funds. (stockcharts)
  • The case for using a rules-based system is strong. (nasdaq)
  • Toward a New Bretton Woods Agreement (americanaffairsjournal)
  • How a trade is like a first date. (traderfeed.blogspot)
  • Investors are once again snapping up ABS backed by peer-to-peer loans. (wsj)
  • Japan, Housing Starts & Productivity (ft)
  • Allan Roth has a couple of beefs with Warren Buffett’s advice. (etf)
  • Ten insights from the Berkshire Hathaway ($BRKA) weekend. (behavioralvalueinvestor)
  • New media jobs are geographically concentrated in a few states. (bloomberg)
  • Why Sears’ CEO Eddie Lampert Needs A Big Reality Check (forbes)

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