05/23/17 – Tuesday’s Interest-ing Reads

  • On the comparative advantage "giant" funds have over their competition. (institutionalinvestor)
  • Google Is Building the Future, and New York Times Is Depressed (realclearmarkets)
  • Netflix ($NFLX) has been public for 15 years. Congrats if you held the entire time. (theirrelevantinvestor)
  • An Optimistic View of the Relative Calm In the Markets (bloomberg)
  • Can Meadows Rescue the Planet from CO2? (Scientific American)
  • Ten high conviction stock purchases from the ultimate stock pickers. (beta.morningstar)
  • The Homeric Odyssey of the Web’s Strangest “Simpsons” Site (wired)
  • Why you don’t want your company’s CEO to be too good a golfer. (cnbc)
  • Uber Starts Charging What It Thinks You’re Willing to Pay (bloomberg)
  • Watergate And The Stock Market: A Brief Review for Investors (forbes)
  • Being Wrong About Markets In An Interesting Way (hussmanfunds)
  • Be careful when following a big name into a trade. (martinkronicle)
  • Can we improve sector rotation? (blog.thinknewfound)
  • WorldQuant University is offering students a tuition-free two-year education in financial engineering. (businessinsider)
  • Hitting the Brakes In America: The U.S. Car Market Has Stalled (economist)
  • Why Won’t More Corporations Support Single-Payer Health Care? (thenation)
  • Emerging Markets Still Look Strong (barrons)
  • Understanding Today’s Secular Stagnation (project-syndicate)
  • How Companies Fib About Earnings to Meet Estimates (nypost)
  •  OK, it's still not aliens, but we’re finally catching Tabby’s Star in the act (blastr)
  •  How Roger Ailes Polarized TV News (fivethirtyeight)
  • America Is Great. Home Country Bias Ain’t. (gmo)
  • http://www.ussif.org/esg (ussif)
  • The CME Group ($CME) is cleaning up on interest rate speculation. (wsj)
  • Climate Shareholder Proposal Passes At Occidental Petroleum (FA-MAG)
  • Marc Andreessen Answers the Tech Valuation Question (Bloomberg View)
  • Five great personal finance blogs. (humbledollar)
  • The flaw with the Fundamental Law of Active Management. (investresolve)
  • 21 Questions & Answers with Influential Trendspotter Pippa Malmgren (hedgeye)
  • Tips for individual investors who want to examine the academic finance literature. (aaii)
  • Has Real Socialism Ever Been Tried? (fee)
  • Information intensity doesn’t correlate with better performance. (citywireusa)
  • How active share works. (cfapubs)
  • Why culture matters more than regulations (thereformedbroker)
  • Fox News has gone completely off the deep end (CNN)
  • Blackstone ($BLK) has become a huge player in the non-traded REIT space. (wsj)
  • Which Countries Destroy the Environment the Most (and Least)? (Price Economics)
  • Five Market Charts That Matter (ft)
  • What an ideal active investment management firm looks like. (blogs.cfainstitute)
  • Fidelity is experimenting with Bitcoin. (wsj)
  • United’s Re-Accommodation Could Have Been Easily Avoided (realclearmarkets)
  • How to apply return factors to the corporate bond market. (cfapubs)
  • More evidence that companies cater to investors who favor dividends. (blog.alphaarchitect)
  • Why An MBA Designation Is Not All That It Should Be (bloomberg)
  • Which factors pass the test? (etf)
  • Virtue is its Own Reward: Or, One Man’s Ceiling is Another Man’s Floor (Cliff Asness / AQR)
  • Haven’t Saved Enough for Retirement? You’re Not Alone (cnbc)
  • What a real world trading algorithm looks like. (wsj)
  • Immigration Is at the Heart of U.S. Competitiveness (hbr)
  • Seattle Climbs, Austin Sprawls: Myth About the Return to Cities (nytimes)
  • Americans’ Financial Anxieties Ease in 2017 (gallup)
  • What to do in light of lower future stock returns. (ofdollarsanddata)
  • Capitalism is synonymous with optimism. (pragcap)
  • Who’s in Charge of Outer Space? (wsj)
  • ‘The Worse, the Better’ Could Be Connecticut’s Motto (nysun)
  • How to go from liberal arts major to investment professional. (cleareyesinvesting)
  • "The nation’s largest pension fund had no idea how much it was paying in certain private-equity fees." (wsj)
  •  Swedroe: Forecasters Not Held Accountable (etf)
  • Political Turmoil Won’t Affect May Employment Numbers (economics21)
  • Why TAA strategies sell. (sellwoodconsulting)
  • Reducing the Equity Allocation, Raising It for REITs (alhambrapartners)
  • Fees Add Up Quickly (baselinescenario)
  • The Bitcoin ETF isn’t dead. (etf)
  • Non-Financial Wants and the Rise of ESG Investing (Abnormal Returns)
  • The top ten books you should read to learn about investing. (mebfaber)
  • The New Retirement Goal: Love You Job and Keep Working (usatoday)
  • Shale Is a Scapegoat for Weaker Oil Prices. Real Culprit? China (bloomberg)
  • Unemployment in the U.S. Is Falling, So Why Isn’t Pay Rising? (bloomberg)
  • ‘Fiduciary’ Rule to Take Effect June 9 With No Further Delay, Labor Secretary Says (Wall Street Journal)
  • Bitcoin Flying As ETF Gets Second Shot (ETF.com)
  • Europe was the birthplace of mankind, not Africa, scientists find (Telegraph)

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