05/26/15 – Tuesday Interest-ing Reads

  • Why Honest People Do Dishonest Things: A failure to anticipate an ethical decision makes men and women more likely to lie or cheat. (scientificamerican)
  • Why people make outrageous (market) predictions. (ivanhoff)
  • Why media guys, like Bill Simmons, should go “over the top”? (forbes)
  • How Evan Spiegel plans to turn SnapChat into a real business. (bloomberg)
  • For S&P 500, Expensive Is the New Cheap (bloomberg)
  • Avoid offers from investment types for stuff that is “free.” (alephblog)
  • In defense of tactical asset allocation (GestaltU)
  • “Today’s pessimists about the economy’s rate of growth are wrong because the official statistics understate the growth of real GDP, of productivity, and of real household incomes.” (Wall Street Journal)
  • “The FBI agent who oversaw the Bernard Madoff investigation and helped pioneer the use of wiretaps that yielded dozens of insider-trading convictions is now working for Goldman Sachs Group Inc.” (Bloomberg)
  • A Chinese stock market rally was not all that difficult to see. (thereformedbroker)
  • First-Quarter Growth May Look Better After Upcoming Statistical Tweaks (blogs.wsj)
  • WTF is Fusion? (nytimes)
  • Some funds in which the manager is selling their shares. (news.morningstar)
  • Ad blocking is risking the Internet as we know it. (mondaynote)
  • You aren’t a true VC until you’ve been through a down cycle. (feld)
  • Yardeni: “In my opinion, the Fed has significantly contributed to the weakness of the current economic expansion” (Dr. Ed’s Blog)
  • 7 lessons learned from an investment postmortem. (informationarbitrage)
  • BEA Works to Mitigate Potential Sources of Residual Seasonality in GDP (blog.bea.gov)
  • Productivity: It’s a drag. Restoring productivity levels is crucial to boosting living standards and filling tax coffers (ft)
  • A big promotion for Apple product design genius Jony Ive (9 to 5 Mac)
  • Urban world: Cities and the rise of the consuming class (mckinsey)
  • The only way to face rising interest rates is with a globally diversified portfolio. (fortune)
  • What Would Happen If Greece Doesn’t Pay the IMF: Q&A (bloomberg)
  • Netflix ($NFLX) is redoing its site…very carefully. (theverge)
  • If I Knew Then: Advice on careers, finance, and life from Harvard Business School’s Class of 1963 (hbs1963)
  • Small cap volatility is plumbing historic lows. (jlfmi.tumblr)
  • Here’s where the jobs in renewable energy are (vox)
  • Investors are playing a ‘greater fool’ game (Financial Times)
  • Is the tech boom too focused on the needs of the 1%? (nytimes)
  • Yanis Varoufakis: Austerity Is the Only Deal-Breaker (project-syndicate)
  • When Predicting China Stocks There’s Only Wrong and Very Wrong (Bloomberg)
  • The last frontier for Uber: airports. (nytimes)
  • Invest with us today! Check out our automated advisory service, Liftoff (Liftoff)
  • What Liberals Still Don’t Understand About Fox News (politico)
  • Dropbox is on the clock. (businessinsider)
  • Hedge Funds: The Awkward Victors (themarketmogul)
  • Too much money can kill a company. (nytimes)
  • Now that index mavens FTSE and Russell have merged, what can we expect in the way of innovation? (ETF.com)
  • Why everyone wants newly issued corporate bonds. (bloomberg)
  • Charter ($CHTR) to acquire Time Warner Cable ($TWC). (nytimes)
  • Why Goldman’s David Kostin thinks the best for stocks is now behind us (MoneyBeat)
  • Who is winning the online news game? (digiday)
  • Many valuation metrics are veiled earnings forecasts. (bloombergview)
  • Don’t Count on Happy Returns for U.S. Stocks (blogs.wsj)
  • Why the Jony Ive news from Apple ($AAPL) matters. (stratechery)
  • Charter – Time Warner buyout is official. (Washington Post)
  • 7 myths about Silicon Valley. (gq)
  • Notes from the 2015 London Value Investor Conference. (marketfolly)
  • Why a struggling company would take on venture debt. (ftalphaville.ft)
  • Bartlett: Are Polls Always ‘Skewed’ Against Republicans? (ritholtz)
  • Greece is bankrupt (DealBook)

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