05/26/17 – Friday’s Interest-ing Reads

  • The case against all things metal. (allstarcharts)
  • Barry Quinn, "Hire slowly, fire quickly. To give your company the best chance and a team of A players, be rigorous in your reference checking." (nothingventured.rocks)
  • How sovereign wealth funds are approaching venture capital. (institutionalinvestor)
  • The Forgotten Basketball Pioneer Who Made Stephen Curry Possible (wsj)
  • If you have not yet heard Charley Ellis before check out this talk with Ted Seides. (tedseides.libsyn)
  • Why is wage growth as high as it is? (nytimes)
  • In defense of Vanguard. (pragcap)
  • If the year ended today, Poland’s stock market would be the best performing. (pensionpartners)
  • The stock market is not in a bubble. (brooklyninvestor.blogspot)
  • It’s hard to imagine the Fed not raising rates in June. (economistsview.typepad)
  • A Rosé Drive-Through and Four Other Ways to Achieve Instant Summer (bloomberg)
  • The median time to exit keeps getting stretched out. (venturebeat)
  •  Mushrooms Are the Safest Drug You Can Take (tonic.vice)
  • Ivy League jocks are finding Wall Street increasingly inhospitable. (wsj)
  • Technology isn’t about features any more. It is about fundamental business processes. (wsj)
  • What The Yield Curve Is Telling Us (capitalspectator)
  • The Little Guy’s Financial Watchdog May Soon Be Defanged (thefiscaltimes)
  • Deception and False Comparisons: The "Renewable Jobs" Lie (forbes)
  • Budget Deficits Never Bring Countries Down, but Socialism Does (realclearmarkets)
  • The Blind Taste Test That Changed the Wine World (npr)
  • How Vanguard became the King of Mutual Funds. (bloomberg)
  • How 40 Years Of Star Wars Has Saved My Life (jamesaltucher)
  • Brett McKay talks with David Kwong author of "Spellbound: Seven Principles of Illusion to Captivate Audiences and Unlock the Secrets of Success. (artofmanliness)
  • Hedge Funds Are Getting Priced Out in the World’s Costliest City (bloomberg)
  • Stocks Are Rallying Again. Why That May Not Last (thefiscaltimes)
  • Any of These 3 Manias Could Be About to Run Aground (fee)
  • Is the worst over for the golf industry? (bloomberg)
  • Walt Mossberg’s last column: The Disappearing Computer. Tech was once always in your way. Soon, it will be almost invisible.&#xA0 (recode)
  • Rethinking the Next China: Risks and Opportunities (project-syndicate)
  • Existing Home Sales: Spring Selling Starts With a Whimper (realclear)
  • ExxonMobil ($XOM) is in the crosshairs of ESG funds. (blog.esharesinc)
  • The Expected Future Of S&P 500 Dividends (blogspot)
  • Facebook ($FB) is pushing hard into TV-like shows. (businessinsider)
  • Larry Summers’ Scandalous Error (alhambrapartners)
  • B-school students have more psychopathic tendencies than other students. (dealbreaker)
  • Fed Is Losing Its Influence Over the Bond Market (bloomberg)
  • Jail Break: America’s Prisons Are Failing. How to Make Them Work (economist)
  • How quants hope to transform ESG investing. (institutionalinvestor)
  • Weekly initial unemployment claims are trending at low levels. (calculatedriskblog)
  • Going to Absurd Lengths to Avoid News, Fox Is Losing Viewers (slate)
  • Is Apple ($AAPL) going to build an Alexa-killer? (fastcompany)
  • Excel is getting unbundled. (tomtunguz)
  • Did This Signal A Top For Bitcoin? (marketwatch)
  • Why the Big Next Financial Crisis Could Come In Forex (reuters)
  • 4x, 3x…what matters is volatility. (blog.tfscapital)
  • How to get an e-mail replied to by a VC. (businessinsider)
  • What the 150-year old Indian rail system can teach us about trade. (bloomberg)
  • The NYSE wants to be the destination for direct listings like Spotify. (wsj)
  • Hedge funds and startups are fighting over quant talent. (wsj)
  • Mark Zuckerberg Has a Harvard Degree, & a Big Mission (usatoday)
  • Barry Ritholtz talk with venture capitalist Marc Andreessen of Andreessen Horowitz. (ritholtz)
  • Why It’s So Hard to Admit You’re Wrong (nytimes)
  • No One Loves Anything as Much as Al Franken Loves Dunking on Ted Cruz (fusion.kinja)
  • Meb Faber talks with Elizabeth Dunn co-author of "Happy Money: The Science of Happier Spending" on how to spend our money better. (mebfaber)
  • Why’s Kansas So Eager to Oversee Biggest Tax Increase Ever? (weeklystandard)
  • For companies there is a big difference between ‘must do’ and ‘can do.’ (avc)
  • When the big boys take notice of what you are doing you have already won. (bothsidesofthetable)
  • Is Uber ultimately doomed? (fortune)
  • Equity crowdfunding has yet to take off. (bloomberg)
  • Not all emerging markets are created equal. (visualcapitalist)
  • The End of a Bull Market Can Be a Nightmare for Bears (yahoo)
  • Stephen Colbert Wins Season Ratings Battle, Thanks to DVRs (nytimes)
  • Founders (and VCs) keep getting younger. (mercurynews)
  • Mainstream hedge funds are pushing into quant strategies. (wsj)
  • Puerto Rico’s Political & Economic Crisis Continues to Deepen (thenation)
  • German MBA students are staying close to home. (ft)
  • Lament of ‘Trade Deficit’ Is Admission of Misunderstanding (forbes)
  • Why the myth of the PPT lives on. (thereformedbroker)
  • DJI’s tiny new Spark drone is $499 and kind of a big deal (social.techcrunch)
  • Ag commodities vs. ag stocks: you make the call. (bloomberg)
  • Jessica Lessin of The Information talks about why consumer should play for news. (recode)
  • Some Questions for Those Who Bemoan ‘Income Inequality’ (triblive)
  • The Real Reason for Overbooked Planes & Cramped Cabins (thenation)
  • There is no season for balanced portfolios. (longboardfunds)
  • Tyler Cowen talks with Raj Chetty one of the most influential economists in the world. (medium)
  • 3 Percent Growth Should No Longer Be Something From the Past (realclearmarkets)
  • Retirement Savers Really Do Need the Government’s Help (bloomberg)
  • Business lessons from the Knicks and Nets (crainsnewyork)
  • Hey insider traders, don’t gloat about your trades in an e-mail. (bloomberg)
  • Globalization, Gold and the Return of History (wsj)
  • It’s Not Too Late to Jump on the Tech Bandwagon (barrons)
  • Grocery Stores: An American Miracle (theatlantic)
  • Could Quants Transform ESG? (institutionalinvestor)
  • World Bank’s Star Economist Is Sidelined in War Over Words (bloomberg)
  • The Opaqueness of U.S. Economic Policy (realclearmarkets)
  • Kushners, Saudis and Blackstone: Behind the Deals (bloomberg)
  • The pros and cons of frontier markets. (beta.morningstar)
  • Amazon ($AMZN) just made its Prime Fresh membership more useful with easy grocery pick-up. (geekwire)
  • Fidelity is launching sustainable investing funds. (beta.morningstar)
  • The case for gold. (marketanthropology)
  • "Anumeric" people: What happens when a language has no words for numbers? (theconversation)
  • A ‘This American Life’ segment on what its like to be neurotic. (nymag)
  • How at-risk are hedge funds to machine learning counterparts? (ft)
  • The World Is Running Out of Sand (newyorker)
  • Our personal experiences deeply affect our risk-taking abilities. (collaborativefund)
  • Stock Ownership Down Among All but Older, Higher-Income (gallup)
  • China Has a Huge Debt Problem. Just How Bad Is It? (cnn)
  • The Bears Have Made Some Progress on Vulnerability Fronts (ciovaccocapital)
  • The Many Lessons within Mallaby’s ‘The Man Who Knew’ (realclear)
  • Facebook: Mark Zuckerberg’s Great American Roadtrip (nytimes)
  • Why VCs should look for ‘naive optimism’ in founders. (bothsidesofthetable)
  • Patrick O’Shaughnessy talks with David Salem CIO of the Windhorse Group. (investorfieldguide)
  • Why the ‘blind squirrel’ theory of VC portfolio construction doesn’t work. (acrowdedspace)
  • There’s no shame in a $100M startup. (techcrunch)
  • Michael Covel talks with trading coach Denise Shull. (trendfollowingradio)
  • The price-to-sales ratio for the median stock in the S&P 500 is higher than ever before… (thefelderreport)
  • Are Shrooms the New Weed? (esquire)
  • Brett McKay talks with Winstom Groom author of "The Aviators." (artofmanliness)
  • What Not to Buy in Today’s Stock Market (contrarianedge)
  • All you’ve ever wanted to know about the “halo” Ferrari supercars (classicdriver)
  • Buy? Sell? Politics May Move Market, But Rarely for Long (nytimes)
  • Michael Covel talks with R.P. Eddy, CEO of Ergo, a strategy and geopolitical intelligence firm and co-author of “Warnings: Finding Cassandras to Stop Catastrophes.” (trendfollowingradio)
  • Stanford MBA grads are the highest paid. (qz)
  • Opendoor wants to buy your house. Competitors are lining up behind them. (nytimes)
  • How effective benchmarks are important for individual investors. (marketfox)
  • Valuation Measures For Bulls (yardeni)
  • The ‘Hard’ Economic Data Should Worry Investors (marketwatch)
  • How a Small Retirement Savings Increase Can Transform Income (investors)
  • "Before you model it, plot it." (mrzepczynski.blogspot)
  • Cycles, Sectors, and the Perils of Aggregated Data (fortunefinancialadvisors)
  • Greece:George Soros’ Trojan Horse Against Europe (spectator)
  • The Devastating Effects of Dental Inequality in America (newrepublic)
  • Eliminating Dodd-Frank’s Overrated Escape Hatch (realclearmarkets)
  • Focus on your goals, not the timing. (finuke)

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