05/28/15 – Thursday Interest-ing Reads

  • Your perception of various asset classes may be off. (news.morningstar)
  • The Tanker Market Is Sending a Big Warning to Oil Bulls (bloomberg)
  • People are willing to pay for media they find valuable. (bloombergview)
  • What (if anything) will become of IBM’s ($IBM) Watson? (nymag)
  • Why the Rich Get Richer (foxbusiness)
  • More on the life and times of John Nash. (washingtonpost)
  • And mobile payments, to boot. (nytimes)
  • Paulson & Rubin: Why the U.S. Needs to Listen to China, and vice-versa. The importance of the mutual economic criticisms between two major world powers. (theatlantic)
  • Business Lending by U.S. Banks on the Rise (wsj)
  • Irrational exuberance is dooming the stock market (marketwatch)
  • Iraq About to Flood Oil Market in New Front of OPEC Price War (bloomberg)
  • Sign Up at irs.gov Before Crooks Do It For You (krebsonsecurity)
  • Target date funds are riskier than you think. (forbes)
  • Bond yields no longer track economic growth. (wsj)
  • Paper is not done yet. (npr)
  • Apple ($AAPL) and Google ($GOOG) are battling for the car. (fortune)
  • A deep dive into the mess that is Chicago’s muni debt position. (medium)
  • S&P 500 stocks can’t seem to push toward 52-week highs. (athrasher)
  • Lefsetz, “We don’t need me-too, we need new and different. And unless you’re gonna do new and different, stay where you are.” (lefsetz)
  • Bitcoin needs to break out of Silicon Valley. (stratechery)
  • Three charts that demonstrate the rapidly changing world. (cfainstitute.tumblr)
  • The Richard Rosso story – a breakaway nightmare (Think Advisor)
  • Broadcom acquired in the biggest semiconductor deal of all time (Yahoo Finance)
  • The hedge fund industry is top-heavy, asset-wise. (ai-cio)
  • Dimon: Obviously the right thing to do is just pay me (Bloomberg)
  • Time Inc. ($TIME) should spin-off Sports Illustrated to save it. (medium)
  • Mary Meeker’s big annual report on the Internet is out. (kpcbweb2.s3.amazonaws)
  • Another take on the Jony Ive news. (daringfireball)
  • Researchers can tell if you have been laid off…from your cell phone. (blogs.wsj)
  • GMO Scientists Could Save the World From Hunger, If We Let Them (newsweek)
  • Weekly initial unemployment claims are still at historically low levels. (calculatedriskblog)
  • Star managers battered by rocky ride in yields, currencies (Psst – star managers are created by the media, they don’t actually exist) (Reuters)
  • You won’t believe the $%#! you’ve been eating (money.cnn)
  • Why do high school athletes make more money than their non-sporty peers? My guess is sports attract winners and they’re better looking people. Team-building skills and confidence help too (The Atlantic)
  • Patagonia is trying to figure out if its growth is good or not. (newyorker)
  • Harvard neuroscientist: Meditation not only reduces stress, here’s how it changes your brain (washingtonpost)
  • Share buybacks are not leading to lower share counts. (charlessizemore.tumblr)
  • Avago ($AVGO) to buy Broadcom ($BRCM). (bloomberg)
  • Amazon ($AMZN) is rolling out free same-day delivery in these markets. (latimes)
  • Google ($GOOG) doesn’t mind failing in public. (mashable)
  • How FIFA’s Structure Lends Itself To Corruption (fivethirtyeight)
  • Stock market crashes can haunt investors for decades. (bloombergview)
  • Fed Survey: Americans Feeling Better About Household Finances (blogs.wsj)
  • Nurses are gunning for doctors. (nytimes)
  • How rising rates could affect high yield bonds. (blog.abglobal)
  • The problem with having your work and personal life on a single phone. (mashable)
  • Chinese stocks got smushed last night. (Wall Street Journal)
  • Everybody seems to be trading at the market close. (wsj)
  • The Dutch have not forgotten the role of the US in World War 2. (washingtonpost)
  • Crosscurrents aside, the US economic expansion is maturing. (bonddad.blogspot)
  • Sell high yield on the first Fed rate hike. (etf)
  • The golden age of hedge funds has long since past. (thereformedbroker)
  • The environment for momentum changes over time. (systematicrelativestrength)

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