06/12/17 – Monday’s Interest-ing Reads

  • Sometimes the ‘Smart Money’ Is Dumb Too (wsj)
  • Is the End of Recovery Nearer Than Believed? (morningstar)
  • Another retailer, Gymboree, bites the dust. (businessinsider)
  • Generals Warn That U.S. Security Is at Stake In Race for New Energy Superiority (bloomberg)
  • These Cities Have Too Many Stores, and They’re Still Building (Bloomberg)
  • You Want to Earn More Money? You Need to Get More Sleep! (marketwatch)
  • Why Taking Nordstrom Private Might Be a Bad Idea (nypost)
  • Boston’s MBTA pension fund is more underfunded than currently thought. (advisorperspectives)
  • The Market’s Verdict on GE’s Jeff Immelt: Failure (yahoo)
  • If you can’t handle a market drawdown maybe you are in the wrong place to start. (thereformedbroker)
  • Corporates v. Munis: What Investors Should Know (schwab)
  • Action in the European ETF market is heating up. (wsj)
  • Bitcoin breaking $3000, a year to date triple! (Bloomberg)
  • Apple catches a downgrade (Barron’s)
  • How Badly Must a C.E.O. Behave Before His Pay Is Clawed Back? (nytimes)
  • Why family offices are bypassing private equity to go direct. (barrons)
  • A Dollar Breakdown Is Coming… (marketanthropology)
  • Italian voters say no to hard-right Five Star candidates (Bloomberg)
  • Amazon and Wal-Mart’s all-out price war is terrifying America’s biggest brands (msn)
  • ETFs are not as liquid as they appear…in a crisis. (bloomberg)
  • Here Are 5 Defense Stocks Investors Should Look to Buy Now (fortune)
  • We Expect a 25 Basis Point Hike From the FOMC This Week (realclear)
  • The stock market MAY crash, but constantly calling for one isn’t helpful. (awealthofcommonsense)
  • How the same investment return can feel very differently. (theirrelevantinvestor)
  • Asset allocation always matters despite what investors may say. (beta.morningstar)
  • Dying malls are dragging everyone down in their wake. (footnoted)
  • How various tactical asset allocation strategies performed in May. (allocatesmartly)
  • The Unsung Genius of Getting Fired (fee)
  • The Fed’s data-dependent path makes no one happy. (economistsview.typepad)
  • Experience is overrated. (theirrelevantinvestor)
  • There is no hiding Apple’s ($AAPL) strength and weaknesses. (stratechery)
  • Gold Is Bound to Disappoint the Bulls — Again (bloomberg)
  • ‘Universal Basic Income’ is a Monumentally Awful Idea (investors)
  • The Most Dangerous Part About Killing Dodd-Frank (cnn)
  • Habits and goals are two different things. (farnamstreetblog)
  • Apple ($AAPL) and Microsoft ($MSFT) are trying to blur the lines between tablets and laptops. (businessinsider)
  • How much should you trust an ETF backtest? (beta.morningstar)
  • Kansas Reveals Failure of Supply-Side Economics (nytimes)
  • Investors should be wary of hedge funds that convert into mutual funds. (beta.morningstar)
  • Scientists Have Found the Oldest Known Human Fossils (theatlantic)
  • U.S. Investors Are More Confident About Retirement Finances (gallup)
  • Comparing the big REIT ETFs. (etf)
  • Successful people say no…all the time. (ft)
  • The biggest problem today for investors is future low returns. (alephblog)
  •  Prophets of Doom With Too Much Gloom (bloomberg)
  • The New, Nearly Invisible Class Markers of America’s Elite (qz)
  • Shopping malls are being forced to change their mix. (wsj)
  • Bank analyst Mike Mayo joins Wells Fargo ($WFC). (ft)
  • Steven Sinofsky, "Apple released a massive amount of software this past week." (medium.learningbyshipping)
  • Can your ETF scale? (blog.alphaarchitect)
  • On the power of compounding in life. (kottke)
  • Why you need to defend your schedule. (venturebeat)
  • Will IEX become more than just a niche player? (wsj)
  • Hedge funds face a crisis of confidence (New York Post)
  • Apple is going to let podcast creators — and advertisers — see what listeners actually like (recode)
  • Democrats’ New Econ. Plan Will Solidify Their Minority Status (realclearmarkets)
  • What’s Next for Technology Stocks — Bloodbath or Bliss? (marketwatch)
  • Thoughts on Fixing U.S.’s Endless Infrastructure Mess (nationalreview)
  • Nvidia ($NVDA) is the new Intel ($INTC). (thereformedbroker)
  • Why Pandora ($P) and SiriusXM are joining forces. (recode)
  • Why you should go on a news diet. (jamesaltucher)
  • A Ritzy Place For World’s Unlikeliest Socialists (bloomberg)
  • 3 Buffett Stocks To Buy Right Now, 3 To Sell Immediately (forbes)
  • When Monty Python Took American Television to Court (mentalfloss)
  • The Problem With the Relentless Pursuit of Happiness (A Wealth Of Common Sense)
  • It’s hard to find a whole lot of slack in the US economy. (ft)
  • Illinois is a failed state. (politico)
  • Apple ($AAPL) is belatedly giving the App Store some attention. (bloomberg)
  • The Harvard endowment is getting out of the farming business. (wsj)
  • Gary Cohn Has Long Profited From His Biggest Mistakes (nymag)
  • If you knew a stock you owned today wasn’t going to go up for the next 12 months, would you still own it today? (microcapclub)
  • What CEOs had to say about the economy this week. (avondaleam)
  • The iPad Pro is not yet a suitable laptop replacement. (nytimes)
  • Wall Street is full of market myths. (fortunefinancialadvisors)
  • How one small foundation trounced the "big guys." (etf)
  • Four tips from the Stoics on how to be productive. (theirrelevantinvestor)
  • Paying the Price for Eight Days of Flying in America (nytimes)
  • Don’t Be Naive and Roll Over For This 401(k) and IRA Ripoff (usatoday)
  • Five experts weigh in on the death of brick-and-mortar retail. (axios)
  • My favorite new website (IsTravisStillCEO.com)
  • Wow, Jeff Immelt steps down as GE CEO after 16 years (Wall Street Journal)
  • Goldman Sachs ($GS) is joining the bond ETF game. (wsj)
  • Can retailers push back against free shipping? (knowledge.wharton.upenn.edu)
  • John Gruber, "There should be no “virus and malware” scanners in the App Store." (daringfireball)
  • Why teens have stopped getting summer jobs. (theatlantic)
  • Apple ($AAPL) has six months to make the HomePod a success. (wsj)
  • A market "emotional adjustment" is on the way. (theirrelevantinvestor)
  • Why smart beta investors are likely to be disappointed. (humbledollar)
  • Why the weakness in MLPs? (sl-advisors)
  • Comparing your portfolio to a benchmark doesn’t do you any good if you don’t learn from it. (marketfox)
  • Slow Summer Fridays are a great time to move stocks. (dashofinsight)
  • An Ominous Pattern in Big Technology Stocks (marketwatch)
  • Why the Fed is likely to raise rates next week even though they don’t need to. (economist)
  • How The Next Financial Crisis Won’t Happen (ft)
  • Looking for a good old fashioned bear market? Check out coffee. (kimblechartingsolutions)
  • What would your investment process really look like in retrospect? (rp-pieces)
  • All Uncertainty from Washington Is Not Created Equal (realclearmarkets)
  • A succinct summary of the week’s economic events. (ritholtz)
  • Specific questions yield specific answers. (m.signalvnoise)
  • The economic schedule for the coming week. (calculatedriskblog)
  • One of these days you won’t need an iPhone to make the Apple ($AAPL Watch useful. (fastcompany)
  • The best ETFs YTD. (etf)
  • This is hilarious… (New York Post)
  • $2,679,001: that’s how much it costs to go to lunch with Warren Buffett. (nytimes)
  • The Federal Reserve Needs Better Inflation Target (bloomberg)
  • Nordstrom ($JWM) may go private. (nytimes)
  • Amazon ($AMZN) is taking on Wal-Mart ($WMT) with discounted Prime pricing. (theatlantic)
  • Viking Global Investors is returning $8 billion back to investors. (nytimes)
  • With Its $23 Billion ‘Surplus,’ Is Nigeria Ripping the U.S. Off? (realclearmarkets)
  • Apple’s ($AAPL) Safari may be the browser to beat. (qz)
  • The American manufacturing economy is doing just fine. (bloomberg)

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