06/15/17 – Thursday’s Interest-ing Reads

  • Reflexivity & Why The Fed Must Sell The Long End (wordpress)
  • In America, Coal Pollution Is Nearly As Deadly As Car Crashes (Grist)
  • Strike While the Iron is Hot (ofdollarsanddata)
  • Homebuilder confidence dropped but is still elevated. (calculatedriskblog)
  • The Globalization Counter Reaction Redux (economist)
  • Patience Is The Only Way To Earn Alpha (marketwatch)
  • Caution: Have the World’s Tech Giants Grown Too Powerful? (axios)
  • Five more money-related sites worth your time. (humbledollar)
  • Venezuela Defaults On Russia; Is Goldman Sachs Next? (forbes)
  • There are no perfect money decisions. (medium)
  • Where – And Why – The Teen Jobs Aren’t (blogspot)
  • How To Turn A Glass Of Wine Into A $173,000 Bump In Your IRA (investors)
  • The Eurozone Must Reform or It Will Die (project-syndicate)
  • Why bank loan yields are so low…high demand. (wsj)
  • Dollar-cost averaging isn’t about risk it’s about emotions. (marketwatch)
  • Be Smarter Than Harvard, & Dump Your High-Yield Bonds (marketwatch)
  • How old is Jupiter? (blastr)
  • GE ($GE) is still living with the legacy of Jack Welch. (nytimes)
  • How Wells Fargo’s Culture Allegedly Drove Its Bankers to Fraud (vanityfair)
  • Adam Silver’s Doing It For The Kids (blogspot)
  • Why you should try a different pricing model than your competitors. (m.signalvnoise)
  • The performance of the FANG stocks is not all that out of bounds. (aqr)
  • Why not retire to the big city? (nytimes)
  • The leading mesh wi-fi system, eero, just got faster and smaller. (theverge)
  • Devos and The Campaign to Influence Climate Change Education (Frontline)
  • Optomestrists Fight the Technology That Saves You Money (forbes)
  • Here’s How ‘Green Sausages’ Are Made in D.C. Swamp (investors)
  • 10 High-Quality Foreign-Stock Bargains (morningstar)
  • Ben Horowitz, "If you want to build a successful company, your distribution strategy must be a function of your product and your target market." (a16z)
  • The Global Economy Is Rebounding, But There Is One Big Problem (bloomberg)
  • Listen Luddites, This Market Action Is About the Machines (realclearmarkets)
  • Outrage-Mongers on Left and Right Empower the Censors (nypost)
  • What the Latest Fed Rate Hike Could Mean for Mortgage Rates (usatoday)
  • Tesla’s Stock Is Up 75% This Year. No, That’s Not a Typo (cnn)
  • Why Retirees Shouldn’t Shun Market – Even in Retirement (usatoday)
  • Looking under the hood of five momentum funds. (beta.morningstar)
  • Five Reasons You Should Wear The Same Thing Every Day (forbes)
  • TIAA is launching its own robo-advisor service. (barrons)
  • Crash Override Malware Took Down Ukraine’s Power Grid Last December (wired)
  • Tech Stocks Needed a Correction, But Just How Big Will It Be? (marketwatch)
  • Digging Deep Reveals the Intricate World of Roots (Nat Geo)
  • SoFi is trying to help entrepreneurs refinance their student loan debt. (inc)
  • The Scariest Chart For Central Bankers (zerohedge)
  • Brexit: An Embrace of the Global Economy’s New Geography (nationalreview)
  • Uber: Poster Child for Corporate Cult of Personality Run Amok (marketwatch)
  • Just because it doesn’t make sense to you doesn’t mean it doesn’t make sense. (500ish)
  • Is America Encouraging the Wrong Kind of Entrepreneurship? (hbr)
  • The Apple ($AAPL) iPad Pro is shockingly powerful. (businessinsider)
  • Welp, they finally got the Uber CEO to step down. (Bloomberg)
  • Travis Kalanick is not ethical enough to steer Uber (ft)
  • How a quant invests his money. (thebillfold)
  • "I’m ready": The text that started an NBA dynasty (si)
  • May Consumer Price Index: Talk About Bad Timing… (realclear)
  • The argument for giving your kids their inheritance NOW. (nytimes)
  • Game Theory Says Qatar Cutoff Has High Stakes (bloomberg)
  • 10% of stock volume is being done by ‘fundamental’ investors. (cnbc)
  • Too Late To Bring Back Coal – Technology and Demand Won’t Allow It (Bloomberg)
  • Experts and the Gold Standard (alt-m)
  • How Adobe ($ADBE) got its customers to transition to the cloud. (bloomberg)
  • Yellen’s Rate Move Could Define Her Fed Chairmanship (nytimes)
  • Summer Vacation? 43% of Americans Can’t Afford It (ap)
  • How to invest an emergency fund. (whitecoatinvestor)
  • Putting the Tech Wreck Into Perspective (awealthofcommonsense)
  • Entitlemania: You May Want to Disinherit Your Kids (marketwatch)
  • Hire for cultural add, not cultural fit. (feld)
  • Good Enough: In investing, the pie matters more than the slices (theirrelevantinvestor)
  • Why pessimism is so seductive. (collaborativefund)
  • Why — and how — a successful law firm increased the wages for all of its employees (t.co)
  • The Limiting Qualities of Black Box Investment Algorithms (marketwatch)
  • As Wealth Managers Vie for Slice of $166.5 Trillion in Private Assets, Profit Pressure Emerges (wsj)
  • The case for investing in cash cows. (monevator)
  • Don’t Fear The Robots, Fear Low Savings And Investment (forbes)
  • These are the top accelerator programs according to the Seed Accelerator Rankings Project. (seedrankings)
  • How we buy stocks is going to change a ton over the next few years. (medium)
  • Accelerating economic growth and stock gains drove global private wealth up 5.3% last year to $166.5 trillion (Wall Street Journal)
  • http://www.ussif.org/esg (ussif)
  • Still no signs of a pickup in inflation. (calculatedriskblog)
  • Prepare Now for the End of the Bull Market (bloomberg)
  • MarketWatch.com picked up one of our Blogger Wisdom posts. (marketwatch)
  • Global Monetary Disorder: Move Over, Mandarins (realclear)
  • The stock market keeps making all-time highs. (theirrelevantinvestor)
  • How to create an investment policy statement. (beta.morningstar)
  • Mini-warehouses are a booming business. (businessinsider)
  • The winner of this week’s US Open will shoot par…a lot. (blogs.cfainstitute)
  • Before the End of 2017, Talk Will Turn to the Fed Cutting Rates (nypost)
  •  The Warriors Duped The NBA (fivethirtyeight)
  • The yield curve keeps flattening. (capitalspectator)
  • A first hand account of credit card fraud. (marketwatch)
  • Good financial advice isn’t about which ETF to pick. (thereformedbroker)
  • Rage Against Machines? Robot Takeover Is Greatly Exaggerated (bloomberg)
  •  The Amount of Your Compensation Going Toward Benefits Keeps Rising (blogs.wsj)
  • Anthony Isola, "Saving for retirement requires much sacrifice. Spending these funds requires meticulous planning." (tonyisola)
  • Worry is not a part of your job. (sethgodin.typepad)
  • Today’s Acquisitive Old Are Eating Future of Their Children (bloomberg)
  • Hedge funds need to brush up on their Greek and Roman gods when naming their firms. (qz)
  • Why Companies Like Uber Get Away w/Bad Behavior (nytimes)
  • Financial advisors can’t time markets any better than you. (blogs.wsj)
  • Being a landlord ain’t easy. Especially when you have capital gains to deal with. (financialsamurai)
  • James Picerno, "Yellen and company are effectively arguing that the bond market is wrong." (capitalspectator)
  • Ten efficiency secrets including just letting certain things go. (whitecoatinvestor)
  • Why you should consider disability insurance. (obliviousinvestor)
  • How to sequence your retirement savings by account. (peterlazaroff)
  • Fed Hikes, Sets Plans to Normalize Balance Sheet (realclear)
  • On the benefit of cutting back your hours. (whitecoatinvestor)
  • Are Millennials Following the Simple ‘Success Sequence’? (nationalreview)
  • Don’t Fear Today’s Market: It’s Not a Late 1990s ‘Bubble’ (realclearmarkets)
  •  How Much Should You Save for Retirement? (bloomberg)
  • The Six Types of ESG Investor (All About Alpha)
  • Why your startup shouldn’t ‘play with dead snakes.’ (firstround)
  • Evaluating Sustainability ETFs With MSCI (ETF.com)
  •  Russian Cyber Hacks on U.S. Electoral System Far Wider Than Previously Known (bloomberg)
  • Ultra Low Volatility: Why #ThisTimeIsDifferent (merkinvestments)
  • Demographics Is Destiny: Millennials Will Decide Future (thefiscaltimes)
  • The 25 Best Films of the 21st Century So Far. (nytimes)
  • The stock market is not as top-heavy as it seems. (fortunefinancialadvisors)
  • This Chart Shows Why the Fed Is in Such a Tough Spot Now (cnbc)
  • A Speculation About How This Economic Recovery Ends (bloomberg)
  • Great read about the historic relationship between the White House and the Fed (New York Times)
  • How to eliminate distractions from your investing. (blog.johnsoninv)
  • How is YOUR fund different than all the others? (feld)
  • Our Top Entrepreneurial Governor: Interview w/Doug Burgum (forbes)
  • Barclays Upgrades and Downgrades Same Company — On Same Day (Bloomberg)
  • Is Wall Street giving Netflix ($NFLX) a pass on high content costs? (hollywoodreporter)
  • Managing Climate Change: Lessons from the U.S. Navy (HBR)
  • The Western Economists Who Needlessly Delayed China’s Rise (realclearmarkets)
  • Millionaires Own Ginormous, Growing Share of World’s Wealth (cnbc)
  • Your Tap Water Could Be America’s Biggest Infrastructure Scam (Vice)
  • What does it mean to be ‘founder friendly’? (blog.ycombinator)
  • 10 Small Things to Give Up If You Want to Save More Money (cnbc)
  • Comey’s Worst Abuses Were Against Business Figures (thefederalist)
  • You should fire yourself…from being your harshest critic. (nytimes)
  • Russell 2000 bubble – the more expensive the stock, the more it’s rallying (Price Action Lab)
  • The blockchain is no longer all about Bitcoin. (visualcapitalist)
  • A profile of ETF trader Flow Traders NV. (bloomberg)
  • Retirement Milestones: How Much Should You Have Now? (schwab)
  • Automattic is closing its SF office because no one shows up. (qz)
  • Venture Capital 101. (healthtransformer.us)
  • How to get your first customer(s). (medium)
  • Why Social Security should not be invested in stocks. (alephblog)
  • Hidden in Plain Sight: A Powerful Way to Beat the Market (Wall Street Journal)
  • Oil Giants Need to Invest Heavily in Renewables by 2035 (Guardian)
  • Here’s Proof That the ‘Next Warren Buffett’ Curse Is Real (investopedia)
  • A profile of a16z partner Jeff Jordan. (theringer)
  • Does Anyone Remember How to Make a Subprime Mortgage? The lost art of making risky mortgages is in demand again (wsj)
  • Discount Conventional Fed Wisdom (realclear)
  • How portfolio aggregation can help offset the dangers of ‘narrow framing.’ (wsj)
  • The many reasons why women are underrepresented among the ranks of entrepreneurs. (mobile.nytimes)
  • The Research Affiliates asset allocation tool just got better. (interactive.researchaffiliates)
  • The Next Credit Bust (creditwritedowns)
  • Feel-good story: Waiting in Line for a Living (bloomberg)
  • Please don’t say ‘pick your brain.’ (theawl)
  • Many Rivers to Cross: Decarbonization Breakthroughs and Challenges (JPM)
  • How the Hooked app became a new fiction format. (blog.angel.co)

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