06/16/17 – Friday’s Interest-ing Reads

  • Barry Ritholtz talks with MIT economist Daron Acemoglu about the failure of institutions leading to income inequality. (ritholtz)
  • Did Jack Welch Model Sow Seeds of G.E.’s Decline? (nytimes)
  • How Untuckit built a big business. (businessinsider)
  • While Undoing One Mistake, Is the Fed Making Another? (investors)
  • That $9.99 find at T.J. Maxx? It might raise questions about labor practices (bostonglobe)
  • Let’s Be Perfectly Clear: This Fed Is a Dove in Hawk’s Clothing (bloomberg)
  • To decrease distraction keep your environment uncluttered. (themission.co)
  • Why does Jack Bogle persist in his US-focused investment strategy? (bloomberg)
  • Adam Smith’s Contributions Remain Crucial In the Here & Now (forbes)
  • Remote workers, change your scenery once in a while. (businessinsider)
  • Stocks keep going up. Why isn’t anyone celebrating? (thereformedbroker)
  • Mighty Amazon May Soon Go the Way of Roman Empire (marketwatch)
  • Stocks Continue to Mirror the Dot-Com Era in Ominous Ways (marketwatch)
  • How Chic’s "Good Times" Launched Rap (wsj)
  • Preston and Stig talk with Brad Stone author of "The Upstarts: How Uber, Airbnb and the Killer Companies of the New Silicon Valley are Changing the World." (theinvestorspodcast)
  • Don’t write an e-mail at work if you are pissed off, but if you have to… (fastcompany)
  • Roben Farzad talks with Ben Carlson author of "Organizational Alpha." (one.npr)
  • Enviros Demand Trillions in Lower Pension Returns (nationalreview)
  • Germany Builds an Election Firewall to Fight Russian Hackers (bloomberg)
  • Another Unnecessarily Embarrassing Day for the Fed (realclearmarkets)
  • Manufacturing Weighs on Total Industrial Production (realclear)
  • Tim Ferriss talks with Jason Khalipa one of the fittest men in the world. (tim.blog)
  • What is Amazon’s ($AMZN) end game with Whole Foods ($WFM)? (slate)
  • Wes Gray’s list of the top investing research blogs. (blogs.wsj)
  • Stay Away From Bitcoin — It’s Complete Garbage (marketwatch)
  • Hensarling Focused on Taking Dodd-Frank Down (latimes)
  • Amazon ($AMZN) buys Whole Foods ($WFM). (bloomberg)
  • The American Economy Needs Manufacturing. Period. (realclearpolicy)
  • Why we ignore the tail winds that help us. (freakonomics)
  • Robert Mueller Chooses His Investigatory Dream Team (wired)
  • Here Are the 25 Most Attractive Employers on Planet Earth (linkedin)
  • Michael Covel talks with Jeff Goins author of “Real Artists Don’t Starve: Timeless Strategies for Thriving in the New Creative Age.” (trendfollowingradio)
  • The Fiduciary Rule doesn’t kill mutual funds, just share classes. (kitces)
  • Simpler is better when it comes to mutual fund strategies. (beta.morningstar)
  • Spotify’s users are loving it to death (news.vice)
  • Relative Exuberance: Tech Now and Then (yardeni)
  • Amazon ($AMZN) has just acquired 400 prime grocery delivery locations. (recode)
  • Some personal finance podcasts worth a listen. (genyplanning)
  • Meb Faber talks with Dave Nadig of ETF.com, a true ETF expert. (mebfaber)
  • The Dutch Have Solutions to Rising Seas. The World Is Watching. (nytimes)
  • Uber & The Rise Of The Unproductive Entrepreneur (ft)
  • Patrick O’Shaughnessy talks with Estimize CEO Leigh Drogen about quant and the incrasingly difficult quest for alpha. (investorfieldguide)
  • What’s going to happen to Instacart? (venturebeat)
  • Quants invest differently than fundamental investors. (bloomberg)
  • A Worrying Reason Active Funds Can’t Beat Passive Funds (mauldineconomics)
  • Energy: The Promise and Peril of High-Tech Innovation (brookings)
  • Can Bond Market’s Message Get Any Clearer Than It Is Now? (bloomberg)
  • Economy of 2016 Weighs on Elections in 2018 and 2020 (bloomberg)
  • Whole Foods ($WFM) tried to have things two ways, which ultimately failed. (dealbreaker)
  • Jesse Felder talks with Steven Bregman about the dark side of passive investing and ETFs. (thefelderreport)
  • Outlining Two Possible Recession Scenarios (pimco)
  • Biggest Challenge Facing Cities Is a Lack of Superstars (newgeography)
  • Matt Levine, "Computers are really good at systematic statistical-arbitrage strategies and less good at, you know, even fundamental equity long-short." (bloomberg)
  • Joe Weisenthal and Tracy Alloway talk with Mike McCall author of "Catfish Days: From Belzoni To The Big Apple." (bloomberg)
  • 13 Key Charts Say Things Are OK (blogspot)
  • Tail risk strategies work in down markets, the challenge is timing. (mebfaber)
  • An interesting discussion with short seller Marc Cohodes. (bespokepremium)
  • The Broken Workplace Is the Source of Global GDP Decline (gallup)
  • Jordan Harbinger talks with Nick Bilton author of "American Kingpin: The Epic Hunt for the Criminal Mastermind Behind the Silk Road. (theartofcharm)
  • Apple ($AAPL) is finally waking to is power in the podcasting ecosystem. (stratechery)
  • A talk with Rick Wartzman author of "The End of Loyalty, The Rise and Fall of Good Jobs in America." (knowledge.wharton.upenn.edu)
  • Quants are not having a great year. (wsj)
  • 14 things the market does not care about. (awealthofcommonsense)
  • Solar Power Will Kill Coal Faster Than You Think (bloomberg)
  • OPEC Cartel Targets US Shale, Shoots Itself In Foot (nytimes)
  • Increased Coal Production Doesn’t Correlate w/More Coal Jobs (strategy-business)
  • Izabella Kaminska talks with physicist Geoffrey West about his new book "Scale: The Universal Laws of Growth, Innovation, Sustainability, and the Pace of Life in Organisms, Cities, Economies, and Companies." (ft)
  • Wells Fargo Just Drove Its Stagecoach Deeper Into the Mud (reuters)
  • A quick look at what the CFA Institute may ask about fintech. (bloomberg)
  • To See the Future, Look at the Cities That Are Shaping It (project-syndicate)
  • Malcolm Gladwell HATES golf. (revisionisthistory)
  • Kroger’s ($KR) same-store-sales have gone negative. (wsj)
  • Wal-Mart ($WMT) is buying Bonobos. (nytimes)

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