07/11/17 – Tuesday’s Interest-ing Reads

  • The Russian stock market is having a rough go this year. (zerohedge)
  • Should we judge cryptocurrencies against other classic asset bubbles? (schwab)
  • Three Things I’ve Learned Since The Crisis (pragcap)
  •  Cosmic rays suggest dark matter is a self-annihilating WIMP (arstechnica)
  • Detroit’s Urgent Embrace of Self-Driving Cars, Silicon Valley (newyorker)
  • There Be Zombies Among Us (ft)
  • New Estimate Puts Supernova Killzone Within 50 Light-Years of Earth (universetoday)
  • You’re using volatility signals all wrong. (bloomberg)
  • Five tips for smarter ETF investing. (wsj)
  • Social Security Budget Nightmare Must Be Resolved Now (cnbc)
  • Nick, "The beauty of compound interest is that it continues to behave fractally with each piece of interest eventually earning its own interest." (ofdollarsanddata)
  • MLB is now full of guys throughout the lineup willing to ‘take some hacks.’ (nytimes)
  • Just because a market is high doesn’t mean it will implode. (mrzepczynski.blogspot)
  • Brandless is trying to cut out the middleman for consumer products. (wsj)
  • Forget Stereotypes: Real Reasons Millennials Are Stuck (forbes)
  • Buy Happiness? Spend on Pets and People (Not Prada) (marketwatch)
  • Crude Oil Is The New Widowmaker (wordpress)
  • Big Change in Financial Market Sentiment May Be Upon Us (hedgeye)
  • How high SG&A predicts future returns. (barrons)
  • The sentiment against brick-and-mortar retail is universally negative. (thereformedbroker)
  • Floyd Mayweather can’t pay the IRS until after his fight with McGregor (ESPN)
  • Fredric Bastiat Comes to Mind As Solar Firms Seek Bailouts (realclearmarkets)
  • Five Financial Mistakes That Can Doom Your Future (cnn)
  • Noah Smith: Passive Investing Might Not Be Great for Growth (Bloomberg View)
  • Arithmetic of GDP Growth Isn’t About to Change (hussmanfunds)
  • Why We Can’t Leave Health Care to the Free Market (nytimes)
  • Follow RWM on Twitter! It’ll be fun, I promise! (Twitter)
  • The Federal Reserve Has Put Markets in Survival Mode (bloomberg)
  • Cairo, IL, The Fed, And the Soviet Folly Of ‘Market Monetarism’ (forbes)
  • The One Thing That Silicon Valley Can’t Seem to Fix (nytimes)
  • June Unemployment Report: Good News, Bad News, Fake News (nypost)
  • ‘Perfect’ Stock Market Says Sell Now Before Storm (investopedia)
  • Risk, return, and skill in the portfolios of the wealthy (voxeu)
  • How Healthy is the Global Financial System? (project-syndicate)
  • When Equities Are Stretched, Hello Volatility My Old Friend (realclearmarkets)
  • Four Lessons from Bobby Bonilla’s Multimillion-Dollar Deal (marketwatch)
  • Amazon Prime is set to have more users than cable. (recode)
  • How the Qatar Crisis Shook Up the World’s Supply of Helium (theatlantic)
  • Stock analyst recommendations don’t take known anomalies into account. (blog.alphaarchitect)
  • Lucky Break Leads to Controversial Supernova Discovery (quantamagazine)
  •  It’s time for Wall Street to dump the Dow (businessinsider)
  • The Robots Are Coming…Err…Here (wordpress)
  • Why The Dow Jones Industrial Average Is Underrated (allstarcharts)
  • Morgan Stanley slashes its SNAP target from 28 to 16. Imagine there are people investing on this stuff? (CNBC)
  • Working Past 70: Americans Can’t Seem to Retire (bloomberg)
  • Why Amazon Stock Could Be the Best Deal on Prime Day (fortune)
  • Amazon ($AMZN) is building its own version of Geek Squad. (recode)
  • When Will Electric Cars Go Mainstream? It May Be Sooner Than You Think (nytimes)
  • Crowdsourcing is taking over Wall Street. (ft)
  • Connections are an important source of alpha for institutional investors. (papers.ssrn)
  • How Did Hamburgers Get So Good? (fee)
  •  Researchers find game-changing helium reserve in Tanzania (cnn)
  • Box Options Exchange LLC hopes to open a new open-outcry trading floor. (pointsandfigures)
  • Adressing the Global Economy: Its Myths and Realities (city-journal)
  • Deflategate 2.0: Big-Spending Viagra and Cialis Are Pulling Out of the NFL (adage)
  • Drones & Passenger Transportation: This Isn’t Too Far Away (forbes)
  • Why Exactly Is the Swiss National Bank Buying U.S. Stocks? (fxstreet)
  • The IQ Enhanced Core Plus Bond U.S. ETF ($AGGP) uses momentum to try and best its benchmark. (wsj)
  • Miles Johnson, "Investors in macro funds should be asking is why they have failed to capitalise sufficiently on arguably the biggest single macro trade of their generation: QE." (ft)
  • Peaceful & Pristine: Residents of Grand Lake Stream have safeguarded thousands of acres of forest. Now they’re fighting for their community’s future.&#xA0 (downeast)
  • The modern economy is putting additional value on non-cognitive skills like " self-confidence, sociability, and leadership." (voxeu)
  • June Jobs Report Contained Payback for May’s Noise (realclear)
  • Just about every asset class fell last week. (capitalspectator)
  • Why you have to measure a target date fund’s exposure not just their holdings. (markovprocesses)
  • Who doesn’t have a multi-factor ETF these days? (barrons)
  • Companies with a woman in a leadership position outperform. (barrons)
  • Companies with an "abnormally large" number of analysts outperform. (gsb.stanford.edu)
  • No, ETFs don’t own 37% of the S&P 500 ($SPX). (etf)
  • When Innovation Is Bad: The EU Takes on Google (spectator)
  • How equities took over asset allocation. (bloomberg)
  • Why the Strong 2017 Muni Performance Likely Won’t Continue (schwab)
  • Bezos, Slim and Buffett Plead Poverty for Their Newspapers (nysun)
  • 2017 Mid-year US Equity Outlook: Rattle and Hum (schwab)
  • Japan Has Entered The Next Phase: Unlimited Money Printing (forbes)
  • Middle Class Fortunes in Western Europe (pewglobal)
  • Two of us: The day Paul McCartney met John Lennon 60 years ago (latimes)
  • Warren Buffett Invests in Canada, Should You? (nytimes)
  • Self-Made Millionaires: Think Twice Before Going to College (cnbc)
  • Mike Lee Sees Boost of Social Capital As Path to Econ. Revival (forbes)
  • Explaining the Source of the Valley’s Political Ineptitude (newrepublic)
  • The Left’s Misleading Claims About Green Jobs (washingtontimes)
  • How to allocate among different alternative risk premia strategies. (allaboutalpha)
  • Transparency has been a hallmark behind the rise of ETFs. (etf)
  • Investors Beware: Bond Prices Are Threatening the Stock Market (Wall Street Journal)
  • Why there really is no failure to deliver problem in ETFs. (citywireusa)
  • What’s driving the global expansion? (ft)
  • What I Believe Most (collaborativefund)
  • JFC with this idiot… (New York Times)
  • Not surprisingly Vanguard is crushing it in Europe now. (ft)
  • An exploration of geometric mean maximization, an alternative to the traditional Sharpe ratio maximization that seeks to maximize the long-term growth rate of a portfolio. (blog.thinknewfound)
  • Track all the major TAA strategies in one place. (allocatesmartly)
  • These Coloradans say Earth is flat. And gravity’s a hoax. Now, they’re being persecuted. (denverpost)
  • Rooftop Solar Dims Under Pressure From Utility Lobbyists (nytimes)
  • Sick of Working for the Man? Follow Clooney Guide to Forbes 400 (usatoday)
  • A Summer Reading List That Could Enhance Investing (marketwatch)
  • On the characteristics of value and growth investors. (etf)
  • Slowing Trend Continues To Slow (knowledgeleaderscapital)
  • Hartford, Hit with Brunt of CT Tax Hike, Hires Bankruptcy Att’y (forbes)
  • Why Simple Beats Complex (A Wealth Of Common Sense)
  • Would you go on a ‘blind date’ with a book? (wsj)
  • Little things can really affect your mood. (ritholtz)
  • Don’t express gratitude in a negotiation. The other side will view you as a sucker. (papers.ssrn)
  • The Decline of Marriage Is Hitting Vegas Hard (bloomberg)
  • Bond Rout! (alhambrapartners)
  • If ACA’s Results Had Been Known, It Never Passes (washingtontimes)
  • Somebody is going to make money off of the re-purposing of America’s malls. (medium)
  • How to write a non-annoying follow-up e-mail. (fastcompany)
  • What Happend To All The Profits? (blogspot)
  • Taxes May Be Certain, but Tax Reform Certainly Is Not (gallup)
  • Robots enter investment banks’ trading floors (ft)
  • Berkshire Hathaway ($BRKA) is now more than ever an operating company. (wsj)
  • How to Beat the Dumb Money With Bank Stocks (Wall Street Journal)
  • Thoughts on Overhyped Seattle Minimum-Wage Disaster (bloomberg)
  • ‘Reciprocity’ Not Necessary for Trade to Enrich Beneficiaries (realclearmarkets)
  • Why you should delete all your piled up e-mails post-vacation. (theladders)
  • Paul SInger takes on Warren Buffett over a pipeline investment (DealBook)
  • Why This Could Be The Best Time For Stock-Picking In A Decade (forbes)
  • Apple Capitalism vs Google Capitalism (theatlantic)
  • Silicon Valley’s Dangerous Political Game (realclear)
  • Earnings talk is irrelevant without some measure of expectations. (thereformedbroker)
  • How the fund, Royalty Pharma, has become a key player in the global pharmaceutical business. (nytimes)
  • Four issues to consider when building a TAA strategy. (blog.thinknewfound)
  • 70% of voice-enabled speakers are from Amazon ($AMZN). (techcrunch)
  • How the opioid epidemic is affecting the overall economy. (cnbc)
  • Low Inflation: It Isn’t Just Transitory Factors (ft)
  • Stocks: Still Fundamentally Good (yardeni)
  • Why your brain sucks at time management. (fastcompany)
  • Sometimes, the Best Investing Advice Is ‘Do Nothing’ (usnews)
  • Backtests are cheap and easy to run: beware. (ft)
  • Thoughts on Various Ways to Make Flying Great Again (nypost)
  •  Oil Up? Oil Down? Blame the Algorithms (wsj)
  • You are what you subscribe to. (sethgodin.typepad)
  • Apple ($AAPL) is losing ground in video. (wsj)
  • How Jeff Bezos built a huge moat around Amazon ($AMZN). (basehitinvesting)
  • How TAA strategies can help provide investors with a ‘safety valve.’ (etf)
  • A better way to make drinks and drugs (economist)
  • Accumulated Unexpected Wealth? Here’s What to Do Next (usatoday)
  • A history of the renminbi. (blogs.cfainstitute)
  • Beware the New Abnormal in Monetary Policy (project-syndicate)
  • Millennials Repeating Dumb Investing Mistakes of Their Parents (marketwatch)
  • How GraniteShares is trying to build a new ETF business starting with commodities. (wsj)
  • Jobs Report: The State of Slowing or Not Slowing (alhambrapartners)
  • Are young men really dropping out of the workforce to play video games? (bloomberg)

Leave a Reply

Your email address will not be published. Required fields are marked *