07/16/15 – Thursday Interest-ing Reads

  • Can you forecast better than a dart-throwing monkey? (psyfitec)
  • Are gold miners a buy? Who knows. (bloombergview)
  • Where is there value in European stocks? (charlessizemore.tumblr)
  • Are Gold Miners Oversold? Relative to their reserves and resources, they are at the lowest price in at least eight years (bloomberg)
  • VR is the Porn industry’s billion-dollar new frontier (marketwatch)
  • Why the Art Market Is a Bubble That’s Not Going to Burst (news.artnet)
  • Echo chamber of outrage: Ars attends a climate skeptics’ summit (arstechnica)
  • Homebuilder sentiment is at at ten-year high. (wsj)
  • Don’t confuse fundamental analysis with rote reporting. (humblestudentofthemarkets.blogspot.ca)
  • Google Is Hiring An SEO Manager To Improve Its Rankings In Google (searchengineland)
  • Wall Street Is Downright Giddy for the Debut of Ruth Porat, Google’s New CFO (recode)
  • I love Germany. And Greece. And especially Finland. (interfluidity)
  • The health costs of being upwardly mobile. (theatlantic)
  • Seriously Delinquent Mortgages at Lowest Level in 8 Years in U.S. (worldpropertyjournal)
  • It is too early to call the Apple ($AAPL) Watch a flop. (qz)
  • How to Start Liking Facebook Again: Fixes for the Biggest Complaints (wsj)
  • The past year has not been kind to broadly diversified portfolios. (capitalspectator)
  • No, Earth is not heading toward a ‘mini ice age’ (washingtonpost)
  • Bitcoin trends in 2015. (avc)
  • Private equity is bypassing banks to get their debt needs funded. (bloomberg)
  • MBAs are once again in demand. (qz)
  • Betting against China’s ability to keep its economy growing has been a losing one to-date. (marketanthropology)
  • Carl Icahn is not a fan of ETFs or Blackrock ($BLK) which he calls a “very dangerous company.” (nytimes)
  • A colleague is leaving…be generous in your congratulations. (strategy-business)
  • The case against GMOs is full of “errors and fraud.” (slate)
  • Why investors are now searching out active funds. (thereformedbroker)
  • The 9 Bullet Points of Doom for ESPN (500ish)
  • How neuroscience can be used to identify better baseball players. (sbnation)
  • Websites load too slowly: blame obnoxious ads. (stratechery)
  • The chase for yield continues. (awealthofcommonsense)
  • Rising rents are making it tough for Millennials to live in major cities. (bloomberg)
  • Rhodisium,anObscure Metal, Is Beating Any Other Investment (bloomberg)
  • The problem of naive diversification. (mullooly)
  • 7 insights from Netflix’s ($NFLX) earnings report. (buzzfeed)
  • An interview with Judd Apatow. (rollingstone)
  • A record low need not be a buy signal for the $VXX. (statisticalideas.blogspot)
  • The risk management case for raising rates. (blogs.wsj)
  • Weekly initial unemployment claims continue to trend below 300k. (calculatedriskblog)
  • How big a role small companies play in the economy. (blog.yardeni)
  • Five reasons private equity firms sell shares in themselves. (blogs.wsj)
  • The future of fine dining reservations is tickets. (gq)
  • Why did orthodontia become so widespread? (theatlantic)
  • The Real Reason Israel, Saudi Arabia, and Neocons Hate the Iran Deal (slate)
  • The economics of songwriting. (priceonomics)
  • On the long rise and quick fall of Motorola. (chicagobusiness)

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