07/17/17 – Monday’s Interest-ing Reads

  • Cliff Asness out here firing more shots at Rob Arnott (AQR)
  • The Other 496 S&P Stocks (Wall Street Journal)
  • Where is that sustained rise in inflation the Fed was looking for? (ft)
  • San Francisco’s VC Boom Is Over (Bloomberg)
  • Emerging markets are beginning to outperform. (thereformedbroker)
  • Don’t overlook your life while you are working hard. (bothsidesofthetable)
  • Most Important Habits of the Best Retirement Savers (usatoday)
  • Urban China is practically a cashless society already (New York Times)
  • Janet Yellen Really Has No Idea What She’s Talking About (nypost)
  • Is Aaron Judge The Next Babe Ruth … or will the regression monster get him? (fivethirtyeight)
  • If Tech Execs Act Like Spoiled Brats, Should We Spank Them? (nytimes)
  • The Bubble Cometh (pragcap)
  • Congrats to Barry on three amazing years of Masters in Business! (The Big Picture)
  • What Milton Friedman Got Right, and Wrong, 50 Years Ago (bloomberg)
  • The Stock Market Is Believing the Fed — for Now (nytimes)
  • KKR ($KKR) has set up an explicit succession plan for when founders Henry Kravis and George Roberts exit. (bloomberg)
  • How ETFs could be used to make for better retirement distributions. (pionline)
  • Charles Schwab ($SCHW) is growing its commission-free list of ETFs. (citywireusa)
  • Moneyball for Dead Celebs: This $5 Billion Business Sells Elvis and Michael Jackson&#xA0 (bloomberg)
  • The Man Who Rates Credit for ‘Inventing’ Internet (washingtontimes)
  • Fred Wilson on the bitcoin boom/bust (A VC)
  • The Slave Economy Was Anti-Capitalistic (fee)
  • Love this profile of my friends at Barstool Media – they’re crushing it! (Forbes)
  • Americans’ Confidence in Economy Remains at Low for Year (gallup)
  • Fed Is Doing Good Work, Policy Problems Are Elsewhere (cnbc)
  • Emerging markets break above a ten-year downtrend (TRB)
  • How to structure ‘refundable’ performance-based fees. (institutionalinvestor)
  • Worried About Economy? A Few Easy Clicks Can Solve That (pressreader)
  • Last week was a good week in the global capital markets, especially in the emerging markets. (capitalspectator)
  • What Robert Mueller Learned From Enron (nytimes)
  • No tech company dominates video…yet. (ben-evans)
  • Why you dismiss negative feedback. (m.signalvnoise)
  • The fundamentals of fundamental indexation. (beta.morningstar)
  • Income Inequality Will Even Survive the Nuclear Apocalypse (newrepublic)
  • State Street ($STT) is closing 19 international ETFs. (etf)
  • We are not prepared for the next recession. (thefiscaltimes)
  • The how and why of portfolio rebalancing. (beta.morningstar)
  • Blackrock ($BLK) is growing AUM and revenue but profits are suffering. (wsj)
  • Nelson Peltz wants a seat on P&G’s ($PG) board. (wsj)
  • How did ESPN blow it in digital? (cnbc)
  • How Fake News Goes Viral — Here’s the Math (scientificamerican)
  • Is Upper Middle Truly Hoarding American Dream? (realclearmarkets)
  • Tick, Tick, Tick: For Active Funds, It’s Time to Adapt (or Die) (news.morningstar)
  • Big weighting differences in emerging market ETFs (etf)
  • The Fed is at-risk of making a policy mistake (businessinsider)
  • Charles Schwab ($SCHW) is launching its first new ETF since 2013. (bloomberg)
  • The Fed’s Notion of Normalcy Is Hardly What You’d Call Normal (bloomberg)
  • BlackRock Finds Being the Amazon.com of ETFs Is Tough on Revenue (Bloomberg)
  • Not all CTAs are alike. (mrzepczynski.blogspot)
  • The smart beta bond ETF space is getting crowded. (institutionalinvestor)
  • Private equity funds rarely go to zero: this one did. (wsj)
  • CICC just bought a majority stake in KraneShares. (etf)
  • A Somewhat Soft End to the 2nd Quarter (realclear)
  • Four lessons from Stoicism on how to be better liked. (bakadesuyo)
  • The Fed Has Lost Control (wordpress)
  • The ETF Deathwatch for June 2017. (investwithanedge)

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