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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 $5 Billion Business Sells Elvis and Michael Jackson  (bloomberg)
- The Man Who Rates Credit for ‘Inventing’ Internet (washingtontimes)
- Fred Wilson on the bitcoin boom/bust (A VC)
- The Slave Economy Was Anti-Capitalistic (fee)
- Love this profile of my friends at Barstool Media – they’re crushing it! (Forbes)
- Americans’ Confidence in Economy Remains at Low for Year (gallup)
- Fed Is Doing Good Work, Policy Problems Are Elsewhere (cnbc)
- Emerging markets break above a ten-year downtrend (TRB)
- How to structure ‘refundable’ performance-based fees. (institutionalinvestor)
- Worried About Economy? A Few Easy Clicks Can Solve That (pressreader)
- Last week was a good week in the global capital markets, especially in the emerging markets. (capitalspectator)
- What Robert Mueller Learned From Enron (nytimes)
- No tech company dominates video…yet. (ben-evans)
- Why you dismiss negative feedback. (m.signalvnoise)
- The fundamentals of fundamental indexation. (beta.morningstar)
- Income Inequality Will Even Survive the Nuclear Apocalypse (newrepublic)
- State Street ($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)
