07/18/17 – Tuesday’s Interest-ing Reads

  • Stock Market Bulls Are Wrong and It Could End Badly (thestreet)
  • Why Do Certain Cities Become Unaffordable? (project-syndicate)
  • Magic: Students Owing $5B of Debt Might Suddenly Owe Zilch (qz)
  • No, Constitution’s All About Protecting the Individual (washingtontimes)
  • All Signs Point to a Cyclical Slowdown in Inflation (bloomberg)
  • NAHB homebuilder confidence fell in July. (calculatedriskblog)
  • What you need to know about the coming sector changes in indices (ETF.com)
  • 7 Habits That Help Your Kids Become Rich And Successful (forbes)
  • Index funds are not a panacea in a bear market. (pragcap)
  • Why Best Buy ($BBY) has not succumbed to Amazon. (latimes)
  • Google ($GOOGL) is the most vulnerable FANG stock. (fortune)
  • Expat Retirees Enjoy Life Reminiscent of an Earlier Time (marketwatch)
  • Bossless Bill Miller Is Betting On Amazon, Bitcoin & Bob Dylan (forbes)
  • For Climate-Change Hypocrites, U.S. Too Frackin’ Much (investors)
  • Crypto Conundrum: What To Do With $230 Million (ft)
  • Low Interest Rate Rationale Assumes Lots of Constants (hussmanfunds)
  • David Swensen’s op-ed shreds the rebate system, says all investors being ripped off (New York Times)
  • 16 Things You Must Believe to Buy the "Witch Hunt" Russia Narrative (nationalreview)
  • Are New York Taxis Really Such a Bad Investment? (newyorker)
  • Do You Need $1,000,000 to Retire? Maybe. (fool)
  • Millennials ruining everything? It’s an age-old accusation (bostonglobe)
  • Why Canada Is Able to Do Things Better (theatlantic)
  • Volatility is not enough for the success of managed future strategies. (mrzepczynski.blogspot)
  • Are we mis-estimating the risk of distressed stocks? (papers.ssrn)
  • This Hampton Creek shitshow is unreal (New York Times)
  • Finance professionals default at a lower rate on their mortgages. (papers.ssrn)
  • Fund managers are learning the downside of using machine learning to invest. (wsj)
  • Trend-following strategies have underperformed since the financial crisis. (priceactionlab)
  • A fund takeover that actually results in lower fees. (investmentnews)
  • Delta vs. Ann Coulter: Why This Brouhaha Is a Big Deal (cnn)
  •  Vanguard Scales Heights, But It’s Hard to Stay There (bloomberg)
  • The Quiet Demise of Austerity (project-syndicate)
  • Jamie Dimon Is Right to Raise the Alarm (bloomberg)
  • Worried About Economy? A Few Easy Clicks Can Solve That (usatoday)
  • Netflix smashes expectations, led by huge growth overseas (Bloomberg)
  • Sexual harassment in tech: Women tell their stories (money.cnn)
  • Prime brokers throw liquidating funds to the wolves. (dealbreaker)
  • Ten ways to jump start a job search. (blogs.cfainstitute)
  • The challenge Apple ($AAPL) faces whenever they launch a new iPhone: cool technology vs. capacity. (macworld)
  • Do team-managed funds exhibit less overconfidence? (citywireusa)
  • Wealth Advisers Set Up Shop With a Shared Back Office (nytimes)
  • If It’s About Health Insurance, That’s the Easy Part (nationalreview)
  • The Financial Adviser Summer Checklist (riskalyze)
  • The Cost of a Hot CA Economy: A Severe Housing Crisis (nytimes)
  • With Everyone Dismissing Brick & Mortar, It’s Time to Buy It (mauldineconomics)
  • Why Stocks Will Likely Top Out In the Next Three Weeks (marketwatch)
  • "Low volatility is different than cheap volatility." (barrons)
  • How Working at an Olive Garden Can Make You a Great Chef One Day (bloomberg)
  • Too many use the CAPE ratio without really understanding it. (etf)
  • Tight labor markets make hiring for government more difficult. (bloomberg)
  • Bosses set the work ethic for their companies. Don’t ping people on the weekend if you don’t want them to be on 24/7. (medium)
  • Why you should surround yourself with people smarter than you. (thewaiterspad)
  • Some Evidence That Amazon Ravaged Retail Industry (nypost)
  • Why momentum is the least loved anomaly. (dualmomentum)
  • Subprime auto loans are increasingly going into default. (bloomberg)
  • Industrial Metals Signal A Longer Bull Market (barrons)
  • What if we replaced K-12 teachers with robots? (Bloomberg View)
  • Emerging market cycles can run more than just a year or so. (markdow.tumblr)
  • The Argument Predicting Recession Doesn’t Add Up (marketwatch)
  • Why Sprint is talking to Warren Buffett (Barron’s)
  • The Economy Is Still All About — Who Else? — Boomers (usatoday)
  • Is Market Volume/Breadth Aligned w/Bullish Case? (ciovaccocapital)
  • On the negative relationship between fund size and performance. (papers.ssrn)
  • The Single Biggest Market Risk? An In-Depth Interview with Josh Crumb (hedgeye)
  • Iran Dominates in Iraq After U.S. "Handed the Country Over" (nytimes)
  • Why Stocks Can Shrug Off Volatility In the Bond Market (bloomberg)
  • Foreigners Are Snapping Up Record Number of U.S. Homes (cnbc)
  • How the Rich & Poor Divide Has Undermined the Constitution (newrepublic)
  • Bank of America beats estimates as higher rates boost revenue (Reuters)
  • "No matter what stage you are at in your financial life, risk will always be relative to your personal situation." (Of Dollars and Data)
  • Goldman’s quarter: Trading activity non-existent (ZeroHedge)
  • Dollar Drop: Time to Shift to International Bonds? Maybe Not (schwab)
  • Don’t Get Sucked In by the Rally in Agriculture Commodities (Bloomberg View)
  • Is the Economic Situation Really All That Different This Time? (alhambrapartners)
  • Millennials are being held back from home ownership by student loans. (bloomberg)
  • Economy Is Finally Back, But Where’s the Joy? (sandiegouniontribune)
  • The breakeven level of AUM is rising for hedge funds. (mrzepczynski.blogspot)
  • 50% of America Has Buyer’s Remorse About Their House (cnbc)
  • Why Amazon’s ($AMZN) Alexa IS a big deal. (medium)
  • Lottery stocks suck. (blog.alphaarchitect)
  • In Urban China, Hardly Anyone Is Using Cash Anymore (nytimes)
  • Chipotle: The Rise and Fall of a Wall Street Darling (investopedia)
  • CA Still Faces Pension Crisis Even with Good Stock Returns (reason)
  • Why analyst coverage matters. (blog.alphaarchitect)
  • Who should sit on your investment committee? (vanguardinstitutionalblog)
  • Can infrastructure investing deliver? (blogs.cfainstitute)
  • Roger Federer: Brilliant Advice on How to Be Extraordinary (inc)

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