07/24/17 – Monday’s Interest-ing Reads

  • Overvaluation is NOT Due to Passive Investing (alephblog)
  • How Math Fetish Has Made Economics the New Astrology (aeon)
  • How to Deregulate Wall Street (Without Causing a Crash) (barrons)
  • The Battle for the Moon Begins (bloomberg)
  • Passive management works in emerging markets. (etf)
  • What is a ‘hard fork’ and how would it affect Bitcoin? (bloomberg)
  • A mini-Berkshire ready to break out (Barron’s)
  • The Dollar’s Slide Continues (realclearmarkets)
  • Chinese stocks are bifurcating. (wsj)
  • 3 Things I Should Have Said About Retirement Planning (nytimes)
  • Everyone and their brother is launching an ETF. (citywireusa)
  • ETFs have become a hotbed for ESG strategies. (etfdb)
  • "Most people suffer from something called denominator bias…" (A Teachable Moment)
  • Can Anyone Bury $25,000/Year Bloomberg Terminals? (institutionalinvestor)
  • Choice & Competition Are the Easy Healthcare Fix (washingtontimes)
  • What the Decline of the Dollar Means (nytimes)
  • Jared Kushner releases 11 page denial of Russia collusion ahead of today’s congressional testimony (New York Times)
  • What icons represent bullish or bearish thoughts? (blog.stocktwits)
  • Economy-Sapping Emptiness of ‘Made in America’ (nationalreview)
  • Fee pressure in the managed futures space. (pionline)
  • Surprisingly Frugal Habits of 8 Billionaires (businessinsider)
  • What Should Really Have You Worried About This Stock Market (marketwatch)
  • Why don’t more ETFs engage in securities lending to boost returns? (bloomberg)
  • Don’t laugh. Amazon ($AMZN) could get broken up some day. (thereformedbroker)
  • Jeff Bezos built Amazon by betting on things that will NOT change (Collaborative Fund)
  • The Tesla ($TSLA) Model 3 is its chance for profitability. (ft)
  • The psychological challenges of holding onto a leveraged ETF. (awealthofcommonsense)
  • Just like everyone else Tiger 21 look like performance chasers. (bloomberg)
  • Jay Z’s new album is loaded with financial planning ideas! (Thorium Wealth)
  • Another week, another big week of across-the-board asset class gains. (capitalspectator)
  • Canadian fires are helping to drive lumber prices higher. (wsj)
  • Would you invest with the new Steve Cohen? (institutionalinvestor)
  • Watching and Lamenting the Death of the New York Diner (grubstreet)
  • Big, Bold, Broken: Is the US Shopping Mall in Fatal Decline? (theguardian)
  • Can The Athletic make a local, subscription sports media strategy work? (bloomberg)
  • Diversification is a multi-faceted affair. (awealthofcommonsense)
  • How a ‘Communications Sector’ would shake up the world of sector ETFs. (etf)
  • Healthcare Controls Us, Not Other Way Around (realclearmarkets)
  • KKR ($KKR) is buying WebMD ($WBMD). (bloomberg)
  • Investors, Stop Worrying About Why "Nobody" Is Worrying (blogs.wsj)
  • Canadians are buying more US real estate. (businessinsider)
  • Even Campbell Soup Is Taking a Page from Amazon Now (qz)
  • Factor ETFs often have inadvertent side bets. (beta.morningstar)
  • Snap ($SNAP) is not a social network, its a "toy." (vanityfair)
  • China Is Slowing: Here Are the Investing Implications (investopedia)
  • These people have spent 1000+ nights in Airbnbs. (fortune)
  • Forget Black Swans. China Worries About Herd of ‘Gray Rhinos’ (nytimes)
  • Chipotle Consumers Are Abandoning It & It Could Get Worse (cnbc)
  • Does Anybody Put 20% Down on a House Anymore? (marketwatch)
  • S&P 500 are beating earnings + sales estimates at a five-year high (TRB)
  • No Rate Hike Will Mask Spirited Debate Inside the Fed (realclear)
  • The vinyl boom is over. (wsj)
  • Partisan Conflict Is High, but the Market Doesn’t Care (nytimes)
  • Commodities are good for traders, bad for investors (Bloomberg View)
  • Why Gary Cohn Is Wrong Choice for Federal Reserve Chairman (forbes)
  • There Is No Human Right to Big Macs (fee)
  • How Cyberwarfare Makes Cold Wars Hotter: In the war taking place across the global internet, everyone is a combatant — and a target (wsj)
  • Why Financials Can’t Lead The Market Higher (knowledgeleaderscapital)
  • The US wheat crop has been decimated by drought. (modernfarmer)
  • JPMorgan Asset Management ($JPM) has filed to launch two hedge fund replication ETFs with the SEC (citywireusa)
  • The Bond Markets Are Waving Big Red Flags (project-syndicate)
  • Why its so hard, psychologically, to be a contrarian investor. (medium)
  • Here’s the Brutal Truth About Why Everybody Resents Millennials (inc)
  • 10 Billionaires With Surprisingly Frugal Money Habits (time)
  • Monkey Business In Crypto Currencies (ft)
  • Chattanooga Has Own Broadband: Why Not Every City? (thedailybeast)

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