07/31/17 – Monday’s Interest-ing Reads

  • In terms of net flows, the US stock market has been pretty stable for awhile now. (ftalphaville.ft)
  • Cliff Asness: Please Stop Talking About the VIX So Much (AQR)
  • GMO holds portfolios with a bunch of ‘dry powder.’ (barrons)
  • The High Costs of Being Poor (nakedcapitalism)
  • Are teenagers missing out on hard work during the Summer? (ernietedeschi.blogspot)
  • The Federal Reserve Keeps It on the QT (schwab)
  • Treasury Ends Obama-Era Retirement Saving Plan (nytimes)
  • ‘Expeditionary Economics’ Will Save Iraq & Syria (washingtonexaminer)
  • A succinct summary of the week’s economic events. (ritholtz)
  • Supermarkets are the next retail segment to have been overbuilt. (wsj)
  • Unclear Inflation Measure Adds to FOMC Uncertainty (realclear)
  • Maine is working hard to recruit ‘Mainers’ back to the state. (wsj)
  • If everyone is a robo-advisor then no one is a robo-advisor (thereformedbroker)
  • For every Facebook ($FB) there are multiple Twitters ($TWTR). (awealthofcommonsense)
  • The Loonie is on fire of late. (wsj)
  • JPM Develops A.I. Robot To Execute High Speed Trades, Put Human Traders Out Of Work (Zero Hedge)
  • BDT is on a hiring spree. (chicagobusiness)
  • Monopoly was invented to demonstrate the evils of capitalism (bbc)
  • Discovery Communications ($DSCA) is buying Scripps ($SNI). (nytimes)
  • Could Football Ever End? A new concussion study provokes more existential worry in the NFL — and, reportedly, an early retirement (wsj)
  • What to do after your trading days are done. (pointsandfigures)
  • ETF fees matter but be careful when trading them. (blog.alphaarchitect)
  • Backyard goat are the new backyard chickens. (mobile.nytimes)
  • Work, rest but avoid that middle of "medium focus." (medium)
  • The economic schedule for the coming week. (calculatedriskblog)
  • I’m really proud to have a chapter in Meb’s new book, which is destined to become a classic (Best Investment Writing Vol I)
  • Thoughts on Why Investors Can’t Reasonably Spot a Correction (marketwatch)
  • How much blame does PE deserve for the wave of retail bankruptcies? (wsj)
  • 30 firms earn half the total profit made by all U.S. public companies (qz)
  • U.S. Companies Post Profit Growth Not Seen in Six Years (Wall Street Journal)
  • Words matter when it comes to market. (pragcap)
  • Easy Healthcare Fixes (blogspot)
  • The top 10 socially responsible ETFs. (etf)
  • This Generation’s Blue-Chip Stocks Are Tech Companies (nypost)
  • Successful people initiate. (journal.thriveglobal)
  • Asset allocation decisions start before you invest dollar one. (beta.morningstar)
  • The Mexican stock market is having a great YTD. (cnbc)
  • The US savings rate has dropped back. (bloomberg)
  • Lazard ($LAZ) is cleaning up in retail restructuring. (businessinsider)
  • F. Scott Fitzgerald & Adolf Hitler Knew the Importance of Culture (fee)
  • Amazon ($AMZN) is now going after business customers. (bloomberg)
  • Slow Growth Is The Old Norm (theguardian)
  • Commodities crushed it last week. (capitalspectator)
  • The case for using both active and passive funds in your portfolio. (barrons)
  • Redfin ($RDFN) is public but it hasn’t disrupted the real estate industry. (arstechnica)
  • Please Investors, Stop Talking About the VIX So Much (aqr)
  • Why the Germans Blew It at Dunkirk (bloomberg)
  • Amazon’s ($AMZN) name pops up on 10% of earnings conference calls. (venturebeat)
  • Bitcoin May Be Hot, But Is It the Right Investment for You? (usatoday)
  • Mid-Life Crisis? Found A Company (ft)
  • The US is the hot new spot for outsourcing. (nytimes)
  • Can Wal-Mart Serve Both Politicians And Marketplace? (investors)
  • U.S. Trade Leadership Has Been Absent Over a Decade (realclearmarkets)
  • WisdomTree ($WETF) is pushing farther into the alternative ETF space with the WisdomTree CBOE Russell 2000 PutWrite Strategy. (citywireusa)
  • In defense of cargo shorts. (melmagazine)
  • The Little Black Book Of Junk Science (blogspot)
  • How do you do due diligence on an AI-centric fund manager? (institutionalinvestor)
  • The Mind-Boggling Ascent of Amazon and Jeff Bezos (nytimes)
  • Seven Alternative Facts about your Money (A Teachable Moment)
  • Jim Cramer is still against ETFs. (cnbc)
  • Why do investors have ‘algorithm aversion’? (mrzepczynski.blogspot)
  • Cost and Capacity: Comparing Smart Beta Strategies (researchaffiliates)
  • Emerging Markets, Europe, and Activists Drive Hedge Gains (Barron’s)
  • Seriously people, don’t invest in commodities. (bloomberg)
  • At Long Last, Europe’s Banks Are Stabilizing (Wall Street Journal)
  • White Economic Privilege Is Alive, and Getting Along Very Well (nytimes)
  • Have you checked out the newly upgraded Liftoff yet? You’re going to love it. (Liftoff)
  • Checking in on the performance of strategic beta ETFs. (beta.morningstar)
  • How a Ruling on Texas Districts Could Help Reshape Congress (nytimes)
  • Bitcoin is still a teeny market. (pointsandfigures)
  • High turnover is not a sign of a profitable investment strategy. (ft)
  • The battle for elite credit card users ain’t cheap. (wsj)
  • The Dow ($DOW)-DuPont ($DD) merger has a lot of moving parts. (wsj)
  • Size, alone, just doesn’t cut it these days. (wisdomtree)
  • Why Private Equity Doesn’t Rate Its Negative Reputation (bloomberg)
  • Why the introduction of a super-high end Apple ($AAPL) iPhone shouldn’t be surprising. (wsj)
  • Smokers Continue to Cost All of Us More Than All Of Obamacare (ValueWalk)
  • Americans Don’t Need Elite Tastes to Join the Upper Class (nypost)
  • Secondary PE transactions are on the rise. (ft)

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