08/04/17 – Friday’s Interest-ing Reads

  • Dog DNA shows sociability is innate, not just a trait learned from humans (qz)
  • Gary Cohn’s Lightning Tax Reform, and the Three Easy Pieces (forbes)
  • Wall Street, Climbing Sharply, Skips Washington ‘Soap Opera’ (nytimes)
  • You don’t need to own stocks if you don’t want to. (mebfaber)
  • Honest business news updates are few and far between. (collaborativefund)
  • Some good fundraising rules for founders and VCs. (thisisgoingtobebig)
  • What happened when an online scammer calls Alex Goldman of Reply All. (overcast.fm)
  • Open Door to Immigrants Is an Open Door to Wealth (realclearmarkets)
  • Millennials don’t buy stocks but they do affect their prices. (howardlindzon)
  • Absent Tax Cuts, Specter of Pelosi Looms (usatoday)
  • After big losses Andy Hall’s Astenbeck Capital is shutting its main oil-focused hedge fund. (beta.morningstar)
  • Why aren’t more people short the FANG stocks? (bloomberg)
  • Angry in America: Ugliness and Truth (medium)
  • Financial literacy, around the world, is awful. Will education actually help? (freakonomics)
  • The Tax Reform America Needs (and Probably Won’t Get) (nytimes)
  • Mobile pay adoption has been underwhelming. (businessinsider)
  • Investors Hearing Call of the Wild (yardeni)
  • How Fast Food Chains Have Supersized Inequality (newrepublic)
  • Ben Graham on Index Funds and Efficient Markets (The Irrelevant Investor)
  • The Rise, Fall, Rebound, & Epic Flameout of Anthony Scaramucci (businessinsider)
  • How the *?!# do you value Amazon ($AMZN)? (marketfox)
  • Why Elon Musk’s Hyperloop Is Doomed (For the Worst Reason) (bloomberg)
  • Stage Set for ‘Spectacular’ Amazon Collapse (dailyreckoning)
  • Stocks Are Too Risky, Bonds Pay Too Little. Where to Invest? (cnn)
  • Is Twitter’s ($TWTR) ultimate salvation, video? (businessinsider)
  • How big data will affect risk pooling for health insurance. (bloomberg)
  • First proof that Facebook dark ads could swing an election (newscientist)
  • Twitter ($TWTR) loves obscure sports. (bloomberg)
  • CEOs need to tell the truth and assign meaning to it. (a16z)
  • Earnings Beat Fist Pumps Very Muted (wordpress)
  • Brett McKay talks with Joseph Badaracco author of the book "Leading Quietly: An Unorthodox Guide to Doing the Right Thing." (artofmanliness)
  • The jobs recovery is spreading. (fivethirtyeight)
  • James Altucher talks with best-selling author Alex Berenson. (medium)
  • Go-for-broke hedge fund types are a dying breed. (wsj)
  • It Could Happen: How to Avoid Nuclear War with North Korea (economist)
  • No Return: Scaramucci’s White House Stint Could Cost Millions (usatoday)
  • A talk with Sheelah Kolhatkar author of "Black Edge" about the underside of hedge funds. (bigthink)
  • Ageism has not gone away in Silicon Valley. (ft)
  • Has CA Bullet Train Been Hoisted on Its Own Petard? (spectator)
  • Dow 22,000 Means the Worst Is Yet to Come (marketwatch)
  • The July NFP report was another in long string of solid reports. (calculatedriskblog)
  • On the unrelenting stress of being an entrepreneur. (avc)
  • Tyler Cowen talks with comedian Dave Rubin of The Rubin Report. (soundcloud)
  • Jordan Harbinger talks with Bill Nye, the Science Guy, about his new book "Everything All at Once: How to Unleash Your Inner Nerd, Tap Into Radical Curiosity, and Solve Any Problem." (theartofcharm)
  • Everyone’s A Genius In A Bull Market (capitalspectator)
  • Wilbur Ross v. Fredric Bastiat: Producer v. Consumer (aei)
  • Patrick O’Shaughnessy talks again with Leigh Drogen about how traditional asset managers can compete with quants. (investorfieldguide)
  • The Bank of England Crushes the Sterling (realclearmarkets)
  • This news about Mueller’s grand jury impaneling rattled the markets a bit (The Hill)
  • Michael Covel talks with Tyler Cowen about his new book "The Complacent Class: The Self-Defeating Quest for the American Dream." (trendfollowing)
  • Retirement Misconceptions, From A to Social Security (usatoday)
  • Are Investors Running Out of Cash to Put to Work? (yahoo)
  • On the benefits of having some geographic diversity in your work force. (venturebeat)
  • Why does every lifestyle startup look the same? (racked)
  • Tim Ferriss talks with Michael Gervais about overcoming fear and anxiety. (tim.blog)
  • Meb Faber talks with David Varadi of QuantX Funds about managing risk. (mebfaber)
  • Stripe and Amazon ($AMZN) are working together. (bloomberg)
  • Market timing comes with a cost. (bloomberg)
  •  Our Minds Have Been Hijacked By Our Phones. Tristan Harris Wants to Rescue Them (wired)
  • Michael Batnick, "Investors need to stop thinking in terms of black or white, all in or all out." (theirrelevantinvestor)
  • Can ex-cons ease the labor shortage? (strategy-business)
  • Worried It’s Too Late to Get Into Surging Market? What to Do (usatoday)
  • Are Danger Signs Rising, or Will Bull Run Continue? (schwab)
  • Celebration? Here’s What the Stock Market Surge Is Hiding (theweek)
  • Time to Weight Your Portfolio More Toward Energy? (schwab)
  • Solid Jobs Report Is No Cure for U.S. Economic Blahs (bloomberg)
  • Not Really Wrong On Bonds (alhambrapartners)
  • You can’t ‘maximize shareholder value’ without satisfying customers along the way. (pragcap)
  • The Dusenberry Effect In The U.S. Economy (wordpress)
  • Reasons to Worry Amid the Euphoria (barrons)
  • How Basecamp’s deal with Jeff Bezos is different than traditional VC. (m.signalvnoise)
  • Venezuela Is Collapsing Economically, No One Seems to Care (slate)
  • Rise of the Portfolio Allocators (bloomberg)
  • Dividends By The Numbers in July (blogspot)
  • Steve Mollenkopf, CEO of Qualcomm ($QCOM), defines what the company does. (businessinsider)
  • Barry Ritholtz talks with Rich Barton on how his focus on making data available to consumers informed his many startups. (ritholtz)
  • Weekly initial unemployment claims are still at historically low levels. (calculatedriskblog)
  • Federal Reserve Balance Sheet Policy May Amount to More Easing (bloomberg)
  • Indexers Push Back Against Wall Street (wsj)
  • Al Gore’s Tennessee Mansion Tells the True Tale About ‘Carbon Free’ (investors)
  • Stock Price Isn’t Always the Best Way to Judge a Company (contrarianedge)
  • Trying to predict the start of the next recession is a waste of time. (bloomberg)
  • Looking for Major Problems In All the Wrong Places (realclearmarkets)
  •  Supply-Siders Still Push What Doesn't Work (bloomberg)
  • How 3G is trying to boost growth at Kraft Heinz ($KHC). (bloomberg)
  • Four lessons learned from Jason Calacanis’ new book "Angel." (thewaiterspad)
  • The 4 Keys to Learning Anything (zenhabits)
  • How innovation differs from city to suburb. (citylab)
  • Don’t Be Silly, You’re Not Investing When You Buy Collectibles (realclearmarkets)
  • The Rise of the Tech Model May Soon Make You Obsolete (institutionalinvestor)
  • Winners of the 2017 National Geographic Travel Photographer of the Year Contest (theatlantic)
  • Sam Harris talks with Mark Bowden author of "Hue 1968: A Turning Point of the American War in Vietnam" about the intractable problem that is North Korea. (samharris)
  • A Doomsday Survival Guide for Elon Musks’s AI Apocalypse (qz)
  • Some Pretty Cool Science Is Gonna Happen During The Eclipse (fivethirtyeight)
  • Taking credit for a soaring stock market is a double-edged sword for Presidents. (theatlantic)
  •  Saving for retirement in the most tax-efficient manner possible (usatoday)
  • Here's How Unicorns Trick You Into Thinking They're Real (bloomberg)
  • Every company thinking of going public should listen to this recap of the OpenTable IPO. (a16z)
  • How to create an eye-catching pitch deck. (startups.co)
  • Seed-stage financings are down 40% from the peak. (mobile.reuters)
  • Why Dow 22,000 Is Not Good News for Most Americans (marketwatch)
  • Softbank is putting $250 million into lender Kabbage. (ft)
  • Remember the controversy at Reddit? Neither do investors as they put in $200 million at $1.6 billion pre-money. (recode)
  • First Human Embryos Edited in U.S. (technologyreview)
  • Jesse Felder talks with William White about the end of ‘ultra-easy money.’ (thefelderreport)
  • Why should Millennials buy stocks? (theirrelevantinvestor)
  • Richard Reeves Floats Wrong Way to Fight Inequality (newrepublic)
  • Patreon has gone NSFW. (theverge)
  • Millennials have discovered the wonders of a ‘free’ TV antenna. (wsj)
  •  Avoiding the Crowd Is a Good Bet for Beating the Stock Market (bloomberg)
  • SpaceX is now valued in excess of $20 billion. (ft)
  • Random Lotteries Shouldn’t Determine New Immigrants (nationalreview)
  • Greenspan: Bond Bubble Set to Break Because of ‘Abnormally Low’ Rates (cnbc)
  • Why we keep striving for more. (awealthofcommonsense)
  • New Craze on America’s College Campuses: Building Wealth (cnbc)
  • Uber-Millennial, Aziz Ansari is giving up on social media. (gq)
  • GSAM’s quant unit is growing assets again. (bloomberg)
  • The Mortgage Interest Deduction Is All Handout, No Benefit (forbes)
  • In light of asset class returns, why is there a retirement crisis? (A Wealth Of Common Sense)
  • Let This Be Your Final Warning on U.S. Stocks’ Overvaluation (marketwatch)
  • Americans keep crushing it with their 401(k)s (bloomberg)
  • Exaggerations from Elon Musk Endanger Tesla Stockholders (forbes)
  • Why everything starts to break around 25 employees. (getlighthouse)
  • Bill Simmons asks Eric Garcetti and Casey Wasserman why LA would want to host the 2028 Olympics? (art19)
  • If We’re Not Indexers, Why Do S&P Valuations Matter? (realclear)
  •  In Breakthrough, Scientists Edit a Dangerous Mutation From Genes in Human Embryos (nytimes)
  • Wealthy investors are increasingly choosing real estate over hedge funds and stocks (Bloomberg)
  • How America Dug a $375 Billion Pension Hole (bloomberg)
  • Melting Venezuela Is The Real Shock Risk For Global Markets (forbes)
  • How Travis Kalanick Can Pull Off a Steve Jobs Comeback (fortune)
  • The New Inflationists Goading On the Federal Reserve (cato)
  • The 30-Year-Old Texan Who Is Building A Real Estate Empire (forbes)
  • What to do when publicity hits before your product is ready? (ft)
  • Even small startups need a code of conduct. (medium)
  • Individual investors are out of cash. (jlfmi.tumblr)
  • Six questions for Steve Case. (collaborativefund)
  • Hybrids, Turbos, EVs? Nah, Camry 2.5L Tech Destined For V6, V8 Engines (thetruthaboutcars)
  • The worrying track for personal savings. (ftalphaville.ft)
  • Which Bus Would You Take? (econlib)
  • Now Och-Ziff ($OZM) is experiencing significant outflows. (wsj)
  • Why Are Stock Market Prices So High? (barrons)
  • Paul Singer saying some unhinged shit about index funds, college kids etc (Bloomberg)
  • The decline in daily volatility visualized. (crossingwallstreet)
  • Have Smartphones Destroyed a Generation? (theatlantic)
  • T+2 is coming September 5th. (investornews.vanguard)
  • Buy a $100 of digital currency at Coinbase and get $10 in Bitcoin free! (coinbase)
  • ESG strategies are getting a boost from the current administration. (thereformedbroker)
  • Why we overvalue so-called ‘leadership skills.’ (heleo)
  • Glass-Steagall Held Back Main Street Banks & Their Customers (investors)
  • Check out my premium All Access TRB Twitter feed, we’re having fun in there (Premo Social)
  • Where farm prices are rising. (bloomberg)

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