08/08/16 – Monday’s Interest-ing Reads

  • Billionaire Bears: Gross, Gundlach Fear a Rout (barrons)
  • Michael on a lost classic you may not have read (Irrelevant Investor)
  • Alliance Bernstein on the dividend stock mania (Context)
  • Trading Tech Accelerates Toward Speed of Light: Financial-technology startups are arming traders with devices that shave precious nanoseconds off stock-market bets (wsj)
  • A-Rod retires (kind of). Here’s why, in his own words (Fox Sports)
  • James Grant: Negative interest rates have to end badly (CFA Institute)
  • The Blog Post That Led to a Conference (A Wealth Of Common Sense)
  • Can dividend swaps replace bonds? (blog.thinknewfound)
  • Science reveals how to take the perfect vacation (techinsider.io)
  •  Goldman, Gundlach, Gross Worried About Markets. Time to Get Out? (bloomberg)
  • Vanguard is crushing, but new hire suggests they’re not resting on their laurels (RIA Biz)
  • Intellectuals Are Freaks: Why professors, pundits, and policy wonks misunderstand the world (thesmartset)
  • Investors love lotteries. (etf)
  • The populist candidate really reppin’ the people, with a new anti-regulation push for the banks (Yahoo Finance)
  • The structural factors that are degrading the value of the book/price ratio. (investingresearch)
  • Solar System: Can Tesla go from sexy car company to clean energy empire? (latimes)
  • How will we know if a factor stops working? (blog.cordantwealth)
  • The Psychology and Neuroscience of Financial Decision Making. (cell)
  • Companies encourage analysts to make estimates the company can "beat." (wsj)
  • Sharpe Ratios are easily abused. (capitalspectator)
  • Insights from the secondary market for private equity investments. (papers.ssrn)
  • The Wal-Mart for Jet.com thing is real (Recode)
  • How concentrated ownership makes stocks more volatile. (ai-cio)
  • Conservative columnist Andrea Peyser jumps off the crazy train (NY Post)
  • This story about restaurant culture in the San Francisco bubble is all kinds of hilarious (New York Times)
  • Are the asset management giants f***ed? (Pensions & Investments)
  • 4-star General Barry McCaffrey too (Seattle Times)
  • Once Taunted by Steve Jobs, Companies Are Now Big Customers of Apple (nytimes)

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