08/09/17 – Wednesday’s Interest-ing Reads

  • More Evidence Of Solid Performance From Sustainable Funds (MS)
  • A Mortgage Mystery: What Happens to ARMs When Libor Goes Away? (wsj)
  • Here’s a Pack of Dividend-Payers Outrunning Dow Dogs (marketwatch)
  • It’s Time to Abolish Debt Ceiling as Political Weapon (newrepublic)
  • Environmental Regulation Makes America Great (bloomberg)
  • Are Index Funds Evil? (theatlantic)
  • Venezuela was once South America’s richest country. Here’s what went wrong (weforum)
  • China’s War On Foreign Garbage (Bloomberg)
  • Clear signs you need to quit your job. (qz)
  • These Sugar Barons Built an $8 Billion Fortune With D.C.’s Help (bloomberg)
  • Small business optimism is surging. (calculatedriskblog)
  • Congratulations Google, You Found Worst Way to Build Diversity (usatoday)
  • MBAs increasingly don’t want to work on Wall Street. (bloomberg)
  • Millennials Starting to Move Home, But For Good Reason (usatoday)
  • There is a big difference between the haves and have-nots in the world of BDCs. (institutionalinvestor)
  • When earnings estimates from the Street differ from the crowd, go with the crowd. (blog.estimize)
  • Chickenhawk in Chief (theatlantic)
  • There is a simple way to beat 1/N asset allocation strategies. (blog.alphaarchitect)
  • 10 Years After the Financial Meltdown, Here’s What’s Changed (usatoday)
  • Why simpler is better when it comes to managing endowment funds. (allaboutalpha)
  • RIAs are going to have to provide more data and information in future Form ADV filings. (investmentnews)
  • Venezuela Descends Into a Rather Predictable Dictatorship (reason)
  • Decision fatigue is a real thing for analysts. (papers.ssrn)
  • CFPB’s Richard Cordray: Independent Regulator, or Candidate? (investors)
  • Early retirement will f*ck you up. (twocents.lifehacker)
  • Why People Can’t Stop Talking About Zuckerberg 2020 (wired)
  • Amazon’s IPO at 20: That Amazing Return You Didn’t Earn (wsj)
  • Pension funds had a good year but it didn’t do much to affect their underfunding. (wsj)
  • A ‘gentle guide’ to Global Tactical Asset Allocation. (blog.thinknewfound)
  • The Prediction Game (wordpress)
  • Implications of Early 401(k) or IRA Withdrawals (schwab)
  • Google Faces Irony of Being Sued for Own Intolerance (investors)
  • Jeff Gundlach’s Doubleline Capital is turning away money. (bloomberg)
  • August of Our Discontent: Once More Unto the Breach? (aqr)
  • Bubble risk is high, but recession risks are low. (capitalspectator)
  • Amazon Thrives By Thumbing Its Nose at Wall Street (marketwatch)
  • Does Anyone Understand What the Department of Energy Does? (vanityfair)
  • Want a Car That Goes Crazy Fast? Go Electric (wsj)
  • Being a ‘pure’ buy-and-hold investor has a high psychological cost. (thereformedbroker)
  • ESG analytics are still in their infancy. (causewaycap)
  • 12 Shocking Things I Learned by Working as a Butler at the Plaza Hotel (bloomberg)
  • The downside of branding your firm as a ‘growth shop’ or a ‘value shop.’ (pragcap)
  • Google’s Nuclear Fusion Project Is Paying Off (Popular Mechanics)
  • Early bubble calls are the same as wrong calls. (econlog.econlib)
  • Is the Market Reacting to Earnings, or Just Charts? (ciovaccocapital)
  • What role Apple ($AAPL) services play in the company? (mondaynote)
  • Shiller P-E: Still the Wrong Signal (realclear)
  • US Fossil Fuel Consumption Has Peaked (gregor)
  • Wall Street actually outpaces Silicon Valley on gender equality issues. (axios)
  • Money is still getting invested in malls. (bloomberg)
  • Elite credit cards are making it harder to play the game. (bloomberg)
  • What lessons did we learn? (alephblog)
  • Are U.S.’s Socialistic Leaning Movements for Real? (newrepublic)
  • Trouble Ahead for Markets? Int. w/Fred Hickey (fuw)
  • Credit spreads show little sign of stress. (scottgrannis.blogspot)
  • How much do financial advisors actually charge for their services? (kitces)
  • Cloud Physics Could Be The Key To Understanding Climate Change (QZ)
  •  The Accounting Tack That Makes PayPal’s Numbers Look So Good (nytimes)
  • If possible, consider passing taxable assets with large unrealized gains to your heirs. (blog.independenceadvisors)
  • Our Broken U.S. Economy, All in One Simple Chart (nytimes)
  • Disney ($DIS) didn’t really have a choice. (variety)
  • How a Canadian Timber Company Is Using U.S. Racketeering Law To Go After Greenpeace (Bloomberg)
  • Love Me Two Times (thereformedbroker)
  • Why great family fortunes disappear. (humbledollar)
  • David Letterman is going to host an interview show for Netflix ($NFLX). (theverge)
  • The Danger From Low-Skilled Immigrants: Not Having Them (nytimes)
  • Pressures Build In the Bond Market as the Summer Drags On (bloomberg)
  • Are Index Funds Evil? (theatlantic)
  • Politics Is Weird Right Now. Business Isn’t (Tyler Cowen / Bloomberg)
  • How Bank America ($BAC) plans to enter the high-end credit card game. (wsj)
  • New York City’s subway crisis started with Robert Moses (ny.curbed)
  •  A Second Chance for the Labor Pool (linkedin)
  • And ESPN is getting its own standalone streaming offering. (nytimes)
  • Health Care Reform: What Investors Should Know (schwab)
  • Baby Boomers Who Refuse to Sell Are Dominating the Housing Market (bloomberg)
  • Corruption Rises As Economic Freedom Falls (fee)
  • I Warned The Swiss This Would Happen (econlib)
  • Why Present Debt Ceiling Worries Are Way Overblown (bloomberg)
  • Oscar Wilde Combines Hilarity w/Seriousness About Socialism (fee)
  • A look at the many headwinds facing active stock pickers. (beta.morningstar)
  • On the benefit of being consistently open and honest with your clients and prospective clients. (medium)
  • Why Amazon is eating the world (techcrunch)
  • We let the financial crisis go to waste. (theguardian)
  • Disney ($DIS) is kicking Netflix ($NFLX) to the curb. (theverge)
  • Critics are now more important than ever. (lefsetz)
  • ROI of Sustainability is More Complex Than You Think (nreionline)
  • A Permanently High Plateau? (economist)
  • What is the opportunity cost of waiting for a market correction? (elmfunds)
  • 10 lessons learned hanging out with a bunch of investment types around the campfire. (bloomberg)
  • Estimating Market Losses at a Speculative Extreme (hussmanfunds)
  • There’s Something Unusual About Job Growth Numbers (nypost)
  • Why Texas Uses More Energy Than Any Other State (texasmonthly)
  • Some Thoughts on Greenspan’s Thoughts on Market Manias (bloomberg)
  • Googler Fired for Diversity Memo Had Legit Points on Gender (usatoday)
  • What investment bankers get paid. (wallstreetoasis)
  • 3 Huge Geoengineering Projects Are Under-Way to Save The Planet (Vice)
  • How to kill a dinosaur in 10 minutes (3quarksdaily)
  • Earnings shenanigans underpin Wall Street record (ft)
  • A Quote for our Age (wordpress)
  • Investors Have Done Well, Even Buyers As the Crisis Began (cnbc)
  • How is the skew of value stocks different than the market as a whole? (marketfox)
  • Down The Mighty Columbia River, Where A Power Struggle Looms (NYTimes)
  • Old malls are becoming warehouses. (wsj)
  • Why did equilibrium home prices shift higher in the 21st century? (marginalrevolution)
  • ICO offerings are getting more sophisticated. (nytimes)
  • Equity market warning signs continue to mount. (theatlasinvestor)
  • Four Deuces Scenario (yardeni)
  • Passive Investing Is Hot, but It Brings Unsung Risks (thefiscaltimes)
  • Financial success isn’t the goal. Happiness is. (danielsolin)
  • HFT profitability is falling over time. (qz)
  • Honeydue is a new app that hopes to get couples on the same money wavelength. (techcrunch)
  • Hedge fund of funds can pick good managers, they just can’t overcome their high fees. (institutionalinvestor)
  • Climate Change and Housing: Will A Rising Tide Sink All Homes? (zillow)
  • U.S. Companies: Less Profitable but Better Valued Than Ever (mauldineconomics)
  • Civil Forfeiture Came From a Strange Place (bloomberg)
  • Pronouns matter….on conference calls. (wsj)
  • Yes, Bitcoin Has No Intrinsic Value. Neither Does a $1 Bill (wired)
  • Quants want more (weird) data. (bloomberg)
  • The global financial crisis went global ten years ago today. (wsj)
  • 10 questions to ask about paying for college. (humbledollar)
  • A history of US immigration. (bloomberg)
  • An Insider Explains Why Wall Street’s Big Money Focus On Sustainability Is Here To Stay (Forbes)
  • Fear of Uncertainty Breeds Misery That Is Socialism (washingtontimes)
  • The downside of early retirement: finding something to motivate you. (businessinsider)
  • Why selling volatility has historically been a profitable strategy. (etf)
  • Want to advance in your job? Sit next to a star. (wsj)
  • Why holding onto a rocket ship stock like Nvidia ($NVDA) is so tough. (thereformedbroker)
  • Culture Wars Have Made Their Way to Silicon Valley (nytimes)
  • Universal Basic Income Based on Dubious Moral and Social Logic (city-journal)
  • Instagram is ruining food, and I might be the only one who cares (bostonglobe)
  • http://www.ussif.org/esg (ussif)
  • How to choose a mortgage lender. (wsj)
  • What Happens in Washington Really Matters to Markets (bloomberg)
  • CR on six credit cards worth considering. (consumerreports)
  • You should think of your job interview as a date. (qz)
  • As Good As It Gets? (alhambrapartners)
  • Our Expectations for the Dollar Weren’t High for 2017 (realclear)
  • Whether you invest primarily in real estate or stocks do with the long term in mind. (financialsamurai)
  • Now’s a Good Time to Bring Back Lowly U.S. Savings Bond (bloomberg)
  • Why It Would Be a Good Idea to Cut the Corporate Tax to 15% (forbes)
  • Private equity is sitting on nearly $1 trillion in ‘dry powder.’ (fortune)
  • Why ESG Investing Needs More Precision And Clarity (ETFdb)
  • Can Paul Ryan Raise the Debt Limit Without Losing His Job? (nymag)
  • How a Bold Bet on Driverless Could Help Lyft Beat Uber (fortune)
  • Google Employee Nailed to the PC Church Front Door (nationalreview)
  • Google’s Ideological Echo Chamber: Full 10-Page Transcript (gizmodo)
  • I’m Firing Google For Firing Author Of the Diversity Memo (marketwatch)

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