08/17/17 – Thursday’s Interest-ing Reads

  • 8 honest truths about investing. (alphabaskets)
  • Why more mutual funds need to adopt performance fees. (beta.morningstar)
  • Target ($TGT) needs to take grocery sales more seriously. (bloomberg)
  • More signs that PE firms are flush with ‘dry powder.’ (ft)
  • Moat, not a moat: you make the call. (blog.johnsoninv)
  • Why Cryptocurrencies Will Never Be Safe Havens (mises)
  • Young investors can learn a lot just by getting started. (awealthofcommonsense)
  • Why you shouldn’t be worried about household debt. (pragcap)
  • When you lose the CEOs… (DealBook)
  • States are stepping in to provide workers with access to retirement plans. (wsj)
  • What do startup boards actually do? (bothsidesofthetable)
  • Aledade is trying to use data to improve health care and aid doctors. (nytimes)
  • Netify wants to change how websites are made. (businessinsider)
  • The Regulatory State Takes on the California Farmer (weeklystandard)
  • How Robinhood got Millennials interested in stocks. (fastcompany)
  • Alan Greenspan’s "Irrational Exuberance": Then & Now (realclearmarkets)
  • Should Twitter ($TWTR) adopt a subscription model? (ft)
  • No More White House Business Councils Lone C’Ville Positive (realclearmarkets)
  • Sign-up for a free trial to Blinkist now! (jump.blinkist)
  • Can Silicon Valley actually start a fashion trend? The case of Allbirds. (mobile-nytimes-com.cdn.ampproject)
  • Not every business has to be a "startup." (medium)
  • Some Thoughts on the Ability of Markets to Price Nuclear War (fee)
  • In Ukraine, a Malware Expert Who Could Blow the Whistle on Russian Hacking (nytimes)
  • The only way to become a better writer is to write more. (thebasispoint)
  • Can Walmart buy its way into tech coolness? (Los Angeles Times)
  • Stop hyping your seed rounds. (hackernoon)
  • Worst Restaurant Recession Since 2009 (nakedcapitalism)
  • In praise of personal experiments. (qz)
  • The CEOs had no choice, though… (TRB)
  • Income for Life: Using Deferred Income Annuities in Retirement (schwab)
  • The 20 best movies of 2017 (so far). (pastemagazine)
  • Big Problems Deep In This Stock Market’s Bowels (cbsnews)
  • North Korea factories humming with "Made in China" clothes, traders say (reuters)
  • PayPal ($PYPL) is not afraid to partner with anybody. (tearsheet.co)
  • The Fed is going to talk about unwinding their balance sheet now, what you need to know: (Business Insider)
  • Reviving American Dream Really Starts At Birth (investors)
  • Many a pundit has tried to call the top of this bull market. (ft)
  • Residential Construction: Real Story Lies Beneath the Numbers (realclear)
  • Interest Rates: How Superstar Firms Depress R-Star (pimco)
  • Greg Harmon: The Definition of an Uptrend (Dragonfly Capital)
  • Creative work comes with false starts. (behaviorgap)
  • Fearful of This Stock Market? This Fund Plays Defense (marketwatch)
  • A look at the Great Lakes region as "economic powerhouse." (visualcapitalist)
  • Cooperation in the Age of Anger (ofdollarsanddata)
  • Should You Own a Home in Retirement? Maybe You Shouldn’t (usatoday)
  • One Major Way U.S. Credit Card Debt Is Getting Worse (marketwatch)
  • The Lost Lesson of the Financial Crisis (project-syndicate)
  • Where In the U.S. Is Automation Most Prevalent? (brookings)
  • We will only know if Bitcoin is in a bubble in retrospect. (medium)
  • ESG strategies are gaining traction among Millennial investors. (visualcapitalist)
  • This Is Worst Investing Mistake You Can Make Right Now (forbes)
  • What’s next for the fiduciary rule? (beta.morningstar)
  • More Asset Managers Providing Monthly AUM Is a Good Thing (Morningstar)
  • Massachussetts regulators want to know more about broker-dealer rebates (Wall Street Journal)
  • Yellen Struggles to Explain Her Persistent Undershoots (marketwatch)
  • Fiduciary Rule Critics Cry Wolf &#xA0 (bloomberg)
  • Look Out, Amazon: China’s Alibaba May Soon Be Bigger (cnn)
  • Are Index Funds Too Soft on CEOs? (news.morningstar)
  • Tencent is absolutely on fire (Reuters)
  • Gary Cohn Is Suddenly the Most Important Person (cnbc)
  • Is Tesla Really a Disruptor? (hbr)
  • Bitcoin ETFs – any day now (ETF.com)
  • Apple is bringing a billion-dollar checkbook to Hollywood, and wants to buy 10 TV shows (Recode)
  • The 10 Fastest-Growing Companies in America in 2017 (inc)
  • Tesla and Amazon Show Why You Shouldn’t Fear Big Stock Drops (businessinsider)
  • Fred Wilson has been investing in the blockchain for six years. (medium)
  • Goldman Sachs ($GS) is expanding its algorithmic corporate bond trading operations. (ft)
  • In this podcast with Patrick O’Shaughnessy, Morgan Housel podcast recommended Blinkist which provides text (and audio) summaries of 2000+ non-fiction books. (investorfieldguide)
  • Why you shouldn’t be concerned about the rise in household debt levels. (bloomberg)
  • How does WeChat make money? (qz)
  • Has Netflix’s Ted Sarandos Rescued (or Ruined) Hollywood? (variety)
  • Bannon drunk-dialed a reporter and called the President’s bluff on North Korea. It’s going well, you guys. (Axios)
  • Renaissance Technologies post-election raised capital for its flagship Medallion fund. (bloomberg)
  • Amazon messing up auto parts companies (and their hedge fund investors) (Bloomberg)
  • Amazon can borrow money more cheaply than Russia, Mexico and China (Business Insider)
  • Weekly initial unemployment claims continue trucking along. (calculatedriskblog)
  • HFT firms are merging amidst a drawdown in profits. (wsj)
  • Having a robo-advisor is not enough to reach Millennials. (kitces)
  • It is possible for VCs to be TOO founder friendly. (avc)
  • Eight financial issues early-stage startups need to consider. (medium)
  • Bitcoin has some big names lined up against it. (twitter)
  • The Quickest Takedown of N. Korea Is a Collapsing Currency (forbes)
  • There are plenty of valid reasons to shut down a startup. (pointsandfigures)
  • Tax Cuts Are Always a Good Idea, Even For the Rich (thenationalpulse)
  • The SEC Concludes Volcker Rule’s Effects Are Unknown (economics21)
  • Hyperinflation Is Next Scourge Bringing Misery to Venezuela (thedailybeast)
  • The Canadian Housing Market Is Bananas (awealthofcommonsense)
  • De Blasio Would Sooner Tax the Rich Than Befriend Them (nytimes)
  • US Business Cycle Risk Report (capitalspectator)
  • Human interaction cannot be substituted when behavior is so important to investing (Nerd’s Eye View)
  • Don’t pay this fee when leasing a car. (danielsolin)
  • Really liked this thing Tony did on "undying courage" (A Teachable Moment)
  • Are real interest rates all that low? (ftalphaville.ft)
  • Is History Warning Japan-Style Crash May Hit China? (co)
  • Paying for what you need: advice-only financial advisors. (thefinancebuff)
  • Smart managers are pushing to find more female fund managers. (ft)
  • U.S. Consumers Are Doing Just Fine (realclear)
  • A look at Coinbase’s seed round pitch deck. (medium)
  • China’s Rising Debt Unnerves the IMF. The Alternative Is Worse. (bloomberg)
  • Alibaba ($BABA) is closing the market cap gap with Amazon ($AMZN). (qz)
  • Seven techniques for investing in an overvalued market. (bloomberg)
  • A thriving startup ecosystem needs a variety of funding types/sources. (catgeorge)
  • Central Banks Remain Addicted to Open Mouth Operations (reuters)
  • Ten questions to ask about your family’s ability to withstand a hardship. (humbledollar)
  • More Americans are striving for ‘perfect’ credit scores. (bloomberg)
  • Second Half Improvement Coming? (knowledgeleaderscapital)
  • Apple ($AAPL) is going start throwing money around Hollywood. (wsj)
  • Used car prices are at a new low for the economic recovery. (finuke)
  • In defense of the 401(k) plan. (whitecoatinvestor)
  • July Retail Sales: A Solid Report, at Least for Now (realclear)
  • "Lucky Logan" is what a Summer movie should be. (theringer)
  • Women are "natural compliance officers." (blogs.cfainstitute)
  • The Mysterious Case of the Missing Internet Billionaire (bloomberg)
  • The Chilling Effects of Openly Displayed Firearms (theatlantic)
  • Is There a Way Out of Google’s ‘Diversity-Memo’ Crisis? (investors)
  • 46% of global fund managers say US stocks are overvalued (Institutional Investor)
  • When NAFTA Is Eventually Fixed, Give Workers a Seat at Table (usatoday)
  • Apple Readies $1 Billion War Chest for Hollywood Programming (Wall Street Journal)
  • Why Picking Stocks Is Only Slightly Better Than Playing Lottery (marketwatch)
  • And the Best State to Grow Old in America Is… (bloomberg)
  • The Amazon ($AMZN)-WalMart ($WMT) battle is only going to get more interesting. (marketplace)
  • What Does it Mean to Carry the Swastika Flag? (historynewsnetwork)
  • America has been ignoring a crucial tie between Nazi Germany and the Confederate South for generations (businessinsider)
  • What economists study: A guide for the curious (voxeu)
  • It’s the Economy, Democrats, but Inequality Is Not the Issue (nytimes)
  • Why companies should enforce "recurring, scheduled mandatory vacations." (hbr)
  • Is MoviePass’ $9.95 a month plan TOO good? (businessinsider)
  • Palate cleanser: This is the best Beatles book ever, yeah, yeah, yeah (mashable)
  • You Should Expect Negative Rates And QE In The Next Crisis (forbes)
  • Startups are fudging their origin stories. (wsj)
  • ‘Deep’ Subprime Car Loans Reach a 2007-Era Milestone (bloomberg)
  • Which retailer’s stock looks better: Wal-Mart ($WMT) or Amazon ($AMZN)? (thereformedbroker)
  • Amazon ($AMZN) can borrow at rates below that of most countries. (qz)
  • Performance fees are the next big thing for mutual funds (Morningstar)
  • The Simple Reasons Why Amazon is Not a Monopoly (yahoo)
  • The case for Under Armour ($UA) stock being undervalued. (barrons)
  • Why Is The Fed So Anxious To Raise Rates? (blogspot)
  • Watching Hulu Live? You can thank AWS for that. (fortune)
  • You are paying your advisor too much. (bloomberg)
  • The Baseball Team That Computer Models Can’t Figure Out (wsj)
  • Jobs growth AND wage growth are pretty solid. (economistsview.typepad)
  • Every stock market crash needs a catalyst. (cnbc)
  • Say No to Coal Subsidies, No to Corporate Welfare (nationalreview)
  • Is It True You Can’t Invest Wisely and Be Religious All at Once? (forbes)
  • Inside the Lab That’s Quantifying Happiness (outsideonline)
  • The Man Behind The Scenes In Fox News’ Discredited Seth Rich Story (npr)
  • Why corporate executives hold too much company stock. (onefpa)

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