08/24/17 – Thursday’s Interest-ing Reads

  • The Economic Opportunity Inside Debt-Ceiling ‘Crisis’ (realclearmarkets)
  • A Perfect Time to Buy Exxon Mobil and Chevron (marketwatch)
  • Stop pretending Silicon Valley is different than the rest of corporate America. (bloomberg)
  • Why who you marry matters for your career. (cnbc)
  • Bob Seawright did this really great post about confirmation bias, football and investing (Above The Market)
  • Wall Street’s Cowboy Traders Find New Riches In Bitcoin And Cryptocurrencies (Forbes)
  • Is Costco ($COST) playing with fire by not focusing efforts online? (bloomberg)
  • At Jackson Hole, Will Yellen Contradict Yellen? (ft)
  • David Booth on the surprise CEO resignation at Dimensional (Institutional Investor)
  • Amazon Is Great for the Economy Because It’s Great for Us (realclearmarkets)
  • Mutual Funds Mark Down Uber Investments by Up to 15% (Wall Street Journal)
  •  Stock Handouts to Drivers Could Help Steady Uber&#xA0 (nytimes)
  • The Lowflation Demon That Vexes Central Banks (bloomberg)
  • Unlike other countries, in China women like to trade more than men. (economist)
  • How Mark Wahlberg Became Film’s Highest-Paid Actor (forbes)
  • Brazil’s hedge fund sector is growing. (nytimes)
  • Credit default swaps are back! And hedge funds are buying. (ft)
  • Sector funds are easily misused. (alphabaskets)
  • Don’t Be a Techno-Pessimist, Innovation Can Save the Day (thehill)
  • How high equity valuations affect retirement planning. (blog.thinknewfound)
  • Japan’s rural decline is a preview of what will happen in other countries. (theatlantic)
  • Alexa, are you turning the kids into spoiled brats? (technologyreview)
  • Being busy is not a sign of success. (theladders)
  • ESPN Shows Why Corporations Should Not Be Moral Arbiters (nationalreview)
  • Walmart and Google teaming up to take on Amazon (Wall Street Journal)
  • Vanguard Group unveiled plans Tuesday for a total-market corporate bond ETF that would offer the lowest expense ratio on the market. (MoneyBeat)
  • America’s farmland is increasingly not owned by farmers. (newfoodeconomy)
  • The stock market’s behavior since the Fed started raising rates is not anomalous. (bloomberg)
  • How a Spousal IRA Helps You Pump Up Retirement Savings (investors)
  • How to nail the last day of your vacation. (wsj)
  • Can Anything Stop Rural Decline…In Japan? (theatlantic)
  • Fake Polls Are A Real Problem (fivethirtyeight)
  • July New Home Sales: The West Sinks the Number (realclear)
  • Blockbuster trade sends Isaiah Thomas to the Cavs, Kyrie to Boston (ESPN)
  • Why do we at age 35 we start hating our jobs. (bloomberg)
  • The Fed Has Reached a Dead In Its Capabilities (washingtontimes)
  • A Review of What’s Ahead in Jackson Hole (realclear)
  • Here Is Where Market Liquidity Is Really Coming From (forbes)
  • Why North America Is Lagging (knowledgeleaderscapital)
  • Here Is a Look at Top 10 Dividend-Paying Stocks Worldwide (forbes)
  • How Concerning Are These 7 Bad Signs for Stocks? (ciovaccocapital)
  • Bull Market in Uncertainty Propels Gold Rush: The precious metal is rising faster than the S&P 500 for the first time in six years &#xA0 (wsj)
  • There’s more to risk premia than just going long. (mrzepczynski.blogspot)
  • What Seattle Income Tax Fight Says About U.S. Pension Mess (foxnews)
  • Turmoil aside, Uber’s business is still growing nicely. (axios)
  • The SEC is going to examine the maker-taker model. (bloomberg)
  • Disinflation? Shape of the Phillips Curve Should Worry Markets (bloomberg)
  • The hashtag was instrumental in the rise of Twitter ($TWTR). (avc)
  • The Casper of X is a thing. (fortune)
  • Benchmarks aren’t just for funds. (blogs.cfainstitute)
  • Business Groups Court White House Even Post C.E.O. Defections (nytimes)
  • Amazon’s ($AMZN) Alexa is increasingly going to play a role in wealth management. (financial-planning)
  • You don’t have to invest in your state’s 529 plan. (wsj)
  • Eight things to do with financial independence besides retirement. (whitecoatinvestor)
  • An interview with Frank Kolimago head of Vanguard’s Personal Advisor Services. (fsrankings)
  • How to estimate your tax bracket when investing. (betterment)
  • Don’t go with the robo-advisor for the performance. (pragcap)
  • Why the Apple ($AAPL) iPhone has succeeded for a decade. (nytimes)
  • The Dow Theory is telling us to chill about the health of the bull market (marketwatch)
  • The concentration in consumer product industries is a bit frightening. (businessinsider)
  • No Looming Debt Crisis (blogspot)
  • Why so Sirius? (syfy)
  • Fred Wilson, "So I encourage all of you entrepreneurs out there to embrace being resource constrained and learn to love operating with less. It will serve you well." (avc)
  • Why Laws Cannot Fix California’s Housing Problem (latimes)
  • 9 things you should pay top dollar for. (artofmanliness)
  • Is a bad job worse for your health than no job? (bigthink)
  • Heightened Potential For A Breakdown (blogspot)
  • Rolls-Royce Is Pop Music’s Hottest Brand (bloomberg)
  • Noah Smith, "Possible conflicts of interest aside, the real problem is that investment consulting is just another layer in the asset-management parfait whose value added is dubious." (bloomberg)
  • Would distributing startup equity across the blockchain prevent fights like we see at Uber? (cnbc)
  • GDP Tells Story You Won’t Find On the News Shows (realclear)
  • Economic Expansions Move Workers Up Job Ladder (economics21)
  • CTA returns are not always necessarily a diversifier for typical portfolios. (twosigma)
  • Tax Reform In 2017 Is Doomed to Fail. Here’s Why It Is (realclearmarkets)
  • Focus on the task at hand, not the big picture. (papers.ssrn)
  • Wanted: A Very Rich Patron for the Once-Great L.A. Times (bloomberg)
  • Zombie Fuel: The Death of American Coal, in Six Charts (qz)
  • Another Red Flag For U.S. Shale (nakedcapitalism)
  • Inside Uber's financials (axios)
  • Children don’t want all the stuff their Boomer parents have accumulated over time. (nytimes)
  • No one (else) cares about your little startup. (hackernoon)
  • You can change your portfolio or you can change your behavior. (dpegan)
  • New features and higher future rates at AllocateSmartly. Sign up today to lock in current rates. (allocatesmartly)
  • The complete guide to building a startup advisory board. (medium)
  • Stupid Things Said by Smart People About Stock Markets (bloomberg)
  • Why Germany Getting Its Gold Back Is a Big Deal (thestreet)
  • Winning Powerball Ticket? You’ll Be Killed By Lightning First (cnbc)
  • The Next Quant Meltdown (institutionalinvestor)
  • VCs need to look beyond equity-only financing schemes. (venturebeat)
  • Saudi Aramco and the race to privatize the Middle East (Wall Street Journal)
  • Apple Scales Back Its Ambitions for a Self-Driving Car (New York Times)
  • Hobbyist drones have become a weapon of choice for terrorists (news.vice)
  • Lesser-Known Indicators Pointing to Extreme Overvaluation (mauldineconomics)
  • Cullen Roche, "Product wrappers don’t kill portfolios but portfolios can be killed by people who misuse product wrappers." (pragcap)
  • A Cure for Wall Street’s MiFID Migraine in the Works at SEC (Bloomberg)
  • How to Survive the Great Tech Panic of 2017 (wired)
  •  Disney’s Choice (stratechery)
  • Maersk Tankers has invested in the CargoMetrics hedge fund. (ft)
  • How Right Went Way Overboard About ESPN and Robert Lee (thedailybeast)
  • The top 20 tech companies ranked by revenue-per-employee. (visualcapitalist)
  • Low weekly initial unemployment claims point to relatively few layoffs. (calculatedriskblog)
  • Mean reversion catches up with even high profile managers. (evidenceinvestor.co.uk)
  • How to release the stranglehold when a client believes their job success is linked to holding their company’s stock (Financial Planning)
  • Invesco ($IVZ) looks cheap relative to the competition. (wsj)
  • Scott Galloway’s ‘boring’ business advice. (thewaiterspad)
  • Would you buy a truly ‘dumb phone’? (ft)
  • The Post 2007 Crisis Elephant Is Still In the Room (project-syndicate)
  • 14 financial milestones worth celebrating. (whitecoatinvestor)
  • Startups need to vet their investors as well. (inc)
  • Vanguard owns a sh*t ton of REITs. (philly)
  • Apple's Winning iPhone Formula Is Perfecting Its Rivals’ Best Ideas (bloomberg)
  • Social Capital Hedosophia Holdings Corp., a SPAC, is looking to take minority stakes in unicorns. (wsj)
  • Wall Street Banks Warn Winter Is Coming as Business Cycle Peaks (Bloomberg)
  • Fed Easing? It Isn’t as Crazy as It Sounds (bloomberg)
  • Taking a Little Bit of Risk Off of the Table (realclear)
  • Like a Movie Zombie, Tax Reform Refuses to Die (investors)
  • The North American Free Trade Agreement Has Been Failure (usatoday)
  • ETFs passing the ‘trading test’ every day. (etf)
  • The 10 Most Crowded Stock Market Bets Right Now (businessinsider)
  • Currency Devaluations Harm the Economy, Manufacturers Too (realclearmarkets)
  • Why Investors Should Embrace Uncertainty and Volatility (realclearmarkets)
  • America’s Governmental Accounting Standards Board is giving ruinously bad advice (ftalphaville.ft)
  • With alumni in the White House, Goldman sees an opening (ft)
  • Investors Waiting for Cheap Stocks Can Miss Cheap Stocks (usatoday)
  • What Chaos Looks Like If Congress Fails on Debt Ceiling (cnn)
  • The Magical Thinking Opposition&#xA0 (blog.dilbert)
  • Financial planning is not about making money. (fpadvance)
  • A rave review for the "beautiful" Essential Phone. (businessinsider)
  • Sorry America, There Are No More Low-Priced Homes (cnbc)
  • Why you should give away some of your expertise for free. (danielsolin)
  • S&P 500 Doesn’t Offer Much In Way of Return Space (marketwatch)
  • Alternative assets generate 42% of money management industry revenues. (awealthofcommonsense)
  • Becoming a public benefit corporation (PBC) is more complicated than it looks. (fastcompany)
  • Are you spending your money to maximize your happiness? (humbledollar)
  • 6 Reasons Why Most Americans Aren’t Getting Big Pay Raises (marketwatch)
  • The government need not prove a close relationship between tipper and tippee to prove insider trading. (wsj)
  • Copper:Gold: Warning or Noise? (marketwatch)
  • Netflix loves to pick hits for each subscriber – but how? (apnews)
  • The Loyal Engineers Steering NASA’s Voyager Probes Across the Universe (nytimes)
  • This Time Really Is Different (awealthofcommonsense)

Leave a Reply

Your email address will not be published. Required fields are marked *