09/01/15 – Tuesday’s Interest-ing Reads

  • Four things to know before you take other people’s money. (medium)
  • The $2 Trillion Emerging-Stock Drop Fixing All Eyes on China (Bloomberg)
  • U.S. Stocks Decline as S&P 500 Posts Worst Month Since May 2012 (bloomberg)
  • China’s latest manufacturing data underscore investor fears about the country’s growth (wsj)
  • Ritholtz: The Fed’s excuses for staying on zero are unconvincing (Bloomberg View)
  • Don’t forget, VCs have investors as well. (blog.growth.supply)
  • Why everyone’s afraid of September (MarketWatch)
  • How much diversification is necessary? (awealthofcommonsense)
  • Growth matters more than trying squeeze every last dollar from customers. (paulgraham)
  • A discussion with Brad Feld of Foundry Group. (thetwentyminutevc)
  • Central banks have been remiss in not combating leveraged bubbles. (voxeu)
  • One of these days all signatures will be electronic. (avc)
  • The Most Expensive Apartment Listings in New York That Are Not in Manhattan (bloomberg)
  • The average closed-end fund discount is hovering around 10%. (blogs.barrons)
  • Oliver Sacks, 1933-2015 (longform)
  • The smell of Chinese desperation hangs in the air as the situation goes from bad to worse (Market Monetarist)
  • A Life Well Lived (oliversacks)
  • Your favorite brand-name hedge funds are getting their asses handed to them (DealBook)
  • Dip buyer are gamblers. (priceactionlab)
  • How much attention should the Fed pay to the stock market? (fortune)
  • Forget About Setting Goals. Focus on This Instead. (jamesclear)
  • Service providers now want to be paid in shares not cash. (wsj)
  • Increase Taxes? Talk by Donald Trump Alarms G.O.P. (nytimes)
  • Apple ($AAPL) continues to push into the enterprise. (recode)
  • Market pullback: 1997 or 1998? 2011 or 2014? (fidelity)
  • GOP Elite Charts Four Paths to Destroy Trump (bloombergview)
  • Billion dollar valuations don’t matter. What matters is building a sustainable business. (techcrunch)
  • The bear case for stocks is based on the idea there is still too much speculative activity. (thefelderreport)
  • Howard Lindzon, “For 99 percent of investors, volatile markets with zero leadership mean do less, do it slower and keep it small.” (howardlindzon)
  • Will econometrics and data science merge? (bloombergview)
  • The ISM Manufacturing report for August shows slowing growth. (calculatedriskblog)
  • Don’t obsess over the word “recession.” (econlog.econlib)
  • The IPO window is shut for now. (blogs.wsj)
  • Cliff Asness on why factor investing will survive its own popularity (CIO)
  • Why can’t companies be counter-cyclical with their cash? (pointsandfigures)
  • High frequency trading in the Treasury market is now a thing. (ft)
  • Seth Godin, “Day traders rarely make history.” (sethgodin.typepad)
  • What Fed Officials Are Saying About a September Rate Increase (graphics.wsj)
  • Crude oil demand is back on the rise. (blog.yardeni)
  • Crowdfunding models are going to look very different. (institutionalinvestor)
  • Cool. A startup that can grow metal. (fortune)
  • Information overload is all too easy to experience in the markets. (rickferri)
  • A review of the tax benefits of the ETF structure. (etftrends)
  • Why this global slowdown may be different. (bloombergview)
  • Not every startup should be venture backed. (medium)
  • Just how at-risk is Silicon Valley to a bust? (vanityfair)
  • Beware Stories of the Death Cross (theirrelevantinvestor.wordpress)
  • The folly of false precision: portfolio optimization can lead investors astray. (thinkadvisor)
  • A funding slowdown in Silicon Valley will cull the herd. (nytimes)
  • There’s a glut of quality TV shows and no one has time for another one (New York Times)
  • A profile of Pocket and how they attracted 20 million users. (firstround)
  • The Value-at-Risk Fiasco (statisticalideas.blogspot)
  • The perfect format for a resume. (qz)
  • Apple ($AAPL) may be getting into original video programming. (variety)

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