09/05/17 – Tuesday’s Interest-ing Reads

  • Bad news for the banks as the spread between short- and long-term rates collapses (Wall Street Journal)
  •  Dalio’s Quest to Outlive Himself (bloomberg)
  • Managers get hired (and fired) all the time. (ericcinnamond)
  • Tactical asset allocation strategies can be dependent on the day of the month they are executed. (allocatesmartly)
  • Bitcoin Tumbles as PBOC Declares Initial Coin Offerings Illegal (Bloomberg)
  • Robert Shiller wrote the book on bubbles. He says “the best example right now is bitcoin.” (Quartz)
  • Investor With 30% in Cash Says North Korea Selloff Will Come (Bloomberg)
  • Mean Reversion Much? The Mysterious Disappearance of Aaron Judge (wsj)
  • Why a 24-Year-Old Chipmaker Is One of Tech’s Hot Prospects (nytimes)
  • September’s Bringing Tons of Catalysts to Shatter Market Calm (Bloomberg)
  • Tronc buys the New York Daily News (New York Times)
  • Markets are uniquely worried about the debt ceiling issue this time around. (econbrowser)
  • The inside story of what it took to keep a Texas grocery chain running in the chaos of Hurricane Harvey (linkedin)
  • An Intimate History of Antifa (newyorker)
  • Stocks are uniquely uncorrelated at the moment. (topdowncharts)
  • Smart-beta funds are not all that distinctive return-wise. (beta.morningstar)
  • How a manager’s personality affects her invest style. (beta.morningstar)
  • 36 obvious investment truths. (awealthofcommonsense)
  •  Get Ready for Technological Upheaval by Expecting the Unimagined (nytimes)
  • The Benefits of Being a Psychopath (A Wealth Of Common Sense)
  • Stop Faking Service Dogs (outsideonline)
  • Hedges are expensive. Reducing your initial exposure isn’t. (thereformedbroker)
  • Morningstar fund ratings are limited but point investors toward "cheaper funds that are easier to own…" (beta.morningstar)
  • Loud noise has become one of the greatest irritants at work. (qz)
  • Stock market indices don’t necessarily hit their peaks all at once. (wsj)
  • Harvey: Terror, heartbreak and heroism as five Houstonians brave America’s worst storm (houstonchronicle)
  •  How Federal Flood Insurance Puts Homes at Risk (nytimes)
  • Why we love to study successes, not failures. (ft)
  • The popularity of private debt risks its performance moving forward. (bloomberg)
  • Those who invested in tail-risk funds at their peak in September 2011 would have lost 55% of their money by now (Wall Street Journal)
  • Why do US companies pay so little in taxes? (bloomberg)
  • The Law of Unintended Consequences and the Risk of Owning Bonds (Of Dollars and Data)
  • The returns from anomalies often cluster. (quantpedia)
  • Bitcoin is in the same category of Beanie Babies (Aleph Blog)
  • Currently optimized portfolios would skew heavily towards ‘weird’ asset classes. (blog.thinknewfound)
  • US inflation continues to defy the Fed’s expectations. (economistsview.typepad)
  • The Crowded Trades of a Scary September: Maybe it’s time for a contrarian play.&#xA0 (barrons)
  • There is a difference between company values and culture. (mastersinvest)
  • Should you bother starting a blog these days? (medium)
  • Is there a trade-off between liquidity and efficiency? (bloomberg)
  • The MD is the new MBA. (bloomberg)
  •  The Rise of the Violent Left (theatlantic)
  • Short-term momentum and long-term reversals can coexist. (alphaarchitect)
  • Personality traits affect our portfolio choices. (papers.ssrn)
  • On advisor firms and authenticity (Retirement Viewpoints)
  • How closely is your state tied to Canada? (visualcapitalist)
  • Bridgewater’s Ray Dalio Dives Deeper Into the "Principles" of Tough Love (nytimes)
  • There is a difference between ‘topping up’ and ‘doubling down.’ (marketfox)

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