09/08/15 – Tuesday’s Interest-ing Reads

  • Amazon ($AMZN) is experimenting with food delivery in Seattle. (fortune)
  • Every company needs to be able answer the question: “What are we doing?” (avc)
  • Bond Market Sends Fed All-Clear to Raise Interest Rates (Bloomberg)
  • Two films, one fiction and one documentary, are on deck to review the life of Steve Jobs. (nytimes)
  • Demographics are now improving in the U.S.! (calculatedriskblog)
  • Conservatives Have Failed to End the Fed, But They’re Not Giving Up Hope (washingtonpost)
  • The secondary market for private equity stakes is growing rapidly. (ft)
  • “Non-prime mortgages” are back for the yield-starved. (ft)
  • 50 Is the New 42: Technology Is Making Brains of Middle-Aged Younger (telegraph.co.uk)
  • Investors are overstating the link between commodities and emerging markets. (etf)
  • The Trump of 1856 (bloombergview)
  • The most downloaded SSRN paper is about market timing. (bloomberg)
  • Welcome…to Bitcoin Island (Bloomberg)
  • Small business sentiment continues to rise. (calculatedriskblog)
  • Conference calls are the lowest order of communication. (ft)
  • General Scowcraft: The Iran deal: An epochal moment that Congress shouldn’t squander (washingtonpost)
  • On the current attractions of a put-write strategy. (philosophicaleconomics)
  • A snapshot of global capital markets YTD. (ftalphaville.ft)
  • Be wary of big up-market days. (bloombergview)
  • How net asset values (NAVs) get calculated. (etf)
  • Would Seth Klarman Buy His Own Book? (ai-cio)
  • Just because a big commodities house goes belly up does not necessarily mean supply will go down. (streetwiseprofessor)
  • Infrastructure Debt Is Hot Property Right Now (ft)
  • The new pitch brokers are using to push annuities: Rising rate protection (Investment News)
  • Are low-yielding bonds still a good portfolio hedge? (pragcap)
  • U.S. Labor Day Travelers Save $1 Billion on Gas This Holiday Weekend (worldpropertyjournal)
  • Why big investors continue to pour money into venture capital. (medium)
  • Trump’s War With Palm Beach: For Palm Beachers, watching Trump claw and bluster his way through the Republican primary has a familiar ring. (politico)
  • Brett Steenbarger, “It is much easier taking risk in one area of life–say, career–when life’s other investments are stable and paying off.” (forbes)
  • Goldman thinks China’s already spent $236 billion on their stock market rescue (hasn’t worked so far, maybe another $236 billion will do the trick) (Bloomberg)
  • Why aren’t more Americans refinancing their mortgages? (bonddad.blogspot)
  • Why startup investing is tough: losses come early, gains much later. (pointsandfigures)
  • Hedge funds are not adding much value. (etf)
  • Can health insurance startup Oscar make more headway against the big boys? (bloomberg)
  • ETFReplay.com, the premier provider of ETF backtesting services, is offering two months free with an annual subscription. Don’t miss out! (goo.gl)
  • Move Over Exxon, Russian Drillers Are Oil World’s Top Performers (bloomberg)
  • What is an asset worth? (alephblog)
  • Group of 20 finance leaders acknowledge that low rates isn’t doing anything for global growth (New York Times)
  • David Cohen of TechStars on what traits the best startup founders share. (startuptherapist)
  • Investment funds aren’t fashion accessories. (evidenceinvestor.co.uk)
  • Why a Stronger Housing Sector Isn’t Boosting the U.S. Economy That Much (wsj)
  • “We can currently claim ownership to the highest peace-time level of public debt of all time.” (Alhambra)
  • Melting Ice Isn’t Opening Arctic to Oil Bonanza (nytimes)
  • LOL – DEUTSCHE BANK: We examined 200 years of data and concluded stocks, bonds, and housing are at ‘peak valuation’ (Business Insider)
  • A Q&A with Startup L. Jackson. (medium)
  • Cost of Skyscraper Glass Hits Dizzying Heights (wsj)
  • Why investors who ape David Swensen’s strategy have it all wrong. (awealthofcommonsense)
  • Judge’s Ruling Offers Peek Into Private Equity’s Secret World (nytimes)
  • Too many startups sell shares better than actual product. (ft)
  • A profile of the hedge fund that is the biggest bidder at recent Treasury auctions. (wsj)
  • VCs are taking on more risk to put money to work. (blogs.wsj)
  • Glencore, which brought a gigantic IPO to market at the top of the metals boom, is now a dumpster fire that someone kicked off a cliff (Wall Street Journal)
  • The market volatility regime has changed. (bloomberg)

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