09/08/17 – Friday’s Interest-ing Reads

  • JP Morgan Chase ($JPM) is working hard to help revive Detroit. (fortune)
  • Amazon’s ($AMZN) new HQ is the "Olympics of corporate relocations." (bloomberg)
  • Ted Seides talks with Jim Dunn of outsourced CIO firm Verger Capital Management. (capitalallocatorspodcast)
  • What does the ‘SI jinx’ have to do with markets? (macromon.wordpress)
  • Private equity firms are going after IB analysts earlier and earlier. (bloomberg)
  • Big tech is no longer shy about throwing its weight around Washington DC. (theguardian)
  • Weekly initial unemployment claims surged due to Hurricane Harvey. (calculatedriskblog)
  • You know what goes well with a new pair of jeans? A new BTFD t-shirt from StockTwits.com (shop.stocktwits)
  • Is inflation tamed once and for all? (wsj)
  • Can you use risk parity indices as a benchmark? (mrzepczynski.blogspot)
  • Robert Lefsetz talks with RuPaul. (lefsetz)
  • Checking in on major tech trends prior to the Apple ($AAPL) launch event. (aboveavalon)
  • A talented performer be taught to become ‘grittier’? (behavioralscientist)
  • This Tiny Country Feeds the World: The Netherlands has become an agricultural giant by showing what the future of farming could look like&#xA0 (nationalgeographic)
  • IBM’s ($IBM) Watson is not a cancer killer. (statnews)
  • This is a big month for catastrophe bonds. (bloomberg)
  • StockTwits is growing like crazy among Millennials. (markets.businessinsider)
  • The Yuan didn’t crash. Why one investor is flipping the trade. (bloomberg)
  • In World of Supposed Bubbles Here’s What Investors Fear Most (bloomberg)
  • What Maria Konnikova has learned from playing poker professionally. (pokernews)
  • Fintech’s advantage over big banks: meaning. (tearsheet.co)
  • Silicon Valley’s Politics: Liberal, With One Big Exception (nytimes)
  • How a money manager kind of looks like a factory. (mrzepczynski.blogspot)
  • How a tactical sleeve can make for more practical portfolios. (etf)
  • Is Amazonification real? (ftalphaville.ft)
  • What you need to know about climate change. Sam Harris talks with Joseph Romm. (samharris)
  • What Goldman Sachs ($GS) interns think about the world. (buzzfeed)
  • Yes the $VIX is historically low but so is the MOVE. (dealbreaker)
  • How Irma Became Irma: A Monster Storm Six Months in the Making (bloomberg)
  • Tim Harford, "The hard truth is that to find new solutions to old problems we must often work with people we don’t really understand." (ft)
  • Japan’s GMO Internet Group is getting into the Bitcoin mining business. (qz)
  • Markets don’t care who is President. (bloomberg)
  • Among the Masters at the Ferrari and Lamborghini Museums (nytimes)
  • Michael Covel talks with Jason Calacanis author of "Angel: How to Invest in Technology Startups–Timeless Advice from an Angel Investor Who Turned $100,000 into $100,000,000." (trendfollowingradio)
  • The membership of the Fed is substantial flux. (economistsview.typepad)
  • What is a ‘credit risk transfer agreement’ and why should you care? (beta.morningstar)
  • Current anti-trust laws don’t contemplate a problem like Amazon ($AMZN). (ftalphaville.ft)
  • Hindsight bias in action: higher rates are no necessarily "normal." (bloomberg)
  • Private equity wants in on the technology game. (ft)
  • US productivity growth is finally accelerating. (bloomberg)
  • The market doesn’t believe the Fed will hike rates in December. (economistsview.typepad)
  • International stocks are still cheap relative to US stocks. (thereformedbroker)
  • Size kills hedge fund returns. (bloomberg)
  • Eric Jackson talks with Balaji Srinivasan about the investment implications of the blockchain. (overcast.fm)
  • Jared Dillian’s advice to aspiring investment banking types. (wallstreetoasis)
  • Filecoin raised $257 million in its ICO. (coindesk)
  • Football Champs and CEOs Alike Sidestep Taxes With Private Jets (bloomberg)
  • Stress+Rest=Growth. (realtimeperformance)
  • Five places Amazon ($AMZN) should put its second HQ. (venturebeat)
  •  Google is losing allies across the political spectrum (arstechnica)
  • ValueAct now owns 7.5% of KKR ($KKR). (marketfolly)
  • Attacked by Rotten Tomatoes (nytimes)

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