09/14/17 – Thursday’s Interest-ing Reads

  • The behavioral reasons why value investing so difficult. (behaviouralinvestment)
  • Fund concentration has been on the decline is open-end US equity mutual funds for awhile now. (beta.morningstar)
  • It’s difficult to dismiss the signs of hype around the recent ICO boom. (ft)
  • Negative Birth Outcomes Linked to Air Pollution Exposure Early in Pregnancy (ScienceMag)
  • How to Quantify Sustainability’s Impact on Your Bottom Line (HBR)
  • By designing its own chips Apple ($AAPL) controls its own destiny. (om.co)
  • There’s Blood In The Water In Silicon Valley (buzzfeed)
  • Scott Pruitt’s Crimes Against Nature (Rollingstone)
  • Family offices have cooled on hedge funds except for quant funds. (qz)
  • Why Amazon ($AMZN) need not pick a big city for its new HQ. (bloomberg)
  • Some notes from the 2017 Delivering Alpha Conference. (marketfolly)
  • For Want of a Drink (Economist)
  • You Won’t Like Mexico When It’s Angry (politi.co)
  • An LTE-enabled Apple Watch will change how people workout. (techcrunch)
  • On the benefits of raising a seed round. (blog.cowboy.vc)
  • Betterment is expanding the range of portfolios is uses including ones by Goldman Sachs ($GS) and Blackrock ($BLK). (businessinsider)
  • Apple’s ($AAPL) most impressive product was its new campus. (qz)
  • Americans are waiting longer and longer to get married. (bloomberg)
  • We are finding out how important China is/was to the crypto boom. (bloomberg)
  • iPhone X vs. iPhone 8 is going to be a difficult decision for many. (theverge)
  • California Proves That Environmental Regulations Don’t Kill Profits (Wired)
  • The hurricane is pushing weekly initial unemployment claims higher. (calculatedriskblog)
  • Constraints help make us be creative. (signalvnoise)
  • The "best" stocks provide an illusion of safety. (ritholtz)
  • When Jamie Dimon warns against bitcoin, it’s usually a good time to consider buying some (Quartz)
  • Canadian stock exchange have been happy to list marijuana-related companies. (wsj)
  • Can Apple ($AAPL) really make facial recognition work in practice? (wsj)
  • Divest from ‘sin stocks’ not because it will make you more money but because it is the right thing to do. (causeandeffect.fm)
  • The Austrian government just issued a 100-year bond yielding 2.1%. (wsj)
  • It’s okay to call subprime loans, subprime. (thebasispoint)
  • Not everybody wants to "hot desk." (ft)
  • Adam Grossman, "Truly outstanding investment opportunities usually lie somewhere off the beaten path, but only if you know what you’re looking for." (humbledollar)
  • How Yu’e Bao acquired $211 billion in assets in its money market-type fund. (wsj)
  • http://www.ussif.org/esg (ussif)
  • Great salespeople deserve to get paid commissions. (a16z)
  • Some Asset Managers Ban Investments in German Carmakers (irishtimes)
  • The iPhone 8 is a big upgrade but will it be overshadowed by the X? (wsj)
  • Mapping The Potential Economic Effects Of Climate Change (NPR)
  • Why you have to understand ‘edge cases’ before dealing with them. (medium)
  • Why Apple ($AAPL) wants a chunk of Toshiba’s memory chip business. (bloomberg)
  • Apple-designed chips have become the differentiating factor for their products. (bloomberg)
  • Mike Bloomberg’s New Frontier For Fighting Climate Change: Coral Reefs (Forbes)
  • How the iPhone X compares to Android-based competition. (theverge)
  • Indianapolis ranks 2nd on Glassdoor’s list of "Best Cities for Jobs 2017." (indystar)
  • This is a cool infographic of futures industry players. (info.rcmalternatives)
  • You can’t hide your company’s flaws, you have to embrace them. (hackernoon)
  • Global policy uncertainty is still above average. (review.chicagobooth.edu)
  • Companies Still Struggling to Quantify the Impacts of Sustainability (Ethical Corp)
  • Creativity is messy. Processes are not. (creativitypost)
  • The conceit that is Silicon Valley: it’s not about consumer needs it is all about delivering your data to companies. (pastemagazine)
  • Money managers think ‘alternative data’ is their last, best hope for generating alpha. (institutionalinvestor)
  • "Friends of the Court" Have Hidden Ties to Big Investors (bloomberg)
  • How BlackRock, State Street, and Vanguard approach voting their shares on controversial issues. (beta.morningstar)
  • Rockefeller Foundation Seeks to Expand Environmental Bonds (Bloomberg)
  • Why legal uncertainties make one investor wary of investing in Bitcoin. (brooklyninvestor.blogspot)
  • Indiana is trying to use big data to combat the opioid crisis. (wired)
  • Latest Carbon Capture Projects Look Encouraging (Bloomberg)
  • The Emerging Market of Green Bonds (Neighborly)
  • Wind and Solar Power are Saving Americans an Astounding Amount of Money (Vox)
  • "Canada’s experiment with infrastructure spending seems to be working, at least so far." (themacrotourist)
  • Why you need to look outside your industry for inspiration. (signalvnoise)
  • Wall Street titans grow wary of aging rally in U.S. stocks (ft)
  • The debate over passive vs. active investing stretches back to Ben Graham. (alphaarchitect)
  • How Debt Trading Saw Me Through the U.S. Open: Our fixed-income reporter had fun at the ballperson tryouts — and a chance to reflect on the parallels between tennis and credit. (bloomberg)
  • Ignorance Feeds Curiosity. Curiosity Cures Ignorance. (bloomberg)
  • Coffee Versus Climate Change (Ars Technica)
  • Asia is the new hot spot for activist investors. (wsj)
  • Are consumers really going to buy the iPhone 8? (stratechery)
  • Why the West Is Burning: There are 137 large wildfires raging across 7.8 million acres in what might be the worst fire season ever (outsideonline)
  • What the Rich Won’t Tell You (nytimes)
  • The CBOE ($CBOE) plans to create Bitcoin futures. (qz)
  • The new Apple ($AAPL) Watch is more interesting than the iPhone X. (slate)
  • Amazon ($AMZN) shows the value of ‘de-clustering’ for tech. (bloomberg)
  • High iPhone X prices are going to drive consumers to Apple’s ($AAPL) upgrade program. (businessinsider)
  • What it takes to get funded in the Midwest. (venturebeat)
  • Trading systems do not remove emotion from trading. (martinkronicle)
  • Bodega wants to be the vending machine of the 21st century. (fastcompany)
  • Universities should invest more in venture capital. (venturebeat)
  • Sustainable Funds Start to Perform (Morningstar)
  • Apple ($AAPL) is pushing hard on augmented reality (AR). (buzzfeed)
  • For Food-Waste Recycling is Key (MIT)
  • Chicago is especially strong in launching B2B startups. (venturebeat)
  • The Sustainable Exchange-Traded Universe Continues to Expand (Morningstar / Jon Hale)
  • We all start with zero followers. (medium)
  • Just in case you thought the CLO market went away. (bloomberg)
  • Vanguard Gets More Aggressive on Corporate Climate Risk (BNA)
  • Median household income is on the rise but the South and Midwest are lagging. (bloomberg)
  • There is no company better than Apple ($AAPL) at playing the press. (buzzfeed)
  • A downside of SAFE notes for the founder. (blog.eladgil)
  • When does a startup cease being a startup? (om.co)

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