09/16/16 – Friday’s Interest-ing Reads

  • Don’t Panic, But There’s An Asteroid Right Over There (fivethirtyeight)
  • After the U.S. stock market closes on Sept. 16, S&P Dow Jones Indices will spin off real-estate companies from the financial sector to create an 11th stock grouping. (Wall Street Journal)
  • JP Morgan is launching a Diversified Alternatives ETF ($JPHF). (citywireusa)
  • Michael Covel talks with Chris Zook author of "The Founder’s Mentality: How to Overcome the Predictable Crises of Growth." (trendfollowing)
  • German bund yield right back into negative territory as DB woes spook investors (again) (MoneyBeat)
  • Cognitive bias cheat sheet (betterhumans.coach.me)
  • At BlackRock, a Wall Street Rock Star’s $5 Trillion Comeback (DealBook)
  • Deutsche Bank is the disaster du jour (Bloomberg)
  • Benedict Evans on Apple ($AAPL) and the rise of "audible innovation." (a16z)
  • ICYMI: My letter to clients on our third anniversary (TRB)
  • Housel: Old World, New World (collaborativefund)
  • Just how much has changed in Asia in the past 30 years. (thereformedbroker)
  • The wealthy are outsourcing more parts of their lives. (ft)
  •  In Places With Fraying Social Fabric, a Political Backlash Rises (wsj)
  • There’s a lot more to the cost of something than its price (Seth Godin)
  • Liquid alts were hot, then they were not. What next? (nytimes)
  • Lots of due diligence – even at the institutional level – still boils down to "I know a guy…" (Wall Street Journal)
  • A talk with our collective sleep problem with Arianna Huffington author of "The Sleep Revolution." (a16z)
  • Hedge Funds Should Quit Bellyaching (bloomberg)
  • Airpods are not just Bluetooth headsets: they are much more. (medium)
  • Cardiff Garcia talks with political scientist Dan Drezner. (ftalphaville.ft)
  • Wall Street’s 0.01%: The Guru Who Only Talks to Hedge-Fund Elite. A new financial elite is emerging on Wall Street. And if you’re not part of it, the next best thing is to sell to it. (bloomberg)
  • ETF statistics for August 2016. (investwithanedge)
  • Recorded music sales and the problem with GDP accounting. (aei)
  • Fee cutting is on the rise in hedgeistan. (reuters)
  • The First Drone Strike: How a Cold War Idea Became the Dominant Weapon in the War on Terror (slate)
  • Wells Fargo ($WFC) and challenge of bank fees. (knowledge.wharton.upenn.edu)
  • What Unites and Divides Americans (bloomberg)
  • Active funds are sucking wind. (ft)
  • Meb Faber talks with Jonathan Clements, author of "How to Think About Money" about how to spend what you’ve made wisely. (mebfaber)
  • Kocherlakota: The Fed should be cutting rates this month, not even considering a hike (Bloomberg View)
  • Michael Covel talks with Paul Tough author of "Helping Children Succeed: What Works and Why." (trendfollowing)
  • Why the Stimulus from Low Oil Prices Never Really Boosted the Economy (Wall Street Journal)
  • Good luck trying to outperform the S&P 500 this quarter without Apple ($AAPL). (bloomberg)
  • Technology is only going to get more important in the RIA world. (awealthofcommonsense)
  • Patrick O’Shaughnessy talks with Jeff Gramm author of "Dear Chairman." (investorfieldguide)
  • Twitter’s ($TWTR) NFL streaming experience was a success. (avc)
  • Tim Ferriss talks with Shep Gordon author of "They Call Me Supermensch: A Backstage Pass to the Amazing Worlds of Film, Food, and Rock’n’Roll." (fourhourworkweek)
  • Brett McKay talks with Doug McCormick professional investor and the author of "Family Inc.: Using Business Principles to Maximize Your Family’s Wealth." (artofmanliness)

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