09/19/17 – Tuesday’s Interest-ing Reads

  • How the IPO process broke and a couple of different solutions. Will either work? (nytimes)
  • The iPhone 8 is not the upgrade you are looking for. (wsj)
  •  Is This the Electric Car That's Going to Kill Tesla? (bloomberg)
  • Soros hatred is a global sickness (ft)
  • Female hedge funds outperform those run by men (ft)
  • Busting some Bitcoin myths. (valueandopportunity)
  • Apple’s ($AAPL) new headquarters may be Silicon Valley’s last gasp or why Amazon ($AMZN) is looking afar for HQ2. (bloomberg)
  •  How Millennials Can Prepare For the Next Financial Crisis (awealthofcommonsense)
  • Why averages can obscure rather than illuminate. (blog.thinknewfound)
  • These 11 Pictures of Saturn Will Stun You, Even Now (bloomberg)
  • In some ways understanding the long-term is easier than the short-term. (rick.bookstaber)
  • Another firm just jumped into the direct lending business. (institutionalinvestor)
  • The camera on the iPhone 8 is great but wait for the X. (businessinsider)
  • What does it mean to be a long-term investor? (papers.ssrn)
  • Treasury yield curve spreads are near their low for the cycle. (capitalspectator)
  • A Requiem for Florida, the Paradise That Should Never Have Been (politi.co)
  • Hedge Funds Flock to Europe, Thinking Worst Is Over (wsj)
  • When brokerage platforms recommend mutual funds how do they perform? (papers.ssrn)
  • Good luck data mining your way to a new factor strategy. (alphaarchitect)
  • Why the iPhone 8 feels like a swan song. (nytimes)
  • Investment plans change, just don’t do it during a period of market stress. (ofdollarsanddata)
  • Why listen to earnings conference calls when a robot can do it for you? (institutionalinvestor)
  • Are index funds behind the rise in industry concentration and CEO pay? (beta.morningstar)
  • There’s really no good way to short Bitcoin. (retirementresearcher)
  • "At the recent 2.05 percent, 10-year Treasury notes provide negative after-tax and inflation returns locked in for a decade." (bloomberg)
  • A handful of new papers on portfolio management. (capitalspectator)
  • How short and long run uncertainty affect investment and the economy. (papers.ssrn)
  • Do volatility-weighted factor portfolios outperform equal-weights? (factorresearch)
  • Why hiring winning managers and firing losing managers doesn’t work in practice. (researchaffiliates)
  • Lessons learned from 5 Bitcoin crashes. (fortune)
  • What is ‘craftmanship alpha’? (aqr)
  • Apple ($AAPL) is not hiding the notch. (marco)
  • Why Bitcoin is so volatile. (wsj)
  • The electric car revolution has finally begun … (classicdriver)
  • Seven reasons why machine-learning funds fail. (quantpedia)
  • The iPhones 8 are excellent year-over-year upgrades compared to their iPhone 7 counterparts. (daringfireball)
  • No complaints about the iPhone 8 and iPhone 8 Plus. (loopinsight)
  • Successful factor investing involves a lot of small decisions that add up over time. (papers.ssrn)
  • The Most Complicated Simple Problems (collaborativefund)
  • How factors help resolve the so-called ‘sin stock’ anomaly. (papers.ssrn)
  • How gender and culture affect the potential for bubble blowing. (papers.ssrn)
  • The iPhone 8 already feels dated. (wired)
  • In trading try to keep things as simple as possible. (thecrosshairstrader)
  • How Best Buy ($BBY) has, so far, avoided getting crushed by Amazon ($AMZN). (nytimes)

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