09/21/17 – Thursday’s Interest-ing Reads

  • How McGeorge Bundy changed how foundations and endowment invest. (bloomberg)
  • The Apple Watch 3 is NOT a substitute for the iPhone. (daringfireball)
  • Why CFOs get ‘finance guilt’ and how to combat it. (medium)
  • Slack just got a big investment from the Softbank Vision Fund. (ft)
  • Facebook’s ($FB) Sheryl Sandberg took one for the team. (dealbreaker)
  • Twitter takes down 300,000 terror accounts as AI tools improve (ft)
  • The not-so-secret secrets behind the success of Gregg Popovich and the San Antonio Spurs. (thewaiterspad)
  • The comprehensive case for investing more money in female-led startups. (hbr)
  • Breakout Labs wants to back companies that are "lab science aided by computing power." (fortune)
  • Amazon ($AMZN) is "conventionalizing" Whole Foods. (wsj)
  • No one is recommending long positions in the US dollar. (themacrotourist)
  • Patreon just raised money at a $450 million valuation. (techcrunch)
  • Robert Sutton, "You can make the argument that we are living in Peak Asshole." (nymag)
  • Subsidy-Free Wind Farms Risk Ruining the Industry’s Reputation (bloomberg)
  • Most people don’t need everything the Series 3 has to offer. (nytimes)
  • Emerging market bonds have been straight up in 2017. (bloomberg)
  • Another Bitcoin split is on the horizon. (bloomberg)
  • You can’t like gold unless you think real yields are going lower. (marketanthropology)
  • Being able to perfectly predict earnings is less valuable than it has ever been. (ftalphaville.ft)
  • There’s never been a better time to start thinking about rebalancing. (validea)
  • What the founder of Pebble learned about building hardware. (techcrunch)
  • Ben Carlson, "Being right is easy. How you handle being wrong is the true test of any successful investor or decision-maker." (awealthofcommonsense)
  • You might want to wait until they work the kinks out of the Series 3 Apple Watch. (theverge)
  • Chamath Palihapitiya of Social Capital wants to single-handedly fix the IPO process. (wired)
  • Mike Collett, "Life is just too short to work with jerks." (medium)
  • US investors are pouring money into emerging market hedge funds. (blogs.wsj)
  • Just as China’s weight is growing in emerging market equity markets so it is in emerging market bond indices as well. (gmo)
  • What can we learn from Warren Buffett’s winning bet? (bloomberg)
  • The Chemical Activity Barometer is steady. (calculatedriskblog)
  • Apple blocking ads that follow users around web is "sabotage," says industry (theguardian)
  • Streaming music revenue continues to displace downloads. (wsj)
  • Technological breakthroughs are becoming more expensive to find. (voxeu)
  • Nobody expects the Fed to raise rates at its September meeting. (bloomberg)
  • Semil Shah, "It is easy to get a company or fund off the ground these days, but eventually, the belief in inputs shifts to a demand for outputs." (blog.semilshah)
  • What companies are most owned by index funds. (wsj)
  • Startups are shrinking as a part of the US economy. (voxeu)
  • Some rules of thumb on burn rates. (avc)
  • Should Harvard’s Endowment be Managed by a Robot? (mebfaber)
  • Imagine It’s September 2007 (safalniveshak)
  • UK GDP growth is slowing dramatically. (qz)
  • Inside the garage labs of DIY gene hackers, whose hobby may terrify you (projectearth.us)
  • Loftium will help you buy a place as long as you rent out space on Airbnb. (nytimes)
  • U.S. Stock Records Are Nice But Pale Against the World (bloomberg)
  • NFL ratings are down because teams have no incentive to be good (sbnation)
  • Why cash has high ‘option value’ today. (macromon.wordpress)
  • Labdoor wants to sell supplements that have been thoroughly tested. (qz)
  • How a slowing birthrate affects the US economy. (bloomberg)
  • Which sectors are overvalued today. (intrinsicinvesting)
  • Hedge funds are investing heavily in ‘alternative data.’ (qz)
  • Capital allocators don’t want high daily volatility. (martinkronicle)
  • How Air-Conditioning Invented the Modern World (theatlantic)
  • Cities are doing well by redeveloping their (river) waterfronts. (nytimes)
  • A falling dollar has pushed overseas equity markets higher in 2017. (macromon.wordpress)
  • Trade of the moment: long mall bonds, short mall stocks. (wsj)
  • A Q&A with Brad Feld of Foundry Group. (alleywatch)
  • Brian Portnoy, "Fantastic results with the appearance of little risk in achieving them is the perfect breeding ground for complacency." (forbes)
  • The Apple ($AAPL) Watch is killing watchmaker Fossil. (hodinkee)
  • Weekly initial unemployment claims are getting buffeted by the effects of Irma and Harvey. (calculatedriskblog)
  • Some one actually like Chipotle’s ($CMG) new queso. (cnbc)
  • Robots and free trade are putting pressure on worker wages. (bloomberg)
  • Your new e-commerce brand will likely fail. (collaborativefund)
  • There is little risk of a US recession at the moment. (capitalspectator)

Leave a Reply

Your email address will not be published. Required fields are marked *