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September 21, 2017 1:21 pm

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)