09/24/15 – Thursday’s Interest-ing Reads

  • Why Caterpillar ($CAT) is getting crushed: commodities and emerging markets. (bloomberg)
  • The trade-weighted renminbi is still well higher from a year ago. (econbrowser)
  • How Mylan ($MYL) turned the EpiPen into a mainstream device. (bloomberg)
  • POLL: 72% of Americans agree with Trump that America has lost its greatness (Bloomberg)
  • The probability of a recession is no longer zero per financial market conditions. (capitalspectator)
  • Colbert bests Trump: Facing off with the razor-sharp comedian, a subdued front-runner grins and bears it. (politico)
  • Janet Yellen has a communication problem. (bloomberg)
  • The case for more traffic roundabouts. (priceonomics)
  • Volkswagen could pose bigger threat to German economy than Greek crisis (Reuters)
  • The New Bond Market: Regulators Scramble to Keep Up (wsj)
  • iPhone 6s’s Hands-Free Siri Is an Omen of the Future (nytimes)
  • Make sure you know what you’re doing before scaling up (Seth Godin)
  • What did people think of the original iPhone? (digg)
  • Renters Will Continue to Struggle for the Next Decade, Harvard Study Says (blogs.wsj)
  • Weekly initial unemployment claims continue to trend at low levels. (calculatedriskblog)
  • Vanguard is launching international versions of its dividend-focused ETFs. (news.investors)
  • Some investors are still betting on further renminbi devaluations. (nytimes)
  • Skepticism about risk-parity reigns supreme. (ft)
  • A Q&A with Jane McGonigal author of “SuperBetter: A Revolutionary Approach to Getting Stronger, Happier, Braver, and More Resilient.”* (blog.longreads)
  • The big advertising battle between FanDuel and DraftKings is putting daily fantasy sports in the spotlight. (nytimes)
  • Why do we admire mobsters? (newyorker)
  • We are entering capital gains season. Beware. (news.morningstar)
  • My man Startup L Jackson gets a profile (Recode)
  • No, ad-blocking is not stealing $20 billion in revenue for publishers. More like a billion. (Fortune)
  • A new way to visualize sector momentum. (dynamichedge)
  • Younger viewers continue to flee network television. (adage)
  • A profile of embattled Education Secretary Arne Duncan. (politico)
  • Peer-to-peer lender Prosper is buying BillGuard. (ft)
  • An interview with Andre Agassi in retirement. (hbr)
  • Documentarian wipes out Warner’s $2M “Happy Birthday” copyright (arstechnica)
  • There has never been a better time in history to be a borrower. (washingtonpost)
  • If you don’t understand duration you don’t understand bonds. (awealthofcommonsense)
  • A profile of Elizabeth Holmes founder of Theranos. (inc)
  • Is He Selling You a Stock? Or a Big Fat Lie? (bloomberg)
  • The Most Expensive Place in the World to Live (blogs.wsj)
  • To the surprise of many e-book sales are falling. (fortune)
  • The first reviews of the iPhone 6S are in — critics love it but say you should buy it only if you have an older iPhone (businessinsider)
  • on the similarities between campaign donors and stock investors (LinkedIn)
  • Donald Trump: Fox News is persona non grata, will not be appearing for the ‘foreseeable future’ (ew)
  • The Chicago Fed National Activity Index was positive for August. (capitalspectator)
  • The market for illegal steroids is bigger than pro athletes. (propublica)
  • Signs point to deepening China distress (ft)
  • BMW gets smushed on VW-like emissions fears (Wall Street Journal)
  • Algorithms Trump Humans (wsj)
  • Why firms should hire more female traders. (bloombergview)
  • There is a surge in people Googling the term ‘recession.’ (ftalphaville.ft)
  • A dozen things learned from Charlie Munger about mistakes. (25iq)
  • How political candidates are like momentum stocks. (linkedin)
  • Shinzo Abe unveils updated plan to juice the economy. It’s crazy, but crazy enough that it just. might. work. (Bloomberg)
  • Being globally diversified has been a big loser of late. (blog.alphaarchitect)
  • US CFOs think the stock market is overvalued. (blog.alphaarchitect)
  • Financial conditions have tightened. Should the Fed care? (blogs.ft)
  • Has the FDA become too lax in drug approvals? (vox)
  • Glencore Mining is a dumpster fire (Business Insider)
  • How to make a living playing video games. (psmag)
  • There is still really little reason for a recession. (scottgrannis.blogspot)

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