09/25/17 – Monday’s Interest-ing Reads

  • A falling dollar has pushed developed and emerging market equities to the top of the asset class charts. (capitalspectator)
  • How to survive the crypto crash: take some money off the table. (avc)
  • More legislators want research into medicinal marijuana. (rollingstone)
  • New Highs Should Be Bought, Not Sold (theirrelevantinvestor)
  • Hedge fund pricing is only becoming more dynamic. (mrzepczynski.blogspot)
  • How Amazon ($AMZN) is traversing the same path as Sears a century ago. (theatlantic)
  • Skills vs. Behavior (collaborativefund)
  • Real Wages Keep Powering Ahead, but Can the Trend Last? (Wall Street Journal)
  • How Electric Cars Can Create the Biggest Disruption Since the iPhone (bloomberg)
  • Invesco Powershares is launching a line of ultra-low cost, plain-vanilla ETFs. (etf)
  • "A $10,000 raise early in your career could be worth well over $1,000,000 over the course of a lifetime." (A Wealth Of Common Sense)
  • P&G is the biggest proxy fight in history and Nelson Peltz is courting small investors (Reuters)
  • Paypal ($PYPL) is becoming more of an Alipay clone. (tearsheet.co)
  • Regulator Wants Financial Industry to Self-Report Wrongdoing (New York Times)
  • Investor continue to load up on yield in all its forms and emerging market equities. (topdowncharts)
  • The economic schedule for the coming week. (calculatedriskblog)
  • Because of course he did. (Politico)
  • Barry: There’s nothing old about this bull market (Bloomberg View)
  • 42 ETPs are set to close in September. (bloomberg)
  • Value investors by necessity deal with the imperfect. (cleareyesinvesting)
  • Not driving to work is a big perk. (bloomberg)
  • Canadian households are loaded up on real estate. (themacrotourist)
  • Taking the long view on middle-class prosperity. (econlog.econlib)
  • 2017 is set to be a record year for leverage loan volume in the US. (wsj)
  • Why do institutional investors so favor private real estate vs. REITs? (institutionalinvestor)
  • US households have not been loaded up on stocks this much since 2000. (jlfmi.tumblr)
  • It took some time and effort but JP Morgan ($JPM) and Goldman Sachs ($GS) have established a beach head in the ETF world. (etf)
  • ‘Green bond’ issuance is on the rise but no one agrees on the definition. (ft)
  • Bret Stephens, "The University of Chicago showed us something else: that every great idea is really just a spectacular disagreement with some other great idea." (nytimes)
  • Institutional investors would bypass fund managers if they could. (ft)
  • What CEOs had to say about the economy this week. (avondaleam)
  • It’s not easy for ETF issuers to figure out who hold their funds. (ft)
  • Why trend following works. (mrzepczynski.blogspot)
  • Small caps are kind of turning things around. (twitter)
  • Don’t slog through books you don’t like. (farnamstreetblog)
  • Managing too much money can be a burden. Just ask Ray Dalio. (wsj)
  • Mark Zuckerberg Can’t Stop You From Reading This Because The Algorithms Have Already Won (Buzzfeed)
  • Why Amazon ($AMZN) should put HQ2 in Detroit. (l2inc)
  • The Chicago Fed National Activity Index slowed in August. (calculatedriskblog)
  • The Global Stock Market’s Hidden Juice (Wall Street Journal)
  • Colbert, Kimmel and the Politics of Late Night (nytimes)
  • How much legal weed gets diverted to other states? (papers.ssrn)
  • Is generic value investing dead? (blogs.wsj)
  • Margin debt is on the rise. (wsj)
  • A succinct summary of the week’s economic events. (ritholtz)
  • On Facebook ($FB) Antonio García Martínez says "The reality is that if you’re at the helm of a machine that has two billion screaming, whiny humans, it’s basically impossible to predict each and every possible nefarious use case. It’s a Whac-a-Mole problem." (nytimes)
  • Dimon is wrong – Bitcoin is finding banking acceptance all over the world (CNBC)
  • Cities are embarrassing themselves to woo Amazon’s ($AMZN) HQ2. (nytimes)
  • Now Vanguard is crushing it in the UK. (qz)
  • Checking in on Buffett’s electric battery bet (Quartz)
  • Mortgage lending is ripe for disruption. (thebasispoint)
  • We’ll never really know if QE worked. (bloomberg)
  • Lee Cooperman still mad at the SEC (New York Post)
  • A closer look at the MongoDB S-1. (dealbreaker)
  • ETF strategists are growing in popularity and clout. (wsj)
  • Large parts of America are (still) being left behind. (axios)
  • The case for Peak Apple ($AAPL). (qz)
  • Democrats are trying to limit foreign influence on U.S. elections — beginning with Google and Facebook ads (recode)
  • A Legitimate Worry for Facebook Investors (barrons)
  • Nir Kaissar, "Harvard abandoned one of the stalwart adages in finance: Pick an investment philosophy and stick to it." (bloomberg)
  • Ontario wants to sell pot at a price low enough to quash the black market. (bloomberg)
  • Trading journals are not supposed to help you grow not tear you down. (traderfeed.blogspot)

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