10/02/17 – Monday’s Interest-ing Reads

  • Mass shooting in Las Vegas overnight kills 50, injures 200 (CNN)
  • Nordstrom’s go-private deal may not work out after all (New York Post)
  • The Kindest Quarter Arrives for a Stock Market That Nothing Can Rattle (bloomberg)
  • Information technology may be behind rising industry concentration. (marginalrevolution)
  • A recent ruling will make it more difficult for holders to sue ETF issuers. (foxbusiness)
  • The ClickIPO app aims to give individual investors greater access to IPO shares. (barrons)
  • The September manufacturing ISM surged. (calculatedriskblog)
  • Hedge funds are having a not-horrible year. (wsj)
  • The typical U.S. family was richer in 1998 (ftalphaville.ft)
  • Why big investors use bond ETFs. (blackrockblog)
  • Jason Furman: These tax cuts will be a fiscal disaster (Wall Street Journal)
  • Invesco ($IVZ) bought Guggenheim’s ETF business for $1.2 billion. (barrons)
  • Restaurateur Danny Meyer just raised a private equity fund. (wsj)
  • Why agency buyers should take note of what the Fed is doing. (ftalphaville.ft)
  • There is now a crypto-currency index fund. (thereformedbroker)
  • Good luck trying to predict mean reversion in the CAPE ratio. (bloomberg)
  • PE managers can’t see achieving ‘normal returns’ from these levels. (institutionalinvestor)
  • Target-date bond ETFs are a useful tool. (etf)
  • The global housing market looks like it is in a bubble. (pragcap)
  • How major asset classes performed in September. (capitalspectator)
  • The Catalan referendum – 9 of 10 vote to leave Spain during riots in the street (Bloomberg)
  • What is Ethereum? (nytimes)
  • What is an ICO? (wsj)
  • Electric Car Mania Proves Sum of Parts Is Sometimes Greater (bloomberg)
  • Gun stocks rise. Society fails. (abovethelaw)
  • What is Bitcoin? (nytimes)
  • An investing legend who has nailed the market at every turn just got even more bullish on stocks (businessinsider)
  • No Inflation? Technology May Have Left It in the 20th Century (wired)
  • A closer look at the SPDR SSGA Gender Diversity ETF ($SHE). (beta.morningstar)
  • On the performance of put-write ETFs. (cxoadvisory)
  • Emerging markets were the big winners in Q3. (macromon.wordpress)
  • Guns and untreated mental illness is a lethal combination. (avc)
  • Bears, Return to Your Caves — at Least for Now: High valuations alone don’t cause bear markets. There must be other factors, too. And the biggest concerns probably won’t arise in 2017. (barrons)
  • U.S. Climate Change Policy: Made in California: A peculiar confluence of history, legal precedent and defiance has set the stage for a regulatory mutiny in California that would reverberate throughout the country (nytimes)
  • Why Apple ($AAPL) should buy Sony ($SNE). (mondaynote)
  • Why you shouldn’t take financial advice from a lottery winner. (awealthofcommonsense)
  • The October Mutual Fund Observer is up and is well worth a read. (mutualfundobserver)
  • Research Affiliates explain why starting bond yields dictate future returns (ETF.com)
  • The target-date bond ETF space is still growing. (etf)
  • America’s dysfunctional relationship with guns. (kottke)
  • The best and worst funds this quarter (Morningstar)
  • The real threat to retirement hopes: 401(k) cash-outs (A Teachable Moment)
  • Wells Fargo equity analysts build a robot that probably replaces them (Bloomberg)

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