10/23/15 – Friday’s Interest-ing Reads

  • An interview with Vitaliy Katsenelson author of “The Little Book of Sideways Markets: How to Make Money in Markets that Go Nowhere”* (fool)
  • Get used to Amazon ($AMZN) being a profitable company. (wired)
  • High quality bonds are still an effective diversifier. (vanguardinstitutionalblog)
  • Goals-Based Institutional Investing (awealthofcommonsense)
  • 7 takeaways from Stocktoberfest 2015. (bclund)
  • Ten poorly thought-out investment theses. (theirrelevantinvestor.wordpress)
  • New York City Gun Shop Video May Not Be Real, But It Has the Gun Lobby Worried (huffingtonpost)
  • Barry Ritholtz talks with Wharton professor Jeremy Siegel, author of “Stocks for the Long Run.”* (ritholtz)
  • A talk with Jon Boorman of Alpha Capture. (chatwithtraders)
  • Why aren’t there more self-employed? (blogs.wsj)
  • Renting or buying, young adults are getting squeezed by housing costs. (slate)
  • A discussion with rogue trader Kweku Adoboli formerly of UBS who lost $2.3 billion. (podcast.ft)
  • Weekly initial unemployment claims are at multi-decade lows. (calculatedriskblog)
  • JP Morgan ($JPM) and Motif are teaming up to bring IPOs to the masses. (tradestreaming)
  • Tyler Cowen on the rise and fall of the Chinese economy. (youtube)
  • Why short selling individual stocks is so difficult. (thelongshorttrader)
  • The $3 Trillion ETF ‘Boom’ (ai-cio)
  • Would Peter Lynch dig Fitbit ($FIT)? (bloombergview)
  • GDP growth does not predict stock market returns. (blog.alphaarchitect)
  • Another list of Cramer stock picks. Another disappointment. (evidenceinvestor.co.uk)
  • Does the AB Inbev ($BUD) deal for SAB Miller make financial sense? (aswathdamodaran.blogspot)
  • Why this Manhattan gun store didn’t actually sell guns (washingtonpost)
  • The ETF Deathwatch for October 2015. (investwithanedge)
  • The opportunity in discounted close-end funds. (investmentnews)
  • A podcast-filled post up over at Enterprising Investor: AMC, Apple and Twitter. (blogs.cfainstitute)
  • How much rope should you give your manager to hang him or herself? (humblestudentofthemarkets.blogspot)
  • My emerging markets-related chart was included in this mega-post from Business Insider. (businessinsider)
  • Hedge funds have piled into silver. (shortsideoflong)
  • El Nino is back. (bloomberg)
  • The best six months for the stock market starts….now. (marketwatch)
  • James Altucher talks with Twitter ($TWTR) co-founder Ev Williams. (stitcher)
  • The challenge facing frontier market borrowers. (ft)
  • Has US industrial production bottomed already? Thoughts on the October PMI. (capitalspectator)
  • A profile of Andrew Left of short-selling focused Citron Research. (wsj)
  • Two ways to keep your data from fooling you. (hbr)
  • Why turning around Yahoo ($YHOO) is so difficult. (fortune)
  • Interesting move. Jack Dorsey is giving 1/3 of his Twitter ($TWTR) stock to employees. (qz)
  • Swiss bond yields are getting really negative. (ft)
  • Mossberg: The Steve Jobs I knew isn’t in this movie (theverge)
  • What technological forces brought Dell and EMC ($EMC) together? (a16z)
  • Crisis of Confidence in Financial Engineering (bloombergview)
  • A chat with Greg Ip author of “Foolproof: Why Safety Can Be Dangerous and How Danger Makes Us Safe.”* (ftalphaville.ft)
  • Shane Parrish talks with Jason Zweig, author of the “The Devil’s Financial Dictionary.”* (theknowledgeproject.libsyn)
  • How Emory Porsche Customizes Incredible Vintage Porsche 356s (bloomberg)
  • The Ultimate 1929 Stock Market Comparison (etfreference)
  • Three ways to offset the challenges of largely automated markets. (ft)
  • The time is right for BDCs. (etftrends)
  • Driving the 1990 Porsche 911 Reimagined by Singer Vehicle Design (automobilemag)
  • [Big theme alert.] We are moving from the age of disruption to the age of deployment. (csen.tumblr)
  • Marc Maron talks with singer James Taylor. (wtfpod)
  • What comes after the smartphone? (a16z)
  • Most Earth-like planets have yet to be born, study suggests (washingtonpost)
  • The top 50 non-fiction podcasts. (kk)
  • Uber and the bear market in NYC tax medallion prices. (wsj)

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