10/27/16 – Thursday’s Interest-ing Reads

  • Have we reached ‘peak attention’? (newrepublic)
  • The Election Ate My Revenue (bloomberg)
  • Twitter ($TWTR) is killing off Vine. (theverge)
  • Behavioral biases and the case for quant. (mrzepczynski.blogspot)
  • Let’s give up the whole active-passive debate. (mebfaber)
  • Why hedge funds are not necessary for hedging anymore (TRB)
  • Living in an ‘extreme meritocracy’ is exhausting. (theatlantic)
  • Adolescence used to be pretty well defined. Not any more…. (aeon.co)
  • Wal-Mart ($WMT) raised wages and stores perked up. (mobile.nytimes)
  • Apple ($AAPL) is significantly increasing its real estate space. (footnoted)
  • Need a TV? Now’s the time to buy. (bloomberg)
  • “As long as it can keep the lights on, Twitter is irreplaceable.” (Buzzfeed)
  • Why we are still so enthralled with the post-WW II growth rates that were an anomaly. (wsj)
  • A dozen things learned about multi-sided markets. (25iq)
  • Today everything except the smartphone is a niche product. (stratechery)
  • Chinese companies have had a freer playing field in M&A. (ft)
  • Multi-factor ETFs are the new, new thing. (bloomberg)
  • How more room does Amazon ($AMZN) Prime have to grow? (bloomberg)
  • A look at the competition to build the leading satellite delivery rocket. (fortune)
  • Holiday Season Hiring Shows Companies Need Human Touch (strategy-business)
  • What are Amazon’s ($AMZN) ambitions for the grocery business? (businessinsider)
  • The active funds of London might be even worse than their US counterparts (Evidence-Based Investor)
  • Remember When the PC Was Dying? It’s Making a Comeback. (slate)
  • The golden age of television had its origins in the 1980s. (vulture)
  • Why hedge funds require a down-year in the markets to demonstrate their value (Frank Zorilla)
  • A conversation with Robert Shiller about behavioral economics. (psmag)
  • Carlyle Group ($CG) wants to get, way bigger. (ft)
  • How the annuity-industrial complex grinds up young salespeople and teachers’ future savings (New York Times)
  • The newspapers had to die for new things to bloom. (stratechery)
  • Some shocking negative interest rate bond charts. (ritholtz)
  • Qualcomm to buy NXP Semiconductors for $47 billion (Reuters)
  • Why visionary CEOs are never followed by visionary successors. (hbr)
  • Twitter ($TWTR) needs a full-time CEO. (bloomberg)
  • Being data-driven is great but that isn’t enough. (rpseawright.wordpress)
  • Should we believe the market’s forecast for higher inflation? (capitalspectator)
  • The rise and fall of the Army surplus store. (artofmanliness)
  • There was a time the Internet could have been open, however that time has passed. (kottke)
  • Blackstone ($BX) is finding willing Chinese buyers for its real estate assets. (wsj)
  • Almost 200 ETFs launched this year (mostly unecessarily) (ETF.com)
  • Harvard’s endowment got played by its own fund managers. (bloomberg)
  • Here’s who bankrolls the fight against marijuana legalization (news.vice)
  • The future of sports betting. (espn)
  • Mike Harris on what divergences between the SPX and the Dow 30 signal (Price Action Lab)
  • Why the modern world has male identity in crisis. (ft)
  • A half dozen things learned from Bill Gurley about investing. (25iq)
  • Tags like Millennials or Gen Y are played out. (shift.newco.co)
  • Why investors are paying a premium for the SPDR DoubleLine Total Return Tactical ETF ($TOTL). (bloomberg)
  • Vanguard is a model for the good things in finance. (institutionalinvestor)
  • Some universal basic income skepticism. (bloomberg)
  • What the Apple ($AAPL) Watch 2 is (and isn’t). (hodinkee)
  • 2016 has seen 200 some ETF launches YTD. (etf)
  • German bund yields have reversed course and are now positive. (ibankcoin)
  • Notes from the 8th annual Invest For Kids Chicago investment conference (marketfolly)
  • Music has been totally disrupted by Silicon Valley — yet it’s still run by these same two moguls (qz)
  • Twitter manages to beat on earnings and revenue this quarter (CNBC)
  • Black Monday Revisited: Lessons From 29 Years of Market History (blog.pimco)
  • Weekly initial unemployment claims continue to trend well below 300k. (calculatedriskblog)
  • Low vol stocks are historically expensive. (valuewalk)
  • Liz Ann Sonders on the market effects of spiking healthcare costs (Charles Schwab)
  • Some scary economic charts. (bloomberg)
  • McCulley: The deficit is too small, not too big (thehill)
  • Go to Havana, Cuba now before the tourists ruin it. (outsideonline)
  • New Business Strategy: Be A Little Nicer To Everyone (collaborativefund)

Leave a Reply

Your email address will not be published. Required fields are marked *