11/30/17 – Thursday’s Interest-ing Reads

  • It Started as a Tax Cut. Now It Could Change American Life. (New York Times)
  • A Q&A with Alfred Spector CTO of hedge fund Two Sigma. (nautil.us)
  • How resilient is your startup? (vcwithme.co)
  • Why hedge funds are willing to pay for Quandl’s alternative data. (business.financialpost)
  • The best brands are consistent and have a great look and feel. (firstround)
  • AARP: 1 in 4 seniors will see a tax hike (!) under this bill (The Hill)
  • 12 signs a company is a ‘value trap.’ (bloomberg)
  • Become a Better Investor’s Top 5 Bloggers of 2017. (becomeabetterinvestor)
  • Poor customer retention will kill your startup. (reforge)
  • Please, please don’t borrow against your Bitcoin position. (prestonbyrne)
  • Hedge funds really aren’t trading all that much. (zerohedge)
  • Solar is simply too cheap for rising EV adoption to cause the system to regress. (medium)
  • What’s Going on with Wages? (strategy-business)
  • The IRS wants information from Coinbase about its high value users (TechCrunch)
  • Great Products vs. Great Businesses (collaborativefund)
  • Great advice from Winston Churchill for investors and entrpreneurs. (avc)
  • This Is What Could Pop the Bitcoin Bubble (Bloomberg)
  • How people in the startup ecosystem should think about public markets and the macroeconomy (medium)
  • Great News From McKinsey: Robots Will Take 800 Million Jobs Worldwide By 2030 (Zero Hedge)
  • Sophisticated investors have always sought out investing edges using data and computing power not available to ‘mom and pop’ investors. (bloomberg)
  • Yahoo Finance is getting into the cryptocurrency game. (axios)
  • Athony Isola, "Markets don’t operate in sealed jars." (tonyisola)
  • Why hedge funds may want to pay bonuses early. (bloombergquint)
  • Trend-following funds are venturing into less liquid markets. (ft)
  • The simplest things are often the most difficult: the case of Ringo Starr. (jeffmatthewsisnotmakingthisup.blogspot)
  • Emerging market debt maturities are rising. (ft)
  • The Senate Is Rushing to Pass Its Tax Bill Because It Stinks (New York Times)
  • Where Chicago Isn’t the Second City (wsj)
  • We are still early in the game: don’t get hung up on any individual coin. (pragcap)
  • How America’s Most Important Highway Fails (wsj)
  • We are entering the ‘most dangerous’ period of the economic cycle. (pro.creditwritedowns)
  • Where ‘the golden rule’ goes wrong. (m.signalvnoise)
  • Why my generation is so unhappy economically. (nytimes)
  • Is crypto more Tulip bubble or South Sea bubble? (valueandopportunity)
  • Natural gas and wind are simply outcompeting coal. (wsj)
  • A bunch of Bitcoin may simply be lost or unrecoverable. (fortune)
  • Is it possible? Rubio may have a backbone… (Wall Street Journal)
  • Bitcoin: Your grandma is buying (Wall Street Journal)
  • A profile of venture debt lender Hercules Capital. (bloomberg)
  • Jay-Z’s most unguarded interview ever, hope you didn’t miss (New York Times)
  • Your digital privacy rights will be redefined by this Supreme Court case (news.vice)
  • It Started as a Tax Cut. Now It Could Change American Life.&#xA0 (nytimes)
  • Why Vanguard’s Smart-Beta Bet May Unsettle Its Rivals (institutionalinvestor)
  • Why the US needs a sovereign wealth fund. (nytimes)
  • Jack Vogel, "Even passive index investors are betting on factors." (alphaarchitect)
  • Tyler Cowen on how to think about Bitcoin. (marginalrevolution)
  • iShares looking to get ahead of next year’s stimulus bill (ETF.com)
  • The case for Bitcoin as a ‘pure bubble.’ (ft)
  • No wonder startups talk about ‘disrupting’ when raising venture capital. (hbr)
  • Europe’s tech investment scene is heating up (Bloomberg)
  • Media can never grow as fast as VCs will want. (cjr)
  • What kind of margins will Bitcoin futures require? (ftalphaville.ft)

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