11/03/16 – Thursday’s Interest-ing Reads

  • Some notes from Warren Buffett’s early shareholder letters. (medium)
  • The $900 million the Ricketts paid for the Cubs now looks like a bargain. (breakingviews)
  • Value And Momentum Starting To Align (Meb Faber)
  • Gold Might Be Shiny But Base Metals Look Brighter! (All Star Charts)
  • Brexit is going to require a vote from Parliament. (nytimes)
  • Tony Isola on his first anniversary with Ritholtz Wealth Management (A Teachable Moment)
  • CUBS WIN! CUBS WIN! (Chicago Tribune)
  • Aging product line aside, Apple ($AAPL) has been able to avoid the PC slump. (businessinsider)
  • A profile of Andy Borowitz, a victim of his own success. (theringer)
  • Active managers are feeling like they should go on the lam. (thereformedbroker)
  • The FDA has a hiring problem. (marginalrevolution)
  • Congrats to Josh on eight great years of blogging. (thereformedbroker)
  • Some alternatives to the high priced, high tech hubs. (wsj)
  • The sad story of superstar sports writer Jennifer Frey. (deadspin)
  • First time PE funds outperform established firms. (ai-cio)
  • An interview with former NSA boss Michael Hayden. (playboy)
  • Facebook smashes earnings but shares chilled on the outlook for future growth (Business Insider)
  • Hey Cubs, from a Red Sox fan, recognize it will never be the same or as good as it is right now. (slate)
  • Macbook Pro critics don’t understand the place of the laptop in the Apple ($AAPL) product line-up. (asymco)
  • There’s no stopping Vanguard’s dominance. (wsj)
  • Stop looking at portfolio diversification as a cost center (ValueWalk)
  • Can predictive policing cut crime without trampling on our rights? (aeon.co)
  • Bond markets are beginning to get a little unhinged. (bloomberg)
  • Has Emerging Market Debt Entered the Mainstream? (Enterprising Investor)
  • Layoffs are still at historically low levels. (calculatedriskblog)
  • Michael Rosenberg, "Chicago Cubs, World Series Champions. All these years, some people said the Cubs needed to break a curse, and others said they just needed to build the best team in baseball. It turns out, everybody was right." (si)
  • What Goldman Sachs ($GS) is doing to remain relevant. (economist)
  • Why smart people make bad decisions. (collaborativefund)
  • How Chicago Cubs championship hats get to the stores so quickly. (bloomberg)
  • The inside story of how Deutsche Bank ($DB) came to the brink. (spiegel.de)
  • How Halloween stores conquered America. (bloomberg)
  • Update: The Endless Parade of Recession Calls (Calculated Risk)
  • Will the election f*** up the Fed’s plans? (MoneyBeat)
  • The best team and the best story won the World Series. (theringer)
  • The Cubs succeeded by using Moneyball and then throwing it away. (qz)
  • Apple ($AAPL) TV needs a revamp. (joe-steel)
  • The GMO revolution has been a bit of a disappointment. (nytimes)
  • A nice recap of the Cubs victory. (wsj)

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