11/06/15 – Friday’s Interest-ing Reads

  • The sequence of returns matters a great deal to individual and pension plans. (nytimes)
  • Baby boomers are what’s wrong with America’s economy (washingtonpost)
  • Public companies have private company envy. (nytimes)
  • Pete the Planner talks with Scott Wise, CEO of a rapidly growing chain of restaurants. (blog.petetheplanner)
  • The damage a break from your investment strategy can do to your portfolio. (blog.abglobal)
  • First-time Buyers Continue to Retreat from U.S. Housing Market (worldpropertyjournal)
  • Stephen Dubner talks food science with Kenji López-Alt author of “The Food Lab: Better Home Cooking Through Science.”* (freakonomics)
  • The National Stock Exchange is relaunching with a twist. (wsj)
  • Jay Yarow and Farhad Manjoo talk with Y Combinator President Sam Altman. (soundcloud)
  • October showed strong growth in non-farm payrolls. (calculatedriskblog)
  • Why America doesn’t have a postal banking system…and should. (slate)
  • Brian Koppelman talks with Tom McCarthy director of the acclaimed movie “Spotlight.” (slate)
  • How Much the Presidential Candidates Raised from Real People (bloomberg)
  • Companies are caving in ever quicker to activists. (bloomberg)
  • The Year Ahead 2016: 50 Companies to Watch (bloomberg)
  • Looking forward to wha the Fed will do in 2016. (economistsview.typepad)
  • Market Changes May Prompt New Definition of Insider Trading (nytimes)
  • How Framing Affects Investment Decisions & Outcomes (awealthofcommonsense)
  • There were only a few hiccups in the NFP report. (bonddad.blogspot)
  • Just how myopic are activist investors? (nytimes)
  • Horatio Sanz’s brutal “SNL” takedown: The show becametoo conservativeand helped George W. Bush win the presidency (salon)
  • My latest edition of “Essential Listening” at the Enterprising Investor blog includes talks with Nobel prize winner Angus Deaton and Mario Gabelli. (blogs.cfainstitute)
  • The price of Bitcoin has come back from the dead. (nytimes)
  • Technology’s big five, Apple, Google, Amazon, Microsoft and Facebook continue to get more powerful. (wsj)
  • ‘B.S. Report’ SXSW Special: Horatio Sanz and Wesley Morris (grantland)
  • Adele: Inside Her Private Life and Triumphant Return (rollingstone)
  • Companies Are Attacking Consumers For Bad Reviews — Now Congress Wants To Step In (buzzfeed)
  • Fund managers don’t focus on after-tax returns but you should. (news.morningstar)
  • We Asked A Lawyer What to Do if You’ve Been Screwed by an Arbitration Clause (vice)
  • A chat with Nobel Prize-winning economist Angus Deaton. (ftalphaville.ft)
  • Michael Martin talks with Aaron Brown author of “Financial Risk Management for Dummies.”* (martinkronicle)
  • Goldman Sachs ($GS) is going to promote young bankers faster. (bloomberg)
  • Barry Ritholtz talks with veteran money manager Mario Gabelli of Gamco Investors. ($GBL). (ritholtz)
  • Seth Godin, “(P)andering is a waste of what’s possible.” (sethgodin.typepad)
  • A discussion with James O’Shaughnessy author of “What Works on Wall Street.”* (theinvestorspodcast)
  • A blog changed this guy’s life. (etf)
  • Peter Krause CEO of AllianceBernstein ($AB) really, really doesn’t like ETFs. (nytimes)
  • Ben Thompson and James Allworth talk about managing by the numbers and companies that really go for it. (exponent.fm)
  • A life without work can be deadly. (ft)
  • Risk-parity strategies are under increasing scrutiny. (wsj)
  • Grantland and the (Surprising) Future of Publishing (stratechery)

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