11/10/15 – Tuesday’s Interest-ing Reads

  • Asset allocation is a commodity. (mebfaber)
  • How you, the amateur investor, can beat the pros (washingtonpost)
  • As GE Joins the $300-Billion Club, How Top-Heavy Is the Market? (blogs.wsj)
  • The ultimate streaming media player review. (qz)
  • US companies are more leveraged than you think. (bloomberg)
  • Microsoft’s Stock Math: Fewer Shares, Pricier Shares (nytimes)
  • Can marijuana use the craft-beer approach to startups? (washingtonpost)
  • Good luck finding revenue growth in US companies. (ft)
  • Quarterly earnings ARE important for investors with a long-term focus. (blog.estimize)
  • Stock market bubbles are rare events. (marketwatch)
  • There is still no sign of a recession on the horizon for the US economy. (capitalspectator)
  • Some common characteristics of legendary venture capitalists. (medium)
  • ‘Unicorns’ have pushed to hard on valuation. Disappointment awaits. (nytimes)
  • History Validates Initial Skepticism (theness)
  • Fracking killed Keystone (usatoday)
  • WordPress is the dominant online publishing platform. (ma.tt)
  • Goldman Sees 60% Chance Current “Expansion” Continues Another 4 Years, Becomes Longest Ever (Zero Hedge)
  • A closer look at the forthcoming Hello Fresh IPO. (mahesh-vc)
  • A Year Out, Ignore General Election Polls They have little relationship to the final outcome (fivethirtyeight)
  • Why the iPhone 6s and Instagram are still undervalued. (howardlindzon)
  • Amazon ($AMZN) still wants a part of the streaming music pie. (nytimes)
  • I had a blast at the Todd Harrison-produced T3 Live conference this weekend. Jeff Saut wrote up some notes (Minyanville)
  • Right now all is good for Airbnb and the hotels occupancy-wise. (calculatedriskblog)
  • What the Square IPO says about tech unicorns. (marketwatch)
  • Everything small businesses are saying continues to point to higher wages (Business Insider)
  • J.J. Abrams, Star Wars Superfan, on Directing The Force Awakens (wired)
  • ETF statistics for October 2015. (investwithanedge)
  • Apple Car Team Secretly Attends Automobile Conference (ValueWalk)
  • Part of being great is being lucky about when you were born (Irrelevant Investor)
  • Good luck trying to build a consumer-facing Internet business these days. (avc)
  • Lowest assets under management for GLD since 2008 (Bloomberg)
  • Small business optimism is flatlining. (calculatedriskblog)
  • Why are lumber prices down? (calculatedriskblog)
  • Tim Duncan isn’t finished suing his financial advisor (ESPN)
  • Goldman:The U.S. economic expansion isn’t set to die of old age. (bloomberg)
  • Are Your Forecasts Better Than a Random Walk? (Enterprising Investor)
  • A Thousand Years Ago, the Sun Erupted. If That Happened Now, We’d Be in Big Trouble. (slate)
  • Hedge funds load up on sugar. (wsj)
  • Mike Harris: Trend following is dead (Price Action Lab)
  • Was Benjamin Graham Skillful or Lucky? (blogs.wsj)
  • Indian startups are facing a talent crunch. (wsj)
  • The online tools one trader uses. (athrasher)
  • Blackrock ($BLK) is cutting fees toward 0.0% on some ETFs. (mobile.reuters)
  • No evidence that financial experts make better investment decisions (richandco.wordpress)

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