11/13/17 – Monday’s Interest-ing Reads

  • A dead simple productivity hack everyone can manage. (thriveglobal)
  • As ETF fees drop to 0.0%, other factors become more important differentiators. (marketwatch)
  • Among other things, crypto-assets are changing the nature of deal making for VCs and hedge funds. (wired)
  • Why do hedge funds underperform (badly) a relevant benchmark? (allaboutalpha)
  • Millennials love cold-brewed coffee. (wsj)
  • So many funds have no reason to exist. (awealthofcommonsense)
  • 2017 was the worst year weather-wise since 1927. (marketwatch)
  • There is a difference between ‘full’ and ‘enough.’ (sethgodin.typepad)
  • It’s time to starting to talking about the slope of the yield curve. (crossingwallstreet)
  • What CEOs had to say about the economy this week. (avondaleam)
  • GE slashes its dividend by 50% (Zero Hedge)
  • We finally have proof that visionary founders make the worst CEOs (Quartz)
  • J.D. Roth, "If you want to speculate in Bitcoin, go for it. But don’t delude yourself that what you’re doing is investing." (getrichslowly)
  • Kids don’t covet toys they way the used to, hence the logic of a Mattel ($MAT)-Hasbro ($HAS) hook-up. (wsj)
  • Technology IS a cyclical sector. (advisorperspectives)
  • Uber and Softbank have cleared the way for the company to move forward. (wsj)
  • If you like volatility, then this was a good for Bitcoin watchers. (wsj)
  • Franklin Templeton ($BEN) is late to ETFs but not shy. (riabiz)
  • Why MLPs are in such disfavor. (sl-advisors)
  • Complaining about ETF trading issues is a false flag. (bloomberg)
  • UK business schools are seeing a Brexit-induced exodus. (ft)
  • The Bitcoin-Bitcoin Cash battle is heating up. (arstechnica)
  • Americans trust Amazon as much their banks (The Big Picture)
  • What happened Tyler Cowen went to an Amazon ($AMZN) store. (marginalrevolution)
  • A closer look at the flattening yield curve. (bloomberg)
  • US heavy truck sales are up year-over-year. (calculatedriskblog)
  • How low volatility today sets markets up for higher volatility in the future. (mrzepczynski.blogspot)
  • This is the big difference between Bitcoin and Bitcoin Cash. (bloomberg)
  • The economic schedule for the coming week. (calculatedriskblog)
  • Saying your fund is run by AI is the new, hot backtest. (wsj)
  • Vanguard’s entry will push down smart beta ETF expenses. (institutionalinvestor)
  • When to show up for anything. (esquire)
  • The world’s tech companies have added $1.7 trillion in value this year. (ritholtz)
  • A multi-factor portfolio approach would dominate actual equity hedge fund performance. (factorresearch)
  • Bitcoin had one of those mini-crashes it’s famous for over the weekend (Bloomberg)
  • The One Yield Curve That Should Concern Powell (Bloomberg View)
  • The Vanguard Total Corporate Bond ETF Shares ($VTC) combines three Vanguard ETFs. (etf)
  • Not all index funds do what they are supposed to do. (blogs.wsj)
  • Matt Levine: Machine traders will be just as shady as humans, with none of the guilt (Bloomberg View)
  • Why financial advisors don’t charge performance fees (Nerd’s Eye View)
  • Andy Thrasher’s chart review is a good read (A Thrasher)
  • There are good and bad reasons to hold cash in your portfolio, but it’s important to remember cash is not risk-free. (BlackRock Blog)
  • Why you should pay attention to what Japan’s Government Pension Investment Fund is doing. (themacrotourist)
  • America loses its last denim factory (New York Times)
  • Euro Economy Is Heading Towards a Golden Period (Bloomberg)
  • What’s the right amount of margin for Bitcoin futures? (barrons)
  • Some banks are structuring themselves to make sure they are NOT overseen by the Federal Reserve. (wsj)
  • What happens when an ETF changes the index it tracks, sometimes dramatically. (etf)
  • GE’s got a plan to fix the disaster Immelt left in his wake (Wall Street Journal)
  • A succinct summary of the week’s economic events. (ritholtz)

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