11/14/17 – Tuesday’s Interest-ing Reads

  • Small businesses are still pretty optimistic. (calculatedriskblog)
  • Wolf of Wall Street-style ‘pump and dump’ scams plague cryptocurrency markets (Business Insider)
  • A small portfolio tweak can significantly increase safe withdrawal rates. (alphaarchitect)
  • Correlation between Dow components falling apart (Price Action Lab)
  • Philo is a new entertainment-focused streaming service for $16 a month. (wsj)
  • The German economy is doing just fine, thank you. (fortune)
  • A Little Knowledge is Dangerous (Of Dollars and Data)
  • Single CEOs don’t give a f*ck. (papers.ssrn)
  • Why taxable investors should put a big slug of their bond money into munis. (blogs.cfainstitute)
  • Roku’s ($ROKU) post-IPO trading has been unusual to say the least. (businessinsider)
  • People watch Netflix ($NFLX) pretty much everywhere. (qz)
  • International diversification makes sense, but tilts based on valuation need to be few and far between. (blog.thinknewfound)
  • Malls are looking to the hot, Millennial brands to bail themselves out. (wsj)
  • Literally treason (The Atlantic)
  • The US will become the undisputed global oil and gas leader for decades to come. (bloomberg)
  • Oil stocks are still lagging the rise in crude oil prices. (topdowncharts)
  • Muni bond investors would do well to avoid tobacco-backed bonds. (advisorperspectives)
  • Would you buy stock in a public Reddit? (variety)
  • Some thoughts on the ICO bubble. (hackernoon)
  • Liquid alts, like I’ve been telling you for years, are a shitshow (Morningstar)
  • How much stock should we put in the S&P 500’s twelve month positive streak? (bloomberg)
  • Is Apple ($AAPL) making a mistake betting on a Reese Witherspoon-Jennifer Aniston vehicle? (slate)
  • Single-family offices LOVE alts. (thinkadvisor)
  • Why Ted Seides lost his famous bet with Warrren Buffett (advisorperspectives)
  • If you love volatility, you are going to love Bitcoin Cash. (fortune)
  • Credit Suisse: Millennials deserve our sympathy (Bloomberg)
  • Missouri Attorney General Launches Probe Into Google’s Business Practices (Wall Street Journal)
  • A review of some recent factor-focused research papers. (capitalspectator)
  • Is AI-based stock trading overhyped? (venturebeat)
  • Why picking a good liquid alternative fund is so difficult. (beta.morningstar)
  • Venezuela officially defaulted on its bonds. (qz)
  • Richest 1% own half the world’s wealth (Guardian)
  • One way activist investors affect companies is making their acquisition strategies more disciplined. (papers.ssrn)
  • Active management is no cure-all for high valuations. (etf)
  • Around the world, cash is losing out to electronic payments. (nytimes)
  • How investors in aggregate can change their allocation to equities. (elmfunds)
  • The cost of trading market anomalies is higher than you think. (papers.ssrn)
  • Bloomberg is launching a 24/7 news network on Twitter ($TWTR). (axios)
  • Positive SMB may not mean you own Small-Caps. (alphaarchitect)
  • Why Bitcoin won’t become a medium of exchange. (bloomberg)
  • How to define an asset class in four steps. (windhamlabs)
  • Amazon Worth a Trillion a Year From Now, Says Morgan Stanley (Barron’s)

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