11/20/17 – Monday’s Interest-ing Reads

  • GE ($GE) is cleaning house at its board of directors. (wsj)
  • Can Carbon-Dioxide Removal Save the World? (newyorker)
  • This is a better way to launch new ETFs. (financial-planning)
  • The flat yield curve is going to give the Fed pause. (bloomberg)
  • Tesla Plays the Long Game With Semi Truck (wsj)
  • The demographic crunch is already affecting Japan’s economy. (asia.nikkei)
  • Small businesses are dealing with tight labor markets. (disciplinedinvesting.blogspot)
  • Tesla Keeps Scaring the Other Automakers (bloomberg)
  • Three rules for decluttering your life. (medium)
  • Bitcoin breaks above $8,000 (Bloomberg)
  • Resolved: AQR is the Vanguard of liquid alts. Agree or disagree? (beta.morningstar)
  • Art auctions ring the bell for peak global liquidity (Telegraph)
  • The economic schedule for the coming week. (calculatedriskblog)
  • Putting an estimate on research costs in the Mifid II era. (ft)
  • The Harvard professor of Bob Dylan studies: "My thesis is that he has become Odysseus" (theguardian)
  • Urban Carmel, "Macro economic data is good." (fat-pitch.blogspot)
  • A profile of Jensen Huang, CEO of Nvidia ($NVDA). (fortune)
  • Robot army is transforming the global workplace (Financial Times)
  • We have way too many meetings. (medium)
  • Oaktree Capital ($OAK) is nudging into the ETF bond space. (bloomberg)
  • Great traders collaborate and find multiple ways of making money. (traderfeed.blogspot)
  • A closer look at the SPDR SSGA Gender Diversity Index ETF ($SHE). (etf)
  • A big Barron’s roundtable on the future of the ETF business. (barrons)
  • Put together a portfolio that works for you (and your institution) not someone else. (awealthofcommonsense)
  • These ETFs generate the most revenue for their sponsors. (etf)
  • Work for a great boss, the role is secondary. (thinkgrowth)
  • Vanguard isn’t concerned with the shrinking number of public US companies. (institutionalinvestor)
  • Big oil is going to help car makers save the combustion engine, LOL (Wall Street Journal)
  • Activist investors are sniffing around shopping mall stocks. (bloomberg)
  • 137 ETFs that charge 0.10% or less. (etf)
  • Post-9/11 U.S. War Costs Will Soon Top $5.6 Trillion (govexec)
  • We greatly undervalue the benefits of controlling our own time. (awealthofcommonsense)
  • The 21 Club: 401(k) investors can thank just 21 superstar stocks for driving the big gains in their retirement savings accounts this year (usatoday)
  • Why Norway SHOULD lighten its exposure to oil stocks. (themacrotourist)
  • Can you use quant strategies in the cryptocurrency space? (factorresearch)
  • Angela’s coalition government falls apart (Reuters)
  • Wisdomtree ($WETF) just purchased ETF Securities’ European-focused ETF business. (citywireusa)
  • Why despite the boom in shale investors are shunning MLPs. (sl-advisors)
  • As societies age they also become more risk averse. (ft)
  • A look at the October 2017 ETF Deathwatch. (investwithanedge)
  • China’s HNA Group is weird af (Wall Street Journal)
  • Twitter ($TWTR) needs a better process for verifying user identities. (theringer)
  • Indexing hasn’t gone too far, maybe active ways too big to start. (bloomberg)
  • Mapping the largest employers in the US by state. (visualcapitalist)
  • Josh Brown, "Rules of thumb, in the investment sphere, are at best worthless and at worst destructive for returns." (thereformedbroker)
  • More digital media companies are thinking of selling out. (bloomberg)
  • 39 Things About Life I Wish I Had Known 10 Years Ago (medium)
  • Corporate America is pulling back on buybacks. (bloomberg)
  • FOMO is a powerful motivator but it is also a return-killer. (safalniveshak)
  • Questions to ask when you own 1.0 Bitcoin. (rivershedge.blogspot)
  • Should you be specialist or a generalist: it’s complicated. (farnamstreetblog)
  • Goldbugs are now pushing Bitcoin to preppers. (bloomberg)
  • I am shocked to read some fund companies misrepresent their Morningstar fund star ratings. (wsj)
  • Digital media is crashing around us. (talkingpointsmemo)
  • Amazon seller lost $400,000 in sales after being attacked by self-proclaimed "virus of Amazon" (cnbc)
  • Another example of really specific strategies: the ProShares Long Online/Short Stores ETF ($CLIX). (blogs.wsj)
  • Investor sentiment pulled back the last two weeks. (disciplinedinvesting.blogspot)
  • A succinct summary of the week’s economic events. (ritholtz)
  • Loey’s 8 rules on asset allocation. (ft)
  • What CEOs had to say about the economy this week. (avondaleam)
  • How to say no to work events. (fastcompany)
  • GM ($GM) is selling more Bolts than Tesla ($TSLA) sells Model S & X’s. (bloomberg)
  • The panic low was 9 years ago today. (crossingwallstreet)
  • When a 10 Percent Gain Makes You Feel Like a Loser (blogs.wsj)
  • Being a CEO of a big company today is no cake walk. (ft)
  • Why a governance-focused ETF would be cool. (etf)
  • The Treasury Secretary’s Wife (National Review)
  • What happens to the stock market when the yield curve is flat. (stockcharts)
  • Founder of Exponential ETFs thinks he might be nuts (LinkedIn)
  • How blockchain technologies could save Wall Street money. (bloomberg)

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