11/28/16 – Monday’s Interest-ing Reads

  • Why denser areas are more productive. (voxeu)
  • Abnormal Returns was included on this list of blogs that elite venture capitalists read every morning. (ramenprofitable.co)
  • The fiduciary standard is not going away. (thereformedbroker)
  • There is a difference between big data and good data. (bloomberg)
  • Today you can get "Quantitative Momentum," "Quantitative Value" and "The DIY Advisor" for just $9.99 on Amazon. (blog.alphaarchitect)
  • The economic schedule for the coming week. (calculatedriskblog)
  • There is a widening gap between voting and non-voting Under Armour ($UA) shares. (wsj)
  • Some of the Wisest Words Ever Spoken About Investing (blogs.wsj)
  • How ETF investors reacted to the election. (beta.morningstar)
  • The WSJ is already warning us why we should be fearful of approaching Dow 20,000. We broke 19,000 last week. (Wall Street Journal)
  • Treasury yields round-tripped this year (TRB)
  • There is no shortage of infrastructure projects that would quickly add value. (marginalrevolution)
  • Michael on "mental scar tissue" contains one of the best paragraphs about what it means to be an investor I’ve ever read. (Irrelevant Investor)
  • Does Ben Carlson worry about anything? Here’s one thing, and it’s potentially big (A Wealth Of Common Sense)
  • Busyness is not a badge of honor. (qz)
  • Goldman: Don’t fret the dollar, buy EM (Value Walk)
  • Why you should closely guard the first hour of your workday. (medium)
  • A nice mention from John Rekenthaler about evidence-based investing and our event (Morningstar)
  • Stripe is well beyond the Unicorn stage with its latest fundraising round. (nytimes)
  • British investors are losing the fund expense game. (economist)
  • Commodities had a good week, last week. (capitalspectator)
  • Lessons learned from recent manias and panics. (pensionpartners)
  • The Hidden Variable of Investment Performance (awealthofcommonsense)
  • Fantastic explainer on relationship between market beta and annual returns (The FP Engineer)
  • The online lending industry shows declining volume. (ft)
  • Investors Turn Toward Evidence (beta.morningstar)
  • Is Apple’s corporate structure outdated? (vox)
  • Communism as "a secular religion that lasted one century" (Global Inequality)
  • Female fund managers are scarce worldwide. (news.morningstar)
  • Where’s the earnings recession? (fat-pitch.blogspot)
  • How well run is your ETF? (etf)
  • Check out the rise in short-term muni yields. (barrons)
  • Virtu wants the SEC to look at the challenges of ETF trading at or near the close. (ft)
  •  Pot is legal in Massachusetts. What do opposing towns do now? (csmonitor)
  • Why the term spread has increased recently. (econbrowser)
  • How do you manage a company whose stock is considerably overvalued? (alephblog)
  • Garlic futures in China look pretty bubbly. (bloomberg)
  • This company wants to remove names from resumes altogether. (businessinsider)
  • Castro, or no Castro, Cuba’s economy is a mess. (bloomberg)
  • The upside of a business-oriented President who "thinks big." (nytimes)
  • Seth Godin, "Low price is the refuge for the marketer who doesn’t have anything more meaningful to offer." (sethgodin.typepad)
  • US home prices were up 5.4% year-over-year. (calculatedriskblog)
  • America’s First All-Renewable-Energy City: Burlington’s decades-long commitment to sustainability has paid off with cheap electricity — and some pretty great homegrown food.&#xA0 (politico)
  • Microsoft ($MSFT) and Google ($GOOGL) are beating Apple ($AAPL) at their own game. (hackernoon)
  • Elliot Management is effective in getting its activist targets acquired. (bloomberg)
  • You can only blame the Fed for bad decisions for so long. (dashofinsight)
  • Can’t sleep? Start by changing your lights to Philips Hue LEDs. (adamhgrimes)
  • Technology, not trade, killed manufacturing jobs. (fat-pitch.blogspot)
  • Momentum investing is not growth investing. (charlessizemore)
  • Attention RIA execs: I’m speaking at the Market Counsel Summit next week! (Market Counsel)
  • The forthcoming Gabelli Media Mogul NextShares ETF will only buy shares in John Malone-related companies. (bloomberg)
  • Time’s 100 Most Influential Images of All Time (100photos.time)
  • An ETF that tracks the ETF market. Sure, why not? (etf)
  • Chemical activity continues to expand. (valueplays)
  • A succinct summary of the week’s economic events. (ritholtz)

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