12/04/17 – Monday’s Interest-ing Reads

  • What the Pliocene epoch can teach us about future warming on Earth (sciencenews)
  • What are high yield bonds? (pensionpartners)
  • Tesla ($TSLA) no longer operates in a competitive vacuum. (dealbreaker)
  • The slope of the yield curve is not a concern yet. (ftalphaville.ft)
  • Businesses have been slow to adopt Bitcoin as a transaction vehicle. (wsj)
  • Could the Fed offer a digital currency at so (wsj)
  • Regulators are still a bit behind on Bitcoin futures. (bloomberg)
  • Voters don’t vote their self-interest. They vote their values. (georgelakoff)
  • We are looking at a bad flu season. (popsci)
  • Many current MLP investors are "confused." (sl-advisors)
  • 5 big ETF one-hit wonders. (etf)
  • Even Robots Are Joining the Bitcoin Craze as Quants Seek an Edge (bloomberg)
  • Smart speakers (and wireless earphones) are the same business. Guess who will dominate? (economist)
  • B-schools are desperately looking for blockchain experts. (ft)
  • America’s fertility rate is dropping, fast. (medium)
  • The universe of blockchain-related stocks is so small you pretty much need to buy them all for a blockchain ETF. (mutualfundobserver)
  • Just how low volatility has been in 2017. (bloomberg)
  • Five things to think about other than ETF fees. (vanguardblog)
  • Shareholders in MLPs have (extremely) limited rights. (sl-advisors)
  • Uh oh. MBA types are interested in cryptocurrencies. (dealbreaker)
  • Next week Chicago will be the center of the Bitcoin world. (wsj)
  • Bitcoin, Ignorance and You (blogs.wsj)
  • 98,750,067,000,000 Reasons to Be Worried About 2018 (bloomberg)
  • A Q&A with Will Rhind of startup ETF provider GraniteShares. (etfdb)
  • The case for the Japanese yen. (themacrotourist)
  • Why CTAs will soon be including Bitcoin amongst their trading vehicles. (bloomberg)
  • Female fund managers are more likely to leave the industry at any age. (wsj)
  • How Amazon ($AMZN) and Wal-Mart ($WMT) are becoming more alike. (businessinsider)
  • Hipsters love RVs. (wsj)
  • The case for the CVS ($CVS)-Aetna ($AET) merger. (nytimes)
  • The case for quadruple leveraged ETFs. (citywireusa)
  • A list of the US companies with the most cash held overseas. (axios)
  • Managed futures have performed pretty much in line for the YTD. (mrzepczynski.blogspot)
  • A succinct summary of the week’s economic events. (ritholtz)
  • International stocks are still pretty much making up for a bad 2014-2016. (theatlasinvestor)
  • How 41 People in Lithuania Took Over Your Facebook Feed (nytimes)
  • Is there pent up demand to short Bitcoin? (bloomberg)
  • The economy can’t be explained by the numbers alone. (awealthofcommonsense)
  • Tech Giants’ Shadows Fall Over Promising Startups (barrons)
  • How much of Bitcoin’s rise can be attributed to our political situation? (ft)
  • How the deal could transform CVS stores into ‘front doors’ into the health care system. (money.cnn)
  • How various tactical asset allocation strategies performed in November 2017. (allocatesmartly)
  • Canada could make billions from legal pot (money.cnn)
  • Vanguard is launching five single-factor ETFs in 2018. (blogs.wsj)
  • Blackrock ($BLK) and Vanguard are on track the asset management industry. (bloomberg)
  • How the City of Chicago was able to issue AAA-rated bonds. (wsj)
  • Some cautionary words on high yield bond ETFs. (blogs.cfainstitute)
  • How JP Morgan ($JPM) and Vanguard are approaching factor ETFs differently. (citywireusa)
  • Using The Latte Index to suss out overvalued (and undervalued) currencies. (visualcapitalist)
  • How to move across country without going crazy. (gq)
  • The big banks are taking threats of a massive cyberattack seriously. (wsj)
  • Blackrock ($BLK) and Vanguard are on track to have $20 trillion in AUM. (bloomberg)
  • A deep dive into sector performance in November. (mrzepczynski.blogspot)
  • A look at some mutual funds that have been around 2 years but not 3, i.e. star-eligible. (mutualfundobserver)
  • Bill Gates’ five favorite books from 2017. (businessinsider)
  • Just in case you needed another lesson in why you shouldn’t mix politics and portfolios. (bclund)
  • The economic schedule for the coming week. (calculatedriskblog)
  • Just how big is the smart speaker market? (aboveavalon)
  • Tyler Cowen’s (extended) list of the best non-fiction books of 2017. (marginalrevolution)

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