12/17/17 – Sunday’s Interest-ing Reads

  • Tyler Cowen, "Volatility is a feature of Bitcoin, not a bug, and that is in part for reasons that have nothing to do with speculation or bubbliness, but rather follow from the contours of the utility function." (marginalrevolution)
  • A succinct summary of the week’s economic events. (ritholtz)
  • The economic schedule for the coming week. (calculatedriskblog)
  • Are recent returns really that out of whack with history? (capitalspectator)
  • Analysts and VPs at Blackstone seem like a pretty satisfied lot. (wallstreetoasis)
  • What CEOs had to say about the economy this year (in review). (avondaleam)
  • Active managers are wicked bullish. (jlfmi.tumblr)
  • The case for commodities. (mrzepczynski.blogspot)
  • Are you still using a RSS reader? (theverge)
  • Korea is cracking down on Bitcoin. (bloomberg)
  • Where Millennials are buying homes. (finuke)
  • A decade in, what did we learn from the Great Financial Crisis? (economist)
  • You never know where the best ideas will come from. (awealthofcommonsense)
  • Growing concentration in the hands of index fund investors will eventually bite back. (beta.morningstar)
  • The vast majority of Bitcoin miners are in China. (bloomberg)
  • That being said, investors think the market is overvalued. (blogs.wsj)
  • How Twitter ($TWTR) reinvented itself in plain sight. (slate)
  • Tax law changes are going to have a big effect on the muni market. (barrons)
  • Should the Justice Department approve a Disney ($DIS)-Fox deal? (theatlantic)
  • The margins on Bitcoin futures are the highest of any contract. (economist)
  • Tumblr is sinking into irrelevance. (hackernoon)
  • Why grains seem to do nothing but go down. (themacrotourist)
  • The 20 best nonfiction books of 2017. (pastemagazine)
  • The math behind Bitcoin mining energy use. (wired)
  • Why Apple ($AAPL) continues to invest in music (Shazam, HomePod, etc.). (asymco)
  • Global markets are going up for two very good reasons. (thereformedbroker)
  • You can’t blame Amazon ($AMZN) for all of retails woes. (bloomberg)
  • Why the media is filled with stories of those who struck it rich with concentrated investments. (creativeplanning)
  • Bitcoin hearts chaos. (l2inc)
  • Satellites are changing how traders track commodities. (bloomberg)
  • John Griffin’s Blue Ridge Capital is closing its doors. (bloomberg)
  • Having an underfunded pension is getting more expensive. (bloomberg)
  • Harvard is spinning out its direct real estate investing group to Bain Capital. (wsj)
  • Why ‘social’ and ‘media’ should split. (niemanlab)

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