12/19/17 – Tuesday’s Interest-ing Reads

  • Norway is planning to decriminalize drugs (independent.co.uk)
  • Bitcoin exchanges are the Wild West. (davidgerard.co.uk)
  • How to use principal component analysis (PCA) to calculate portfolio weights. (capitalspectator)
  • How much the leading companies make per second. (visualcapitalist)
  • Cass Sunstein author of "The World According to Star Wars" is mixed on "Star Wars: The Last Jedi." (bloomberg)
  • Not surprisingly, younger societies are more innovative. (papers.ssrn)
  •  EPA Employees Spoke Out. Then Came Scrutiny of Their Email. (nytimes)
  • Don’t confuse factor exposures with skill. (etf)
  • The ins and outs of getting a job in finance. (alephblog)
  •  Silicon Valley Is Turning Into Its Own Worst Fear (buzzfeed)
  • Just in time for the holiday party season, here are six defensive strategies every woman should know. (recode)
  • Analysis of the Tax Cuts and Jobs Act (taxpolicycenter)
  • Malls are bracing for even more store closures in 2018. (bloomberg)
  • Meb Faber looks back ten years later at his paper "A Quantitative Approach to Tactical Asset Allocation." (mebfaber)
  • Lessons learned from the Panic of 1907. (basehitinvesting)
  • The fan backlash against "The Last Jedi" explained. (vox)
  • Why Bitcoin "has captured something." (nytimes)
  • How equity factors have performed in the US and UK post-crisis. (mrzepczynski.blogspot)
  • The color of lightsabers in the "Star Wars" movies ranked. (fivethirtyeight)
  • Do you have the answer to: When to sell? (ofdollarsanddata)
  • Do Morningstar fund analyst ratings add value? (beta.morningstar)
  • CRISPR in 2018: Coming to a human near you (technologyreview)
  • Amazon ($AMZN) will make an impact on the drug business. (bloomberg)
  • Missed the Dotcom Bubble? Now you get your chance with Bitcoin. (themacrotourist)
  • India’s stock market is breaking out. (allstarcharts)
  • StockTwits just got a huge upgrade on the web. (blog.stocktwits)
  • The top 10 stocks in Morningstar’s Ultimate Stock Picker’s Index. (beta.morningstar)
  • When Tencent and Alibaba are doing more deals overseas. (ft)
  • The first hedge fund dedicated to cryptocurrency, the Pantera Bitcoin Fund, has just released spectacular returns. (nytimes)
  • Why Bill Miller has half of his hedge fund in Bitcoin. (marketfolly)
  • Seven and a Half Reasons to Be Optimistic About Tech in 2018 (bloomberg)
  • David Einhorn, "We’re wrong all the time. I shouldn’t say all the time. We’re wrong often. We have to constantly question whether we’re wrong." (marketfolly)
  • Don’t forget, factors have seasonal tendencies. (factorresearch)
  • The Other Tech Bubble (wired)
  • Private equity groups sell assets at fastest pace since crisis (ft)
  • There was a lot of pent-up demand for Amazon Prime Video on Apple TV. (venturebeat)

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