12/05/16 – Monday’s Interest-ing Reads

  • Don’t invest in a great fund if you don’t understand it. (awealthofcommonsense)
  • The schedule for the coming week in the economy. (calculatedriskblog)
  • The IQ Global Resources ETF ($GRES) has caught the rebound in commodities in 2016. (wsj)
  • How to transform a high cost mess of funds into a low-cost, 3 fund portfolio. (mutualfundobserver)
  • A succinct summary of the week’s economic events. (ritholtz)
  • Why Facebook ($FB) will do just enough to fix its fake news problem. (mondaynote)
  • REITs have had a tough start as a separate S&P sector. (wsj)
  • Michael Lewis’ new book "The Undoing Project: A Friendship That Changed Our Lives" is at its heart a "poignant drama." (readingthemarkets.blogspot)
  • WisdomTree Investments ($WETF) is trying to balance its growth. (beta.morningstar)
  • A look back twenty years after Greenspan’s ‘Irrational Exuberance’ speech. (crossingwallstreet)
  • Credit Restrictions Cost Home Buyers "Deal of a Lifetime" (wsj)
  • The Man Who Stands Between Earth and Asteroid Armageddon: NASA’s planetary defense officer.&#xA0 (bloomberg)
  • What CEOs had to say about the economy this week. (avondaleam)
  • How to read 80 books a year. (investorfieldguide)
  • Tyler Cowen’s 21 favorite movies of 2016 including "Arrival." (marginalrevolution)
  • A Worrisome Dearth of Women in the Fund Industry: Studies have found that women run just 2% of the mutual fund industry’s assets. That’s a problem (barrons)
  • Jennifer Senior, "In “The Undoing Project,” Mr. Lewis has found the granddaddy of all stories about counterintuition…" (nytimes)
  • Be a better speaker by caring less about the words you use. (fastcompany)
  • If US companies experience a overseas ‘tax holiday’ expect a surge of share buybacks. (ft)
  • How ETFs are affecting asset pricing. (etf)
  • Even good management cannot save Twitter ($TWTR). (fool)
  • Successful investing means "managing our habits." (etf)
  • By and large, gift cards suck as a gift. (artofmanliness)
  • ETF investors need to beware the ‘wash sale rule’ when doing tax swaps. (barrons)
  • Why Obama isn’t getting credit for the economy (news.vice)
  • A look at the returns on intermediate-term munis. (blog.abglobal)
  • Fund managers who take on more responsibility show worse performance. (evidenceinvestor.co.uk)
  • ISM services for November showed strong growth. (calculatedriskblog)
  • This is the best time of the year for closed-end fund bargain hunters. (barrons)
  • Small cap outperformance in rare at the end of a market cycle. (blogs.wsj)
  • To invest in the Permanent Portfolio you have to take on a lot of tracking error. (theirrelevantinvestor)
  • How Michael Lewis became interested in Kahneman and Tversky. (nytimes)
  • How MLP GPs resemble hedge fund GPs. (sl-advisors)
  • Hedge fund liquidations are outpacing hedge fund openings. (ai-cio)
  • The investing world is rife with overconfidence. (medium)
  • Excess savings and the factors behind continued low global interest rates. (econbrowser)
  • The bond market pullback illustrated: Doubleline experienced outflows. (blogs.barrons)
  • Amazon ($AMZN) has developed a checkout-free grocery store. (theverge)
  •  Higher Rates Don’t Mean Lower House Prices After All (wsj)
  • 52 things learned in 2016. (medium)
  • US companies have been extending the maturity of their debt. (ft)
  • Wal-Mart’s ($WMT) new grocery store concept takes Kroger ($KR) on directly. (businessinsider)
  • Should mutual funds be allowed to invest in non-public shares? (beta.morningstar)
  • The sell-side is trying to get creative, language-wise. (bloomberg)
  • Multi-Millennial Perspective: The View from the Far Future (bradford-delong)
  • South Carolina’s looming pension crisis (postandcourier)
  • Arianna Huffington wants you to sleep more, better. (nytimes)

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