12/19/16 – Monday’s Interest-ing Reads

  • How to think about current valuations. (thereformedbroker)
  • Jason Zweig: Meet the Platypus of Wall Street (Wall Street Journal)
  • Why January could be rough for stocks (@reformedbroker)
  • 2016 was a yuge year for hotels. (calculatedriskblog)
  • OxyContin goes global — “We’re only just getting started” (Los Angeles Times)
  • Tangled Up in Spacetime: Hundreds of researchers in a collaborative project called “It from Qubit” say space and time may spring up from the quantum entanglement of tiny bits of information&#xA0 (scientificamerican)
  • Are index ETFs and emerging markets a good fit? (ft)
  • Bill Gates is apparently the world’s greatest Secret Santa (dailydot)
  • Demand for farmland as an investment continue to increase. (pehub)
  • Nine New Findings About Inequality in the United States (nytimes)
  • Last week was a rough one for the financial markets. (capitalspectator)
  • Barclays Plc is preparing to tell 7,000 clients to do more trading with the firm or find another bank (Bloomberg)
  • SiriusXM’s ($SIRI) success is uniquely dependent on its innovative programming. (wsj)
  • Driverless cars will put millions out of work. Google doesn’t seem to care. (New York Times)
  • An interview with leading ETF expert Itzhak Ben-David. (blog.alphaarchitect)
  • Big asset managers would be beneficiaries of an overseas tax holiday. (ft)
  • The Bloomberg Editorial page on preserving the current world order (Bloomberg)
  • The chances of a 100-year US Treasury bond is slim. (bloomberg)
  • Banks are stepping away from the ETN market. (wsj)
  • When an ETN makes sense. (etf)
  • Farewell Macro Man. (macro-man.blogspot)
  • The problem with market timing research. (obliviousinvestor)
  • The 10 best apps of 2016. (fastcompany)
  • Goldman Warns China Outflows Rising in Both Yuan Payments, Forex (Bloomberg)
  • The Great A.I. Awakening (New York Times)
  • Kudlow: Why Not 100-Year U.S. Treasury Bonds? (cnsnews)
  • How the Richest Economist in History Got That Way&#xA0 (climateerinvest.blogspot)
  • Why don’t US pension funds do more direct investing? (bloomberg)
  • Actively managed ETFs have been the province of bond strategies. (ft)
  • Nuveen is launching five new ESG ETFs. (citywireusa)
  • Stationarity, or why the quants will never find a free lunch (ValueWalk)
  • Why doesn’t Apple ($AAPL) get the benefit of the doubt? (bgr)
  • This change is going to make the bond ETF plumbing run more efficiently. (etf)
  • A closer look at the Protective Asset Allocation strategy. (allocatesmartly)
  • Locked & Loaded: The Gun Industry’s Lucrative Relationship With Hollywood (features.hollywoodreporter)
  • My piece at Enterprising Investor "Soros, Fallibility, Reflexivity, and the Importance of Adapting." (blogs.cfainstitute)
  • 12 apps you should delete. (fastcompany)

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