09/22/17 – Friday’s Interest-ing Reads

  • Scott Galloway talks with NYU professor David Yermack about the blockchain. (l2inc)
  • On the danger of just ‘doing something’ with your investments. (danielsolin)
  • Sometimes even a successful fund investment can be a mistake. (humbledollar)
  • Shane Parrish sits down with Adam Grant author of "Originals: How Non-Conformists Move the World." (farnamstreetblog)
  • This anniversary is a reminder that some market gurus are full of it (usatoday)
  • A Hacker’s Guide to Destroying the Global Economy (institutionalinvestor)
  • New York’s Airports Are Still the Worst (bloomberg)
  • Does the Fed know if QE or QE2 worked? (wsj)
  • Choosing among high quality bond funds need not be all that difficult. (beta.morningstar)
  • Why you should be wary of Hong Kong’s market rally. (bloomberg)
  • Being Sure You’re Right Makes You Weaker (bloomberg)
  • Kelly Leonard talks with Eric Barker
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09/21/17 – Thursday’s Interest-ing Reads

  • How McGeorge Bundy changed how foundations and endowment invest. (bloomberg)
  • The Apple Watch 3 is NOT a substitute for the iPhone. (daringfireball)
  • Why CFOs get ‘finance guilt’ and how to combat it. (medium)
  • Slack just got a big investment from the Softbank Vision Fund. (ft)
  • Facebook’s ($FB) Sheryl Sandberg took one for the team. (dealbreaker)
  • Twitter takes down 300,000 terror accounts as AI tools improve (ft)
  • The not-so-secret secrets behind the success of Gregg Popovich and the San Antonio Spurs. (thewaiterspad)
  • The comprehensive case for investing more money in female-led startups. (hbr)
  • Breakout Labs wants to back companies that are "lab science aided by computing power." (fortune)
  • Amazon ($AMZN) is "conventionalizing" Whole Foods. (wsj)
  • No one is recommending long positions in the US dollar. (themacrotourist)
  • Patreon
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09/20/17 – Wednesday’s Interest-ing Reads

  • How the exclusion on home price gains works. (humbledollar)
  • United Income is targeting an older, wealthier demographic. (wsj)
  • What makes for a strong financial advisor brand. (iris.xyz)
  • Welcome to the era of the terrible, horrible, no good, very bad 30-home-run hitter (espn)
  • U.S. Stocks Are Front-Running Third-Quarter Earnings Beats (bloomberg)
  • A shout out to some financial mentors. (whitecoatinvestor)
  • Supernova shows “the universe is crazier than science fiction” (newatlas)
  • Want a Better Health Care System? Check Out Japan (bloomberg)
  • Myths, Markets and Easy Money (pensionpartners)
  • Morningstar is merging its two major conferences into one. (riabiz)
  • Robo-advisor portfolios are different enough that they require some research. (marketwatch)
  • What really happened in 2016, in 7 charts (vox)
  • Maybe retirees should rent instead of own. (randomroger)
  • Why “killer robots” are becoming a real threat
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09/19/17 – Tuesday’s Interest-ing Reads

  • How the IPO process broke and a couple of different solutions. Will either work? (nytimes)
  • The iPhone 8 is not the upgrade you are looking for. (wsj)
  •  Is This the Electric Car That's Going to Kill Tesla? (bloomberg)
  • Soros hatred is a global sickness (ft)
  • Female hedge funds outperform those run by men (ft)
  • Busting some Bitcoin myths. (valueandopportunity)
  • Apple’s ($AAPL) new headquarters may be Silicon Valley’s last gasp or why Amazon ($AMZN) is looking afar for HQ2. (bloomberg)
  •  How Millennials Can Prepare For the Next Financial Crisis (awealthofcommonsense)
  • Why averages can obscure rather than illuminate. (blog.thinknewfound)
  • These 11 Pictures of Saturn Will Stun You, Even Now (bloomberg)
  • In some ways understanding the long-term is easier than the short-term. (rick.bookstaber)
  • Another firm just jumped into the direct lending
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09/18/17 – Monday’s Interest-ing Reads

  • Grind don’t whine: 7 habits of successful traders. (thecrosshairstrader)
  • Tech stocks as a hedge for career obsolescence. (thereformedbroker)
  • The best teams thrive on disagreement. (hbr)
  • Amazon ($AMZN) needs to be careful not to cannibalize in-store sales at Whole Foods. (bloomberg)
  • More powerful smartphones need a lot more memory. (wsj)
  • Emerging market equities are still the leading major asset class over the past twelve months. (capitalspectator)
  • Why investors continue to shun the shares of publicly traded PE firms. (bloomberg)
  • Tom Brakke is hosting an advanced due diligence and manager selection conference in November. Details here: (tjbresearch)
  • Sign up for a new Coinbase account, trade $100 in crypto and get $10 in Bitcoin free. (coinbase)
  • Beware the CEO who writes a book, i.e. Ray Dalio. (ft)
  • ETFs
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09/17/17 – Sunday’s Interest-ing Reads

  • Why love and loath the character of Gordon Gekko. (review.chicagobooth.edu)
  • Pea protein is the future of milk-substitutes. (bloomberg)
  • The demand for fast home wi-fi is only increasing. (wsj)
  • The US dollar has not been this oversold in nearly a decade. (seeitmarket)
  • Solar energy keeps getting cheaper, faster than anyone expected. (arstechnica)
  • Millennials are buying SUVs to drive to their suburban homes. (npr)
  • Incomes are rising but men are still lagging. (marginalrevolution)
  • Why don’t we take data privacy seriously? (bloomberg)
  • A supersonic plane is closer to reality. (bloomberg)
  • Apple ($AAPL) introduced noise-cancelling Beats Studio 3 Wireless. (businessinsider)
  • Is Bridgewater Associates a "hedge fund or social experiment"? (nytimes)
  • A dozen lessons about business and life from Jimmy Iovine. (25iq)
  • China wants electric car IP. (nytimes)
  • Why Harvard
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09/15/17 – Friday’s Interest-ing Reads

  • The great nutrient collapse: The atmosphere is literally changing the food we eat, for the worse. And almost nobody is paying attention (politico)
  • How much faith do Fed officials have in their inflation forecasts? (bloomberg)
  • Comparing this decline to previous declines in Bitcoin. (stocktwits)
  • Russ Roberts and Noah Smith on technology and the terms of global trade. (a16z)
  • The Game-Changing Cars and Concepts at the Frankfurt Motor Show (bloomberg)
  • Brett McKay talks with Adam Gazzaley author of "The Distracted Mind" about the challenge of our devices. (artofmanliness)
  • Why the SEC is closely monitoring the ICO boom. (bloomberg)
  • Some insights on Apple’s ($AAPL) many announcements this week including a surprising take on the iPhone 8. (daringfireball)
  • Why its important to take a look inside the new iPhones.
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09/14/17 – Thursday’s Interest-ing Reads

  • The behavioral reasons why value investing so difficult. (behaviouralinvestment)
  • Fund concentration has been on the decline is open-end US equity mutual funds for awhile now. (beta.morningstar)
  • It’s difficult to dismiss the signs of hype around the recent ICO boom. (ft)
  • Negative Birth Outcomes Linked to Air Pollution Exposure Early in Pregnancy (ScienceMag)
  • How to Quantify Sustainability’s Impact on Your Bottom Line (HBR)
  • By designing its own chips Apple ($AAPL) controls its own destiny. (om.co)
  • There’s Blood In The Water In Silicon Valley (buzzfeed)
  • Scott Pruitt’s Crimes Against Nature (Rollingstone)
  • Family offices have cooled on hedge funds except for quant funds. (qz)
  • Why Amazon ($AMZN) need not pick a big city for its new HQ. (bloomberg)
  • Some notes from the 2017 Delivering Alpha Conference. (marketfolly)
  • For Want
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09/13/17 – Wednesday’s Interest-ing Reads

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09/11/17 – Monday’s Interest-ing Reads

  • The Four Fundamental Skills of All Investing (collaborativefund)
  • September is on pace to have a record number of ETP closures. (etf)
  • Jeff Bezos Mandates Programming Shift at Amazon Studios (variety)
  • Private equity firms are buying each other. (wsj)
  • Taxi medallion ownership was once a sure thing. Not any more especially when you borrowed money to buy it. (nytimes)
  •  A Fake-News Warning From a Former Propagandist (bloomberg)
  • Seriously, Equifax? This Is a Breach No One Should Get Away With (nytimes)
  • China to shut cryptocurrency exchanges. (bloomberg)
  • Customer traffic is up big at Whole Foods. (bloomberg)
  • Three Dangerous Words for an Investor to Buy Into: Inflation Is Dead (wsj)
  • Bitcoin bears are yearning for Bitcoin futures. (ft)
  • Demographics have driven (in part) global deflation. That trend is set to change. (themacrotourist)
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