07/26/17 – Wednesday’s Interest-ing Reads

  • Facebook ($FB) is not the friend of publishers. (qz)
  • How Venice Beach went upscale. (theatlantic)
  • Bankers Ditch Fat Salaries to Chase Digital Currency Riches (bloomberg)
  • Financial conditions are easing while the Fed is raising rates. (bloomberg)
  • Twitter ($TWTR) stock is up 40% off its lows. (venturebeat)
  • There aren’t enough good financial planning students to serve as interns. (wealthmanagement)
  • Venezuela: How a Rich Country Collapsed (cnn)
  • A Different Kind Of Liquidity (wordpress)
  • The Central Contradiction of the Democrats’ Better Deal (newrepublic)
  • If You Can Buy Only One Stock or ETF, Make It This One (marketwatch)
  • Decline and Fall of Increasingly Unrecognizable ‘The Economist’ (nationalreview)
  • JD Gardner, "If your advisor’s value proposition is the ability to find the best performing funds…stop wasting your time." (thebackcourtreport)
  • Relative Weirdness
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07/25/17 – Tuesday’s Interest-ing Reads

  • Guy From Montana Trailer Park Overturns 150 Years of Biology (theatlantic)
  • Everything you need to know about the VIX…and more. (info.rcmalternatives)
  • Schumer’s Better Deal Agenda Isn’t New, and Isn’t Better (investors)
  • CBO Scores of ACA Rollback Are Nothing But Fantasy (thehill)
  • Student Borrowers Face Relentless Debt Collector: the U.S. (reuters)
  • REITs are nothing special asset class-wise. (etf)
  • A World of Free Movement Would be $78 Trillion Richer (Economist)
  • Hedge funds with more internal investment outperform. (papers.ssrn)
  • Massachusetts is no longer Taxachusetts…for now. (bloomberg)
  • How much of the coming solar eclipse will you be able to see? An interactive guide by zip code. (digg)
  • Just 100 Companies Responsible for 71% of Global Emissions (Guardian)
  • Why has covered interest rate parity broken down? (ftalphaville.ft)
  • Nattering Nabobs of
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07/24/17 – Monday’s Interest-ing Reads

  • Overvaluation is NOT Due to Passive Investing (alephblog)
  • How Math Fetish Has Made Economics the New Astrology (aeon)
  • How to Deregulate Wall Street (Without Causing a Crash) (barrons)
  • The Battle for the Moon Begins (bloomberg)
  • Passive management works in emerging markets. (etf)
  • What is a ‘hard fork’ and how would it affect Bitcoin? (bloomberg)
  • A mini-Berkshire ready to break out (Barron’s)
  • The Dollar’s Slide Continues (realclearmarkets)
  • Chinese stocks are bifurcating. (wsj)
  • 3 Things I Should Have Said About Retirement Planning (nytimes)
  • Everyone and their brother is launching an ETF. (citywireusa)
  • ETFs have become a hotbed for ESG strategies. (etfdb)
  • "Most people suffer from something called denominator bias…" (A Teachable Moment)
  • Can Anyone Bury $25,000/Year Bloomberg Terminals? (institutionalinvestor)
  • Choice & Competition Are the Easy Healthcare Fix
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07/23/17 – Sunday’s Interest-ing Reads

  • Technology is accelerating the rise (and fall) of companies. (recode)
  • The 105 Best Movies on Netflix Right Now: July 2017 (dailydot)
  • Can the the tech giants be stopped? (wsj)
  • Authors are increasingly adopting gender-neutral names. (wsj)
  • Inside the American Ultimate Disc League the country’s premier professional Ultimate Frisbee organization. (melmagazine)
  • "MLPs exist because of the tax code." (sl-advisors)
  • The truth about recycling is pretty complicated. (newscientist)
  • Scaramucci Has a Showman’s Knack for Self-Promotion (nytimes)
  • Google Glass 2.0 is here and it doesn’t suck. (wired)
  • Router companies are trying to sell you security-focused subscriptions. (theverge)
  • The case for Costco ($COST) stock in here. (barrons)
  • Swimming has joined the analytics revolution. (wsj)
  • Companies like Kroger ($KR) are issuing debt to shore up underfunded pension plans. (barrons)
  • Early
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07/21/17 – Friday’s Interest-ing Reads

  • White House scaling back its corporate tax cut ambitions. Hope you didn’t sell your soul for this. (New York Times)
  • Vote for Ugly (newyorker)
  • Blackstone Group ($BX) is remarkable for its consistency. (bloomberg)
  • Tech stocks are on fire. IBM ($IBM) is not. (ft)
  • Contentment is not the enemy. (feld)
  • The Upside and Downside of Liquidity-Driven Markets (bloomberg)
  • Manhattan, all to ourselves. (polloplayer.wordpress)
  • Here’s the Reason Vanguard’s Jack Bogle Doesn’t Fly First Class (marketwatch)
  • A talk with Steven Levy about rock ‘n roll and technology. (longform)
  • Do Public Universities Favor the Upper Middle Class? (thefiscaltimes)
  • Amazon ($AMZN) is now going to stock Kenmore appliances. (buzzfeed)
  • Research on how VCs make decisions. (medium)
  • Critics of "Made in America" Show How Out of Touch They Are (usatoday)
  • Amazon
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07/19/17 – Wednesday’s Interest-ing Reads

  • Iran Dominates in Iraq After U.S. "Handed the Country Over" (nytimes)
  • Roger Federer: Brilliant Advice on How to Be Extraordinary (inc)
  • What if we replaced K-12 teachers with robots? (Bloomberg View)
  • Why Best Buy ($BBY) has not succumbed to Amazon. (latimes)
  • Free Markets Are Revolutionary, Liberating and Democratic (fee)
  • Bank of America beats estimates as higher rates boost revenue (Reuters)
  • Why Stocks Will Likely Top Out In the Next Three Weeks (marketwatch)
  • Foreigners Are Snapping Up Record Number of U.S. Homes (cnbc)
  • Hey Government, Time to Get Serious (realclear)
  • ‘Lost Year’: Investors Should Brace Themselves for Tumult (marketwatch)
  • As U.S. pulls back from world, Canada steps up to fill the gap (csmonitor)
  • The broker exodus from wirehouse firms picks up speed (Wall Street Journal)
  • Big
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07/18/17 – Tuesday’s Interest-ing Reads

  • Stock Market Bulls Are Wrong and It Could End Badly (thestreet)
  • Why Do Certain Cities Become Unaffordable? (project-syndicate)
  • Magic: Students Owing $5B of Debt Might Suddenly Owe Zilch (qz)
  • No, Constitution’s All About Protecting the Individual (washingtontimes)
  • All Signs Point to a Cyclical Slowdown in Inflation (bloomberg)
  • NAHB homebuilder confidence fell in July. (calculatedriskblog)
  • What you need to know about the coming sector changes in indices (ETF.com)
  • 7 Habits That Help Your Kids Become Rich And Successful (forbes)
  • Index funds are not a panacea in a bear market. (pragcap)
  • Why Best Buy ($BBY) has not succumbed to Amazon. (latimes)
  • Google ($GOOGL) is the most vulnerable FANG stock. (fortune)
  • Expat Retirees Enjoy Life Reminiscent of an Earlier Time (marketwatch)
  • Bossless Bill Miller Is Betting On Amazon,
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07/17/17 – Monday’s Interest-ing Reads

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07/16/17 – Sunday’s Interest-ing Reads

  • Cannondale-Drapac is competing (well) in the Tour de France on a relative shoestring. (businessinsider)
  • Against The Gold Standard? That’s Not Quite Ivy League (forbes)
  • Good (and bad) investments play out over time. (investingcaffeine)
  • Why business leaders need to read more science fiction. (hbr)
  • The Honda Ridgeline pickup truck is making inroads against domestic competition. (bloomberg)
  • Generosity increases happiness. (nature)
  • Smishing is the new phishing. (fortune)
  • Germans are eating a lot less pork these days. (bloomberg)
  • 12 ways to get labeled as a financial rube. (humbledollar)
  • It’s nearly impossible to "slice and dice" Apple’s ($AAPL) results. (asymco)
  • Why medicine just can’t seem to crack the issue of chronic fatigue syndrome. (newyorker)
  • Liberal arts majors are at a historical low. (blogs.wsj)
  • How managers pay for research is
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07/14/17 – Friday’s Interest-ing Reads

  • Patrick O’Shaughnessy talks with Jerry Neumann about power laws and VC. (investorfieldguide)
  • Policy Mistakes and Global Conflict Loom as Market Risks (realclear)
  • Are Facebook and Google the New Monopolies? (bloomberg)
  • Stock Market Tsunami Siren Sounds a False Alarm? (blogspot)
  • Meb Faber talks with Jack Vogel co-author of "Quantitative Momentum." (mebfaber)
  • There’s No Money In Monetary Policy at the Moment (realclearmarkets)
  • Apple Is Bullying Stock Market Investors (marketwatch)
  • How Tyler Cowen gets so much writing done. (writingroutines)
  • As a Guru, Ayn Rand May Have Limits. Ask Travis Kalanick. (nytimes)
  • Joe Weisenthal and Tracy Alloway talk with Joe Peta, a former Lehman Brothers trader, and the author of "Trading Bases." (bloomberg)
  • Can Japanese bloggers help combat high fund fees? (reuters)
  • "India-focused hedge funds were up 24% in
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