11/08/17 – Wednesday’s Interest-ing Reads

  • Why Howard Lindzon writes every day. (howardlindzon)
  • Why you should check back in on your variable annuity contract. (basonasset)
  • The apartment boom may be ending as Millennials start buying their first homes. (wsj)
  • How Business Titans, Pop Stars and Royals Hide Their Wealth: Offshore Hideaways (nytimes)
  • Upcoming changes to the way the US military retirement savings program will work. (nytimes)
  • Why you should always carry a notebook. (medium)
  • The best investors are open to changing their minds. (collaborativefund)
  • Families save more money for college for boys than girls. (wsj)
  • Wells Fargo ($WFC) is launching a robo-advisor. (institutionalinvestor)
  • Where Americans pay the most for rent. (priceonomics)
  • Amazon the Great: The tech titan is showing its superiority by grabbing more market share in a wider array of businesses than
Read the rest

11/07/17 – Tuesday’s Interest-ing Reads

  • Hopping from one TAA strategy to another, based on relative strength, shockingly doesn’t work. (allocatesmartly)
  • Nationwide has entered the exchange-traded funds market with three smart beta offerings. (citywireusa)
  • If you think Panama is bad, wait until you hear about Delaware (qz)
  • Morgan Housel at the Collaborative Fund included Abnormal Returns on this list of What I Read (And Why). (collaborativefund)
  • You should only pay high fees for high active share. (blog.thinknewfound)
  • Apple ($AAPL) should buy Netflix ($NFLX). (bloomberg)
  • Hedge funds and managed futures have very different correlation profiles. (mrzepczynski.blogspot)
  • Five takeaways from the anomalies research. (blogs.wsj)
  • The government wants to stop supporting your farmers market (qz)
  • ETF Heyday Is No Bonanza for Wall Street (wsj)
  • A Broadcom ($AVGO)-Qualcomm ($QCOM) would be a BFD. (nytimes)
  • Some charts that
Read the rest
  • Hopping from one TAA strategy to another, based on relative strength, shockingly doesn’t work. (allocatesmartly)
  • Nationwide has entered the exchange-traded funds market with three smart beta offerings. (citywireusa)
  • If you think Panama is bad, wait until you hear about Delaware (qz)
  • Morgan Housel at the Collaborative Fund included Abnormal Returns on this list of What I Read (And Why). (collaborativefund)
  • You should only pay high fees for high active share. (blog.thinknewfound)
  • Apple ($AAPL) should buy Netflix ($NFLX). (bloomberg)
  • Hedge funds and managed futures have very different correlation profiles. (mrzepczynski.blogspot)
  • Five takeaways from the anomalies research. (blogs.wsj)
  • The government wants to stop supporting your farmers market (qz)
  • ETF Heyday Is No Bonanza for Wall Street (wsj)
  • A Broadcom ($AVGO)-Qualcomm ($QCOM) would be a BFD. (nytimes)
  • Some charts that demonstrate how quickly the world is changing. (thereformedbroker)
  • ‘Rockefeller. I want that name out there again and again’ (Financial Times)
  • How The Right Decisions And Compounding Can Lead to Huge Results (Of Dollars and Data)
  • Hedge funds with the most differentiated strategies did NOT outperform. (institutionalinvestor)
  • Greggy says the Russell 2k is poised for a big move (Dragonfly Capital)
  • Three trends that will affect the future of Bitcoin. (bloomberg)
  • Franklin Templeton Investments ($BEN) is introducing its first passive ETFs, 16 single country and regional market-cap weighted ETFs. (citywireusa)
  • The Nikkei hits a 25 year high (Zero Hedge)
  • The markets are running out of dumb money to exploit. (priceactionlab)
  • Millennials are going to become a home buying force. (seeitmarket)
  • Apple’s Secret Offshore Island Hop Revealed By Paradise Papers Leak (icij)
  • Jeremy Grantham Predicted Two Previous Bubbles. And Now? (wsj)
  • Does China’s new policy regime threaten the global upswing? (ft)
  • Seth Godin, "The secret to writing a daily blog is to write every day. And to queue it up and blog it. There is no other secret." (sethgodin.typepad)
  • Here’s a guide to the major revelations in the Paradise Papers (qz)
  • The Ivy League endowments badly underperformed a 60/40 portfolio last year. (markovprocesses)
  • One of the biggest advantages ETFs have is avoiding large capital gains distributions. (beta.morningstar)
  • Broadcom offers $105 billion to buy Qualcomm (DealBook)
  • Carter Page’s testimony is filled with bombshells — and supports key portions of the Steele dossier (Business Insider)
  • Ready or Not, Recreational Marijuana Use Is Coming to Canada (nytimes)
  • 12 Questions for Big Tech (l2inc)
  • Me and Jason Zweig talk Buffett and Bitcoin (CNBC.com)
  • Currently, a well-diversified portfolio largely shuns domestic equities. (researchaffiliates)
  • Earth-sized alien worlds are out there. Now, astronomers are figuring out how to detect life on them (sciencemag)
  • If standard deviation is a poor proxy for the risk of an investment, what’s a better option? (portfoliocharts)
  • Why multi-factor portfolios perform better. (factorresearch)
  • Rivals Intel and AMD Team Up on PC Chips to Battle Nvidia (Wall Street Journal)
  • Saudi Arabia’s government purge — and how Washington corruption enabled it (theintercept)
  • The SEC is looking to streamline the ETF approval process. (bloomberg)
  • Alwaleed, Caught in Saudi Purge, Has Assets Across the World (Bloomberg)
  • How to build asset class forecasts. (researchaffiliates)
  • Notes from the 9th annual Invest For Kids Chicago conference. (marketfolly)
  • The Great Bond Bull Market May Be Coming to an End (Bloomberg)
  • People who change jobs get paid more. (money.cnn)
  • Amazon ($AMZN) should buy Spotify. (howardlindzon)
  • 21st Century Fox in talks to sell most of its assets to Disney! (CNBC.com)
  • Agri-hoods are the new golf course communities. (finance.yahoo)
  • Can Fund Manager Bill Miller Use Earthquakes to Predict the Market? (blogs.wsj)
  • Leo Melamed things Bitcoin is an asset class not a crypto-currency. (reuters)
  • What I Learned From Three Weeks Watching Fox News Nonstop (slate)
  • The N.F.L.’s Most Valuable Player Might Be … a Punter?&#xA0 (nytimes)
  • How to measure ETF spreads. (wsj)
  • Oil hits two-and-a-half year peak on Saudi purge, world shares retreat (Reuters)
  • Assets in short volatility ETPs is surging. (bloomberg)
  • Abnormal Returns ended up #21 on FeedSpot’s list of the top 75 trading blogs. (blog.feedspot)
  • 6 Things That Made Me Laugh at EBI East (A Wealth Of Common Sense)
  • Do factor loadings or firm characteristics better explain portfolio returns? (alphaarchitect)
  • "Bitcoins lack the essential qualities to make it a viable medium of exchange and store of value." (macro-ops)
  • Active managers are now rushing to launch ETFs in the UK. (ft)
  • "Liar loans" are passe, but now we’re seeing "black box appraisals" (modbee)
  • Hopping from one TAA strategy to another, shockingly doesn’t work. (allocatesmartly)
  • The economics of PIPEs. (papers.ssrn)
  • History has warnings for ICO investors. (bloomberg)
  • Six ways Amazon ($AMZN) could bet into the pharmaceutical business. (bloomberg)
  • Of course, cryptocurrencies are in a bubble. (bloomberg)
  • Americans now Google ‘buy Bitcoin’ than they do ‘buy Gold.’ (fortune)
  • Bitcoin is a energy hog. (newscientist)
  • Apple’s secret tax bolthole revealed (bbc)
  • The Most Hated Rally in Wall Street History (ritholtz)
  • The Reverse Cap Weighted US Large Cap ETF ($RVRS) looks to flip the script. (marketwatch)
  • Amazon Push Into Private-Label Sportswear Makes Quiet Debut (Bloomberg)
  • Broker wins $3 million from UBS for defaming him to his clients (Tampa Bay Biz Journal)
  • More evidence that time-series momentum works. (etf)
  • The National Association of Home Builders index still shows growth. (calculatedriskblog)
  •  ETFs Are the New Bond Kings (bloomberg)
  • Some early thoughts on the iPhone X. (kottke)
  • Bridgewater – impossible to run a firm and stop your employees from hooking up (Wall Street Journal)
  • see The first evidence of planets around another star was found in … 1917? (syfy)
  • Why is the S&P 500’s multiple screaming higher? Read this anecdote: (Axios)
  • The ETF price war rolls on in junk bonds and country funds. (ft)
  • Why Bitcoin’s energy use is largely a waste. (ft)
  • WSJ lands the amazing Gretchen Morgenson (Dow Jones)
  • The Presidential election cycle is pretty much bunk. (wsj)
  • How a Bitcoin ETF could change things. (thereformedbroker)
  • What happens if you only buy when the market is ‘cheap’? (awealthofcommonsense)
  • How certain factors affect corporate bond returns. (etf)
  • Do analysts fully adjust for seasonality in earnings? (alphaarchitect)
  • Forbes: Wilbur Ross is a fake billionaire (Forbes)
  • You knew it was coming…a filing for a blockchain-focused ETF. (etf)
  • Finding Art: James Gubb’s stock price protest poetry breaks boundaries. JSE disagrees. (dailymaverick.co.za)
  •  The Marijuana Machine Rolls Ahead (bloomberg)
  • The argument against hedge funds is pretty straightforward. (marketwatch)
  • A Bull Market Should Make Investors Happy. This One Isn’t. (nytimes)
  • How to impress recruiters when you are unemployed. (fastcompany)
  • The six sins of smart beta. (allaboutalpha)
  • Actors say rude audiences are destroying Broadway (nypost)
  • Tax haven secrets of ultra-rich exposed (bbc)
  • Hedge funds are having their best year since 2013. (bloomberg)
  • A look underneath the hood of a leveraged ETP. (etf)
  • How to work with a manipulative person. (hbr)
  • Highlights from the 2nd annual Evidence-Based Investing Conference. (peterlazaroff)
  • Richard Bernstein, "You cannot invest successfully..when you are crouched under your desk in a fetal position." (nytimes)
  • What is Apple’s ($AAPL) durable advantage? (stratechery)

11/04/17 – Saturday’s Interest-ing Reads

  • Russian spies live among us. How a couple fooled the Seattle crowd. (seattlemet)
  • Attractive people have an edge in the workplace except for these jobs. (bigthink)
  • How urban planners will change how they design streets with self-driving cars. (wired)
  • Why has California avoided the worst of the opioid crisis? (latimes)
  • Why ESPN should ditch the NFL. (hollywoodreporter)
  • Nobody really loves Facebook ($FB) so why do we still tune in? (ft)
  • How chronic pain can be alleviated through "movement techniques" that integrate the connections between mind and body. (nytimes)
  • On the benefits of generosity. (nytimes)
  • Why you need to take breaks during the day. (fastcompany)
  • The war against Pope Francis (theguardian)
  • The math behind MoviePass doesn’t add up. (bloomberg)
  • Refusing Harvey Weinstein’s hush money, Rose McGowan calls
Read the rest
  • Russian spies live among us. How a couple fooled the Seattle crowd. (seattlemet)
  • Attractive people have an edge in the workplace except for these jobs. (bigthink)
  • How urban planners will change how they design streets with self-driving cars. (wired)
  • Why has California avoided the worst of the opioid crisis? (latimes)
  • Why ESPN should ditch the NFL. (hollywoodreporter)
  • Nobody really loves Facebook ($FB) so why do we still tune in? (ft)
  • How chronic pain can be alleviated through "movement techniques" that integrate the connections between mind and body. (nytimes)
  • On the benefits of generosity. (nytimes)
  • Why you need to take breaks during the day. (fastcompany)
  • The war against Pope Francis (theguardian)
  • The math behind MoviePass doesn’t add up. (bloomberg)
  • Refusing Harvey Weinstein’s hush money, Rose McGowan calls out Hollywood (nytimes)
  • We seem to have reached ‘peak commodity consumption’ in a number of categories. (conversableeconomist.blogspot.co.uk)
  • Who, if anyone, will rein in Facebook ($FB)? (wsj)
  • More full-time MBA programs are going on the chopping block. (wsj)
  • Why you should get a ‘gym buddy.’ (digest.bps.uk)
  • Some helpful advice on good Internet hygiene. (blog.independenceadvisors)
  • France is facing a butter shortage. (nytimes.cohttps)
  • A reforestation project is getting going in the Amazon. (fastcompany)
  • How to tell if you are addicted to coffee. (wsj)
  • Inside the left’s online efforts to out white supremacists (propublica)
  • Why the idea that the world is in terminal decline is so dangerous (aeon.co)
  • Bob Lefsetz, "The Sonos One sounds like MUSIC!" (lefsetz)
  • What it’s like to ride in a Waymo self-driving car. (fastcompany)
  • Lab-grown diamonds are an existential threat to diamond mining. (ft)
  • Lessons learned from reading every Google ($GOOGL) shareholder letter. (blog.usejournal)
  • Free college tuition is no panacea. (bloomberg)
  • Why we need a chicken pox AND a shingles vaccine. (theatlantic)
  • Pet ownership may not extend your life but it will make it better along the way. (wsj)
  • A dozen business lessons from iconic Waffle House. (25iq)
  • The story behind the birth of PowerPoint. (spectrum.ieee)
  • Wilson Rothman, "If anything would tempt print lovers to go digital, this [the Kindle Oasis] is it." (wsj)
  • The big media companies can’t ignore the video games/e-sports space. (cnbc)
  • World wine production to hit a 50-year low. (bbc)
  • Five steps to deal with narcissists. (bakadesuyo)
  • Forget lithium, batteries are going to need nickel. (bloomberg)
  • Constellation Brands ($STZ) has agreed to buy a near 10 percent stake in Canopy Growth Corporation, the world’s largest publicly traded cannabis company. (cnbc)
  • Sexual harassment is becoming a serious investment risk (barrons)
  • The cost for streaming sports rights is only going to go up. (bloomberg)
  • What does it mean when you ‘split’ someone’s brain in half? (bigthink)
  • On the evidence that meditation works to reduce stress and pain. (bigthink)
  • How to stay productive when you are depressed or hearbroken. (qz)
  • Why our brains have a hard time seeing climate change. (qz)
  • How not to get sucked into a bubble. (collaborativefund)
  • People really, really love dogs. (businessinsider)
  • How one writer lost $30,000 in Bitcoin (now probably more) due to a lost PIN. (wired)
  • Daylight savings time does not save energy. (marketwatch)
  • The pace and scale of technology is such that our brains may not keep up unaided. (wsj)
  • How to write a letter. (artofmanliness)
  • Big swaths of New York and New Jersey are at-risk of hurricane-related flooding. (ft)
  • Better sleep can help build emotional resilience. (theatlantic)
  • Ugh. Scavengers are stripping WWII era shipwrecks in the Pacific. (theguardian)
  • Daydreaming as a sign of intelligence. (bigthink)
  • Self-driving car technology is just the first step in building a car company. (arstechnica)

11/03/17 – Friday’s Interest-ing Reads

  • Money laundering is going high tech. (economist)
  • Tim Ferriss talks with inspirational swim coach Terry Laughlin. (tim.blog)
  • How tactical asset allocation strategies performed in October. (allocatesmartly)
  • Another sign of bullish investor sentiment. (jlfmi.tumblr)
  •  These Are the Russia Ads That Social Media Companies Are Getting Blasted For (bloomberg)
  • Jeremy Schwartz talks with Andrew Lo author of "Adaptive Markets." (soundcloud)
  • Emma Jacobs and Andrew Hill talk with Ellen Pao author of "Reset: My Fight for Inclusion and Lasting Change." (ft)
  • These are some tweets and Facebook ads Russia used to try and influence the 2016 presidential election (recode)
  • Bitcoin mining is a big energy suck. (motherboard.vice)
  • The Bill Ackman-ADP ($ADP) battle has gotten ugly. (nytimes)
  • Big hedge funds are experimenting with quantum computers. (ft)
  • Howard Lindzon, "Apple this
Read the rest
  • Money laundering is going high tech. (economist)
  • Tim Ferriss talks with inspirational swim coach Terry Laughlin. (tim.blog)
  • How tactical asset allocation strategies performed in October. (allocatesmartly)
  • Another sign of bullish investor sentiment. (jlfmi.tumblr)
  •  These Are the Russia Ads That Social Media Companies Are Getting Blasted For (bloomberg)
  • Jeremy Schwartz talks with Andrew Lo author of "Adaptive Markets." (soundcloud)
  • Emma Jacobs and Andrew Hill talk with Ellen Pao author of "Reset: My Fight for Inclusion and Lasting Change." (ft)
  • These are some tweets and Facebook ads Russia used to try and influence the 2016 presidential election (recode)
  • Bitcoin mining is a big energy suck. (motherboard.vice)
  • The Bill Ackman-ADP ($ADP) battle has gotten ugly. (nytimes)
  • Big hedge funds are experimenting with quantum computers. (ft)
  • Howard Lindzon, "Apple this morning is just 7.5 times more valuable than all the Bitcoins in the world." (howardlindzon)
  • Despite increased competition the credit card companies, driven by reward-seeking consumers, are still doing just fine. (ft)
  • Joe Weisenthal and Tracy Alloway talk with Feng Gu and Baruch Lev about our broken accounting systems. (bloomberg)
  • Under what conditions the ‘wisdom of crowds’ breaks down. (blogs.scientificamerican)
  • Khe Hy talks with Quartz founder Kevin Delaney. (radawakenings)
  • The Upside of Being Ruled by the Five Tech Giants (nytimes)
  • On the benefits of deleting Twitter and Facebook off your phone. (bothsidesofthetable)
  • Lumber prices are still pointing toward good times. (marketwatch)
  • The Global Economy Looks Good for 2018, Unless Somebody Does Something Dumb (bloomberg)
  • Are tech stocks to blame for the S&P 500’s overvaluation? (gmo)
  • Managed futures had a great October. (rcmalternatives)
  • How to apply the Pareto Principle to your life. (linkedin)
  • Why COOs Should Think Like Behavioral Economists (hbr)
  • Preston and Stig talk with Roger Lowenstein author of "Buffett: An American Capitalist" about, you guessed it, Warren Buffett. (theinvestorspodcast)
  • Some interesting observations from Black Monday by Blair Hull. (bloomberg)
  • Michael Covel talks with Mike Salguero founder of ButcherBox. (trendfollowingradio)
  • Individual and institutional sentiment is diverging. (disciplinedinvesting.blogspot)
  • Enviros and Developers: A Love Story (grist)
  • Scott Galloway author of "The Four: The Hidden DNA of Amazon, Apple, Facebook, and Google" says things are going to start ‘getting real’ for Facebook ($FB). (vanityfair)
  • Brett McKay talks with George Anders author of the book "You Can Do Anything: The Surprising Power of a “Useless” Liberal Arts Education." (artofmanliness)
  • Global risk-free rates have hit a 800-year low. (capitalspectator)
  • Shane Parrish talks with Susan Cain author of "The Quiet Revolution." (farnamstreetblog)
  • Ted Seides talks large asset managers and our retirement savings crisis with Ashby Monk. (capitalallocatorspodcast)
  • How the decade-old DARPA challenge seeded today’s self-driving cars. (gimletmedia)
  • There are still few signs of recession on the horizon. (fat-pitch.blogspot)
  • Barry Ritholtz talks with Scott Galloway author of "The Four: The Hidden DNA of Amazon, Apple, Facebook, and Google." (ritholtz)
  • The October NFP survey showed an unemployment rate of 4.1%. (newscientist)
  • Brett McKay talks meat with Pat LaFrieda author of "Meat: Everything You Need to Know." (artofmanliness)
  • Three ways to improve Morningstar’s star-ratings. (validea)
  • Despite scuttlebutt to the contrary, Morningstar ratings are not affected by advertising relationships. (mutualfundobserver)
  • Of Free Brains and Effortless Money (safalniveshak)
  • Tech Goes to Washington (stratechery)
  • Do index funds require additional regulation? (beta.morningstar)
  • Bitcoin futures will open the floodgates for Bitcoin ETFs, a la the $VIX. (rcmalternatives)
  • Krista Tippett talks with Daniel Kahneman about our contradictory selves. (onbeing)
  • 82,000 stolen guns are missing in Florida (revealnews)
  • A talk with Andrew Lo, author of "Adaptive Markets: Financial Evolution at the Speed of Thought." (ft)

11/02/17 – Thursday’s Interest-ing Reads

  • "The Russians Have Succeeded Beyond Their Wildest Expectations" (politi.co)
  • The vanity of ARR. (medium)
  •  Pro-Russian Lobbyist Is Still Lurking Around the White House (thedailybeast)
  • Why there is a role for liberal arts majors in technology. (ft)
  • How to raise a seed round. (medium)
  • Brexit was not the voice of the working class nor of the uneducated — it was of the squeezed middle (blogs.lse.ac.uk)
  • Little star, big planet (syfy)
  • Why founders need to understand how equity works. (stripe)
  • Ready for the golden years? 8 facts on retirement savings (abcnews.go)
  • Facebook Is Still In Denial About Fake News (bloomberg)
  • No need for a pitch: introducing capital-as-a-service. (medium)
  • A decent offer to buy your company is rare. (saastr)
  • Kelsey Campbell-Dollaghan, "You can have all the data and science on your side, and
Read the rest
  • "The Russians Have Succeeded Beyond Their Wildest Expectations" (politi.co)
  • The vanity of ARR. (medium)
  •  Pro-Russian Lobbyist Is Still Lurking Around the White House (thedailybeast)
  • Why there is a role for liberal arts majors in technology. (ft)
  • How to raise a seed round. (medium)
  • Brexit was not the voice of the working class nor of the uneducated — it was of the squeezed middle (blogs.lse.ac.uk)
  • Little star, big planet (syfy)
  • Why founders need to understand how equity works. (stripe)
  • Ready for the golden years? 8 facts on retirement savings (abcnews.go)
  • Facebook Is Still In Denial About Fake News (bloomberg)
  • No need for a pitch: introducing capital-as-a-service. (medium)
  • A decent offer to buy your company is rare. (saastr)
  • Kelsey Campbell-Dollaghan, "You can have all the data and science on your side, and a great idea, but if you don’t understand your audience and invest real time in talking to them about what they really need and how your data relates to those needs, they won’t use your tools." (fastcodesign)
  • Why Google and Amazon Aren’t in the Dow (bloomberg)
  • 5 tips to nail a product launch. (medium)
  • How women investing in woman-led VC funds will change the industry for the better. (sumzero)
  • Steve Case’s ‘Rise of the Rest’ is raising a big seed fund. (venturebeat)
  • How Craig Shapiro of Collective Fund got into technology. (collaborativefund)

11/01/17 – Wednesday’s Interest-ing Reads

  • The best personal finance books for physicians. (whitecoatinvestor)
  • The PayPal Mafia of Self-Driving Cars Has Been at It a Decade (bloomberg)
  • Why the Dow Jones Industrial Average Crushed the S&P 500 in October (Wall Street Journal)
  • Why you need to look behind the ‘fee-only’ label. (blogs.wsj)
  • The Apple ($AAPL) iPhone X launch was ‘bizarre.’ (venturebeat)
  • Barry on Understanding Evidence Based Investing (ETF.com)
  • World’s witnessing a new Gilded Age as billionaires’ wealth swells to $6 trillion (theguardian)
  • Robinhood is coming to the web. (techcrunch)
  • Some common reasons why financial advisors’ businesses suffer. (smartleaf)
  • On the parallels between hiring a financial advisor and a personal trainer. (zoefin)
  • The pros and cons of structured notes. (beta.morningstar)
  • ADP private employment increased by 235k in October. (capitalspectator)
  • You are spending way too
Read the rest
  • The best personal finance books for physicians. (whitecoatinvestor)
  • The PayPal Mafia of Self-Driving Cars Has Been at It a Decade (bloomberg)
  • Why the Dow Jones Industrial Average Crushed the S&P 500 in October (Wall Street Journal)
  • Why you need to look behind the ‘fee-only’ label. (blogs.wsj)
  • The Apple ($AAPL) iPhone X launch was ‘bizarre.’ (venturebeat)
  • Barry on Understanding Evidence Based Investing (ETF.com)
  • World’s witnessing a new Gilded Age as billionaires’ wealth swells to $6 trillion (theguardian)
  • Robinhood is coming to the web. (techcrunch)
  • Some common reasons why financial advisors’ businesses suffer. (smartleaf)
  • On the parallels between hiring a financial advisor and a personal trainer. (zoefin)
  • The pros and cons of structured notes. (beta.morningstar)
  • ADP private employment increased by 235k in October. (capitalspectator)
  • You are spending way too much time on your credit card rewards. (xkcd)
  • How much of the Japan rally is your ETF catching? (ETF.com)
  • Is Volatility A Good Predictor Of Financial Bubbles? (See It Market)
  • Robinhood now has in excess of 3 million customers. (dealbreaker)
  • Emerging markets equity led major asset class performance in October. (capitalspectator)
  • Both Fundamentally and Technically, 2017 Differs From 2000 and 2007 (fortunefinancialadvisors)
  • Wall Street is now bullish on oil once again (Wall Street Journal)
  • Why the 401(k) shouldn’t be how we organize retirement savings. (theatlantic)
  • A New Theory on Why SEC Workers Are Such Winning Stock Traders (Bloomberg)
  • Human garbage attacks New York, accomplishes nothing for his bullshit cause (Daily Mail)
  • There’s precedent for Amazon competing with so many companies. It doesn’t end well. (qz)
  • Harry Dent is a charlatan (ValueWalk)
  • Another month, another month of payoff to beta. (mrzepczynski.blogspot)
  • The only metric for financial advisors is client retention. (thereformedbroker)
  • Why alternatives shouldn’t be a part of your portfolio. (peterlazaroff)
  • October Was a Month of Records in the Stock Market (MoneyBeat)
  • How some advisors use managed futures funds. (fa-mag)
  • "I want to quit": Fox News employees say their network’s Russia coverage was "an embarrassment" (money.cnn)
  • Where the wealthy get their financial news. (spectrem)
  • Bitcoin futures could mean lower volatility (wsj)
  • There is nothing magical about 401(k) plans but you still need a replacement. (bloomberg)
  • If you have a stock making new lows in this environment, it probably sucks (All Star Charts)
  • Why don’t more Americans use appreciated stock to fulfill charitable donations? (humbledollar)
  • A quick look at the Apple ($AAPL) iPhone X. (daringfireball)
  • Why stock-market bulls should be wary of rising tide of earnings shenanigans (marketwatch)
  • The End of QE Didn’t Kill The Bull Market. The Start of QT Won’t Either (The Fat Pitch)
  • The Truth About the 10 Biggest Brexit Myths (bloomberg)
  • Traditional economic indicators are no longer working. (bloomberg)
  • Nir Kaissar, "There’s a wide variation in TIAA’s fund fees." (bloomberg)
  • Ben on the increasing importance of the 401(k) (A Wealth Of Common Sense)
  • The ISM Manufacturing index for October was still strong. (calculatedriskblog)
  • How one allocator does manager research. (citywireusa)
  • Americans Are Officially Freaking Out (Bloomberg)
  • A financial advisor answers ’19 questions to ask your financial advisor.’ (basonasset)
  • Firms that do a good job explaining performance to clients are rewarded for it. (institutionalinvestor)
  • What Is My Podcast Obsession Doing to My Brain? (thecut)
  • You have to be disciplined to maximize credit card rewards. (humbledollar)
  • In praise of the CVS – Aetna merger (Morningstar)
  • It’s hard to argue against teaching kids more about money, earlier. (tonyisola)
  • Three big misconceptions about retirement savings. (caniretireyet)
  • How Apple ($AAPL) built the iPhone X. (mashable)
  • Funny people are more intelligent than their po-faced peers (theconversation)
  • How long should you plan to be in retirement? (obliviousinvestor)
  • Inside the Decline of Sears, the Amazon of the 20th Century: The latest sign of trouble for the retail icon comes from manufacturers demanding early payment and withholding products (wsj)
  • Why Bitcoin futures are a huge development for the hot money crowd. (dealbreaker)
  • The technological risk for most jobs is overblown. (vanguardblog)
  • What skills are asset managers looking for now? (news.efinancialcareers)
  • "After accounting for inflation and costs many more investors end up losing than winning." (Bloomberg View)
  • Why the asset management industry needs to take radical steps to increase diversity. (behaviouralinvestment)

10/31/17 – Tuesday’s Interest-ing Reads

  • UK and European fund investors have it much worse off, fee-wise. (ft)
  • In praise of tables: how charts can mislead. (chenmarkcapital)
  • SEC employees are surprisingly good traders. (institutionalinvestor)
  • Five takeaways about implementing factor-based strategies. (alphaarchitect)
  • A December Fed rate hike is "nearly an uncertainty." (blogs.uoregon.edu)
  • The Nasdaq rally is quite top-heavy. (jlfmi.tumblr)
  • How to ‘cold store’ your crypto-assets. (avc)
  • Tech Rally Is Juiced by Highflying Cloud Business (Wall Street Journal)
  • On Friday, Jeff Bezos became the richest person in the world (Bloomberg)
  • The story behind the $800 billion in drop in value for PetroChina ($PTR) is stunning. (bloomberg)
  • Some strange behavior for the Global X Robotics & Artificial Intelligence ETF ($BOTZ). (bloomberg)
  • Depopulating towns in Italy are bidding to get residents. (whnt)
  • A handful of
Read the rest
  • UK and European fund investors have it much worse off, fee-wise. (ft)
  • In praise of tables: how charts can mislead. (chenmarkcapital)
  • SEC employees are surprisingly good traders. (institutionalinvestor)
  • Five takeaways about implementing factor-based strategies. (alphaarchitect)
  • A December Fed rate hike is "nearly an uncertainty." (blogs.uoregon.edu)
  • The Nasdaq rally is quite top-heavy. (jlfmi.tumblr)
  • How to ‘cold store’ your crypto-assets. (avc)
  • Tech Rally Is Juiced by Highflying Cloud Business (Wall Street Journal)
  • On Friday, Jeff Bezos became the richest person in the world (Bloomberg)
  • The story behind the $800 billion in drop in value for PetroChina ($PTR) is stunning. (bloomberg)
  • Some strange behavior for the Global X Robotics & Artificial Intelligence ETF ($BOTZ). (bloomberg)
  • Depopulating towns in Italy are bidding to get residents. (whnt)
  • A handful of factor research paper summaries. (quantpedia)
  • There’s plenty wrong with the 401(k) plan but slashing it won’t help. (thereformedbroker)
  • Is the ‘If you invested $10,000 in X’ meme ever helpful? (awealthofcommonsense)
  • Why REI closes on Thanksgiving Day AND Black Friday. (fortune)
  • Lance Ulanoff, "Apple’s iPhone X is the beginning of something new." (mashable)
  • The Army’s Radical Fitness Shift: The Army Combat Readiness Test would change how the military measures soldiers, with no adjustments for age or gender&#xA0 (wsj)
  • Nilay Patel, "The iPhone X is clearly the best iPhone ever made." (theverge)
  • Financial and technology have led the stock market over the past twelve months. (capitalspectator)
  • Warren Buffett’s Epic Rant Against Wall Street (blogs.wsj)
  • Rotating from growth to value is a way to take some risk off the table. (themacrotourist)
  • Are We Partying Like its 1999? (Validea)
  • How to measure your factor exposure. (etf)
  • A first impression of the Apple ($AAPL) iPhone X. (wired)
  • Showing how much pull ETFs have in certain categories. (marketwatch)
  • Why Are Markets Rising Everywhere? Investors Can’t Stop Buying Every Dip (Wall Street Journal)
  • The great reckoning in retail (A Wealth Of Common Sense)
  • BREAKING: Paul Manafort, whom the President barely knows, told to surrender (New York Times)
  • How to avoid trading burnout. (traderfeed.blogspot)
  • A big deep dive into the must-read ‘Replicating Anomalies’ paper with its co-author Lu Zhang. (alphaarchitect)
  • A quick look at the likely next Fed chairman. (econbrowser)
  • Slowly big chunks of Japan’s landscape are getting abandoned. (qz)
  • How universities fail finance students. (institutionalinvestor)
  • Urban Carmel, "Bearish market commentary that highlight risk conjure gravitas. Bullish commentary often seems shallow. But remember, in the absence of relevant data, the "base rate" probability is your best guide." (fat-pitch.blogspot)
  • America is over-retailed and that includes restaurants as well. (nytimes)
  • Neil Cybart, "All iPhones will eventually look and feel like iPhone X." (aboveavalon)
  • When, and if, will Amazon ($AMZN) face anti-trust scrutiny? (ft)
  •  Vanguard "greatly concerned" over changes like Congress’s proposed cap on 401(k) plans (philly)
  • Andrew Sullivan: This is the abyss I warned you about a year ago (New York Magazine)
  • Stocks could melt up AND volatility could rise, simultaneously. (themacrotourist)
  • Equity asset classes dominate trailing 12-month performance. (capitalspectator)
  • Why This Cardiologist Is Betting That His Lab-Grown Meat Startup Can Solve the Global Food Crisis (inc)
  • Japan’s investors are a conservative lot. (wsj)
  • These Are the Best Meals Under $40 in New York City (bloomberg)
  • Factor-wise, dividend yield should be avoided. (factorresearch)
  • Companies should hire teams not individuals. (wsj)
  • Hedge fund-like ETFs have NOT been a bright spot for the industry. (citywireusa)
  • ICOs are in the midst of an "ugly speculative phase." (avc)
  • Countries with more liberty have better stock markets. (ETF.com)
  • Beware the plastic bears who dishonestly peddle market doom (ft)
  • Insurance companies are pushing hard into ETFs. (etf)
  • Fundamental managers are increasingly using big-data type tools. (ft)
  • How a diversified portfolio of factors could take on the S&P 500. (investresolve)
  • PE firms are trying to attract semi-permanent capital. (bloomberg)
  • Words matter. (thereformedbroker)
  • Buying is easy. Selling is hard. 5 questions to ask before you take some money off the table. (bloomberg)
  • Apple had to fire an engineer when his daughter made a YouTube video of his iPhone X (ValueWalk)
  • The new Fed chair has been tarnished by the selection process. (bloomberg)
  • Everything regresses to the mean. (beta.morningstar)
  • A closer look at Apple’s ($AAPL) taxes. (fortune)
  • What Anthony Bourdain can teach you about succeeding in business (marketwatch)
  • USAA is now in the ETF business. (etf)
  • Parsing PE performance using IRR is no easy feat. (blogs.cfainstitute)
  • Relative returns are more predictable than absolute reutrns. (papers.ssrn)
  • David Einhorn just started one of the most important conversations we can have in a bubble (businessinsider)
  • In praise of charts: how tables can mislead when dealing with unusual periods of performance. (disciplinedinvesting.blogspot)
  • On the allure of alternative data sources. (blog.thinknewfound)
  • A sense of humor is a good sign of intelligence (World Economic Forum)
  • The world’s cheapest ETF portfolio just hit 0.05%. (etf)
  • Home prices increased 6.1% year-over-year per Case-Shiller. (calculatedriskblog)
  • Chart reading, doth not a trader make. (martinkronicle)
  • How Rex Tillerson Is Remaking the State Department (bloomberg)
  • Google’s "Quantum Supremacy" Moment May Not Mean What You Think (bloomberg)
  • Joe Weisenthal talks with Eric Bachunas and Joel Weber about the rise of ETFs. (bloomberg)
  • Another new all-time low for the President’s approval rating, which is probably fake (NBC News)
  • Cyptocurrency classes are attracting big crowds of college students. (cnbc)
  • How would an ETF basis swap work? (ariweinberg)
  • The Bubble That Never Came (and Other Misconceptions About Treasury Bonds) (researchaffiliates)
  • Evidence is the opposite of fear. (ofdollarsanddata)
  • Amazon ($AMZN) Web Services still dominates cloud computing. (techcrunch)
  • Why a breakup of GE ($GE) is increasingly likely. (bloomberg)
  • On the perfection of the newspaper. (medium)
  • Seven reasons why Snapchat ($SNAP) Spectacles failed. (techcrunch)
  • Is ‘boycott risk’ a priced factor? (alphaarchitect)
  • CME Group ($CME) is planning to launch Bitcoin futures in Q4 2017. (zerohedge)
  • Bloomberg’s new London HQ is both green and cool. (ft)
  • The state of data science and machine learning. (kaggle)
  • Stiglitz: America Has a Monopoly Problem — and It’s Huge (thenation)
  • How to learn how to spot fake news. (npr)
  • The Nasdaq and its ETF business partner, ETF Managers Group LLC, are in the midst of an ugly legal battle. (wsj)
  • A statistical look at the pool of multi-factor ETFs. (cxoadvisory)
  • Will Stronger Borders Weaken Innovation? (strategy-business)
  • It’s hard to have a housing bubble absent rampant speculation. (calculatedriskblog)
  • Academics seem happy to publish papers in worthless, ‘predatory journals.’ (nytimes)
  • Have astronomers discovered our first interstellar visitor? Note: Not aliens (syfy)

10/29/17 – Sunday’s Interest-ing Reads

  • Will Stronger Borders Weaken Innovation? (strategy-business)
  • The restaurant industry is having its own Harvey Weinstein moment. (newyorker)
  • Two longer interviews in the most recent Graham and Doddsville newsletter with Howard Marks and Paul Sonkin and Paul Johnson authors of "Pitch the Perfect Investment." (www8.gsb.columbia.edu)
  • How Angela Ahrendts is pushing Apple’s ($AAPL) stores into their next decade. (buzzfeed)
  • The Sonos PLAY:1 speaker is the best implementation of Alexa. (wsj)
  • When we stress our brains and bodies simultaneously the brain wins out. (nytimes)
  • Hackers are targeting US schools. (wsj)
  • The benefits to finishing college are not just financial/economic. (papers.ssrn)
  • Tesla ($TSLA) is having significant challenges with the Model 3. (mondaynote)
  • Seven ways to reduce anxiety in the moment. (wsj)
  • How to calm your FOMO. (howardlindzon)
  • Accelerating intelligence
Read the rest
  • Will Stronger Borders Weaken Innovation? (strategy-business)
  • The restaurant industry is having its own Harvey Weinstein moment. (newyorker)
  • Two longer interviews in the most recent Graham and Doddsville newsletter with Howard Marks and Paul Sonkin and Paul Johnson authors of "Pitch the Perfect Investment." (www8.gsb.columbia.edu)
  • How Angela Ahrendts is pushing Apple’s ($AAPL) stores into their next decade. (buzzfeed)
  • The Sonos PLAY:1 speaker is the best implementation of Alexa. (wsj)
  • When we stress our brains and bodies simultaneously the brain wins out. (nytimes)
  • Hackers are targeting US schools. (wsj)
  • The benefits to finishing college are not just financial/economic. (papers.ssrn)
  • Tesla ($TSLA) is having significant challenges with the Model 3. (mondaynote)
  • Seven ways to reduce anxiety in the moment. (wsj)
  • How to calm your FOMO. (howardlindzon)
  • Accelerating intelligence makes becoming great even more difficult. (medium)
  • Making the case for St Ignatius as a "management hero." (ft)
  • Beef prices are on the rise for the first time in a long time. (bloomberg)
  • Vanguard is not immune from shareholder pressure to divest from genocide-associated companies. (barrons)
  • The rise of the urban creative class hasn’t come without some dislocations (bloomberg)
  • Going inside the NFL’s meetings that decided how to handle anthem-kneeling (espn)
  • We attribute too much power to Facebook ($FB) engineers and not enough to users. (ben-evans)
  • What CEOs had to say about the economy this week. (avondaleam)
  • Why you should have surgery in the afternoon. (statnews)
  • Jamie Dimon may not know Bitcoin but he does know how to trade JP Morgan ($JPM) stock. (blogs.wsj)
  • What nomadic Mongolians can teach us about the future of technology. (wired)
  • The economic schedule for the coming week. (calculatedriskblog)
  • Is ‘private browsing’ really private? (spreadprivacy)
  • Friday was revenge of the megacap tech stocks. (wsj)
  • More acidic oceans are harming all manner of sea life. (bbc)
  • Consumer discretionary stocks are outperforming consumer staples. (jlfmi.tumblr)
  • Treasury yields are low but not out of bounds with history. (researchaffiliates)
  • When modelling successful people isn’t enough. (adamhgrimes)
  • So-called processed foods gets a bad rap. (thecut)
  • Is technology going to ruin the romance of sports? (wsj)
  • The Chevy Bolt is the "first practical, mass-market electric vehicle." (marketwatch)
  • Access to information is not the same thing as meaning. (rpseawright.wordpress)
  • Is mindfulness meditation good for kids? (vox)
  • What will the El Bulli Foundation actually do? (eater)
  • A visualization of the world’s debt. (visualcapitalist)
  • Nobody admits to joining a ‘cult’ but we do it anyway. (rpseawright.wordpress)
  • A look at how big Apple ($AAPL) Capital has gotten. (economist)
  • Nissan is joining Formula E. (theverge)
  • On the science of backpacks. (outsideonline)
  • Coca-Cola ($KO) knows it has a sugar problem. (buzzfeed)
  • Football concussion lawsuits are moving down the age scale. (melmagazine)
  • Seth Godin, "Yes, you’re an imposter. So am I and so is everyone else. Superman still lives on Krypton and the rest of us are just doing our best." (sethgodin.typepad)
  • Team trading is not a one-way street. (traderfeed.blogspot.ca)
  • Sonos is taking all the right steps to make its speakers bot-friendly. (businessinsider)
  • As long as the web grow, so grows Google ($GOOGL) (theatlantic)
  • On the psychological power of a soothing touch. (cbc.ca)
  • How Amy Cuddy got caught up in the wave of social science replication challenges. (nytimes)
  • A dozen lessons from Megan Quinn about a "Growth Mindset." (25iq)
  • How climate change is affecting olive trees. (nytimes)
  • Apple’s ($AAPL) approach to original video content is pretty conservative. (bloomberg)
  • Cashing in on the donated dead: In the U.S. market for human bodies, anyone can sell the donated dead (reuters)
  • Interest in the Beatles’ music is fading. (digitalmusicnews)
  • How hurrican-vulnerable Cape Coral, Florida became one of the fastest growing cities in America. (politico)
  • When This Land Is No Longer Your Land (bloomberg)
  • Why we humans are superstitious. (review.chicagobooth.edu)
  • There are now 120 hedge funds focused on cryptocurrencies. (cnbc)
  • University endowment funds are increasingly adopting ESG investment strategies. (ai-cio)
  • Big data meets Big Brother as China moves to rate its citizens (wired.co.uk)
  • Be very wary of the celebrity-endorsed ICO. (mobile.nytimes)
  • Gene therapy is coming: the upsides and downsides are many. (ft)
  • How MDMA became a potential breakthrough therapy for PTSD. (wsj)
  • There’s only so much the big brewers can do to further lower costs. (bloomberg)
  • A startup wants to make getting beta blockers easier. (statnews)
  • Online dating algorithms are only getting better and probably know you better than yourselves. (gizmodo)
  • People are increasingly asking Alexa questions about ‘loneliness, depression and suicide.’ (wsj)
  • Can science make alcohol more liver-friendly? (wsj)
  • How to use data to help consumers not sell them more stuff. (iheartwallstreet)
  • Some people take playing cornhole very seriously. (tedium.co)
  • Why teenagers need more sleep. (ft)
  • We still don’t really understand sleep. (digg)
  • Aswath Damodaran, "To me, Bitcoin, Ethereum, Ripple and ICOs are different enough from each other, not only in structure but also in terms of end game, that they need to be assessed independently." (aswathdamodaran.blogspot)
  • The Univ. of Wisconsin is thinking of ending its MBA program. (wsj)
  • A succinct summary of the week’s economic events. (ritholtz)
  • Now bartenders are getting disrupted by technology. (esquire)
  • Nathan Kontny, "Not everything we do needs a Go Big or Go Home mindset. There are ways to incorporate the smaller ideas." (m.signalvnoise)
  • The smart home is happening but it won’t create a passel of new, successful companies. (ft)
  • How the center position has changed in the NBA. (wsj)
  • What would ‘mathematically fair’ election maps look like? (fastcompany)
  • The airport check-in process hasn’t really changed all that much. (bloomberg)
  • How small and mid-sizes businesses should think about the 800-pound gorilla that is Amazon ($AMZN). (adventur.es)
  • Snap ($SNAP) has a cash flow issue. (theinformation)
  • Rotten Tomatoes is coming to Facebook ($FB). (qz)
  • Two lessons from the man who called the 1929 stock market crash. (blogs.wsj)
  • Some economic effects in the US from climate change. (ritholtz)
  • A profile of the Sackler family owners of Purdue Pharma, key players in the opioid epidemic. (newyorker)
  • Instant gratification reduces the amount of gratification. (heleo)
  • Aaron E. Carroll, "We want to believe there are easy fixes to the obesity epidemic and nutrition in general…When nutrition solutions sound too good to be true, there’s a good chance they are." (nytimes)
  • The decline in US fertility rates are duly primarily to falling teen birth rates. (wsj)
  • Dairy cows are increasingly connected. (ft)
  • Morra Aarons-Mele, "Pack your company culture with mandated office time, happy hours, and off-site meetings, and you risk alienating introverts." (work.qz)
  • Are MBA admissions consultants worth the money? (ft)
  • The case for fasting to help lose weight. (blog.supplysideliberal)
  • Men just can’t help themselves from mansplaining, even to other men. (melmagazine)
  • The pain of nostalgia is real. (qz)
  • We waste a sh*t ton of food. (wired)

10/27/17 – Friday’s Interest-ing Reads

  • What to Do With Dead Malls: Brick-and-mortar stores are closing at unprecedented rates, creating vast real estate wastelands. But all that empty space offers a blank slate to reinvent retail (wsj)
  • How Snapchat Has Kept Itself Free of Fake News (bloomberg)
  • FEMA Had a Plan for Responding to a Hurricane in Puerto Rico — But It Doesn’t Want You to See It (propublica)
  • Notes from the Capitalize for Kids Conference 2017. (marketfolly)
  • Q3 GDP came in at 3.0%. (capitalspectator)
  • Meb Faber talks with Phil DeMuth about how to minimize your investment taxes. (mebfaber)
  • Urban Carmel, "Conflating prominent, but rare, events with high probability is an ongoing impediment to better investment returns." (fat-pitch.blogspot)
  • Looking for reasons behind the recent MLP sell-off. (sl-advisors)
  • Why tilting the odds in your favor
Read the rest
  • What to Do With Dead Malls: Brick-and-mortar stores are closing at unprecedented rates, creating vast real estate wastelands. But all that empty space offers a blank slate to reinvent retail (wsj)
  • How Snapchat Has Kept Itself Free of Fake News (bloomberg)
  • FEMA Had a Plan for Responding to a Hurricane in Puerto Rico — But It Doesn’t Want You to See It (propublica)
  • Notes from the Capitalize for Kids Conference 2017. (marketfolly)
  • Q3 GDP came in at 3.0%. (capitalspectator)
  • Meb Faber talks with Phil DeMuth about how to minimize your investment taxes. (mebfaber)
  • Urban Carmel, "Conflating prominent, but rare, events with high probability is an ongoing impediment to better investment returns." (fat-pitch.blogspot)
  • Looking for reasons behind the recent MLP sell-off. (sl-advisors)
  • Why tilting the odds in your favor matters. (beta.morningstar)
  • Unconstrained bond funds really haven’t outperformed. (bloomberg)
  • Perma-bears are not playing the odds. (theirrelevantinvestor)
  • The US is not in a housing bubble but some markets are bubblicious. (urban)
  • How to describe evidence-based investing in 10 words or less. (bpsandpieces)
  • Meb Faber talks with Toby Carlisle about the challenges of value investing. (mebfaber)
  • Four ways to change 401(k) plans for the better (marketwatch)
  • Barry Ritholtz talks with Jim Ross, the executive vice president of State Street Global Advisors and chairman of global SPDRs. (ritholtz)
  • The next big step for behavioral economics is putting its findings into practice. (freakonomics)
  • Bill Simmons talks with the king of the modern horror film Jason Blum. (theringer)
  • Will the securities industry get ‘tokenized’? (bloomberg)
  • What is the role of an American Express ($AXP) in a payment-obsessed world? (economist)
  • JC Parets talks with Phil Pearlman about market psychology. (technicalanalysisradio)
  • Why being a card carrying member of FinTwit is so worth it. (allaboutyourbenjamins)
  • Aimee Keane chats with urban studies theorist Richard Florida about his latest book, "The New Urban Crisis." (ftalphaville.ft)
  • A Trillion-Dollar Hedge Against the U.S. Retirement Crisis (blogs.cfainstitute)
  • The market prefers when companies fight back against disruption. (businessinsider)
  • Brett McKay talks with Ty Tashiro author of "Awkward: The Science of Why We’re Socially Awkward and Why That’s Awesome." (artofmanliness)
  • Need a pop in your stock? Add blockchain to the title. (ftalphaville.ft)
  • How listening to a podcast could ruin your run. (telegraph.co.uk)
  • Patrick O’Shaughnessy talks with Tim Urban of ‘Wait, But Why" fame. (investorfieldguide)
  • Can Google Build a City? We’re About to Find Out. (slate)
  • Amazon ($AMZN) is now threatening the retail pharmacy business. (bloomberg)
  • Dan Roberts talks with Rich Cohen author of "The Chicago Cubs: Story of a Curse." (acast)
  • Barry Ritholtz talks with Paul Wilmott author of "The Money Formula: Dodgy Finance, Pseudo Science, and How Mathematicians Took Over the Markets." (ritholtz)
  • How to Tell If Your Wine Shop Is Any Good (bloomberg)
  • George Pearkes talks with Guillermo Roditi Domínguez, a founder and managing director of New River Investments. (bespokepremium)
  • Bill Miller likes Bitcoin. (blogs.wsj)
  • A talk with Brian Merchant author of "The One Device: The Secret History of the iPhone." (ft)
  • Hackers are harnessing computers to mine Bitcoin. (wsj)
  • How to Be a C.E.O., From a Decade’s Worth of Them: Adam Bryant has interviewed 525 chief executives through his years writing the Corner Office column. Here’s what he has learned. (nytimes)
  • Private equity has stubbed its toe on retailers. (institutionalinvestor)
  • Apple ($AAPL) is no longer America’s favorite company. (theverge)
  • There’s nothing wrong with Morningstar’s ($MORN) star system except how some people use it. (bloomberg)
  • Why CVS ($CVS) may want to buy Aetna ($AET). (wsj)
  • Supersized Family Farms Are Gobbling Up American Agriculture (wsj)
  • A Freakonomics look at the demonization of gluten. (freakonomics)
  • Americans love weed, except for the politicians. (fivethirtyeight)
  • The future of investing is 0.0%. (bloomberg)

10/26/17 – Thursday’s Interest-ing Reads

  • How unicorns became so founder-focused. (steveblank)
  • Utah is a growing technology startup hub. (nytimes)
  • Is value investing dead? (capitalspectator)
  • Why you shouldn’t run data like you run a product. (firstround)
  • How to think about tech as you start business school. (medium)
  • The Athletic wants to be the local sports page for the nation. (nytimes)
  • The First Cracks in the Market Appear: Stocks recently showed signals of a small pullback, but investors needn’t worry — at least not yet (barrons)
  • Sometimes You Beat the Bear. Lately, the Bear Beats You. (bloomberg)
  • Beware extremist bond market calls. (pragcap)
  • Rising rents are putting pressure on more Americans. (bloomberg)
  • The great economic moderation never really ended. (marginalrevolution)
  • A closer look at how Union Square Venture’s investing model works. (avc)
  • Many
Read the rest
  • How unicorns became so founder-focused. (steveblank)
  • Utah is a growing technology startup hub. (nytimes)
  • Is value investing dead? (capitalspectator)
  • Why you shouldn’t run data like you run a product. (firstround)
  • How to think about tech as you start business school. (medium)
  • The Athletic wants to be the local sports page for the nation. (nytimes)
  • The First Cracks in the Market Appear: Stocks recently showed signals of a small pullback, but investors needn’t worry — at least not yet (barrons)
  • Sometimes You Beat the Bear. Lately, the Bear Beats You. (bloomberg)
  • Beware extremist bond market calls. (pragcap)
  • Rising rents are putting pressure on more Americans. (bloomberg)
  • The great economic moderation never really ended. (marginalrevolution)
  • A closer look at how Union Square Venture’s investing model works. (avc)
  • Many (substantial) startups operate at the mercy of the Big Five. (nytimes)
  • Morningstar’s ($MORN) defense of its star ratings system. (beta.morningstar)
  • Four lessons learned from a dead startup. (blossomstreetventures)
  • What constitutes success for the iPhone 8? (asymco)
  • Good luck using that machine-learning algorithm to pick stocks. (ftalphaville.ft)
  • Weekly initial unemployment claims are still trending at low levels. (calculatedriskblog)
  • Goldman Sachs ($GS) has a bit of an identity crisis. (bloomberg)
  • If you don’t take the time to personalize a pitch to a VC, why would you expect a positive response? (chrismoody)
  • Weinstein scandal puts nondisclosure agreements in the spotlight (latimes)
  • There is now a cochlear implant that works with the iPhone. (9to5mac)
  • Why do people keep giving Magic Leap money? (theverge)
  • Your ’employee engagement’ may have a big blindspot. (m.signalvnoise)
  • Why drivers prefer Uber to taxis. (papers.ssrn)
  • The best way to reduce high PE fees is to go direct. (bloomberg)
  • Past performance was never a solid basis for picking mutual funds. (thereformedbroker)
  • How Carnival Games Scam You, According to Science (digg)
  • Some tips on how to become more of a minimalist. (medium)
  • Where the software industry is growing fastest. (recode)
  • eShares is the shareholder ledger of many startups. (cnbc)
  • Great lessons from Scott Dorsey for SaaS CEOs. (feld)
  • Overcoming a hard-wired bias for loss aversion (livemint)
  • Why every male VC should read Ellen Pao’s "Reset." (farnamstreetblog)
  • Neuberger Berman is pushing hard into alternatives. (bloomberg)
  • On the changing nature of American jobs. (theatlantic)
  • Great startup CEOs are more decisive. (tomtunguz)
  • 100 Best Nonfiction Books of All Time (theguardian)
  • Another big company is ditching Windows PCs for Macs. (valuewalk)
  • Is FaceID the iPhone X’s Achilles heel? (daringfireball)
  • Why individual stocks, even when they do well, are a hassle for advisors. (thereformedbroker)
  • How to find a VC internship. (medium)
  • How to end a company with dignity. (medium)
  • Leon Cooperman on Life After an SEC Investigation (institutionalinvestor)
  • IEX Group is now allowed to list companies. (wsj)