03/15/17 – Wednesday’s Interest-ing Reads

  • Some wisdom from those who have seen it all. (awealthofcommonsense)
  • The nature of academic economics has changed greatly over time. (bloomberg)
  • Hoping for an Inheritance? Curb Your Enthusiasm (bloomberg)
  • The Shale Oil Bubble (creditwritedowns)
  • We are only going to see more asset manager mergers. (wsj)
  • The Biggest Risk to the Fed and European Central Bank (reuters)
  • Putting a number on just how much Bill Ackman’s funds lost on Valeant ($VRX). (bloomberg)
  • Robots won’t take your job—they’ll help make room for meaningful work instead (Quartz)
  • New Oil Price War Looms (nakedcapitalism)
  • How Realistic Is a China Trade War? FedEx CEO Weighs In (fortune)
  • A hedge fund that only bets on daily changes in volatility. (bloomberg)
  • How Morningstar ($MORN) calculates investor returns. (beta.morningstar)
  • Which Equity and Bond
Read the rest
  • Some wisdom from those who have seen it all. (awealthofcommonsense)
  • The nature of academic economics has changed greatly over time. (bloomberg)
  • Hoping for an Inheritance? Curb Your Enthusiasm (bloomberg)
  • The Shale Oil Bubble (creditwritedowns)
  • We are only going to see more asset manager mergers. (wsj)
  • The Biggest Risk to the Fed and European Central Bank (reuters)
  • Putting a number on just how much Bill Ackman’s funds lost on Valeant ($VRX). (bloomberg)
  • Robots won’t take your job—they’ll help make room for meaningful work instead (Quartz)
  • New Oil Price War Looms (nakedcapitalism)
  • How Realistic Is a China Trade War? FedEx CEO Weighs In (fortune)
  • A hedge fund that only bets on daily changes in volatility. (bloomberg)
  • How Morningstar ($MORN) calculates investor returns. (beta.morningstar)
  • Which Equity and Bond Sectors Do Best When the Fed Hikes (usatoday)
  • Federal Reserve’s Main Challenge May Be Existential (nytimes)
  • Austin’s Done Just Fine Without Uber — Even If SXSW Hasn’t (nymag)
  • Why good traders don’t hold onto stocks like Valeant ($VRX) all the way down. (thereformedbroker)
  • The case for a simple, steady investment process. (whitecoatinvestor)
  • Chris Sacca no longer owns a share of Twitter ($TWTR). (businessinsider)
  • Why Warren Buffett is investing in an airline industry he once called a death trap (Los Angeles Times)
  • Why the Feds should allow financial planning fees to be drawn from retirement accounts. (kitces)
  • Credit ETFs are in retreat. (bloomberg)
  • Male financial advisors are more likely to commit misconduct. (bloomberg)
  • Your personal brand is what people say about you when you are not in the room. (a16z)
  • Apple store creator Ron Johnson: “What I love is creating. I created the Apple stores, I helped reinvent Target. My strength is imagining.” (recode)
  • Warning Signs: Past Is No Prologue for Markets in New Paradigms (bloomberg)
  • The U.S. Can Gain a Growth Edge If It Cuts the Corporate Tax (thehill)
  • A Pension Collapse Will Fuel the Next Financial Crisis In America (marketwatch)
  • Don’t Just Roll Back Back Fuel Standards. End Them. (bloomberg)
  • The true long term benefits of a ‘tiny home.’ (humbledollar)
  • How Much Is Left In the Bull Market’s Tank? (realclear)
  • The Corporate Welfare ETF: a new twist on the vice/not vice idea&#xA0 (citywireusa)
  • Follow Ritholtz Wealth on Facebook! (Facebook)
  • Why we should say goodbye to 12b-1 fees. (kitces)
  • Some factor strategies have nearly permanent industry tilts (Morningstar)
  • High yield does not equal high return. (whitecoatinvestor)
  • Here’s the Real Reason You’re Not Allowed To Work From Home (forbes)
  • Why even single, childless people need a will. (nytimes)
  • Charles Schwab ($SCHW) has launched a hybrid human-robo advisor. (reuters)
  • Eurozone May Surprise Everyone with Dramatic Recovery (project-syndicate)
  • Why process-based strategies are usually lower risk. (seeitmarket)
  • Trade Growth: Stronger US & Chinese Economies (blogspot)
  • Garbage In, Garbage Out at the Fed (fee)
  • Amazon Is Going to Kill More American Jobs Than China (marketwatch)
  • Here is a recent interview I did with Advisor Websites about writing a financial advisor blog. (advisorwebsites)
  • For Most Cities, the Tech Boom Is a Bust (citylab)
  • Cantor Fitzgerald’s big bet on Vegas is a bust (Bloomberg)
  • The Ghost Bosses: Private-equity firms have been rapidly buying and selling off companies for decades, and workers in Lancaster, Ohio, are living with the consequences.&#xA0 (theatlantic)
  • What to Do with Your Bond Portfolio as Fed Rates Rise (cnbc)
  • 10 Breakthrough Technologies, 2017 (technologyreview)
  • Household Debt: Cause for Concern, or No Big Deal? (realclear)
  • The Growing Threat Arising from U.S. Federal Debt (townhall)
  • Fed’s Challenge, After Raising Rates, May Be Existential (nytimes)
  • How to get the most out of your IRA contributions. (beta.morningstar)
  • More information is not necessarily an advantage for investors. (pragcap)
  • Le Pen Win Would Wipe Out 25% From French Bank Shares, Citi Says (Bloomberg)
  • Unemployment is falling almost everywhere. Wages aren’t rising much anywhere. (bloomberg)
  • This Titanic Stock Market Has That Sinking Feeling (marketwatch)
  • Instagram has more pull with advertisers than Snap ($SNAP). (fortune)
  • Goldman Sachs Says Fed’s Rate Hike Is Bad News For Stocks (fortune)
  • Active managers should hope to "win big early" on in the game. (bloomberg)
  • A sign that investment consultants are under pressure. (wsj)
  • Natural gas is down 25% from its 2016 peak. (wsj)
  • Death 2.0: Welcome to the Digital Afterlife (cnn)
  • Dear Stock Market Bears, Sorry, Valuation Is Not a Catalyst (seekingalpha)
  • Is OPEC Headed for a Big Showdown With U.S. Shale? (cnn)
  • Book Review: Phil Knight’s Endlessly Great ‘Shoe Dog’ (realclearmarkets)
  • Robots Create Jobs, Don’t Steal Them (realclear)
  • Goldman Turns Cautious on Stocks as Fed Threatens to Upset Calm (Bloomberg)
  • Competition, Cooperation, and the Selfish Gene (Farnam Street)
  • The Fed’s Era of Easy Money Is Ending (nytimes)
  • Homebuilder confidence is at a 12-year high. (calculatedriskblog)
  • What has really driven the recovery in Iceland’s economy? (bloomberg)
  • This Article Won’t Change Your Mind: The facts on why facts alone can’t fight false beliefs&#xA0 (theatlantic)
  • Untested Robo-Advisers Are Becoming Big Market Risk (bloomberg)
  • How a Rate Hike Will Affect Borrowers (a lot) Savers (not so much) (cnbc)
  • Asset management firms need to use plain language to describe investments. (blog.kurtosys)
  • Europe on Knife Edge of Uncertainty, Maybe Catastrophe (reuters)
  • 33 signs you are headed for financial trouble. (humbledollar)
  • Get dental work done before you retire. (squaredawayblog.bc.edu)
  • Pandora Premium: the original music streaming giant is ready for prime time (theverge)
  • The Dogs of the Dow Are Falling Behind in the 2017 Rally (marketwatch)
  • 12 products Millennials don’t buy. (buzzfeed)
  • Why General Motors Has Already Lost To Tesla (forbes)
  • Why the Fed will likely shift forward its plans for rate hikes. (calculatedriskblog)
  • Recession Risk (capitalspectator)
  • Stop reading "how to succeed" lists. (hbr)
  • Automated financial planning advice is only going to get better. (wmtoday)
  • What a bond ladder in retirement looks like. (retirementresearcher)

03/14/17 – Tuesday’s Interest-ing Reads

  • Afraid of Jail? Buy an Upgrade (themarshallproject)
  • Why Corporate Leaders Became Lefty Activists (nationalreview)
  • Fed Unlikely to Surprise the Markets This Week (ciovaccocapital)
  • Rise of Robot Calls for Big Response, Not Protetionism (usatoday)
  • Saudi Arabia’s Oil Minister Sounds Trouble For Russia (forbes)
  • Fixed Index Annuities: "Magical" or "Unsuitable"? (philly)
  • Market journalists love to emphasize the negative. (ft)
  •  Trouble ahead for PE investors? (ftalphaville.ft)
  • Why everyone is fascinated with Bill Ackman. (medium)
  • Mutual fund companies move IPOs to generate performance for new funds. (etf)
  • Preet was investigating Fox News for paying millions to settle sexual harrasment charges without informing shareholders. Fox News is official state-run propaganda. Problem solved. (New York Times)
  • In Women We Trust (Or Should) (promarket)
  • Real yields are on the rise. (wsj)
  • Hedge
Read the rest
  • Afraid of Jail? Buy an Upgrade (themarshallproject)
  • Why Corporate Leaders Became Lefty Activists (nationalreview)
  • Fed Unlikely to Surprise the Markets This Week (ciovaccocapital)
  • Rise of Robot Calls for Big Response, Not Protetionism (usatoday)
  • Saudi Arabia’s Oil Minister Sounds Trouble For Russia (forbes)
  • Fixed Index Annuities: "Magical" or "Unsuitable"? (philly)
  • Market journalists love to emphasize the negative. (ft)
  •  Trouble ahead for PE investors? (ftalphaville.ft)
  • Why everyone is fascinated with Bill Ackman. (medium)
  • Mutual fund companies move IPOs to generate performance for new funds. (etf)
  • Preet was investigating Fox News for paying millions to settle sexual harrasment charges without informing shareholders. Fox News is official state-run propaganda. Problem solved. (New York Times)
  • In Women We Trust (Or Should) (promarket)
  • Real yields are on the rise. (wsj)
  • Hedge fund investors are going to stop paying for beta. (valuewalk)
  • Michael Lewis’s ‘The Big Short’ Gets Its Day In Court (thedailybeast)
  • As We Learned In ’87, the Unexpected Often Moves Markets (realclearmarkets)
  • BlackRock vows new pressure on climate, board diversity (reuters)
  • Seven traits of successful active investment managers (jimoshaughnessy.tumblr)
  • Even SoFi is experiencing worse than expected loan performance. (bloomberg)
  • How quantitative investing has changed in the ten years since the ‘quant quake.’ (ft)
  • Trading Health Care for the Poor for Tax Cuts for the Rich (nytimes)
  • Sector rotation is all about momentum. (blog.thinknewfound)
  • Busyness is not a badge of honor. (timmaurer)
  • US Credit Growth Is Decelerating (creditwritedowns)
  • Stephen Gandel, "Ackman looks like an investor from another era, and an increasingly outdated one. His highly concentrated, and highly risky, portfolio is likely not one that most pension fund allocators will likely want to bet on in the future." (fortune)
  • Illiberal Arts: Pay More, Get Less (Free Speech) (realclearmarkets)
  •  Behind the Quiet State-by-State Fight Over Electric Vehicles (nytimes)
  • Untethered Optimism Is Not a Friend of Investors (hussmanfunds)
  • As are lumber prices. (calculatedriskblog)
  • One of the basic rules of markets is being violated. (Wall Street Journal)
  • CEO’s Shouldn’t Cave In to Activist Boycotts (investors)
  • How did closet-index become the norm in the mutual fund industry? (blogs.cfainstitute)
  • How parking spots are like factor returns. (bpsandpieces)
  • Preet Bharara’s Complicated Wall Street Crime Legacy (newyorker)
  • Sell-side research is going to continue to get squeezed. (bloomberg)
  • "This is like paradise": Seal Beach’s pay-to-stay program actively markets its jail, attracting deep-pocketed offenders (latimes)
  • Trends And Trend-Following Are Not The Same Thing (Price Action Lab)
  • How quickly should you invest a lump sum? Hint, part of the way. (elmfunds)
  • Over 1 Million U.S. Homeowners Regained Positive Equity in 2016 (worldpropertyjournal)
  • You’re not too busy. You’re just rude. (wsj)
  • Online shopping is not uniform across the US. (wsj)
  • How large is the public infrastructure sector? (allaboutalpha)
  • Short-term traders have more opportunites to learn from their mistakes. (traderfeed.blogspot)
  • Should Fed Plan Economy That Runs Hot? (realclearmarkets)
  • Why Intel is paying $15 billion for Mobileye: Think of your future car as a rolling computer. (recode)
  • The Intellectual Investor: Charles H. Brunie, 1930–2017 (city-journal)
  • A Warning From A Prescient Crash Guru (marketwatch)
  • 5 Ways "Passive" Investing Is Actually Quite Active&#xA0 (bloomberg)
  • U.S. Asset Managers Still Face Difficult Future (beta.morningstar)
  • The Swamp: Better than ever! (Bloomberg)
  • Why Intel ($INTC) bought Mobileye ($MBLY). (businessinsider)
  • Some skepticism about Dalbar’s mutual fund return data. (advisorperspectives)
  • Moral hazard and hedge fund high water marks. (etf)
  •  Wall Street Has Found Its Next Big Short (bloomberg)
  • William Ackman’s Pershing Square Capital Management LP sold its stake in Valeant, taking a roughly $4 billion loss (Wall Street Journal)
  • Why market reporters lean toward negative news: Journalists tend to avoid hype and have less to lose from being incorrectly bearish (ft)
  • Why We Have Daylight Savings, Why We Should Scrap It (reason)
  • When It Comes to Wall Street, Preet Bharara Is No Hero (propublica)
  • Nine years in Iceland declares the financial crisis over. (nytimes)
  • PE is paying up for targets. (ftalphaville.ft)
  • World prepares to move on without U.S. on trade (Politico)
  • Analysts just can’t help themselves from sucking up to management on earnings conference calls: the evidence. (blogs.wsj)
  • A Wild New Hypothesis for How the First Monster Black Holes Formed (gizmodo)
  • The Market’s Response to the Fed Will Be Telling (alhambrapartners)
  • Forget the President, Well-Educated Always Get Good Jobs (bloomberg)
  • Amazon ($AMZN) fulfillment centers often work with local businesses. (bloomberg)

03/13/17 – Monday’s Interest-ing Reads

Read the rest
  • The SEC has rejected the Winkelvoss-backed Bitcoin ETF. (etf)
  • How Income Investors Can Find Value in Today’s Market (incomeinvestors)
  • A Bitcoin ETF is not in the public interest. (thehill)
  • How hedge funds use ETFs. (etf)
  • The Most Dangerous Men In Global Economics (aei)
  • Looking Beyond The Election (ai-cio)
  • Preet Bharara Shunned Politics. His End Was Tinged by Them. (DealBook)
  • How fundamental indexing works with bonds. (blogs.cfainstitute)
  • Fidelity is facing up to its failure to get into the ETF business sooner. (theirrelevantinvestor)
  • Oil touches three-month lows, as U.S. supply swells (Reuters)
  • Why the US doesn’t need 50 or 100 year Treasury bonds. (cnbc)
  • SEC Denies Winklevoss Application for a Bitcoin ETF (Wall Street Journal)
  • Rosenberg: 10 Reasons to Be Cautious On the U.S. Stock Market (businessinsider)
  • Big State Spending In California May Doom the Boom (investors)
  • For a Return to the ‘Old Normal,’ Real Rates Must Tick Higher (bloomberg)
  • Solid Jobs Report in Line with Expectations (realclearmarkets)
  • Three tools traders can use to train while the market is closed. (traderfeed.blogspot)
  • Everyone is talking infrastructure, hence the Global X U.S. Infrastructure Development ETF ($PAVE). (etf)
  • The Winner of Buffett Bet is…. Bonds? (mebfaber)
  • A Rate Hike Is a Virtual Lock at This Week’s FOMC Meeting (realclear)
  • Ben: Markets Defy Finance Theory on Fed Hikes (Bloomberg View)
  • On The Cusp Of A Reversal? (ft)
  • Brace Yourself, the Oil Market Is About to Get ‘U-G-L-Y’ (cnbc)
  • There is no shortage of broken merger stocks out there. (fortune)
  • Executives are going to great lengths to try and get into a flow state. (ft)
  • Who’s Afraid of the Big, Bad Congressional Budget Office? (politico)
  • Low vol ETFs are bleeding assets. (etf)
  • How muni bonds do during an increase in rates. (blog.abglobal)
  • The No. 1 Stock of The Bull Market…Up 7723% (marketwatch)
  • The children of immigrants dominate math and science competitions. (forbes)
  • Intel to Buy Mobileye for $15.3 Billion, a 34% premium (Wall Street Journal)
  • 16 Reasons Not To Live In California (zerohedge)
  • Wall Street Has Found Next Big Short in US Credit Market (bloomberg)
  • MS: European Stock Boom Around The Corner (ValueWalk)
  • The Bull Market Not as Old as Some People Seem to Think (bloomberg)
  • Are You Middle Class Enough to Deserve a Healthcare Tax Break? (nytimes)
  • Avalanche of hate (statisticalideas.blogspot)
  • Where Are the Bears? Stocks Go 104 Days Without 1% Drop (cnn)
  • The long-term case for railroad stocks. (beta.morningstar)
  • Follow Ritholtz Wealth on Twitter! (@ritholtzwealth)
  • America’s labor markets are unambiguously getting better. (bloomberg)
  • ETFdb.com talks with Bloomberg ETF expert Eric Balchunas. (etfdb)
  • Why management fees make being a big buyout shop a great business. (institutionalinvestor)
  • Calm? There’s Tremendous Churn Beneath the Market Surface (yahoo)
  • Morningstar ($MORN) has filed for a series of mutual funds. (investmentnews)
  • Chatbot that overturned 160,000 parking fines now helping refugees claim asylum (theguardian)
  • The Green Energy Revolution Turns Into a Meltdown (washingtontimes)
  • The President Changed. So Has Small Businesses’ Confidence. (nytimes)
  • Is The Bond Market At A Tipping Point? (capitalspectator)
  • Nicholas Eberstadt, Election 2016, and Elite Self-Flagellation (forbes)
  • Four pieces of advice in a world where no one seems to know anything. (awealthofcommonsense)
  • What you need to understand about the earnings picture right now (Fundamentalis)
  • If we assume global warming is a hoax, what should we expect to see? (blastr)
  • Women have a far bigger footprint in ETFs than in other parts of the investment world. (bloomberg)
  • Why it’s Time for Blue States to Exit Red America (newrepublic)
  • Robin Powell talks with Nizam Hamid, European ETF strategist at WisdomTree. (evidenceinvestor.co.uk)
  • This Is the Most Overvalued Stock Market In History (marketwatch)
  • Why the SEC should let non-transparent active ETFs move forward. (etf)
  • Why GenXers and Boomers Think Ideal Retirement Is Doable (investors)
  • February Jobs Report Changes Nothing (blogspot)
  • Smart beta ETFs are rebalanced far more often then index funds. (etf)
  • Your Pension Check May Soon Be Coming From an Insurance Company (wsj)
  • Wow – Wall Street sheriff Preet Bharara removed from office this weekend! (New York Times)
  • Citadel Group isn’t taking on new assets at this time. (chicagobusiness)
  • Why Fed rate hikes will flatten the yield curve. (ft)
  • How the Federal Reserve Could Hurt House Prices (fortune)
  • Some amazing stats for the Nasdaq Bubble’s anniversary (Irrelevant Investor)
  • Law professors love the classic movie "My Cousin Vinny." (wsj)
  • 4 Reasons Betting Against Netflix Would Be an Epic Blunder (forbes)
  • What to think about when adding factors to your investment process. (peterlazaroff)
  • Is Warren Buffett Finally Losing His Touch? Not quite. (usatoday)

03/12/17 – Sunday’s Interest-ing Reads

  • The SEC has rejected the Winkelvoss-backed Bitcoin ETF. (axios)
  • Expect more online broker mergers. (barrons)
  • How to learn five new things with an Echo Dot every day. (venturebeat)
  • When it comes to light bulbs think lumens, not watts. (wsj)
  • We are constantly dealing with regrets in investing. (marketfox)
  • The economic schedule for the coming week. (calculatedriskblog)
  • Fund prospectuses should be written with investors, not lawyers, in mind. (blogs.wsj)
  • "Good news is boring." (dealbreaker)
  • Americans have been slow to file their 2016 taxes. (bloomberg)
  • Shale makes other oil/gas projects riskier. (sl-advisors)
  • A succinct summary of the week’s economic events. (ritholtz)
  • Don’t fear old age. (theguardian)
  • Your daily activities are either sharpening or dulling our brains. (traderfeed.blogspot)
  • What CEOs had to say about the economy this week.
Read the rest

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

  • The best anti-ageing exercise is high intensity interval training. (newscientist)
  • • World exclusive: Max Martin, #1 hitmaker&#xA0 (storytelling.di.se)
  • In praise of ping pong as an exercise. (nytimes)
  • Ominous Sounding ‘Ohama Titanic Syndrome’ Is Forming (marketwatch)
  • 25 films that critics like a lot more than viewers. (businessinsider)
  • The one advantage of Laguardia Airport. (bloomberg)
  • Our entertainment choices are exploding but our ability to sort through them is limited. (economist)
  • 2017 is not going to be a great year for maple syrup production. (wsj)
  • Why sports and elite academics don’t mix. (theatlantic)
  • Can an app serve as a replacement for a therapist? (theverge)
  • • The Future of ETFs (barrons)
  • Station wagons are making a comeback. (bloomberg)
  • Is kernza the new quinoa? (qz)
  • College hockey teams are adopting
Read the rest
  • The best anti-ageing exercise is high intensity interval training. (newscientist)
  • • World exclusive: Max Martin, #1 hitmaker&#xA0 (storytelling.di.se)
  • In praise of ping pong as an exercise. (nytimes)
  • Ominous Sounding ‘Ohama Titanic Syndrome’ Is Forming (marketwatch)
  • 25 films that critics like a lot more than viewers. (businessinsider)
  • The one advantage of Laguardia Airport. (bloomberg)
  • Our entertainment choices are exploding but our ability to sort through them is limited. (economist)
  • 2017 is not going to be a great year for maple syrup production. (wsj)
  • Why sports and elite academics don’t mix. (theatlantic)
  • Can an app serve as a replacement for a therapist? (theverge)
  • • The Future of ETFs (barrons)
  • Station wagons are making a comeback. (bloomberg)
  • Is kernza the new quinoa? (qz)
  • College hockey teams are adopting the helmet styles of their respective football teams. (nytimes)
  • The term ‘curator’ is wildly overused these days. (thebaffler)
  • There’s Still Money To Be Made In This Stock Market (nasdaq)
  • Why computer science grads get paid so much: supply and demand. (qz)
  • ‘Social snacks’ and our need to have real friends. (qz)
  • Use it or lose it. Modern life is allowing certain skills to dissipate. (bbc)
  • Wall Streeters are obsessed with the Showtime show "Billions." (businessinsider)
  • • The Hunt for the Perfect Sugar (fortune)
  • Why Oil Prices Are Tanking & Where They’re Headed (thefiscaltimes)
  • If mobile data gets cheap enough, wi-fi could go away. (bloomberg)
  • JetBlue ($JBLU) is upping its game on long-haul flights with Mint. (wsj)
  • American Housing Bubble Déjà Vu (project-syndicate)
  • Nascar is revamping its competition to make races more exciting. (theverge)
  • • Financiers Fight Over the American Dream: A hedge fund planned to make a fortune—and do good—by exposing how Herbalife preyed on the poor. What went wrong (newyorker)
  • Why STEM needs the liberal arts. (strategy-business)
  • The War on Cash Finds Its General. His Name? Rogoff (mises)
  • Mercedes just unveiled the world’s most expensive SUV. (businessinsider)
  • How Netflix ($NFLX) is spending its $6 billion this year on content. (fortune)
  • How journaling with your kids could help spark a discussion. (wsj)
  • We May Soon Know Why the Fed Has Changed Its Tune (cnbc)
  • Tesla ($TSLA) has installed a 55k solar array in Hawaii. (theverge)
  • What the President Could Learn From Economists (nytimes)
  • Golf cart use is up. Golf cart accidents are also up. (nytimes)
  • Costco ($COST) is now the organic food king. (agweb)
  • Are Nike ($NKE) Zoom Vaporfly shoes giving marathon runners an unfair advantage? (nytimes)
  • How to get streaming music on the cheap including Amazon Music Unlimited. (theringer)
  • The safest cars on the road. (financialsamurai)
  • "Neanderthals were thriving from Siberia to southern Spain by the time a few families of modern humans made it out of Africa around 60,000 years ago." (digg)
  • • A runaway energy industry is costing California billions (latimes)
  • Having sex at home will make you a better worker. (qz)
  • Secret to Success? Ingratiate Yourself With Wealthy People (forbes)
  • What it’s like to be a big-time college basketball ref. (chicagotribune)
  • Why the term ‘AI’ has becoming leargely meaningsless. (theatlantic)
  • Girls need more STEM role models. (theverge)
  • The U.S. Is Following Italy’s Lead Without Realizing It (forbes)
  • How to Retire Happily On Less Than $1,000,000 (cnn)
  • • Why We're Living in the Age of Fear: This is the safest time in human history. So why are we all so afraid? (rollingstone)
  • Middle aged men are facing a loneliness crisis. (bostonglobe)
  • Big tobacco is now in the nicotine delivery business. (bloomberg)
  • How to make a highball. (bloomberg)
  • On the parallels between Amazon’s ($AMZN) Alexa and the Apple ($AAPL) Watch. (ben-evans)
  • • How San Diego Built a Bridge Over the Wall (politico)
  • Scientists have found another form of matter: ‘time crystals.’ (wsj)
  • 15 books for those with anxiety. (medium)
  • How many leagues can e-sports support? (venturebeat)
  • A conversation with Elizabeth Kolbert and Matthieu Ricard about simply slowing down. (garrisoninstitute)
  • More senior citizens are auditing college classes. (wsj)
  • Oil Price Drop Triggers a ‘Herd Mentality’ of Selling (nytimes)

03/10/17 – Friday’s Interest-ing Reads

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  • South Koreans democratically eject their president for corruption and influence peddling (Boing Boing)
  • Wage growth for lower paid employees is on the rise. (theatlantic)
  • Epistemologically Arrogant (A Wealth Of Common Sense)
  • A look inside John Rekenthaler’s portfolio. (beta.morningstar)
  • All Eyes on Jobs Report, and How the Fed May React (nypost)
  • Jordan Harbinger talks with Mike Rowe of "Dirty Jobs" fame. (theartofcharm)
  • The February NFP report was another strong one. (calculatedriskblog)
  • Why $50 Is More Likely to Be a Ceiling Than a Floor for Oil (cnbc)
  • Americans are now drinking more bottled water than soda. (wsj)
  • Patrick O’Shaughnessy talks with Dr. Peter Attia about what activities actually lead to a longer, healthier life. (investorfieldguide)
  • Morgan Housel: Let Me Convince You To Save Money (Collaborative Fund)
  • Companies need to protect the time of their employees. (m.signalvnoise)
  • You can’t compete with HFT. Find another time frame to trade. (dashofinsight)
  • What every options trader needs to know about delta: an excerpt from Tony Saliba’s "Managing Expectations." (martinkronicle)
  • Richer Than Ever (blogspot)
  • The Most Underrated Story On The US Economy (theatlantic)
  • The Animal Spirits in the Jobs Report (bloomberg)
  • 10 Straight Weeks Of Equity Inflows As All The New Money Goes To ETFs (Zero Hedge)
  • How mutual fund managers get paid bonuses is telling. (beta.morningstar)
  • Nine questions every ESG strategy should be able to answer. (thereformedbroker)
  • Hussman: Stock Market May Plunge By As Much as 60% (fortune)
  • The real life story of Richard Dennis’ "turtles." (bloomberg)
  • Never, Ever, Turn Down Money (fee)
  • Eight lessons learned from running a proprietary trading desk. (finance.yahoo)
  • James Altucher talks with Yuval Noah Harari author of "Homo Deus" and "Sapiens." (jamesaltucher)
  • The creator of the Vix doesn’t think it works anymore. He’s now focused on ambiguity rather than fear (Wall Street Journal)
  •  Made A Facebook Profile, Started Liking Right-Wing Pages, And Radicalized My News Feed In Four Days (buzzfeed)
  • Currency and QE: Ramifications of Questioning the Euro (pimco)
  • Barry Ritholtz talks with Scott Galloway about a wide range of media-related issues. (ritholtz)
  • Will A 3% Treasury Yield Crash The Stock Market? (seekingalpha)
  • Tinder Select is a secret, members-only version of the app (social.techcrunch)
  • Brett McKay talks with Tyler Cowen author of "The Complacent Class: The Self-Defeating Quest for the American Dream." (artofmanliness)
  • Steve McQueen’s lost "Bullitt" car reportedly has been found and restored (latimes)
  • Bald Eagles Keep Dying And No One’s Talking About It (thedodo)
  • Nate Silver talks with Mark Cuban about politics and sports. (fivethirtyeight)
  • Why good companies can be bad investments. (aswathdamodaran.blogspot)
  • Americans Are Entering the Labor Force in Droves (yahoo)
  • Dave Nadig: Why Low Vol Funds Are Bleeding (ETF.com)
  • Daylight Savings Time sucks. (bloomberg)
  • 50 things that made the modern economy: robots. (bbc.co.uk)
  • Corporate insiders are on a buying strike. (wsj)
  • Chuck E. Cheese restaurants are not prone to violence any more than similar restaurants. (freakonomics)
  • Houston Model of Success Can’t Be Taken National (nationalreview)
  • Very Little’s Been Done to Address the Money Gap (realclearmarkets)
  • Today in market history, 2000: (Twitter)
  • Felix Salmon and Jordan Weissman talk with Sheelah Kolhatkar, author of "Black Edge." (slate)
  • Chipotle ($CMG) is closing its once-promising ShopHouse Asian Kitchen chain. (jeffmatthewsisnotmakingthisup.blogspot)
  • Is Being Good the Secret to Being Great? (ibd.morningstar)
  • Seriously, how low can the $VIX go? (ft)
  • A discussion with Richard Marston, "Investing for a Lifetime: Managing Wealth for the “New Normal." (knowledge.wharton.upenn.edu)
  • Why New Home Sales Are Stalling (blogspot)
  • The 100 Websites That Rule the Internet (ritholtz)
  • Wall Street price targets follow the stock price, not the other way around. (ericcinnamond)
  • New Force on Wall Street: The "Family Office" (wsj)
  • Another monster labor report – 235k jobs added, unemployment falls to 4.7%, wages rise (Bloomberg)
  • Quant Call: Terms of Trade As a Signal for Currency Markets (gsam)
  • What Higher Interest Rates Will Mean for Investors (barrons)
  • Interactive Brokers ($IBKR) is going to stop making markets in stock options. (wsj)
  • US companies have dramatically cut back on share buybacks. (wsj)
  • Metro Areas Are Where It’s At; That Is, If You Want to Work (bloomberg)
  • How IEX’s data feed is different. (martinkronicle)
  • Happy Birthday to a Bull That Few Expected to Survive (lplresearch)
  • Prosperity, and the Unsung Role of Patent Protection (realclearmarkets)
  • Keynote speakers announced for EBI West! What a lineup! (The Big Picture)
  • Yes … There Really Was A Liberal Media Bubble (fivethirtyeight)
  • Profitable Companies, No Taxes: How They Did It (nytimes)
  • The Bull Market Reaches Eight: Top 10 Winners and Losers (usatoday)
  • Profitable Companies, No Taxes: Here’s How They Did It&#xA0 (nytimes)
  • The Working Poor Got Richer in Obama’s Final Year (nymag)
  • The Best Performing Dow Stocks Since 2009 (247wallst)
  • Healthcare Needs A Supply Side Revolution (marketwatch)
  • Stan Smith Knows You Think He’s Just a Sneaker (nymag)
  • Uber is a hugely problematic company but don’t discount what it has accomplished. (exponent.fm)
  • Why Rising Bearish Sentiment Isn’t Crushing Stocks (marketwatch)
  • Jeremy Schwartz talks with Vinay Nair of 55 Capital about how to diversify a portfolio today. (wisdomtree)
  • The Unrelenting Beauty of Wealth Inequality (youtube)
  • Blame the Baby Boomers, They Ruined America (marketwatch)

03/09/17 – Thursday’s Interest-ing Reads

  • Is Being Good the Secret to Being Great? (ibd.morningstar)
  • Women In the Board Room: It’s Not Good For Men to Be Alone (videntfinancial)
  • America Has a Retail Bubble — And It’s Bursting (cnn)
  • "Once you create a culture it is incredibly hard to change it." (avc)
  • How Anti-Science Forces Thrive On Facebook (buzzfeed)
  • It’s Time For Us to Drag Healthcare Out of the 19th Century (nationalreview)
  • Has Dubai Added a Stolen Jewel to Its Skyline? (nytimes)
  •  Is Wagyu the World’s Most Overrated Steak?&#xA0 (bloomberg)
  • How to take advantage of political shocks. (blogs.cfainstitute)
  • The Bet, Berkshire Hathaway, and Better Value (realclear)
  • The Border Tax Is a Recipe for Disaster for U.S. Consumers (usatoday)
  • Wall Street CEO’s most notorious critic not ready to shut up (New York
Read the rest
  • Is Being Good the Secret to Being Great? (ibd.morningstar)
  • Women In the Board Room: It’s Not Good For Men to Be Alone (videntfinancial)
  • America Has a Retail Bubble — And It’s Bursting (cnn)
  • "Once you create a culture it is incredibly hard to change it." (avc)
  • How Anti-Science Forces Thrive On Facebook (buzzfeed)
  • It’s Time For Us to Drag Healthcare Out of the 19th Century (nationalreview)
  • Has Dubai Added a Stolen Jewel to Its Skyline? (nytimes)
  •  Is Wagyu the World’s Most Overrated Steak?&#xA0 (bloomberg)
  • How to take advantage of political shocks. (blogs.cfainstitute)
  • The Bet, Berkshire Hathaway, and Better Value (realclear)
  • The Border Tax Is a Recipe for Disaster for U.S. Consumers (usatoday)
  • Wall Street CEO’s most notorious critic not ready to shut up (New York Post)
  • Only the rich get what they want out of this Obamacare-repeal bill (Business Insider)
  • Citi: 5 Internet Stocks You Should Buy Right Now (marketwatch)
  • Two pharma stocks worth a look. (institutionalinvestor)
  • Uber is in all sorts of trouble but people keep downloading the app. (theatlantic)
  • Jared Dillian, "I’m guessing that rich people are not dumb, and that there are reasons to invest in hedge funds other than just beating the market." (bloomberg)
  • 5 Top Stocks to Buy as Bull Market Turns Eight (zacks)
  • Corporate Tax Rates and Revenues in Great Britain (cato)
  • Janet Yellen Could Be Your New Financial Adviser (marketwatch)
  • Stocks Have Tripled Since Crisis, but Low Rates Are Still Squeezing Savers (Wall Street Journal)
  • Discrimination, explicit and implicit, in the world of hedge funds. (businessinsider)
  • Mark Cuban on how to fix healthcare. (blogmaverick)
  • American household net worth is at a record but wage growth is still lacking. (wsj)
  • Stanford now has a venture fund to invest in the next Snap ($SNAP). (bloomberg)
  • Om Malik, "When un-sexy, software-oriented firms such as Cloudflare, MuleSoft, Alteryx, and Okta start to go public and hold their value, then Silicon Valley will really have reason to smile." (newyorker)
  • ‘A Day Without a Woman’ Is a Strike for Privileged Protesters (latimes)
  • What next for the now profitable Shazam? (businessinsider)
  • The Notorious B.I.G.: Life and legacy of a Brooklyn legend (NY Daily News)
  • Google’s “One True Answer” problem — when featured snippets go bad (searchengineland)
  • You Knew It All Along: Economists Can’t Forecast (realclearmarkets)
  • Central Banks Have Completely Destroyed Financial Markets (econmatters)
  • Weekly initial unemployment claims rose from historically low levels. (calculatedriskblog)
  • A Gem In A Mexican Junkyard (marketwatch)
  • Policy In the U.S. and the Art of the International Trade Deal (gsam)
  • The discovery of a giant neuron could help explain how the brain creates consciousness (qz)
  • Strong jobs growth? Fed hike? (capitalspectator)
  • No, Bill Gates, We Really Don’t Need a Robot Tax (economics21)
  • The New Bond Workouts (papers.ssrn)
  • Today is the 8th anniversary of the stock market lows amidst the great financial crisis. (thereformedbroker)
  • Harvard Law will now accept GRE scores in lieu of the LSAT. (nytimes)
  • Deutsche Bank Institutional survey captures investor attitudes toward hedge funds (ValueWalk)
  • "This Time Is Different": 4 Words That Broke Many Investors (forbes)
  • The Downfall of the Popular IPO (A Wealth Of Common Sense)
  • Beware: Picture-Perfect Flipped Homes May Be Masked $$ Pits (cnbc)
  • RIP, contributor networks. (digiday)
  • Why Populism Will Remain A Force (creditwritedowns)
  • 20 Charts That Tell The Story (blogspot)
  •  Google’s Featured Snippets Are Worse Than Fake News&#xA0 (theoutline)
  • How Did Navarro Get An Ph. D. From Harvard? (economicpolicyjournal)
  • Oil drops back below $50 for the first time since December (Bloomberg)
  • Earnings Update: As Expected, Companies Beat Expectations (commonwealth)
  • Eight lessons learned from Peter Thiel’s "Zero to One." (medium)
  • 50 promising startups you may have never heard of. (bloomberg)
  • All of HBO’s original shows ranked by critic consensus. (businessinsider)
  • Happy Birthday, Bull Market! This May Be Your Last… (fortune)
  • The 409A valuations of startups are usually wildly inaccurate. (nytimes)
  • "Our Models Can Not Explain This" (zerohedge)
  • White House Echoes Tech: Move Fast, Break Things (nytimes)
  • Two Wise Men: Stories for Children Inspired by Warren Buffett and Charlie Munger (safalniveshak)
  • Limited Convertibility Within a 21st Century Gold Standard (forbes)
  • Is It Better to Be Poor in Bangladesh or the Mississippi Delta? (The Atlantic)
  • Conditions Are Ripe For a Correction of Consequence (realclearmarkets)
  • You Really Want to Be Happy? Marry a Cheapskate (moneyish)
  • Investors, Stop Worrying About a Bear Market (nasdaq)
  • Why Ridicule Is Proper Response to Warming Alarmists (investors)
  • How the Euro Could Break Up — or Be Saved (bloomberg)
  • Mix politics and investing at your own risk. (bloomberg)
  • Wall Street spends record $2bn on US election lobbying (Financial Times)
  • Google ($GOOGL) is trying to catch up in the cloud computing space. (wsj)
  • Navigating America’s Economic-Policy Shocks (project-syndicate)
  • Why you should kill your cash cow…before some one else does. (medium)
  • Over the past eight years the increase in valuation has accelerated stock market returns. (blog.yardeni)
  • Warren Buffett’s Best Investment Tip for Everyone – Index Funds (usatoday)
  • The grind is real. (howardlindzon)

03/08/17 – Wednesday’s Interest-ing Reads

  • An Old Michael Moore Tweet Shows Why Socialism Never Works (investors)
  • My Own Name Is A Killing Pony (popehat)
  • These strawberries aren’t red. Seriously. They aren’t. (blastr)
  • Investors Can’t Bank on Another 8-Yr. Bull Bonanza (marketwatch)
  • Currency Markets & the Rise of Global Protectionism (gsam)
  • Why algorithms are a good substitute for humans. (ft)
  • These are the nominees for the first annual StockTwits Cashtag Awards. (blog.stocktwits)
  • Watch Reserves, Not Interest Rates (realclear)
  • Why Every Entrepreneur Should Start Leaving the Office at 2 (fortune)
  • The February ADP private employment report was a huge upside surprise. (crossingwallstreet)
  • It’s A Snap (alhambrapartners)
  • The biggest benefit to building a diversified portfolio is an increased safe withdrawal rate—meaning additional spending in retirement. (blog.cordantwealth)
  • Investing doesn’t have to be complicated: 7
Read the rest

03/07/17 – Tuesday’s Interest-ing Reads

  • Is Facebook’s Instagram kicking Snap’s ass? (ValueWalk)
  • It’s okay to miss the best and worst months in the stockmarket. (investresolve)
  • A new form of matter: scientists create the first supersolid (cosmosmagazine)
  • Prospect theory and the case for multi-factor strategies. (blog.thinknewfound)
  • Speculative Blow-Offs in Stock Markets – Part 1 (acting-man)
  • Financials continue to lead the US sector leaderboard. (capitalspectator)
  • Peter Navarro’s River of Rubbish (cafehayek)
  • Let’s Give Workers Retirement Savings Plan at Work (realclearmarkets)
  • What happens to a college’s endowment fund when the school closes? (bloomberg)
  • Everything the Market Thinks About Inflation Might Be Wrong (wsj)
  • New Highs Beget New Highs (alephblog)
  • Sam Eisenstadt, a Supreme Forecaster, Has Bad News (marketwatch)
  • Shopping malls are scrambling for big anchor tenants. That is why they are turning to
Read the rest
  • Is Facebook’s Instagram kicking Snap’s ass? (ValueWalk)
  • It’s okay to miss the best and worst months in the stockmarket. (investresolve)
  • A new form of matter: scientists create the first supersolid (cosmosmagazine)
  • Prospect theory and the case for multi-factor strategies. (blog.thinknewfound)
  • Speculative Blow-Offs in Stock Markets – Part 1 (acting-man)
  • Financials continue to lead the US sector leaderboard. (capitalspectator)
  • Peter Navarro’s River of Rubbish (cafehayek)
  • Let’s Give Workers Retirement Savings Plan at Work (realclearmarkets)
  • What happens to a college’s endowment fund when the school closes? (bloomberg)
  • Everything the Market Thinks About Inflation Might Be Wrong (wsj)
  • New Highs Beget New Highs (alephblog)
  • Sam Eisenstadt, a Supreme Forecaster, Has Bad News (marketwatch)
  • Shopping malls are scrambling for big anchor tenants. That is why they are turning to grocery stores. (wsj)
  • Twitter ($TWTR) should be concerned that Twitch’s Pulse is going to disrupt it. (theverge)
  • China Premier Pledges: “We Will Make Our Skies Blue Again” (usnews)
  • A Guide to Reading for Investors (safalniveshak)
  • Liquidity Illusion: Beware The Ides Of March (gavekalcapital)
  • It’s hard to find a bullish case for mall REITs. (wsj)
  • This model is pointing towards a flat stock market six month hence. (marketwatch)
  • Our Economy Is Designed to Create Poverty and Inequality (thenation)
  • Yellen Said One Word Last Week Which Should Worry Markets (cnbc)
  • Big announcements coming shortly on our EBI West conference! (EBI West)
  • The Fed is Getting Ready to Raise into Weakness (dailyreckoning)
  • Stock Market Is Sleepwalking Past Problems (stltoday)
  • Dangers Lurk In World’s ‘Most Deceptive’ Stock Market Chart (marketwatch)
  • When Pay of All CEOs Up, There May Be Something Amiss (bloomberg)
  •  Does Barron’s really have a bead on the best financial advisors in America? (riabiz)
  • This Singapore-based trader is roiling the sugar market with big buys (and sells). (wsj)
  • Federal Policies Necessary to Achieve 4% Growth (washingtontimes)
  •  Photos reveal how polluted the U.S. was before EPA was founded (greencarreports)
  • Happy 8th birthday to the bull market. (crossingwallstreet)
  • How do stocks that can’t be shorted do? (quantpedia)
  • How Much to Save for Retirement Is Simpler Than It Seems (usnews)
  • A smart beta reading list. (blogs.cfainstitute)
  • State Street ($STT) will start to vote against companies without a woman on the board of directors. (wsj)
  • If All Economists Are For Trade, Then All Must Be For Gold (forbes)
  • The Golden Age of Hedge Funds (blogs.cfainstitute)
  • Barron’s Top 1,200 Financial Advisors (barrons)
  • Radioactive: Is Passive’s Dominance Over Active Set to Wane? (schwab)
  • Are U.S., China Headed for ‘Hot War’ on Trade? (Wall Street Journal)
  • Another sign that Canada’s real estate market is red hot. (business.financialpost)
  • Hedge Funds Gird for Stock Selloff as Valuations Rattle Nerves (Bloomberg)
  • $80,000 Jobs? Few Takers in Red-Hot US Shale Country (bloomberg)
  • How Uber Deceives the Authorities Worldwide (nytimes)
  • America’s Placebo President? (the-american-interest)
  • Our Obsession With Personal Branding Reveals a Dark Truth (qz)
  • Calling a Top in Stocks Has Become a Cottage Industry (Bloomberg View)
  • Insurance Sales Across State Lines Won’t Save Money (bloomberg)
  • How the world’s heaviest man lost 500 pounds (GQ)
  • Young People Don’t Share the Fed’s Irrational Exuberance (Bloomberg View)
  • What’s Wrong w/Inequality? Review of Edward Conard’s ‘Upside’ (libertylawsite)
  • Ultimate Stock Pickers: 10 Buys, 10 Sells (morningstar)
  • Is the Irrational In Stock Markets Now Being Rationalized? (realclearmarkets)
  • You can play daily fantasy sports for fun or you can try to win. (wsj)
  • Have We Reached Peak Entrepreneurship? (realclearpolicy)
  • The case against market cap weighting of indices. (evidenceinvestor.co.uk)
  • Expect Wild Market Swings Before New Records Broken (marketwatch)
  • The Dollar Is Strong, but Bitcoin Is Stronger (barrons)
  • The downside of momentum: crashes. (etf)
  • Academic finance publishes results, not non-results. That’s a problem. (blog.alphaarchitect)
  • Research on the optimal TDF strategies. (gmo)
  • Why you should put away your bird feeder. (mentalfloss)
  • A Case for the Border-Adjusted Tax (nytimes)
  • G.O.P. Repeal Bill Would Cut Funding for Poor and Taxes on Rich (Upshot)
  • The Case for Tragic Optimism (A Teachable Moment)
  • Trade Wars Have No Winners, Only Losers (econlib)
  • Netflix Preps Reality TV Push: Rivals “Should Be Scared Out of Their Minds” (hollywoodreporter)
  •  Netflix is releasing a stand-up comedy special each week for the rest of 2017 (theverge)
  • Global Trade and Its Impact on Economic Growth (gsam)
  • The Most Broadly Overvalued Moment in Market History (hussmanfunds)
  • Only 4.2% of Fortune 500 companies are run by women. (qz)
  • No Government Fix Will Stop the Obamacare Bleeding (usatoday)
  • The ultimate stockpickers’ top 10 buys and sells. (beta.morningstar)

03/06/17 – Monday’s Interest-ing Reads

  • The Wirecutter ranks Intuit’s ($INTU) TurboTax as the best tax software. (thewirecutter)
  • What Putin Is Up To: And why he may have overplayed his hand&#xA0 (theatlantic)
  • Why mutual funds won’t be replaced by ETFs. (etf)
  • The term "artificial intelligence" has become meaningless (The Atlantic)
  • Wisdom Of Crowds Monetary Policy (econlib)
  • Why Tax Credits Are No Substitute for Obamacare (nytimes)
  • What is the current equilibrium real short term interest rate? Fed watchers want to know. (ft)
  • The Stock Market Has Entered the ‘Danger Zone’ (businessinsider)
  • Guess what time of day the internet’s peak trolling hours are (Wall Street Journal)
  • Can Time ($TIME) make it on its own? (nytimes)
  • How To Insure Everyone At A Reasonable Cost (forbes)
  • In red-hot Portland, housing costs soar and income gap
Read the rest
  • The Wirecutter ranks Intuit’s ($INTU) TurboTax as the best tax software. (thewirecutter)
  • What Putin Is Up To: And why he may have overplayed his hand&#xA0 (theatlantic)
  • Why mutual funds won’t be replaced by ETFs. (etf)
  • The term "artificial intelligence" has become meaningless (The Atlantic)
  • Wisdom Of Crowds Monetary Policy (econlib)
  • Why Tax Credits Are No Substitute for Obamacare (nytimes)
  • What is the current equilibrium real short term interest rate? Fed watchers want to know. (ft)
  • The Stock Market Has Entered the ‘Danger Zone’ (businessinsider)
  • Guess what time of day the internet’s peak trolling hours are (Wall Street Journal)
  • Can Time ($TIME) make it on its own? (nytimes)
  • How To Insure Everyone At A Reasonable Cost (forbes)
  • In red-hot Portland, housing costs soar and income gap grows. Sound familiar? (seattletimes)
  • The real anniversary of the bull market is 2013, not 2009, I argue. (MarketWatch)
  • The Savior of Coal Country Will Not Be the Coal Industry (newrepublic)
  • The value opportunity in big bank preferreds. (philosophicaleconomics)
  • It’s becoming harder to find novel ETF ideas. (ft)
  • Too much time on social media can make you lonely. (npr)
  • How Goldman Sachs ($GS) amassed $3 billion in ETF assets. (wsj)
  • The Better Twitter Gets, The More It Could Potentially Divide Us (slate)
  • Mock the ‘New Normal’, Say Yes to 4 Percent Growth (washingtontimes)
  • Franklin Templeton ($BEN) has $6.5 billion in cash overseas. (ft)
  • Deutsche Bank is gaining assets with its currency hedge x-Trackers funds. (wsj)
  • All Budget Deficits Are Surely Not Created Equal (realclearmarkets)
  • The S&P 500 – still relevant on its 60th birthday (Morningstar)
  • America’s Bad Border Tax (project-syndicate)
  • How exactly do you translate religious principles into stock picks? (ftalphaville.ft)
  • Everything the Market Thinks About Inflation Might Be Wrong (Wall Street Journal)
  • Seriously, Should I Be Tempted to Invest in Bitcoin? (kiplinger)
  • The real-time, social, mobile financial world is coming together. (howardlindzon)
  • Stop checking your portfolio so often. (longboardfunds)
  • Low vol strategies are more sensitive to (rising) interest rates. (beta.morningstar)
  • The Stock Has Gone Very High, and This Is a Problem (nytimes)
  • Today in market history (Twitter)
  • Here’s How the Rich Use Their IRAs Once In Retirement (usatoday)
  • America’s Bad Border Tax (project-syndicate)
  • Ignore the New York Times, There Are No ‘Limits’ to Growth (forbes)
  • These maps show how early spring is arriving in your state this year (vox)
  • Everyone’s talking about this David Letterman interview at NY Mag (New York Magazine)
  • The Fed’s Favorite Inflation Predictors Aren’t Very Predictive (fivethirtyeight)
  • Emerging market equities are still undervalued relative to developed market equities. (gmo)
  • Does DFA’s business model work for end-investors? (wsj)
  • How Hedge Funds Use ETFs (ETF.com)
  • 3 Threats from Washington That Mean Trouble for Stocks (yahoo)
  • Should the SEC approve a Bitcoin ETF? (etf)
  • Snap IPO: ‘Let All the Hot Air Go Out,’ Analysts Say (Wall Street Journal)
  • Why Government Spending Is An Obstacle To Growth (investors)
  • Behavior beats fees. (awealthofcommonsense)
  • Leashes Come Off Wall Street, Gun Sellers, Miners and More (New York Times)
  • 5 Biggest Possible Economic Shocks Coming From D.C. (forbes)
  • Rise of the Robots: If manufacturers are going to flourish in America, they’ll need to buy a lot more robots.&#xA0 (barrons)
  • It takes time for the truly transformational innovation to take hold. (farnamstreetblog)
  • What About Losers from Tariffs? (cafehayek)
  • Considerable Debate and Confusion Over ‘Fairly Soon’ (realclear)
  • Sector Views: Can Technology Share Rally Continue? (schwab)
  • The Wisdom of Even Wiser Crowds (wsj)
  • The SEC is revamping its ETF approval process. (wsj)
  • Don’t Tax The Robots! (ft)
  • Putting The Snap IPO Into Historical Context (gavekalcapital)
  • George Saunders has this amazing piece about what writers really do (Guardian)
  • Deutsche Bank is the disaster that keeps disastering (Zero Hedge)
  • In Denial About the Growing Administrative State (realclearmarkets)
  • Good luck trying to find Snap ($SNAP) shares to short. (blogs.wsj)
  • Snap ($SNAP) would rank #26 in the S&P 500 Information Technology Index. (axios)
  • Are we obsessing about low fees? (barrons)
  • Why you should look for evidence disconfirming your preferred strategy. (peterlazaroff)
  • Citadel is looking far and wide for big data experts. (bloomberg)
  • The Big Problem with China’s Bridge & Tunnel Addiction (bloomberg)
  • Ray Dalio and the Golden Age of Hedge Funds (Enterprising Investor)
  • Mutual fund class ‘T’ shares are on hold. (wsj)