01/31/18 – Wednesday’s Interest-ing Reads

  • When Russian Officials "Nightmare" Your Business, You Can Lose Everything — Even Your Life&#xA0 (bloomberg)
  • The Mysterious Private Company Controlling Corporate America (institutionalinvestor)
  • Momentum isn't magic — vindicating the hot hand with the mathematics of streaks (theconversation)
  • Amazon ($AMZN), Berkshire Hathaway ($BRKB) and JP Morgan Chase ($JPM) are teaming up to form a new, independent health care company. (nytimes)
  • The new tax law makes hedge funds an even harder sell for taxable investors. (elmfunds)
  • The "Hot Hand" Debate Gets Flipped On Its Head (wsj)
  • Do the hard stuff first. (m.signalvnoise)
  • Swedroe: Active Even Fails Institutions (etf)
  • Not so fast, don’t discount the momentum effect in fixed income. (capitalspectator)
  • Health care stocks did not care for the news above. (businessinsider)
  • Mervyn King writes an open letter to Jerome Powell,
Read the rest
  • When Russian Officials "Nightmare" Your Business, You Can Lose Everything — Even Your Life&#xA0 (bloomberg)
  • The Mysterious Private Company Controlling Corporate America (institutionalinvestor)
  • Momentum isn't magic — vindicating the hot hand with the mathematics of streaks (theconversation)
  • Amazon ($AMZN), Berkshire Hathaway ($BRKB) and JP Morgan Chase ($JPM) are teaming up to form a new, independent health care company. (nytimes)
  • The new tax law makes hedge funds an even harder sell for taxable investors. (elmfunds)
  • The "Hot Hand" Debate Gets Flipped On Its Head (wsj)
  • Do the hard stuff first. (m.signalvnoise)
  • Swedroe: Active Even Fails Institutions (etf)
  • Not so fast, don’t discount the momentum effect in fixed income. (capitalspectator)
  • Health care stocks did not care for the news above. (businessinsider)
  • Mervyn King writes an open letter to Jerome Powell, advising the Fed’s new boss to defend the central bank’s independence (bloomberg)
  • By any measure, women are underrepresented in fund management. (bloomberg)
  • 12 (good) life lessons after 45 years. (bloomberg)
  • The stock market has a ways to fall just to be flat on the year. (theirrelevantinvestor)
  • Vanguard dominates the list of the 25 mutual funds with the most inflows in 2017. (beta.morningstar)
  • RIP, former Nifty Fifty darling Xerox ($XRX). (nytimes)
  • The Dirty War Over Diversity Inside Google (wired)
  • Record-High Support for Legalizing Marijuana Use in U.S. (news.gallup)
  • Don’t ever brag in public about how money you have in your 401(k) account or any account for that matter… (marketwatch)
  • The CFTC is having some second throughts on Bitcoin futures. (wsj)
  • Don’t get caught up in the ‘insight-industrial complex.’ (techcrunch)
  • Why Tyler Cowen, one of my favorite bloggers, does what he does. (mercatus)
  • How Coinbase became the biggest player in cryptocurrencies. (cbinsights)
  • "He's not a PR guy": Adam Mosseri, Facebook's head of news feed, has become an unlikely good guy to publishers (digiday)
  •  A longtime Google engineer quit, saying the company “can no longer innovate” (theoutline)
  • Amazon’s entry into the health-care industry, by the numbers (recode)
  • The Subway Is Next Door. Should New Yorkers Pay Extra for That? (nytimes)
  • The 2-year Treasury now yields more than the S&P 500. (crossingwallstreet)
  • American households are holding a historically high level of equities. (bloomberg)
  • In praise of bringing your baby to work. (petetheplanner)
  • Don’t it make my red moon blue: How to watch the total lunar eclipse on Jan. 31 (syfy)
  •  Tackling the Internet’s Central Villain: The Advertising Business (nytimes)
  • In praise of Jamie Dimon as CEO of JP Morgan Chase ($JPM). (thereformedbroker)
  • Bitcoin is having its worst month in 3 years. (wsj)
  • Nir Kaissar, "It’s no accident that investors are flocking to Vanguard." (bloomberg)
  • The iPad Lost Years for Apple's Media Partners (bloomberg)
  • Taxes make the buy/sell decision really challenging for taxable investors. (beta.morningstar)
  • Aggregation: how Amazon ($AMZN) would tackle health care. (stratechery)
  • My 10-Year Odyssey Through America’s Housing Crisis (wsj)
  • The homeownership rate rose for the first time since 2004. (wsj)
  • One of the weak links in the healthcare system is you and me. (bloomberg)
  • Performance consistency not an indicator of equity fund manager skill. (behaviouralinvestment)
  • It’s still not clear how KodakCoin would work. (nytimes)
  • A review of all the flavors of investment risk. (monevator)
  • January’s ADP private employment shows continued strong payroll growth. (calculatedriskblog)
  • The case against share buybacks. (ft)
  • As States Legalize Marijuana, Investors See an Opportunity (nytimes)
  • Why we need more coverage of scammy ICOs. (techcrunch)
  • How to structure your work to do more ‘deep work.’ (fastcompany)
  • Do bond yields demonstrate momentum? (pragcap)
  • People are bragging about becoming 401(k) millionaires — and posting their balances to social media (marketwatch)
  • Per the November Case-Shiller report, national home prices rose 6.2% year-over-year. (calculatedriskblog)
  • Why Blackstone ($BX) bought Thompson Reuters. (bloomberg)
  • Some tales from the "bleeding edge" of the credit markets. (wsj)

01/29/18 – Monday’s Interest-ing Reads

  • 12 things that are "not normal" in the blockchain ecosystem. (startupmanagement)
  • China’s Rise Is Over (stanfordpress.typepad)
  • Amazon’s HQ2 applications gave Bezos insight into future warehouses and satellite offices (nytimes)
  • The Follower Factory: Everyone wants to be popular online. Some even pay for it. Inside social media’s black market (nytimes)
  • The Dark Side of America’s Rise to Oil Superpower (bloomberg)
  • The Strange, Ugly Car That Everyone Wants (bloomberg)
  • Fixed income asset classes are badly trailing over the past year. (capitalspectator)
  • Amazon ($AMZN) is now an advertising company. (wsj)
  • Big coin thefts just keep happening. (bloomberg)
  • A sustained rise in business investment will be the tell on the new tax bill. (bloomberg)
  • 25 great icebreaker questions. (m.signalvnoise)
  • Governments are worried that cryptocurrencies are helping users evade detection. (bloomberg)
  • The 10 year Treasury
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  • 12 things that are "not normal" in the blockchain ecosystem. (startupmanagement)
  • China’s Rise Is Over (stanfordpress.typepad)
  • Amazon’s HQ2 applications gave Bezos insight into future warehouses and satellite offices (nytimes)
  • The Follower Factory: Everyone wants to be popular online. Some even pay for it. Inside social media’s black market (nytimes)
  • The Dark Side of America’s Rise to Oil Superpower (bloomberg)
  • The Strange, Ugly Car That Everyone Wants (bloomberg)
  • Fixed income asset classes are badly trailing over the past year. (capitalspectator)
  • Amazon ($AMZN) is now an advertising company. (wsj)
  • Big coin thefts just keep happening. (bloomberg)
  • A sustained rise in business investment will be the tell on the new tax bill. (bloomberg)
  • 25 great icebreaker questions. (m.signalvnoise)
  • Governments are worried that cryptocurrencies are helping users evade detection. (bloomberg)
  • The 10 year Treasury note just topped 2.7% for the first time since 2014. (crossingwallstreet)
  • The yield on the 30-year Treasury bond has been a tight range for the past year. (wsj)
  • What are ping pools? (bloomberg)
  • A Tale of Two Indexes (barrons)
  • Why Chinese investors fall for Ponzi-schemes. (nytimes)
  • The halo effect, and other managerial delusions (mckinsey)
  • Millennials are flocking to suburbes not to big cities. (thedailybeast)
  • Apple ($AAPL) is now a chip company. (bloomberg)
  • Stop with the single opt-in e-mail introductions. (cbinsights)
  • Beijing Has Tools to Prevent Systemic Collapse, Regulator Says (caixinglobal)
  • Wall Street firms are making it more expensive (or impossible) for clients to invest in Vanguard funds. (wsj)
  • The 10 Commandments of New Consumerism (businessoffashion)
  • This Country’s Leader Shut Down Democracy — With a Little Help From Facebook (buzzfeed)

01/28/18 – Sunday’s Interest-ing Reads

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  • Why 2.5% GDP growth this late in an expansion isn’t all that bad. (bloomberg)
  • The economic schedule for the coming week. (calculatedriskblog)
  • Why doing less can lead to greater fulfillment in trading. (traderfeed.blogspot)
  • The current market is "undeniably hot." (fat-pitch.blogspot)
  • Why now may be the time for a stock replacement strategy. (barrons)
  • Individual investors are once again flooding online brokers. (wsj)
  • What we can learn from Benjamin Franklin’s ‘journaling.’ (medium)
  • Every major global economy is growing at the same time. (nytimes)
  • Why Vanguard will never launch a Bitcoin fund. (thinkadvisor)
  • You can ‘hustle’ too much. (medium)
  • Five steps to overcome anger. (bakadesuyo)
  • An increase in volatility is not necessarily a sign of a bubble popping. (mrzepczynski.blogspot)
  • Michael Batnick, "The S&P 500 gained 14% over a 4 1/2 month period without experiencing a single 1% up day. The last time this happened was never." (theirrelevantinvestor)
  • Who Apple’s ($AAPL) HomePod is for. (daringfireball)
  • The US economy just keeps on growing. (econbrowser)
  • The Apple ($AAPL) HomePod sounds great, but the price… (medium)
  • A succinct summary of the past week’s economic events. (ritholtz)
  • Tax breaks for Amazon ($AMZN) HQ2. Nothing for small businesses. (mobile.nytimes)
  • The new tax law is changing a whole raft of corporate decisions. (wsj)
  • When it comes to investing what game are you playing, exactly? (medium)

01/27/18 – Saturday’s Interest-ing Reads

  • UPS ($UPS) drivers are not interested in added autonomous technologies. (wsj)
  • German-style board games are making serious inroads with adult players. (theatlantic)
  • Andrew Mauboussin, "AlphaZero achieved world-class performance in chess and Go without specialized knowledge of either game. DeepMind now faces an ever bigger test — can they bring their game-playing algorithms into the real world?" (medium)
  • Four lessons, from research, on how to raise successful children. (ft)
  • Why you should praise effort, not ability. (behavioralscientist)
  • College career services are woefully underused by students. (theatlantic)
  • How Slack took over the office. (ft)
  • Last names are a no-no in dating today. (wsj)
  • Hacking the microbiome may be the next frontier for elite athletes. (outsideonline)
  • Gen Z is turning its back on the NFL. (adage)
  • It takes relatively few
Read the rest
  • UPS ($UPS) drivers are not interested in added autonomous technologies. (wsj)
  • German-style board games are making serious inroads with adult players. (theatlantic)
  • Andrew Mauboussin, "AlphaZero achieved world-class performance in chess and Go without specialized knowledge of either game. DeepMind now faces an ever bigger test — can they bring their game-playing algorithms into the real world?" (medium)
  • Four lessons, from research, on how to raise successful children. (ft)
  • Why you should praise effort, not ability. (behavioralscientist)
  • College career services are woefully underused by students. (theatlantic)
  • How Slack took over the office. (ft)
  • Last names are a no-no in dating today. (wsj)
  • Hacking the microbiome may be the next frontier for elite athletes. (outsideonline)
  • Gen Z is turning its back on the NFL. (adage)
  • It takes relatively few people to run solar, wind natural gas plants. (wsj)
  • Lake Michigan’s water is much clearer these dyas, but that may not be a good thing. (chicagotribune)
  • A la carte TV can be overwhelming. (nytimes)
  • Why flying has never been safer. (wsj)
  • In praise of a liberal arts education. (ft)
  • Sports teams don’t build stadiums in the suburbs any more. (nytimes)
  • Don’t tweet stupid sh*t if you want to get into a good MBA program. (ft)
  • Maybe more screen time for kids makes sense if they are pursuing their passions. (wsj)
  • Transatlantic flights are traveling at record speeds. (wired)
  • ‘Sugar taxes’ are having their moment in the sun. (theatlantic)
  • Apple’s ($AAPL) HomePod better be good considering the price. (slate)
  • Sonos is offering two Sonos One speakers for the price of a HomePod. (theverge)
  • On the relationship between inflammation and colorectal cancer. (vox)
  • Chopping vegetables can increase polyphenols. (npr)
  • What happens when the permafrost melts? (npr)
  • What is the best window to buy airline tickets? (getrichslowly)
  • CBT now comes to you via an app. (businessinsider)
  • Why reviews don’t matter to Netflix ($NFLX). (qz)
  • How sleep deprivation is being used to treat severe depression. (digg)
  • China is replacing coal with natural gas and creating some shortages in the process. (wsj)
  • How technology is jumbling up supplier-purchaser automotive relationships. (wired)
  • Shipping is going to get greener. The planet may heat up in the process. (technologyreview)
  • Europe’s love affair with diesel is waning. (qz)
  • What loneliness does to the body. (thecut)
  • Plastic pollution is everywhere. (ft)
  • Small changes in the environment can have outsized impacts on populations. (theatlantic)
  • Helmets don’t prevent concussions. These proposals might help. (wsj)
  • Watching sports on TV has a negative ROI. (pragcap)

01/26/18 – Friday’s Interest-ing Reads

  • Everyone’s a "Buy and Hold" Investor Now. But Can You Stay That Way? (wsj)
  • When it comes to fundraising, private equity firms just can’t help themselves these days. (institutionalinvestor)
  • Sir Isaac Newton: Scientific Genius, Investing Fool (blogs.wsj)
  • "You are not your resume." (sethgodin.typepad)
  • Dell is contemplating coming public (again). (wsj)
  • Belichick and Saban: The stories behind a friendship (si)
  • Real estate and utilities are unique in their underperformance. (capitalspectator)
  • Industry consolidation doesn’t just affect consumers. (nytimes)
  • Putting into perspective just how big a position in stocks the Swiss central bank has. (themacrotourist)
  • The big airlines just can’t help themselves. (bloomberg)
  • Crypto pump-and-dumpers have found a home on Telegram. (buzzfeed)
  • Why losing HQ2 could be a boon for the other 19 communities. (bloomberg)
  •  iCloud Storage: Your Guide to the
Read the rest
  • Everyone’s a "Buy and Hold" Investor Now. But Can You Stay That Way? (wsj)
  • When it comes to fundraising, private equity firms just can’t help themselves these days. (institutionalinvestor)
  • Sir Isaac Newton: Scientific Genius, Investing Fool (blogs.wsj)
  • "You are not your resume." (sethgodin.typepad)
  • Dell is contemplating coming public (again). (wsj)
  • Belichick and Saban: The stories behind a friendship (si)
  • Real estate and utilities are unique in their underperformance. (capitalspectator)
  • Industry consolidation doesn’t just affect consumers. (nytimes)
  • Putting into perspective just how big a position in stocks the Swiss central bank has. (themacrotourist)
  • The big airlines just can’t help themselves. (bloomberg)
  • Crypto pump-and-dumpers have found a home on Telegram. (buzzfeed)
  • Why losing HQ2 could be a boon for the other 19 communities. (bloomberg)
  •  iCloud Storage: Your Guide to the Other Apple Tax (wsj)
  • The US economy grew at a (disappointing) 2.6% rate in Q4 2017. (crossingwallstreet)
  • Long-short equity mutual funds are attractive in theory, more challenging in execution. (beta.morningstar)
  • CAPE Fear: Why CAPE Naysayers Are Wrong (researchaffiliates)
  • Learning is a goal in an of itself. (blog.ycombinator)
  • Are CTAs adopting Bitcoin futures? (allaboutalpha)
  • Why Apple ($AAPL) is pushing into health records (businessinsider)
  • A graphical look at the favorites to win Amazon’s ($AMZN) HQ2. (wsj)
  • Effort requires no skill. (financialsamurai)
  • What investors can learn from a poker AI. (dashofinsight)
  • The tricks propagandists use to beat science (technologyreview)
  • The World’s Priciest Stock Market, by Robert J. Shiller (project-syndicate)
  • How perception shapes our investment reality. (mullooly)
  • VCs are scrambling to re-work their documents to allow for coin investments. (ft)
  • Banks are reviewing their policies on the use of credit cards to purchase Bitcoin. (cnbc)
  • Why being a fund manager is particularly difficult these days. (bloomberg)
  • Firms are none too happy having to show transaction costs to fund holders per Mfid II. (ft)
  • You’re Ordering Wine Wrong: Star sommelier Robert Bohr has advice on how to avoid common pinot pitfalls. (bloomberg)
  • There is no ‘universal mean’ for the $VIX. (thereformedbroker)
  • Housing in America’s Most Expensive Area Is About to Get Even Pricier (bloomberg)
  • Fund managers are human too. (thefinancialbodyguard)
  • Robinhood is going to allow clients to trade more cryptocurrencies than Coinbase. (fortune)
  • Ten reasons to invest in index funds. (whitecoatinvestor)
  • The Argument for Ditching the 401(k) and Starting Over (bloomberg)
  • Does the Fed really want to hit it’s inflation target? (bloomberg)

01/25/18 – Thursday’s Interest-ing Reads

  • Facebook ($FB) has gone from making us happy to making Wall Street happy. (vanityfair)
  • Those betting that the VIX will remain low need to stay aware of the feedback loop (lrb.co.uk)
  • USC study finds that more than 90 percent of recent Grammy nominees are men&#xA0 (latimes)
  • Put down Twitter and re-build your RSS reader. (longreads)
  • The Rise of the Tech Model May Soon Make You Obsolete (institutionalinvestor)
  • Winemakers Turn to MIT to Save Pinot Noir in Warming Temperatures (bloomberg)
  • Coinbase is helping to build out side-by-side Bitcoin spot and futures trading. (markets.businessinsider)
  • The asset management industry is undergoing fundamental changes: what it means for careers. (cfapubs)
  • Robinhood is launching crypto trading. (cnbc)
  • How Switzerland became an ICO hub. (nytimes)
  • Why value has lagged over most of the
Read the rest
  • Facebook ($FB) has gone from making us happy to making Wall Street happy. (vanityfair)
  • Those betting that the VIX will remain low need to stay aware of the feedback loop (lrb.co.uk)
  • USC study finds that more than 90 percent of recent Grammy nominees are men&#xA0 (latimes)
  • Put down Twitter and re-build your RSS reader. (longreads)
  • The Rise of the Tech Model May Soon Make You Obsolete (institutionalinvestor)
  • Winemakers Turn to MIT to Save Pinot Noir in Warming Temperatures (bloomberg)
  • Coinbase is helping to build out side-by-side Bitcoin spot and futures trading. (markets.businessinsider)
  • The asset management industry is undergoing fundamental changes: what it means for careers. (cfapubs)
  • Robinhood is launching crypto trading. (cnbc)
  • How Switzerland became an ICO hub. (nytimes)
  • Why value has lagged over most of the past decade. (theirrelevantinvestor)
  • Business cards aren’t dead. They are just getting weirder. (wsj)
  • How to See the Hidden Risks of ETFs (blogs.cfainstitute)
  • Some of the biggest cryptocurrency bulls are pulling back. (wsj)
  • Howard Marks on full valuations and unnecessary tax cuts. (marketfolly)
  • The stock market isn’t the same thing as economy but they do intersect from time to time. (thereformedbroker)
  • The highest earning hedge fund firms of all-time. (institutionalinvestor)
  • Weekly initial unemployment claims continue to come in at low levels. (calculatedriskblog)
  • How to write a blog post. (randsinrepose)
  • In the last stages of a bull market you see the strongest returns and the shunning of bearish commentators. (macromon.wordpress)
  • How Hedge Funds (Secretly) Get Their Way in Washington (bloomberg)
  • Mexico’s drug cartels, now hooked on fuel, cripple nation’s refineries (reuters)
  • Two new ‘blockchain ETFs’ have proven popular with investors. (blogs.wsj)

01/24/18 – Wednesday’s Interest-ing Reads

  • How technology can enable the solo financial advisor. (kitces)
  • How to use brute force to improve your finances. (ofdollarsanddata)
  • What you need to know about Powers of Attorney. (blogs.cfainstitute)
  • Business schools have a problem with fintech (ft)
  • Price war bites as world’s largest exchange traded fund turns 25 (ft)
  • WealthSImple is rolling out an ESG portfolio option in the UK. (businessinsider)
  • Ugh. Why you should expect to see more annuities in retirement plans. (linkedin)
  • A look at how Schwab’s Intelligent Portfolios have done over the past three years. (etf)
  • Kansas Provides Compelling Evidence of Failure of "Supply-Side" Tax Cuts (cbpp)
  • Ray Dalio teaches Cycles 101: Boom, then bust. Repeat. (pro.creditwritedowns)
  • On the power of telling clients the truth, not necessarily what they want to hear. (thereformedbroker)
  •  Banks
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  • How technology can enable the solo financial advisor. (kitces)
  • How to use brute force to improve your finances. (ofdollarsanddata)
  • What you need to know about Powers of Attorney. (blogs.cfainstitute)
  • Business schools have a problem with fintech (ft)
  • Price war bites as world’s largest exchange traded fund turns 25 (ft)
  • WealthSImple is rolling out an ESG portfolio option in the UK. (businessinsider)
  • Ugh. Why you should expect to see more annuities in retirement plans. (linkedin)
  • A look at how Schwab’s Intelligent Portfolios have done over the past three years. (etf)
  • Kansas Provides Compelling Evidence of Failure of "Supply-Side" Tax Cuts (cbpp)
  • Ray Dalio teaches Cycles 101: Boom, then bust. Repeat. (pro.creditwritedowns)
  • On the power of telling clients the truth, not necessarily what they want to hear. (thereformedbroker)
  •  Banks and Fintechs Are Dueling In a "War for Talent" (bloomberg)
  • Long term-care insurance providers are running into financial problems. (wsj)
  • More Women Than Men Enrolled in U.S. Medical Schools in 2017 (news.aamc)
  • The new tax laws mean you should re-visit your estate plans. (beta.morningstar)
  • Philip K. Dick and the Fake Humans (bostonreview)
  • Malkiel: How to Invest in an Overpriced World&#xA0 (wsj)
  • Five downsides to dying with too much money. (whitecoatinvestor)
  •  The Price Is Slight (humbledollar)
  • What advisors need to know about the new 20% pass-through deduction. (thinkadvisor)
  • Worth repeating: there is a big difference between investment management and financial advice. (awealthofcommonsense)
  • Don’t borrow to make investments and other tips to avoid investment disaster. (financialsamurai)
  • Don’t let slick ads deter you from finding a trusted, fidicuary to work with. (forbes)
  • How mortgage interest deductibility changes with the new tax law. (kitces)
  • 3 Ways to Improve Your Decision Making (hbr)
  • Pay-for-financial planning services requires a robust billing system. (kitces)
  • Young people wish they had learned more in school about how to manage their money. (ft)

01/23/18 – Tuesday’s Interest-ing Reads

  • You Think Your Landlord Is Bad? Try Renting From Wall Street (theintercept)
  • The race to become the go-to source for cryptocurrency price data is on. (wsj)
  • No. 1 Reason for 401k Frustration (40 (401kspecialistmag)
  • Amazon ($AMZN) is trying to integrate both vertically and horizontally. (stratechery)
  • Why the poor performance of actively managed mutual funds is not a surprise. (mathinvestor)
  • Is the loss of privacy worth the time saved for cashier-less shopping? (bloomberg)
  • How to Fix Uber in Six Not-So-Easy Steps (bloomberg)
  • Coinbase is fighting off VCs with a stick. (recode)
  • The math still favors stocks, but by not as much as before. (fivethirtyeight)
  • Sustaining retirement income in a lower-return world (vanguardblog)
  • South Korea’s crackdown on cryptocurrencies has been a factor in the price declines. (wsj)
Read the rest
  • You Think Your Landlord Is Bad? Try Renting From Wall Street (theintercept)
  • The race to become the go-to source for cryptocurrency price data is on. (wsj)
  • No. 1 Reason for 401k Frustration (40 (401kspecialistmag)
  • Amazon ($AMZN) is trying to integrate both vertically and horizontally. (stratechery)
  • Why the poor performance of actively managed mutual funds is not a surprise. (mathinvestor)
  • Is the loss of privacy worth the time saved for cashier-less shopping? (bloomberg)
  • How to Fix Uber in Six Not-So-Easy Steps (bloomberg)
  • Coinbase is fighting off VCs with a stick. (recode)
  • The math still favors stocks, but by not as much as before. (fivethirtyeight)
  • Sustaining retirement income in a lower-return world (vanguardblog)
  • South Korea’s crackdown on cryptocurrencies has been a factor in the price declines. (wsj)
  • Nordea Bank AB is banning employees from transacting in cryptocurrencies. (bloomberg)
  • Apple’s ($AAPL) HomePod speaker has a release date. (arstechnica)
  • 2017 was one of the hottest years on record (syfy)
  • Markets are in a notable drawdown about 50% of the time. (awealthofcommonsense)
  • Netflix doesn’t care if critics hate ‘Bright.’ (variety)
  • Medical advances increase the odds you're going to need more in your 401(k) (usatoday)
  • Number of stock indices at 3m dwarfs tally of quoted companies (ft)
  • How to protect children in their smartphone use. (mondaynote)
  • DuckDuckGo moves beyond search. (avc)
  • Can an algorithm pick better managers? (institutionalinvestor)
  • What other levers can push corporate earnings higher? (blackcypresscapital)
  •  Rattner: The Market Isn’t Bullish for Everyone (nytimes)
  • Amazon Go ups the technology requirements for retail. (om.co)
  • Why momentum investing works. (pragcap)
  • Netflix ($NFLX) continues to build up obligations for new content. (ft)
  • How a Misfit Group of Computer Geeks and English Majors Transformed Wall Street (nymag)
  • The S&P 500 is 12% above its 200 day moving average. (crossingwallstreet)
  • There is no shortage of proposals to fork Bitcoin. (bloomberg)
  •  AFR Report: Wall Street and Single Family Rentals (ourfinancialsecurity)
  • When Humans War, Animals Die (theatlantic)
  • What Facebook ($FB) should take from the success of Instagram. (nytimes)

01/22/18 – Monday’s Interest-ing Reads

  • How good managers make decisions. (mrzepczynski.blogspot)
  • The economic schedule for the coming week. (calculatedriskblog)
  • Amazon Go, a checkout-free convenience store, is now open. (recode)
  • Hedge fund assets ended 2017 with $3.2 trillion in AUM. (pionline)
  • How to check your e-mail less. (timharford)
  • Utilities are a notable laggard YTD. (stockcharts)
  • Smart hedge fund shrink their assets in order to maintain alpha. (wsj)
  • Sign up now to save your seat for the FundSeeder 2018 Virtual Trader Summit on February 8th. Speakers include: Joel Greenblatt, Jim Rogers, Jack Schwager and many more. (summit.fundseeder)
  • How Warren Buffett’s billionaire deputy became an “expert-generalist” (qz)
  • The American Sedan Is Dying. Long Live the SUV (bloomberg)
  • How to be more thoughtful with how you spend your time. (ferventfinance)
  • How to fight the constant distraction
Read the rest
  • How good managers make decisions. (mrzepczynski.blogspot)
  • The economic schedule for the coming week. (calculatedriskblog)
  • Amazon Go, a checkout-free convenience store, is now open. (recode)
  • Hedge fund assets ended 2017 with $3.2 trillion in AUM. (pionline)
  • How to check your e-mail less. (timharford)
  • Utilities are a notable laggard YTD. (stockcharts)
  • Smart hedge fund shrink their assets in order to maintain alpha. (wsj)
  • Sign up now to save your seat for the FundSeeder 2018 Virtual Trader Summit on February 8th. Speakers include: Joel Greenblatt, Jim Rogers, Jack Schwager and many more. (summit.fundseeder)
  • How Warren Buffett’s billionaire deputy became an “expert-generalist” (qz)
  • The American Sedan Is Dying. Long Live the SUV (bloomberg)
  • How to be more thoughtful with how you spend your time. (ferventfinance)
  • How to fight the constant distraction that is a smartphone. (behavioralscientist)
  • The Spartans Were Morons (taskandpurpose)
  • Homebuilder stocks are on fire. (bloomberg)
  • Higher wages are a risk to the bull market. (bloomberg)
  • A succinct summary of the week’s economic events. (ritholtz)
  • Markets are still working through how the new tax law will affect corporate earnings. (dashofinsight)
  • When are fees and cost (blogs.cfainstitute)
  • Sovereign credit is improving at a rapid rate. (mrzepczynski.blogspot)
  • Emerging market equities are leading the 12-month performance race. (capitalspectator)
  • Bitcoin adherents really love to talk about Bitcoin…a lot. (wsj)
  • The liquidity argument for Bitcoin ETFs. (bloomberg)
  • The Chicago Fed National Activity Index picked up in December. (calculatedriskblog)
  • An Investor’s Guide to the Shutdown (barrons)
  • How to apply the 80/20 principle to get more out of your day. (medium)
  • The fees European fund managers are coming under increasing scrutiny. (evidenceinvestor.co.uk)
  • Do Treasury yields follow a seasonal pattern? (wsj)
  • Inside Amazon Go, a Store of the Future: The technology inside Amazon’s new store includes no checkout lines. (nytimes)
  • Complexity Bias: Why We Prefer Complicated to Simple (farnamstreetblog)
  • These are the best times to do certain activities throughout your day. (medium)
  • Why willpower is overrated (vox)
  • Can We Be Brutally Honest About Investment Returns? (blogs.wsj)
  • Significant energy use is the Achilles heel of cryptocurrencies. (nytimes)
  • What’s a House Worth? Wall Street Turns to Drive-By "Appraisals" (wsj)
  • Why a bet on Amazon ($AMZN) opening HQ2 in the "DC area" makes sense. (bloomberg)

01/16/18 – Tuesday’s Interest-ing Reads

  •  Realtors, Licking Their Wounds, Get Ready for Their Next Battle (wsj)
  • For Bond Investors, Low Expectations in a Low-Yield World (nytimes)
  • Bill Miller just made a big donation to Johns Hopkins to support its philosophy department. (nytimes)
  • Value stocks have been lagging growth stocks badly of late (capitalspectator)
  • Some good advice for aspiring writers. (theirrelevantinvestor)
  • Four reasons NOT to invest in cryptocurrencies. (consumerreports)
  •  What You Should Know About Horizons Marijuana Life Sciences Index ETF (fool)
  • The case for having low equity allocations. (alephblog)
  • This news may be a factor in the drop today in cryptocurrencies. (fortune)
  • The case for trend following is robust. (ofdollarsanddata)
  • "If the S&P stays at its current valuation indefinitely into the future, what return will it likely deliver? (philosophicaleconomics)
  • How to Make $80,000 Per
Read the rest
  •  Realtors, Licking Their Wounds, Get Ready for Their Next Battle (wsj)
  • For Bond Investors, Low Expectations in a Low-Yield World (nytimes)
  • Bill Miller just made a big donation to Johns Hopkins to support its philosophy department. (nytimes)
  • Value stocks have been lagging growth stocks badly of late (capitalspectator)
  • Some good advice for aspiring writers. (theirrelevantinvestor)
  • Four reasons NOT to invest in cryptocurrencies. (consumerreports)
  •  What You Should Know About Horizons Marijuana Life Sciences Index ETF (fool)
  • The case for having low equity allocations. (alephblog)
  • This news may be a factor in the drop today in cryptocurrencies. (fortune)
  • The case for trend following is robust. (ofdollarsanddata)
  • "If the S&P stays at its current valuation indefinitely into the future, what return will it likely deliver? (philosophicaleconomics)
  • How to Make $80,000 Per Month on the Apple App Store (medium)
  • History shows the return on safe assets are few and far between. (mrzepczynski.blogspot)
  • Why the market for active strategies is such a jumble. (behaviouralinvestment)
  • This has historically not been a great week for the stock market. (quantifiableedges)
  • Still hard to see many signs of a recession in 2018. (calculatedriskblog)
  • Common scams to take your money and how to avoid them (usatoday)
  • A GE ($GE) breakup is becoming all the more likely. (wsj)
  • Blackrock ($BLK) CEO Fink is calling on companies to "contribute to society" or risk falling behind. (nytimes)
  • Companies need not optimize profits all the time, every time. (m.signalvnoise)
  • Is That a Frank Lloyd Wright? Prove It (wsj)
  • How vulnerable are the new crypto hedge funds to a crash? (bloomberg)
  • Tax Cuts and Jobs Act: What It Means for Homeowners and Real Estate Professionals (nar.realtor)
  •  Who Will Fund Clean Energy? Familiar Faces (bloomberg)
  • We still don’t have a universal, electronic currency for transactions. (bloomberg)
  • The Thrill of Uncertainty (collaborativefund)
  • Ask Ethan: What Does the Future of Science Look Like? (forbes)
  • What the Bond Market Turmoil Really Means (barrons)
  • Bought Apple Stock in 1980? Held It? Don’t Brag (bloomberg)
  • Google ($GOOGL) is a big chokepoint for e-mails, especially for bloggers. (sethgodin.typepad)
  • Where are all the female investors? (ft)
  • One trader reportedly drove Bitcoin from $150 to $1000. (techcrunch)
  • Telegram wants to launch a huge ICO. (techcrunch)