09/10/17 – Sunday’s Interest-ing Reads

  • Shane Parrish says "Principles: Life and Work" is "One of the most interesting books I’ve read in a long time." (mailchi.mp)
  • Why we still rely on radios during emergencies. (theverge)
  • 2000 years of economic history in one chart. (visualcapitalist)
  • How HQ2 is going to change the city it invades. (businessinsider)
  • A succinct summary of the week’s economic events. (ritholtz)
  • Ray Dalio on "maintain humility, study history, learn from mistakes and test investment ideas." (mastersinvest)
  • The best traders are trading for more than just money. (traderfeed.blogspot)
  • The path to iPhone 8 has been rocky. (wsj)
  • The new Apple Watch will have LTE capabilities. (barrons)
  • What CEOs had to say about the economy this week. (avondaleam)
  • Coindesk readers think crypto is in a bubble. (businessinsider)
  • After a
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  • Shane Parrish says "Principles: Life and Work" is "One of the most interesting books I’ve read in a long time." (mailchi.mp)
  • Why we still rely on radios during emergencies. (theverge)
  • 2000 years of economic history in one chart. (visualcapitalist)
  • How HQ2 is going to change the city it invades. (businessinsider)
  • A succinct summary of the week’s economic events. (ritholtz)
  • Ray Dalio on "maintain humility, study history, learn from mistakes and test investment ideas." (mastersinvest)
  • The best traders are trading for more than just money. (traderfeed.blogspot)
  • The path to iPhone 8 has been rocky. (wsj)
  • The new Apple Watch will have LTE capabilities. (barrons)
  • What CEOs had to say about the economy this week. (avondaleam)
  • Coindesk readers think crypto is in a bubble. (businessinsider)
  • After a rough couple of years Carlyle Group ($CG) looks cheap. (barrons)
  • Seth Klarman is returning some capital to investors. (bloomberg)
  • Phil Magness, "Houston’s flood problems are a distinctive feature of its topography and geography, and they long predate any “sprawl.” (philmagness)
  • Ray Dalio’s Bridgewater Associates is poised to launch a huge new fund in China. (wsj)
  • The case for Chicago isn’t ironclad but it is pretty good. (americaninno)
  • How Denver came out on top of this ranking for the new Amazon ($AMZN) HQ2. (nytimes)
  • At today’s prices you are betting on Apple ($AAPL) coming up with a whole new product cateogry. (contrarianedge)
  • Is Altaba ($AABA) trading at too big a discount to its NAV? (barrons)
  • Apple TV is too darn expensive. (fastcompany)
  • A deep dive into the blockchain rabbit hole. (allaboutyourbenjamins)
  • The economic schedule for the coming week. (calculatedriskblog)
  • Do less, in a disciplined fashion. (pragcap)
  • See Ray Dalio’s TED Talk on building a truth-telling organization. (ted)
  • Why Apple Music is doomed to second-class status. (lefsetz)
  • Mother Nature never intended for South Florida to be densely populated. (politico)

09/09/17 – Saturday’s Interest-ing Reads

  • Indiana is an up-and-coming wind player with nearly 2 gigawatts of wind capacity. (wsj)
  • Speculation in a Truth Chamber (philosophicaleconomics)
  • 13 ways to increase your happiness. (heleo)
  • Resiliency depends in part on knowing yourself. (hbr)
  • Siobhan O’Connor, "The apparent randomness of play may be its secret genius." (time)
  • Intermittent fasting is the hot Silicon Valley thing. (theguardian)
  • How low-cost airlines keep the big boys on the up-and-up. (nytimes)
  • On the implications of the widespread use of facial recognition software. (economist)
  • The Secret History of FEMA (wired)
  • The history and mystery of the high five (espn)
  • Workers: Fear Not the Robot Apocalypse (wsj)
  • Howard Marks takes on his critics. (oaktreecapital)
  • Robert Seawright, "Finding truth can be really hard, in music, in politics and in investing." (rpseawright.wordpress)
  • Showtime at the
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  • Indiana is an up-and-coming wind player with nearly 2 gigawatts of wind capacity. (wsj)
  • Speculation in a Truth Chamber (philosophicaleconomics)
  • 13 ways to increase your happiness. (heleo)
  • Resiliency depends in part on knowing yourself. (hbr)
  • Siobhan O’Connor, "The apparent randomness of play may be its secret genius." (time)
  • Intermittent fasting is the hot Silicon Valley thing. (theguardian)
  • How low-cost airlines keep the big boys on the up-and-up. (nytimes)
  • On the implications of the widespread use of facial recognition software. (economist)
  • The Secret History of FEMA (wired)
  • The history and mystery of the high five (espn)
  • Workers: Fear Not the Robot Apocalypse (wsj)
  • Howard Marks takes on his critics. (oaktreecapital)
  • Robert Seawright, "Finding truth can be really hard, in music, in politics and in investing." (rpseawright.wordpress)
  • Showtime at the Alamo (features.texasmonthly)
  • Turning off football is difficult but necessary. (thedailybeast)
  • Colleges should de-emphasize majors. (time)
  • Colleges and universities are trying hard to push cars off campus. (nytimes)
  • The traditional college lecture is dying. (qz)
  • It’s the Golden Age of TV. And Writers Are Reaping the Rewards and Paying the Toll. (nytimes)
  • How to make the best steak: sear or reverse sear? (artofmanliness)
  • Why blue is everyone’s favorite color. (artsy)
  • The story of Juicero’s rise and fall. (bloomberg)
  • The decline of high school football participation is regional. (wsj)
  • Why the Atlanta Falcons aren’t charging an arm and a leg for concessions. (finance.yahoo)
  • Wind energy is wicked cheap in the US. (blogs.scientificamerican)
  • Doctors say overtreatment is rampant. (mobile.nytimes)
  • Don’t let non-linear outcomes trip you up. (hbr)
  • Brits are embracing the hot dog. (bloomberg)
  • More Americans are souring on the value of a college degree. (wsj)
  • Spotify and Hulu are bundling up their services for students. (wsj)
  • A skeptical take on self-driving cars. (bloomberg)
  • We still don’t really know what CRISPR does to human embryos. (newscientist)
  • Why you shouldn’t fast before surgery. (slate)
  • On the origin of the term ‘dude.’ (1843magazine)
  • Stop the hype: autonomous vehicles are not ‘imminent.’ (recode)
  • Want to improve a department’s rankings? Hire a star scholar. (onlinelibrary.wiley)
  • Don’t think too positive: Fantasies about the future have a troubling effect on achieving actual goals. If positive thinking doesn’t work, what does? (aeon.co)
  • If profit margins are too high shouldn’t they have crashed by now? (philosophicaleconomics)
  • How Kevin Smith Makes Big Business Out of Niche Audiences (vulture)
  • Business travelers are ‘going rogue’ and booking their own flights. (nytimes)
  • Outside of seafood ‘market pricing’ is a scam. (bloomberg)
  • Fentanyl now kills more Americans than heroin. (nytimes)
  • Five strategies for building emotional resilience. (heleo)
  • Jamie Dimon’s $13 Billion Secret — Revealed (vanityfair)
  • Why have school districts been so slow to adopt later starting times for high schools? (slate)
  • Why John Urschel quit football for MIT. (freakonomics)
  • One-year Masters in Management programs are taking share from traditional MBAs. (ft)
  • A dozen lessons about investing and money from Dan Ariely. (25iq)
  • The way to avoid reciprocation bias is to not accept a ‘favor’ in the first place. (farnamstreetblog)
  • Fighter pilot John Boyd changed how fighter pilots operate. (richardhughesjones)
  • The US is reaping the downside of decrease investment in public universities. (bloomberg)
  • Airlines in the US are annoying but they are far from a monopoly. (marginalrevolution)
  • Has salt gotten an unfair shake? (npr)
  • What America snacks on at the office. (priceonomics)
  • This is cool: a housing development built around a farm. (fastcompany)
  • The war on stroke is stalling out. (bloomberg)
  • The technology keeps advancing towards a treatment for paralysis. (outsideonline)
  • Fears of CTE is taking a toll on NFL viewership. (fortune)
  • Dating algorithms are pretty much worthless. (npr)
  • America makes too much damn bread. (eater)
  • Why car companies are jumping into Formula E. (wsj)
  • "Healthy ice cream" is BS. (businessinsider)
  • Dr. Con Man: the rise and fall of a celebrity scientist who fooled almost everyone (theguardian)
  • A pen that detects cancerous cells could help surgeons remove tumors. (statnews)
  • Wind power manufacturers are dipping their toes into power storage. (arstechnica)
  • You can’t just tell people to ‘be gritty.’ (heleo)
  • You are making scrambled eggs all wrong. (bloomberg)

09/08/17 – Friday’s Interest-ing Reads

  • JP Morgan Chase ($JPM) is working hard to help revive Detroit. (fortune)
  • Amazon’s ($AMZN) new HQ is the "Olympics of corporate relocations." (bloomberg)
  • Ted Seides talks with Jim Dunn of outsourced CIO firm Verger Capital Management. (capitalallocatorspodcast)
  • What does the ‘SI jinx’ have to do with markets? (macromon.wordpress)
  • Private equity firms are going after IB analysts earlier and earlier. (bloomberg)
  • Big tech is no longer shy about throwing its weight around Washington DC. (theguardian)
  • Weekly initial unemployment claims surged due to Hurricane Harvey. (calculatedriskblog)
  • You know what goes well with a new pair of jeans? A new BTFD t-shirt from StockTwits.com (shop.stocktwits)
  • Is inflation tamed once and for all? (wsj)
  • Can you use risk parity indices as a benchmark? (mrzepczynski.blogspot)
  • Robert Lefsetz talks with RuPaul.
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  • JP Morgan Chase ($JPM) is working hard to help revive Detroit. (fortune)
  • Amazon’s ($AMZN) new HQ is the "Olympics of corporate relocations." (bloomberg)
  • Ted Seides talks with Jim Dunn of outsourced CIO firm Verger Capital Management. (capitalallocatorspodcast)
  • What does the ‘SI jinx’ have to do with markets? (macromon.wordpress)
  • Private equity firms are going after IB analysts earlier and earlier. (bloomberg)
  • Big tech is no longer shy about throwing its weight around Washington DC. (theguardian)
  • Weekly initial unemployment claims surged due to Hurricane Harvey. (calculatedriskblog)
  • You know what goes well with a new pair of jeans? A new BTFD t-shirt from StockTwits.com (shop.stocktwits)
  • Is inflation tamed once and for all? (wsj)
  • Can you use risk parity indices as a benchmark? (mrzepczynski.blogspot)
  • Robert Lefsetz talks with RuPaul. (lefsetz)
  • Checking in on major tech trends prior to the Apple ($AAPL) launch event. (aboveavalon)
  • A talented performer be taught to become ‘grittier’? (behavioralscientist)
  • This Tiny Country Feeds the World: The Netherlands has become an agricultural giant by showing what the future of farming could look like&#xA0 (nationalgeographic)
  • IBM’s ($IBM) Watson is not a cancer killer. (statnews)
  • This is a big month for catastrophe bonds. (bloomberg)
  • StockTwits is growing like crazy among Millennials. (markets.businessinsider)
  • The Yuan didn’t crash. Why one investor is flipping the trade. (bloomberg)
  • In World of Supposed Bubbles Here’s What Investors Fear Most (bloomberg)
  • What Maria Konnikova has learned from playing poker professionally. (pokernews)
  • Fintech’s advantage over big banks: meaning. (tearsheet.co)
  • Silicon Valley’s Politics: Liberal, With One Big Exception (nytimes)
  • How a money manager kind of looks like a factory. (mrzepczynski.blogspot)
  • How a tactical sleeve can make for more practical portfolios. (etf)
  • Is Amazonification real? (ftalphaville.ft)
  • What you need to know about climate change. Sam Harris talks with Joseph Romm. (samharris)
  • What Goldman Sachs ($GS) interns think about the world. (buzzfeed)
  • Yes the $VIX is historically low but so is the MOVE. (dealbreaker)
  • How Irma Became Irma: A Monster Storm Six Months in the Making (bloomberg)
  • Tim Harford, "The hard truth is that to find new solutions to old problems we must often work with people we don’t really understand." (ft)
  • Japan’s GMO Internet Group is getting into the Bitcoin mining business. (qz)
  • Markets don’t care who is President. (bloomberg)
  • Among the Masters at the Ferrari and Lamborghini Museums (nytimes)
  • Michael Covel talks with Jason Calacanis author of "Angel: How to Invest in Technology Startups–Timeless Advice from an Angel Investor Who Turned $100,000 into $100,000,000." (trendfollowingradio)
  • The membership of the Fed is substantial flux. (economistsview.typepad)
  • What is a ‘credit risk transfer agreement’ and why should you care? (beta.morningstar)
  • Current anti-trust laws don’t contemplate a problem like Amazon ($AMZN). (ftalphaville.ft)
  • Hindsight bias in action: higher rates are no necessarily "normal." (bloomberg)
  • Private equity wants in on the technology game. (ft)
  • US productivity growth is finally accelerating. (bloomberg)
  • The market doesn’t believe the Fed will hike rates in December. (economistsview.typepad)
  • International stocks are still cheap relative to US stocks. (thereformedbroker)
  • Size kills hedge fund returns. (bloomberg)
  • Eric Jackson talks with Balaji Srinivasan about the investment implications of the blockchain. (overcast.fm)
  • Jared Dillian’s advice to aspiring investment banking types. (wallstreetoasis)
  • Filecoin raised $257 million in its ICO. (coindesk)
  • Football Champs and CEOs Alike Sidestep Taxes With Private Jets (bloomberg)
  • Stress+Rest=Growth. (realtimeperformance)
  • Five places Amazon ($AMZN) should put its second HQ. (venturebeat)
  •  Google is losing allies across the political spectrum (arstechnica)
  • ValueAct now owns 7.5% of KKR ($KKR). (marketfolly)
  • Attacked by Rotten Tomatoes (nytimes)

09/07/17 – Thursday’s Interest-ing Reads

  • Characteristics of highly accomplished investors (zeninvestor)
  • These schools dominate the ranks of VC-backed companies. (qz)
  • Has disruption from e-commerce run its course? (latest.13d)
  • Pray for Florida (Miami Herald)
  • Those 3 percent of scientific papers that deny climate change? A review found them all flawed (qz)
  •  Mueller teams up with New York attorney general in Manafort probe (politi.co)
  • How stocks took over asset allocation (A Wealth Of Common Sense)
  • What you need to know about the global earnings / economic recovery (ETF Trends)
  • Equity dilution, demystified. (medium)
  • They’re Coming For Your 401(k) (thereformedbroker)
  • A discussion with Michael Kim of Cendana Capital a seed stage fund of funds. (medium)
  • Come join my private Twitter club. We’re learning and having fun together. (All Access TRB)
  • On the value of getting outside
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  • Characteristics of highly accomplished investors (zeninvestor)
  • These schools dominate the ranks of VC-backed companies. (qz)
  • Has disruption from e-commerce run its course? (latest.13d)
  • Pray for Florida (Miami Herald)
  • Those 3 percent of scientific papers that deny climate change? A review found them all flawed (qz)
  •  Mueller teams up with New York attorney general in Manafort probe (politi.co)
  • How stocks took over asset allocation (A Wealth Of Common Sense)
  • What you need to know about the global earnings / economic recovery (ETF Trends)
  • Equity dilution, demystified. (medium)
  • They’re Coming For Your 401(k) (thereformedbroker)
  • A discussion with Michael Kim of Cendana Capital a seed stage fund of funds. (medium)
  • Come join my private Twitter club. We’re learning and having fun together. (All Access TRB)
  • On the value of getting outside the office for meetings. (nytimes)
  • Why VC-rich environments are so difficult to replicate elsewhere. (marginalrevolution)
  • What SoftBank’s $100 billion Vision Fund means to the future of investing. (collaborativefund)
  • My friend Peter Lazaroff on the delusion of alternatives (The Experts)
  • Vice Chair Stanley Fischer stepping down from Fed, citing ‘personal reasons’ (CNBC)
  • A calm, levelheaded VC is a good VC. (medium)
  • Harvey flooded 13 of the U.S.’s most toxic waste sites and the EPA says 11 are still inaccessible (qz)
  • Sometimes shrinking your business is right decision for you. (medium)
  • F***in Facebook. (New York Times)
  • This (surprising) college has the highest ‘startup density.’ (blog.ledwards)
  • Flying (electric) cars is still a focus of VCs. (businessinsider)
  • WeWork has ambitions far beyond that of co-working spaces. (wired)
  • Hear the one about the sports radio ponzi? (SEC.gov)
  • What is the best question founders can ask a VC before bringing them onto their cap table? (medium)
  • Apple, Amazon Join Race for James Bond Film Rights (Hollywood Reporter)
  • The VC business is getting younger all the time. (bloomberg)
  • On the importance of knocking out a ‘quick win.’ (m.signalvnoise)
  • The cult of overwork is still a problem. (nytimes)
  • The assets in Bitcoin poised to overtake the assets in gold ETFs (Gadfly)
  • Why every VC needs a well-established filter. (feld)

09/06/17 – Wednesday’s Interest-ing Reads

  • A Stock "Permabear" Won’t Give In (wsj)
  • How Top U.S. Law Firms Get Away With Paying Women Less (bloomberg)
  •  The All-New 2018 Leaf (nissanusa)
  • What you need to know about the Thrift Savings Plan (TSP). (whitecoatinvestor)
  • Don’t believe the ICO hype. (qz)
  • Boston is a city of cheetahs (New York Times)
  • Term spreads are near their lows for the year. (econbrowser)
  • The Boston Red Sox have been accused of using Apple ($AAPL) Watches to steal signals from the Yankees. (slate)
  • Apple ($AAPL) is studying how the Watch can help increase fitness. (menshealth)
  • The case for dual-class shares: it reduces the power of uninformed shareholders. (wsj)
  • Prediction is for entertainment, not planning. (thereformedbroker)
  • Do you have inactive brokerage accounts. Why you need to know about ‘escheatment.’ (sl-advisors)
  • PE
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09/05/17 – Tuesday’s Interest-ing Reads

  • Bad news for the banks as the spread between short- and long-term rates collapses (Wall Street Journal)
  •  Dalio’s Quest to Outlive Himself (bloomberg)
  • Managers get hired (and fired) all the time. (ericcinnamond)
  • Tactical asset allocation strategies can be dependent on the day of the month they are executed. (allocatesmartly)
  • Bitcoin Tumbles as PBOC Declares Initial Coin Offerings Illegal (Bloomberg)
  • Robert Shiller wrote the book on bubbles. He says “the best example right now is bitcoin.” (Quartz)
  • Investor With 30% in Cash Says North Korea Selloff Will Come (Bloomberg)
  • Mean Reversion Much? The Mysterious Disappearance of Aaron Judge (wsj)
  • Why a 24-Year-Old Chipmaker Is One of Tech’s Hot Prospects (nytimes)
  • September’s Bringing Tons of Catalysts to Shatter Market Calm (Bloomberg)
  • Tronc buys the New York Daily News (New
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  • Bad news for the banks as the spread between short- and long-term rates collapses (Wall Street Journal)
  •  Dalio’s Quest to Outlive Himself (bloomberg)
  • Managers get hired (and fired) all the time. (ericcinnamond)
  • Tactical asset allocation strategies can be dependent on the day of the month they are executed. (allocatesmartly)
  • Bitcoin Tumbles as PBOC Declares Initial Coin Offerings Illegal (Bloomberg)
  • Robert Shiller wrote the book on bubbles. He says “the best example right now is bitcoin.” (Quartz)
  • Investor With 30% in Cash Says North Korea Selloff Will Come (Bloomberg)
  • Mean Reversion Much? The Mysterious Disappearance of Aaron Judge (wsj)
  • Why a 24-Year-Old Chipmaker Is One of Tech’s Hot Prospects (nytimes)
  • September’s Bringing Tons of Catalysts to Shatter Market Calm (Bloomberg)
  • Tronc buys the New York Daily News (New York Times)
  • Markets are uniquely worried about the debt ceiling issue this time around. (econbrowser)
  • The inside story of what it took to keep a Texas grocery chain running in the chaos of Hurricane Harvey (linkedin)
  • An Intimate History of Antifa (newyorker)
  • Stocks are uniquely uncorrelated at the moment. (topdowncharts)
  • Smart-beta funds are not all that distinctive return-wise. (beta.morningstar)
  • How a manager’s personality affects her invest style. (beta.morningstar)
  • 36 obvious investment truths. (awealthofcommonsense)
  •  Get Ready for Technological Upheaval by Expecting the Unimagined (nytimes)
  • The Benefits of Being a Psychopath (A Wealth Of Common Sense)
  • Stop Faking Service Dogs (outsideonline)
  • Hedges are expensive. Reducing your initial exposure isn’t. (thereformedbroker)
  • Morningstar fund ratings are limited but point investors toward "cheaper funds that are easier to own…" (beta.morningstar)
  • Loud noise has become one of the greatest irritants at work. (qz)
  • Stock market indices don’t necessarily hit their peaks all at once. (wsj)
  • Harvey: Terror, heartbreak and heroism as five Houstonians brave America’s worst storm (houstonchronicle)
  •  How Federal Flood Insurance Puts Homes at Risk (nytimes)
  • Why we love to study successes, not failures. (ft)
  • The popularity of private debt risks its performance moving forward. (bloomberg)
  • Those who invested in tail-risk funds at their peak in September 2011 would have lost 55% of their money by now (Wall Street Journal)
  • Why do US companies pay so little in taxes? (bloomberg)
  • The Law of Unintended Consequences and the Risk of Owning Bonds (Of Dollars and Data)
  • The returns from anomalies often cluster. (quantpedia)
  • Bitcoin is in the same category of Beanie Babies (Aleph Blog)
  • Currently optimized portfolios would skew heavily towards ‘weird’ asset classes. (blog.thinknewfound)
  • US inflation continues to defy the Fed’s expectations. (economistsview.typepad)
  • The Crowded Trades of a Scary September: Maybe it’s time for a contrarian play.&#xA0 (barrons)
  • There is a difference between company values and culture. (mastersinvest)
  • Should you bother starting a blog these days? (medium)
  • Is there a trade-off between liquidity and efficiency? (bloomberg)
  • The MD is the new MBA. (bloomberg)
  •  The Rise of the Violent Left (theatlantic)
  • Short-term momentum and long-term reversals can coexist. (alphaarchitect)
  • Personality traits affect our portfolio choices. (papers.ssrn)
  • On advisor firms and authenticity (Retirement Viewpoints)
  • How closely is your state tied to Canada? (visualcapitalist)
  • Bridgewater’s Ray Dalio Dives Deeper Into the "Principles" of Tough Love (nytimes)
  • There is a difference between ‘topping up’ and ‘doubling down.’ (marketfox)

09/04/17 – Monday’s Interest-ing Reads

  • There’s really no way to value a coin offering. (wsj)
  • The ESG boom is wide open to classifications and competition. (ft)
  • Are advisors ETF brand loyal or agnostic? (thinkadvisor)
  • How a business becomes ‘irresistible.’ (sethgodin.typepad)
  • How to build a ‘supercharged’ ESG-focused ETF portfolio. (etf)
  • China is putting a halt to new ICOs. (bloomberg)
  • The GraniteShares Gold Trust ($BAR) comes with an expense ratio of 0.20%. (etf)
  • Other countries will soon follow. (ftalphaville.ft)
  • Turner Investments purchased Elkhorn Capital Group (institutionalinvestor)
  • How advisors are building portfolios using ETFs. (thinkadvisor)
  • Value, quality or both? (factorresearch)
  • What the demand for ICOs tells us. (medium)
  • Gold mining ETFs are NOT a proxy for gold itself. (barrons)
  • Open a Coinbase account, trade $100 in cryptocurrency and get $10 in Bitcoin free!
Read the rest
  • There’s really no way to value a coin offering. (wsj)
  • The ESG boom is wide open to classifications and competition. (ft)
  • Are advisors ETF brand loyal or agnostic? (thinkadvisor)
  • How a business becomes ‘irresistible.’ (sethgodin.typepad)
  • How to build a ‘supercharged’ ESG-focused ETF portfolio. (etf)
  • China is putting a halt to new ICOs. (bloomberg)
  • The GraniteShares Gold Trust ($BAR) comes with an expense ratio of 0.20%. (etf)
  • Other countries will soon follow. (ftalphaville.ft)
  • Turner Investments purchased Elkhorn Capital Group (institutionalinvestor)
  • How advisors are building portfolios using ETFs. (thinkadvisor)
  • Value, quality or both? (factorresearch)
  • What the demand for ICOs tells us. (medium)
  • Gold mining ETFs are NOT a proxy for gold itself. (barrons)
  • Open a Coinbase account, trade $100 in cryptocurrency and get $10 in Bitcoin free! (coinbase)
  • Don’t let one oddity keep you from an otherwise interesting asset allocation. (portfoliocharts)
  • Stepping out into the world requires guts. (qz)
  • PE is targeting undervalued SaaS companies. (pionline)
  • Fall is coming. Grab a new pair of American-made jeans at Dearborn Denim. (dearborndenim.us)
  • Ten mistakes crypto newbies make. (medium)
  • Match Group’s ($MTCH) Tinder has successfully figured out a way of monetizing its service. (businessinsider)

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

  • Airlines historically have not succeeded in the hotel/hospitality business. (bloomberg)
  • People who fake service animal status are just the worst. (outsideonline)
  • In defense of economists. (wsj)
  • Cummins ($CMI) has made an all-electric engine for large trucks. (indystar)
  • Doing this one thing can help increase your happiness. (inc)
  • Anti-inflammatory treatment could prevent the recurrence of heart attacks. (theguardian)
  • The battle over the existence of a mid-life crisis is ongoing. (bloomberg)
  • AI researchers want money AND peer recognition. (ederman)
  • How Waymo is training self-driving cars. (theatlantic)
  • Why Uber’s new CEO needs to avoid the Board for at least six months. (l2inc)
  • How various tactical asset allocation strategies performed in August. (allocatesmartly)
  • As an online publisher it is hard to escape Google’s ($GOOGL) reach. (talkingpointsmemo)
  • Premium mediocre, defined.
Read the rest
  • Airlines historically have not succeeded in the hotel/hospitality business. (bloomberg)
  • People who fake service animal status are just the worst. (outsideonline)
  • In defense of economists. (wsj)
  • Cummins ($CMI) has made an all-electric engine for large trucks. (indystar)
  • Doing this one thing can help increase your happiness. (inc)
  • Anti-inflammatory treatment could prevent the recurrence of heart attacks. (theguardian)
  • The battle over the existence of a mid-life crisis is ongoing. (bloomberg)
  • AI researchers want money AND peer recognition. (ederman)
  • How Waymo is training self-driving cars. (theatlantic)
  • Why Uber’s new CEO needs to avoid the Board for at least six months. (l2inc)
  • How various tactical asset allocation strategies performed in August. (allocatesmartly)
  • As an online publisher it is hard to escape Google’s ($GOOGL) reach. (talkingpointsmemo)
  • Premium mediocre, defined. (ribbonfarm)
  • An oral history of the comedy ‘Superbad.’ (theringer)
  • Yet another reason not to cruise. (qz)
  • You can always find a billionaire to confirm your priors. (dashofinsight)
  • The US has a trove of data on mosquitoes. It’s just not using it. (theatlantic)
  • People hate filling out forms on their phones. (priceonomics)
  • Why do people hike? (nybooks)
  • America was created by dreamers. Why Dreamers deserve to stay. (thereformedbroker)
  • Craft beer growth is flattening out. Is craft distilling the answer? (hardingloevner)
  • 7 ways dogs are all too human. (newscientist)
  • Baidu ($BIDU) is leading the AI race in China. (wired)
  • It didn’t take much to scare the bulls off. (stockcharts)
  • The best 25 TV shows of 2017, so far. (pastemagazine)
  • How perfectionism can undermine your [insert endeavor here]. (traderfeed.blogspot)
  • Coal prices have stopped falling. (ft)
  • The Market Power Story: Output, Competition & Prices (noahpinionblog.blogspot)
  • You are NOT good at distinguishing the quality of your work. (m.signalvnoise)
  • The September Mutual Fund Observer commentary is up. (mutualfundobserver)
  • Marijuana use is associated with cyclic vomiting syndrome. (theatlantic)
  • The ultimate hack is having your smartphone number stolen. (nytimes)
  • Simon Lack, “The road to American Energy Independence, driven by the Shale Revolution, is being navigated by regular corporations and GPs rather than MLPs.” (sl-advisors)
  • Which narrative fits Amazon ($AMZN) best? (bloomberg)
  • The tater tot is American ingenuity at its finest. (eater)
  • Fitness is more than running and lifting weights. You need to maintain your athleticism. (outsideonline)
  • Computers have made gerrymandering way too easy. (nytimes)
  • What town most deserves a major league team? (bloomberg)
  • Reckoning on Round Hill Road: Why hedge fund managers can’t give away a house in Greenwich, Connecticut&#xA0 (institutionalinvestorsalpha)
  • Taleb: The Logic of Risk Taking (medium)
  • Duke Energy is dropping plans to build a nuclear plant in Florida. (arstechnica)
  • Stop saying you are not a ‘morning person.’ (medium)
  • How physics can help model networks like Al Qaeda. (quantamagazine)
  • Tall players are the future of pro tennis. (nytimes)
  • Dog and human brains respond the same way to calls. (newscientist)
  • The deliberate use of asset allocation is a recognition of the random nature of life. (stockcharts)
  • The explosion in streaming services will make you nostalgic for the cable bundle. (wsj)
  • Pepsico ($PEP) can make organic Lay’s and Cheeto’s but are they actually good for you? (bloomberg)
  • Subject matter expertise and critical thinking skill are two different things. (rpseawright.wordpress)
  • One thing Millennials don’t mind paying up for is trendy workouts. (latimes)
  • “Cureus is the first and only peer-reviewed publication with step-by-step article templates for authors—which dramatically speeds up publication times.” (wired)
  • GM’s ($GM) Cadillac has established itself as a luxury brand in China. (wsj)
  • Slack use is spreading outside the office. (businessinsider)
  • Your gait says a lot about your health. (wsj)
  • Loneliness can “sap our empathy” and “make us more self-absorbed.” (thecut)
  • The Biotech Institute is quietly amassing a pile of (legal) marijuana-related patents. (gq)
  • A profile of Aaron Rodgers and his search for “something more.” (espn)
  • Amazon ($AMZN) has reduced the price of its Music Unlimited service for students. (theverge)
  • Don’t fear smart robots, fear dumb, unpredictable ones. (fastcompany)
  • Sigmund Freud: The Herd Instinct (aeon.co)
  • Does the world really need a Rolls-Royce SUV? (wsj)
  • Emotions are socially-derived concepts, not inherent. (bakadesuyo)
  • Five craft brewers who closed down tell their stories. (draftmag)
  • Anxiety prevents us from fully living. (brainpickings)
  • The economic schedule for the coming week. (calculatedriskblog)
  • Hawaiians seem to abuse drugs less than those on the mainland. (npr)
  • What industries have lasting moats? (fortunefinancialadvisors)
  • Harvey Wasn’t Just Bad Weather. It Was Bad City Planning (bloomberg)
  • Behold the world’s largest floating solar farm. (qz)
  • A dozen attributes of a scalable business. (25iq)
  • How Information Got Re-Invented (nautil.us)
  • The Great Pot Monopoly Mystery (gq)
  • There are two big network effects in autonomous vehicles: driving data and maps. (ben-evans)
  • Richard Florida, “Low-density suburban counties are once again the fastest-growing parts of the nation..” (nytimes)
  • Today’s college students defy the common stereotype. (nytimes)
  • Work out first in the morning. (finuke)
  • Overcoming Your Demons (collaborativefund)
  • Great use case for drones: detecting sharks near Australian beaches. (reuters)
  • Tasers were supposed to prevent deaths. Unfortunately they are associated with a bunch of fatalities. (reuters)
  • Some tips on how to kick your smartphone addiction. (bloomberg)
  • The opioid crisis seems to be related to unemployment. (businessinsider)
  • OpenTable’s dominance is under siege. (nytimes)
  • Many of us don’t even recognize we are feeling negative emotions. (finance.yahoo)
  • How NYC schools are using a “comfort dog program” to ease some behavioral issues. (qz)
  • Temper your hope for the use of psychadelics to treat depression. (newscientist)
  • Indiana is ate up with craft distillers. (indystar)
  • A succinct summary of the week’s economic events. (ritholtz)
  • Do dogs know themselves? (blogs.scientificamerican)
  • As anticipated Roku has filed for an IPO. (wsj)
  • How solar panels go so darned cheap. (medium)

09/01/17 – Friday’s Interest-ing Reads

  • More signs of bubbles in token-land. (ftalphaville.ft)
  • Tim Ferriss talks with Maria Sharapova. (tim.blog)
  • The Simpsons Fires Its ‘Secret Weapon’ Composer After 27 Years on the Show (vulture)
  • Preston and Stig talk with Jeff Gramm author of "Dear Chairman: Boardroom Battles and the Rise of Shareholder Activism." (theinvestorspodcast)
  • It’s Time To Ditch The Concept Of ‘100-Year Floods’ (fivethirtyeight)
  • Why is the Bitcoin Investment Trust ($GBTC) trading at such a high premium? (marketwatch)
  • Market power explains why corporate profit margins are on the rise. (bloomberg)
  • What is the right amount of international diversification? (beta.morningstar)
  • Ted Seides talks with Dan Egan of Betterment about how to engineer better investor outcomes. (capitalallocatorspodcast)
  • Michael Covel talks with Richard Clarke co-author of “Warnings: Finding Cassandras to Stop Catastrophes.” (trendfollowingradio)
  • American dads keep
Read the rest
  • More signs of bubbles in token-land. (ftalphaville.ft)
  • Tim Ferriss talks with Maria Sharapova. (tim.blog)
  • The Simpsons Fires Its ‘Secret Weapon’ Composer After 27 Years on the Show (vulture)
  • Preston and Stig talk with Jeff Gramm author of "Dear Chairman: Boardroom Battles and the Rise of Shareholder Activism." (theinvestorspodcast)
  • It’s Time To Ditch The Concept Of ‘100-Year Floods’ (fivethirtyeight)
  • Why is the Bitcoin Investment Trust ($GBTC) trading at such a high premium? (marketwatch)
  • Market power explains why corporate profit margins are on the rise. (bloomberg)
  • What is the right amount of international diversification? (beta.morningstar)
  • Ted Seides talks with Dan Egan of Betterment about how to engineer better investor outcomes. (capitalallocatorspodcast)
  • Michael Covel talks with Richard Clarke co-author of “Warnings: Finding Cassandras to Stop Catastrophes.” (trendfollowingradio)
  • American dads keep getting older. (mercurynews)
  • August returns were a bit bipolar. (mrzepczynski.blogspot)
  • Is the cryptocurrency boom being driven by hedge funds chasing? (qz)
  • What the f*ck is PE going to do with nearly $1 trillion in dry powder. (bloomberg)
  • Patrick O’Shaughnessy talks with the Ritholtz Wealth Management crew: Josh, Barry and Michael. (investorfieldguide)
  • Investing based on your political beliefs is always a bad idea. (thereformedbroker)
  • Katie Couric loves stretching out in the podcast format. (fastcompany)
  • Why is everybody so worked up about the Fed shrinking its balance sheet? (pragcap)
  • Why you need a ‘process goal.’ (awealthofcommonsense)
  • Russ Roberts talks with Benedict Evans about the implications of electric, autonomous vehicles. (econtalk)
  • James Altucher talks with Alex Blumberg of Gimlet Media about the state (and future) of podcasting. (overcast.fm)
  • Brett McKay talks with Mike Erwin and he’s the co-author of the book "Lead Yourself First: Inspiring Leadership Through Solitude." (artofmanliness)
  • Sam Harris talks ‘the limits of persuasion’ with David Pizarro and Tamler Sommers co-hosts of the Very Bad Wizards Podcast. (samharris)
  • A simple way to be more assertive at work. (hbr)
  • There’s only one way to succeed: be different. (thewaiterspad)
  • Meb Faber talks with Jason Calacanis author of "Angel: How to Invest in Technology Startups–Timeless Advice from an Angel Investor Who Turned $100,000 into $100,000,000." (mebfaber)
  • How major asset classes performed in August 2017. (capitalspectator)
  • Some unsolicited career advice from Scott Galloway. (l2inc)
  • Driving This Weekend? Speed Cameras May Be Your Best Friend (bloomberg)
  • Zelle is the big bank’s answer to Venmo. (buzzfeed)
  • The August NFP showed a steady unemployment rate. (calculatedriskblog)
  • No time to read? Try the Blinkist app. Read or listen to the key insights from the best nonfiction books in a matter of minutes! Try now. (jump.blinkist)
  • Joe Weisenthal and Tracy Alloway talk with Scott Nations author of "A History of The United States in Five Crashes." (bloomberg)
  • Apple's iOS dominates enterprise mobility, data shows (computerworld)
  • Vanguard voted against Wells Fargo’s ($WFC) slate of directors. (blogs.wsj)
  • The US dollar is just getting crushed. (qz)
  • Barry Ritholtz talks with Scott Clifford author of "The CEO Pay Machine: How it Trashes America and How to Stop it.” (ritholtz)
  • The Dumbest Call of the Era (thereformedbroker)
  • Dan Harris talks with Robert Wright author of "Why Buddhism is True: The Science and Philosophy of Meditation and Enlightenment." (player.fm)
  • Emerging markets were at the head of the class in August. (macromon.wordpress)

08/31/17 – Thursday’s Interest-ing Reads

  • As Silicon Valley firms grow, residents are getting displaced. (ft)
  • How to grow old like an athlete (weforum)
  • The case for investing in convertible bond ETFs right now (ETF.com)
  • The irony is that all of these grifters will be leaving Washington with nothing, and possibly bankrupt. (Bloomberg)
  • Customers hate MVPs. (blog.asmartbear)
  • GMO is not giving up on asset class mean reversion. (economist)
  • Unsolicited advice for an aspiring VC: go late. (medium)
  • HFT firms are looking elsewhere for profits. (businessinsider)
  • Austin and St. Louis are two cities thriving outside the Valley. (venturebeat)
  • Cracks start to appear in the European stock rally (Howard Lindzon)
  • When Climate Change Meets Sprawl: Why Houston's ‘Once-In-A-Lifetime' Floods Keep Happening (projects.propublica)
  • Speculation is alive and well in the Vancouver housing market. (bloomberg)
  • The one
Read the rest
  • As Silicon Valley firms grow, residents are getting displaced. (ft)
  • How to grow old like an athlete (weforum)
  • The case for investing in convertible bond ETFs right now (ETF.com)
  • The irony is that all of these grifters will be leaving Washington with nothing, and possibly bankrupt. (Bloomberg)
  • Customers hate MVPs. (blog.asmartbear)
  • GMO is not giving up on asset class mean reversion. (economist)
  • Unsolicited advice for an aspiring VC: go late. (medium)
  • HFT firms are looking elsewhere for profits. (businessinsider)
  • Austin and St. Louis are two cities thriving outside the Valley. (venturebeat)
  • Cracks start to appear in the European stock rally (Howard Lindzon)
  • When Climate Change Meets Sprawl: Why Houston's ‘Once-In-A-Lifetime' Floods Keep Happening (projects.propublica)
  • Speculation is alive and well in the Vancouver housing market. (bloomberg)
  • The one question to ask founders on a Demo Day. (hunterwalk)
  • Is poor health holding back the economy? (economistsview.typepad)
  • The incredible shrinking president (axios)
  • There are three sources of authentic differentiation for VCs. (medium)
  • We often talk about the Big Five tech companies but we really should about the ‘Elite Eight.’ (bloomberg)
  • ESPN Football Analyst Walks Away, Disturbed by Brain Trauma on Field (nytimes)
  • The Dumbest Call of the Era (thereformedbroker)
  • What’s the difference between an idea and a business? (linkedin)
  • We Said Google Was Dangerously Powerful, Then Google Proved Us Right. (Buzzfeed)
  • Moody’s analyst: Actually, Amazon is the weakest retailer (MarketWatch)
  • Subprime mortgage lending has quietly re-established itself. (ft)
  • A list of the top follows on Financial Twitter. (bpsandpieces)
  • New Uber CEO Says Company Could Go Public in 18 Months (Wall Street Journal)
  • Can you have a gold rally without silver? (seeitmarket)
  • Did Warren Buffett kill value investing? (theirrelevantinvestor)
  • Three lessons learned from a first year VC. (collaborativefund)
  • Costco ($COST) shares have not recovered from the Amazon ($AMZN)-Whole Foods merger. (wsj)
  • Some hard learned lessons at the seed stage including the need to resist ‘over-titling.’ (linkedin)
  • An active manager kicking ass in REITs (Institutional Investor)
  • American corporations have swapped equity for debt. Will we all regret it? (thefelderreport)
  • Due diligence is more than just the 4 P’s. Sign up for Tom Brakke’s Advanced Due Diligence and Manager Selection Workshop in November. (tjbresearch)
  • There are no conservatives in waist-deep water (marketwatch)
  • The coding bootcamp bubble has popped. (techcrunch)
  • Investors can not be operators. (pointsandfigures)
  • A quick, no, is a respectful no. (feld)
  • Pre-Harvey weekly initial unemployment claims remained at historically low levels. (calculatedriskblog)
  • Pilot studies with big corporations are valuable but go in with the proper expectations. (medium)
  • Pioneering cancer drug will cost $475,000. Analysts call it a bargain (statnews)
  •  Why America Still Hasn’t Learned the Lessons of Katrina (politi.co)
  • T+2 trade settlement is coming next week. (bloomberg)
  • How to game the book bestseller list. (qz)
  • We should really stop trying to contact aliens. (bigthink)
  • Six big banks are pushing into the blockchain with a "utility settlement coin." (ft)
  • For companies like Costco ($COST) whose brand was built on lowering search costs the Internet is a serious threat. (intrinsicinvesting)
  • Mueller’s walking around stalking traitors like the Grim Reaper (Politco)
  • The costs to start a farm these days will blow your mind. (fastcompany)
  • Only 1% of rupee notes went unaccounted for in last year’s RBI exchange. (economist)
  • Why fake news spreads so fast. (bloomberg)
  • Why seed funding declined in 2017. (medium)
  • Scammers have jumped into the ICO pool. (theverge)
  • The Looming Consequences of Mold in Houston (theatlantic)
  • Even the cult is waking up (Fox News)
  • A Provocative Look at the Harm From Corporate Heft (wsj)
  • Venture capital is the new off-season hobby of NBA players. (bloomberg)
  •  Put These Charts on Your Wall… (pensionpartners)