05/13/17 – Saturday’s Interest-ing Reads

  • What business has learned from Clayton Christensen. (newyorker)
  • How "Billions" became one of the best shows on television. (decider)
  • Does testosterone get a bad rap? (scientificamerican)
  • Mapping the diversity of the creative class. (citylab)
  • Huge Headwinds Stock Market Bulls are Ignoring (thefiscaltimes)
  • ESPN’s pullback is leaving an opening for other content creators. (fundersclub)
  • A profile of the now ubiquitous comedian Kumail Nanjiani. (newyorker)
  • How data analytics have changed the NBA. (heleo)
  • A third of FDA-approved drugs go on to have safety problems. (arstechnica)
  • An oral history of "Austin Powers: International Man of Mystery." (hollywoodreporter)
  • The EU helped save the North Sea Cod. Brexit may wreck it. (ft)
  • The history of farmland investing. (globalaginvesting)
  • Venezuela Is a Socialist Calamity (fee)
  • When out at a restaurant order
Read the rest
  • What business has learned from Clayton Christensen. (newyorker)
  • How "Billions" became one of the best shows on television. (decider)
  • Does testosterone get a bad rap? (scientificamerican)
  • Mapping the diversity of the creative class. (citylab)
  • Huge Headwinds Stock Market Bulls are Ignoring (thefiscaltimes)
  • ESPN’s pullback is leaving an opening for other content creators. (fundersclub)
  • A profile of the now ubiquitous comedian Kumail Nanjiani. (newyorker)
  • How data analytics have changed the NBA. (heleo)
  • A third of FDA-approved drugs go on to have safety problems. (arstechnica)
  • An oral history of "Austin Powers: International Man of Mystery." (hollywoodreporter)
  • The EU helped save the North Sea Cod. Brexit may wreck it. (ft)
  • The history of farmland investing. (globalaginvesting)
  • Venezuela Is a Socialist Calamity (fee)
  • When out at a restaurant order wines you have never heard of. (businessinsider)
  • People Are Happier Than Ever With Airline Service (investors)
  • Mice given THC do better on memory tests. (scientificamerican)
  • How to reframe your approach to life’s stressful events. (artofmanliness)
  • Now is a good time to buy a car. (nytimes)
  • Your password is terrible. (bloomberg)
  • The loneliness of the gig economy. (newyorker)
  • The color of food is so important that companies feel the need to change it. (theatlantic)
  • Have Rich In America Become Its "Super Citizens"? (newrepublic)
  • What it means when we cry. (aeon.co)
  • Why no one wants to pay for newspapers anymore. (stratechery)
  • Amazon Has Made Seattle Much Richer, and Angrier (bloomberg)
  • Why Saturday Night Fever Wouldn’t Be a Major Blockbuster Today (nationalreview)
  • An overview of the investing landscape including the shift from discretionary to systematic and the importance of data. (linkedin)
  • Get your kids moving. (nytimes)
  • Jonathan Taplin author of "Move Fast and Break Things: How Google, and Amazon Cornered Culture and Undermined Democracy" on natural monopolies and their political strength. (promarket)
  • State-sponsored election hacking is just getting started. (mondaynote)
  • How prompts can get students to study more effectively. (qz)
  • How Pitchfork went mainstream. (bloomberg)
  • Even Conservatives Have Socialism Inside Their Heads (thefederalist)
  • A key component of the rental car business is getting disrupted. (ftalphaville.ft)
  • The story of Michael Milken’s long comeback to prominence. (institutionalinvestor)
  • What the new Amazon Echo Show can do with its new touchscreen. (qz)
  • "Billions’" second season was better than its first. (hollywoodreporter)
  • How corn came to dominate US cropland. (bloomberg)
  • Having trouble getting to sleep? Try ‘cognitive shuffling.’ (qz)
  • The Strongest Cases Against the Fed & Meddling Yet (fff)
  • New cars should have these four safety features. (businessinsider)
  • XL Recordings has a very different business model. (qz)
  • Why you need a ‘personal mantra.’ (wsj)
  • Thoughts on Why We Still Don’t Have Flying Cars (usatoday)
  • Why Do Minnesota Teams Never Win? Consider MN’s Income Tax (nytimes)
  • Good luck trying to escape the reach of technology’s Big Five. (nytimes)
  • Echo Show owners can only call other Echo Show owners. (nytimes)
  • Are we treating Alzheimer’s disease all wrong? (aeon.co)
  • More evidence in favor of the Mediterranean diet. (news.harvard.edu)
  • Why first born children are better leaders. (theatlantic)
  • A new wind farm allowed for the closure of a diesel plant that burned 1 million gallons a year. (businessinsider)
  • A Shake Shack ($SHAK) cookbook…why not? (kottke)
  • Tesla’s ($TSLA) solar shingles are here. (bloomberg)
  • Home runs are surging. Is the ball juiced? (theringer)
  • The Economic School That You’ve Never Heard Of (theepochtimes)
  • We really don’t understand the effect of salt on the body. (nytimes)
  • When your inner dialogue is embarrassing. (kottke)
  • A dozen lessons learned on finance and business from Ambrose Bierce. (25iq)
  • A Robotics Revolution, Only This Time It’s in China (nytimes)
  • FWIW bestselling historian Yuval Noah Harari is a big meditator. (medium)
  • Why Americans are obsessed with their lawns. (blogs.scientificamerican)

05/12/17 – Friday’s Interest-ing Reads

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  • Why Are So Many Poor Americans Overweight? (fee)
  • Are the Bears Making Progress Behind the Scenes? (ciovaccocapital)
  • Big Wind Power Expansions Gets Spanked in Michigan (nationalreview)
  • Everybody loves Indian stocks. (businessinsider)
  • Buying Into These Stock-Markets Myths Will Cost You Money (marketwatch)
  • 5 Universal Laws Of Human Stupidity (realinvestmentadvice)
  • China, Commodities, Credit & Complacency (economist)
  • Mutual funds need to further implement performance fees. (beta.morningstar)
  • Why Japanese stocks look cheap relative to US stocks. (ftalphaville.ft)
  • How Deadheads Sped Ahead: Forty years later, be grateful to the band, which helped pioneer the sharing economy.&#xA0 (wsj)
  • Is 15 minutes the ideal length for a podcast? (m.signalvnoise)
  • This Could Be a Longstanding Bull Market’s Last Hurrah (marketwatch)
  • Reid Hoffman now has a podcast, "Masters of Scale." (mastersofscale)
  • Simple math is why Elon Musk’s companies keep doing what others don’t even consider possible (qz)
  • History Is On the Side of Tax Cuts (fee)
  • Discounted Cars Benefit Buyers, but May Spell Trouble (nytimes)
  • Whole Foods vs the activists (Wall Street Journal)
  • For Whom the Bell Tolls: Macy’s and the Day Retail Died (investopedia)
  • "Quantopian-like models have the potential to bring the gig economy to high finance." (economist)
  • Tyler Cowen talks with Garry Kasparov about chess, Putin and technology. (medium)
  • High frequency traders are still jockeying to reduce trading lags. (bloomberg)
  • What Buffett Gets Wrong About Capitalism (fee)
  • How much would a 100 year Treasury bond yield? (wsj)
  • Why in this economy companies are going to pull back on share buybacks. (bloomberg)
  • Remembering Economist Allan Meltzer (investors)
  • Bond Market Didn’t Get the Memo about the Fed’s Intent (marketwatch)
  • How To Deal With The Factor Zoo (capitalspectator)
  • The Next Hot Housing Market: Starter Homes (Wall Street Journal)
  • Insane Story of Johnny Depp’s Missing Millions (hollywoodreporter)
  • How Donald rolls in the White House after hours (TIME)
  • Debunking "Sell In May" (blogspot)
  • OPEC to the U.S.: Please Don’t Pump So Much Oil! (cnn)
  • There are now more indexes than stocks (Bloomberg)
  • Obamacare’s Crushing Cost to Some American Families (cnbc)
  • Should business schools opt out of the ranking merry-go-round? (wsj)
  • Marx’s Legacy Is Anti-Intellectualism (fee)
  • Only 3% of MBAs go on to start their own business. (bloomberg)
  • Is Harvard Business School a source of trouble in the business world? (ft)
  • Michael Batnick: There’s a big difference between the map and the terrain (Irrelevant Investor)
  • How the market for economists works. (npr)
  • We Converted $100 Into As Many Currencies As Possible (fivethirtyeight)
  • Hedge Funds Run Out of Investment Ideas (bloomberg)
  • Why Goldman’s Analysts Remain Bullish About Oil (oilprice)
  • Meb Faber talks asset allocation with Mark Kritzman co-author of "A Practitioner’s Guide to Asset Allocation." (mebfaber)
  • Linear Thinking in a Nonlinear World (hbr)
  • Are Irish stocks finally done going down? (seeitmarket)
  • The U.S. Has Lots of Cash Just Waiting to Be Unlocked (nypost)
  • Time To Walk Alone (marketanthropology)
  • 21 Questions and Answers with Schwab Powerhouse Liz Ann Sonders (hedgeye)
  • Is Germany Unbalanced or Simply Unhinged? (project-syndicate)
  • Sam Harris talks with Tristan Harris about how tech companies engineer our attention. (samharris)
  • Ivory Tower Wonks Help Traders Make a Quick Buck (bloomberg)
  • Some Economists Think Tax Cuts Won’t Increase Growth (nytimes)
  • Why you need to have your financial life in order to withstand a bear market. (awealthofcommonsense)
  • Why drawdowns matter. (willowstreetproject)
  • Just As In the 1930s, Liquidity Preferences Still Rule (realclearmarkets)
  • Dan Harris talks with Jon Kabat-Zinn the progenitor of the modern mindfulness movement. (overcast.fm)
  • Here’s Why Rich Chinese Elites Love Jared Kushner (thedailybeast)
  • Eight Things You’re Doing Wrong When You Go Out for Barbecue (bloomberg)
  • Ted Seides talks with André Perold, former HBS professor, and CIO of HighVista Strategies. (capitalallocatorspodcast)
  • Follow the whole RWM team on Facebook! (Facebook)
  • If Benjamin Graham Were Alive, What Would He Buy? (forbes)
  • Russ Roberts talks with Tyler Cowen author of "The Complacent Class." (econtalk)
  • Ted Seides’ talk with Josh Brown is full of insights. (capitalallocatorspodcast)
  • Once the recession starts the bear market will already be in place. (bloomberg)
  • The U.S. Cities Where China Invests the Most (247wallst)
  • Yen Is the Weakest Currency In the World In the Past Month (realclearmarkets)
  • Which Tech Giant Would You Drop? (nytimes)
  • Amazon Steps Up Its Battle With the Book Industry (newrepublic)
  • Barry Ritholtz talks with Michael Zezas about the state of the muni bond market. (ritholtz)
  • Patrick O’Shaughnessy talks with Will Thorndike author of "The Outsiders." (investorfieldguide)
  • If Canadians Want to Pay For Your Travel, Why Not? (realclearmarkets)
  • The investment- management industry faces a big squeeze (Economist)
  • Four charts to take advantage of global opportunities (ETF Trends)
  • Brace Yourself for Looming Econ. Transformation (mauldineconomics)
  • Debunking the Popular Myth About "Summer" Market Rally (usatoday)
  • U.S. used-car glut is a dealer’s dream, automakers’ nightmare (Reuters)
  • Marc Maron talks with Kevin Bacon. (wtfpod)
  • U.S. Shale Spending Dwarfs That of Competition (oilprice)
  • Stocks Aren’t as Expensive as Shiller Ratio Suggests (bloomberg)

05/11/17 – Thursday’s Interest-ing Reads

  • How High Can Rates Go? (knowledgeleaderscapital)
  • The Main Reasons Investors Shouldn’t Sell in May (realclear)
  • The ‘Ultimate’ Buy-and-Hold Strategy for Investors (marketwatch)
  • These Are the Top 10 Highest-Paid Executives for 2016 (bloomberg)
  • This Is the 5-Word Message That Got a Citi Trader Fired (bloomberg)
  • John Malone is not all that concerned about the state of cable. (ft)
  • How to Predict If a Borrower Will Pay You Back (nymag)
  • A Nightmare Scenario Is Beginning for Ford and GM (yahoo)
  • Tick-Tock-Tick … The Clock Is Ticking For Tax Reform (forbes)
  • The UK is fining robocallers, big time. (qz)
  • When fiction becomes reality: "Silicon Valley" star Thomas Middleditch became an angel investor. (bloomberg)
  • Earnings: Small Is Beautiful (yardeni)
  • Should Investors Worry About Markets Lack of Worry? (co)
  • Don’t
Read the rest
  • How High Can Rates Go? (knowledgeleaderscapital)
  • The Main Reasons Investors Shouldn’t Sell in May (realclear)
  • The ‘Ultimate’ Buy-and-Hold Strategy for Investors (marketwatch)
  • These Are the Top 10 Highest-Paid Executives for 2016 (bloomberg)
  • This Is the 5-Word Message That Got a Citi Trader Fired (bloomberg)
  • John Malone is not all that concerned about the state of cable. (ft)
  • How to Predict If a Borrower Will Pay You Back (nymag)
  • A Nightmare Scenario Is Beginning for Ford and GM (yahoo)
  • Tick-Tock-Tick … The Clock Is Ticking For Tax Reform (forbes)
  • The UK is fining robocallers, big time. (qz)
  • When fiction becomes reality: "Silicon Valley" star Thomas Middleditch became an angel investor. (bloomberg)
  • Earnings: Small Is Beautiful (yardeni)
  • Should Investors Worry About Markets Lack of Worry? (co)
  • Don’t Wait For Recessions To Sell Stocks (marketwatch)
  • Europe Dodges a Big Bullet, But Far Right Dangers Still Remain (reuters)
  • The Minimum Wage Eats Restaurants (wsj)
  • Sonos is working on an Alexa tie-in but needs to think bigger. (feld)
  • Maple, the high profile food delivery startup, is no more. (qz)
  • Here Is Why the Stock Market Isn’t Freaking Out Over Comey (marketwatch)
  • How to combat cell phone robocallers. (nytimes)
  • Curiosity is Better Than Knowledge (themission.co)
  • It Took a Century to Create the Weekend—a Decade to Kill It (qz)
  • Apple ($AAPL) is dragging Taiwan parts suppliers higher. (ft)
  • The Q1 Reversal Was a Mere Pullback, and Growth Will Resume (commonwealth)
  • What founders can learn from each other, up to a point. (avc)
  • Buying Into the Turmoil: Investors Embrace the Risks (nytimes)
  • All successful founders need this one characteristic: intellectual humility. (qz)
  • Bye-Bye! Aetna to Obamacare: We Are Getting Out of Here (cnn)
  • The meditation app space seems crowded. (venturebeat)
  • The story of Bank of the Ozarks ($OZRK) CEO George Gleason. (oldschoolvalue)
  • 4 Charts: How Tiny Changes in Fees Can Devastate Your Retirement (businessinsider)
  • Delphi ($DLPH) wants to shed its powertrain business. (stockspinoffs)
  • Snap Lays a Big Stinky Egg Hatched Out of Twitter’s Nest (reuters)
  • Seedrs, the UK’s second-largest crowdfunding company, will next month launch a secondary market for shares bought on its website. (ft)
  • Buffett: U.S. ‘Out Of Whack’ on Healthcare More Than Taxes (forbes)
  • Hulu has gotten the closest to nailing Internet TV. (wsj)
  •  Comey’s Firing Came as Investigators Stepped Up Russia Probe (wsj)
  • Americans Leaving California, Illinois & New York (mises)
  • Why investors prefer shale-only oil plays. (bloomberg)
  • North Korea learned how to test nukes from the U.S. (news.vice)
  • 2017 National Geographic Travel Photographer of the Year Contest (theatlantic)
  • Why Apple ($AAPL) and Google ($GOOGL) should create their own ‘skinny bundle.’ (businessinsider)
  • How Pixar’s Billions Mock Fear of IP Theft, Robots,& Recessions (realclearmarkets)
  • This Stock Market Still Has Room to Run (barrons)
  • Dalbar 2016 QAIB: Investors Are Still Their Own Worst Enemy (ifa)
  • Dividends are not guaranteed. (monevator)
  • Pressure Is Building on the Federal Reserve to Raise Rates Faster (bloomberg)
  • Weekly initial unemployment claims continue to plumb new lows. (calculatedriskblog)
  • What role angels, seed and VCs play. (pointsandfigures)
  • Why Is an NBA Team Trying to Become Tech’s Next Big Incubator? (redef)
  • Concerns Over China Are Greatly Exaggerated (institutionalinvestor)
  • Most U.S. Employed Adults Plan to Work Past Retirement Age (gallup)
  • Gridlock at the FTC Prolongs D.C.’s Regulatory Status Quo (realclearmarkets)
  • You’ve Got a Bad Credit Score? Good Luck Getting a Date! (marketwatch)
  • Red Tape: The Biggest Barrier to Rebuilding US Infrastructure (thefiscaltimes)
  • Entrepreneurs should bootstrap as long as possible to maintain optionality. (medium)
  • Now We Worry (wordpress)
  • Why you need to understand the (tough) math of micro-VC. (medium)
  • Having a thesis about a sector will help you sort the signal from the noise. (avc)
  • Gross Domestic Product, Trade, and the Markets (cumber)

05/10/17 – Wednesday’s Interest-ing Reads

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  • What’s Going on Between Goldman & the Federal Government? (nypost)
  • PE wants to re-negotiate loan terms. Good luck saying no. (ft)
  • TPP 2.0 May Be On the Way; U.S. On the Sidelines (realclearmarkets)
  • Closing the self-awareness gap (abnormalreturns)
  • Barry’s Cashing In Now (popehat)
  • Comey’s Firing Is — and Isn’t — Like Nixon’s Saturday Night Massacre (newyorker)
  • The most interesting thing about the Warren Buffett-Ted Seides bet. (ritholtz)
  • The Feds Turn a Blind Eye to Goldman Sachs’s Game (thefiscaltimes)
  • Why Federal Workers Out-Earn Private Sector (realclearinvestigations)
  • Interest continues to grow, no pun intended, in farmland investing. (allaboutalpha)
  • Being a landlord sucks. (financialsamurai)
  • Those best places to move in retirement lists are entirely subjective. (nytimes)
  • This portfolio manager reads A LOT. (climateerinvest.blogspot)
  • Coffee shops are turning off wi-fi. (nytimes)
  • Questions to ask your adviser about fees. (wsj)
  • Do market cap-weighted indices reflect the truth? (ETF.com)
  • The bull case for robo-advisers. (beta.morningstar)
  • How GestaltU’s Tactical Permanent Portfolio tries to improve on the Permanent Portfolio. (allocatesmartly)
  • Why it’s so hard to concentrate at work. (wsj)
  • ‘It’s Very Hard To Find a Good Man Here’ (theatlantic)
  • Can France Break Out of Its Long Economic Slump? (realclearmarkets)
  • Thoughts on the Eerie Calm That Shrouds Markets (realclearmarkets)
  • How Homeownership Became An Engine of U.S. Inequality (nytimes)
  • The $9 Trillion Question: What Happens When Central Banks Stop Buying Bonds? (Wall Street Journal)
  • How Houston has become the most diverse place in America (latimes)
  • It’s a Sellers Market, Has Anyone Told the Sellers? (realclear)
  • Those who were bearish on housing in 2014 were clearly wrong. (calculatedriskblog)
  • Curiosity>Knowledge. (medium)
  • Are you following Ritholtz Wealth on Twitter? You should, we’re crushing it (Twitter)
  • Fancy Prisons for Billionaires Reshaping Manhattan Skyline (nymag)
  • How Much Can You Safely Spend in Retirement? (schwab)
  • The case for retiring (a little) early. (whitecoatinvestor)
  • The Bogle Formula predicts low, like really low, equity returns going forward. (mebfaber)
  •  The Surprising Losers From the VIX’s Decline (wsj)
  • The Stock Market Is Weirdly Calm. Here’s a Theory of Why. (nytimes)
  • What we’ve got here is a failure to filter, funds that is. (awealthofcommonsense)
  • The definitive guide to writing a personal newsletter. (medium)
  • Some Reasons to Be Bullish (realclear)
  • Imagine being conflicted about which is the right side here? It would almost require your entire head to be bandaged from a fall. (New York Times)
  •  People Lie, But Search Data Tell the Truth (bloomberg)
  • Never Listen to Investing Experts’ Short-Term Opinions (marketwatch)
  • With volatility so low maybe its time to rebalance. (capitalspectator)
  • Don’t let anyone tell you that your financial goals aren’t the right ones. (monevator)
  • Harold Pollack, co-author of "The Index Card", answers 20 questions about money. (mag.uchicago.edu)
  • Why so many investors end up with "mutual fund salad." (thereformedbroker)
  • CNN exclusive: Grand jury subpoenas issued in FBI’s Russia investigation (CNN)
  • Baruch College is a hotbed for quant trading talent. (wsj)
  • Bernanke, Yellen, Warsh, Etc., Etc. (alhambrapartners)
  • A Eurocrat Who Makes Corporate America Tremble (bloomberg)
  • The Most Surprising Star in NBA History (wsj)

05/09/17 – Tuesday’s Interest-ing Reads

  • Investors would do well to focus on hard data and not on surveys. (bloomberg)
  • Fewer And Fewer Reasons To Doubt The Stock Bull Market Bull (forbes)
  • Pandora ($P) is at a crossroads. (ft)
  • Why gas station prices jump around so much. (wsj)
  • Is $1,000,000 Really Enough Money to Retire? (kiplinger)
  • Investors Are Ignoring the Central Principles of Investing (hussmanfunds)
  • In praise of dollar-cost averaging and rebalancing. (avc)
  • Will China have a debt crisis? (Bloomberg)
  • A round-up of Sohn presentations. (bloomberg)
  • Not everyone buying an index fund is acting passively (A Wealth Of Common Sense)
  • U.S. Small Businesses Can’t Find Workers to Fill Jobs (yahoo)
  • Having political access is good for a company’s stock. (papers.ssrn)
  • Commodities? Keep Them Away From Your Portfolio (institutionalinvestor)
  • 15 Things That
Read the rest

05/08/17 – Monday’s Interest-ing Reads

  • When Jobs and GDP Are at Odds, Go With Jobs (realclear)
  •  U.S. Productivity May Be Hiding Overseas (wsj)
  • Foreign Money, Not Greed, Is Driving Down U.S. Savings Rates (bloomberg)
  • Why is the SEC so blase about leveraged (4x!) ETFs? (etf)
  • Why the Fed is likely to raise rates next month. (bloomberg)
  • Why you can safely ignore all the ‘$VIX is too low’ talk. (bloomberg)
  • ‘Market on close’ orders’ are becoming a bigger part of trading. (businessinsider)
  • Should You Own or Rent a Home During Retirement? (usatoday)
  • As An Optimist Turns Pessimistic, Are U.S. Cities in a Crisis? (nymag)
  • International stocks are gaining traction relative to the US. (thereformedbroker)
  • What Coming Tax Cuts Mean for the Stock Market (schwab)
  • Is America At "Full Employment"? Not Even
Read the rest
  • When Jobs and GDP Are at Odds, Go With Jobs (realclear)
  •  U.S. Productivity May Be Hiding Overseas (wsj)
  • Foreign Money, Not Greed, Is Driving Down U.S. Savings Rates (bloomberg)
  • Why is the SEC so blase about leveraged (4x!) ETFs? (etf)
  • Why the Fed is likely to raise rates next month. (bloomberg)
  • Why you can safely ignore all the ‘$VIX is too low’ talk. (bloomberg)
  • ‘Market on close’ orders’ are becoming a bigger part of trading. (businessinsider)
  • Should You Own or Rent a Home During Retirement? (usatoday)
  • As An Optimist Turns Pessimistic, Are U.S. Cities in a Crisis? (nymag)
  • International stocks are gaining traction relative to the US. (thereformedbroker)
  • What Coming Tax Cuts Mean for the Stock Market (schwab)
  • Is America At "Full Employment"? Not Even Close (investors)
  • A Q&A with Victor Haghani of Elm Partners on helping investors fight the urge to actively invest. (ft)
  • To Regain Its Economic Edge, U.S. Needs Immigrants (nytimes)
  • To Say Steven Rattner Knows What’s Not Is To Be Very Kind (realclearmarkets)
  • Why 401(k)s Vulnerable as Tax Reform Plays Out (chicagotribune)
  • Sears Holdings ($SHLD) sales have dropped ten years straight. (bloomberg)
  • Comcast Found Another Way to Rip Off Consumers (forbes)
  • Macron’s Toughest Task: To Keep the EU from Collapsing (marketwatch)
  • Survey Based Measures of Economy Continue to Look Positive (realclear)
  • Comcast ($CMCSK) and Charter ($CHTR) are forming a wireless partnership. (bloomberg)
  • Payrolls: 1 Year Trend Looks Wobbly (capitalspectator)
  • Data is giving rise to a new economy (economist)
  • Value ETFs come in a variety of flavors. (beta.morningstar)
  • Company culture compounds over time. (blog.johnsoninv)
  • How Much Does It Cost To Raise a Kid in America Anyway? (investopedia)
  • Berkshire Hathaway ($BRKA) has a succession problem but it is not the one you think. (wsj)
  • You Wouldn’t Have Wanted to Be a Billionaire in 1916 (nationalreview)
  • Dear Bears, Are You Done Looking For A Stock Market Top Yet? (nasdaq)
  • Most Often It’s Little Things We Control That Make the Difference (realclear)
  • Success is not a mad dash. (fastcompany)
  • New Swiss spy found in German tax office (dw)
  • Best ETFs for Income (barrons)
  • How volatility-weighted ETFs work. (etf)
  • Quantitative Investing: Crisis Waiting to Happen (wsj)
  • Apple Just Got Its Most Bullish Forecast Yet: Worth $1 Trillion In a Year (cnbc)
  • What Macron Can Do for Free Markets Everywhere (bloomberg)
  • The biggest obstacle to creativity is being too busy. (qz)
  • The ‘Right’ to Health Care Is What’s Wrong With It (nationalreview)
  • Get Ready for Dramatically Lower Stock Market Returns (cnbc)
  • Buffett Confronts Next Big Thing Search After Missed Chances (bloomberg)
  • Foreign stocks had a good week, last week. (capitalspectator)
  • China’s economy is cooling off in part due to tightening credit. (ft)
  • Paul Singer’s Elliott Management raised $5 billion in about a day. (cnbc)
  • The Professor's Bookshelf: Professors share their favorite books (college.uchicago.edu)
  • The 20 best investing blogs of 2017. (thecollegeinvestor)
  • Central Bankers Can’t Blow Bubbles Alone (ft)
  • Say ‘I don’t’ instead of ‘I can’t.’ (nytimes)
  • Yes or No? Is the Freedom of the Gig Economy Worth It? (usatoday)
  • The Citigroup Economic Surprise Index is by definition mean-reverting. (ftalphaville.ft)
  • The Economy-Sapping Conceit That Is Infrastructure Spending (forbes)
  • The survival rates of ETFs by asset class. (investwithanedge)
  • The options markets are becoming less liquid and more fragile. (wsj)
  • The U.S. Has a Very Sickly Health Insurance System (washingtontimes)
  • Glass-Steagall Reboot: ‘Cure’ That’s Worse Than the Disease (realclearmarkets)
  • OPEC Is Out of Options: How Low Can Oil Prices Go? (cnn)
  • Don’t choose an ETF based solely on (low) fees. (etf)
  • A College Scholarship? Get Your Kid to Play These Sports (marketwatch)
  • The Days of Big Berkshire Gains Seem Like They’re Over (realclearmarkets)

05/07/17 – Sunday’s Interest-ing Reads

  • Why men should be able to meet with women alone in a business context. (hbr)
  • Charlies Munger, "The investing world is just a morass of wrong incentives, crazy reporting and, I’d say, a fair amount of delusion." (bloomberg)
  • The economic schedule for the coming week. (calculatedriskblog)
  • Four reasons for caution when approaching factor investing. (humbledollar)
  • It’s "really, really hard" not to chase performance. (theirrelevantinvestor)
  • A succinct summary of the week’s economic events. (ritholtz)
  • Amazon ($AMZN) has a problem, it might start earning too much in the way of earnings. (barrons)
  • A look at how Facebook ($FB) became an advertising juggernaut. (bloomberg)
  • The best books about management aren’t about management. (marginalrevolution)
  • A round-up of all Warren Buffett had to say yesterday. (businessinsider)
  • Why you should consider
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  • Why men should be able to meet with women alone in a business context. (hbr)
  • Charlies Munger, "The investing world is just a morass of wrong incentives, crazy reporting and, I’d say, a fair amount of delusion." (bloomberg)
  • The economic schedule for the coming week. (calculatedriskblog)
  • Four reasons for caution when approaching factor investing. (humbledollar)
  • It’s "really, really hard" not to chase performance. (theirrelevantinvestor)
  • A succinct summary of the week’s economic events. (ritholtz)
  • Amazon ($AMZN) has a problem, it might start earning too much in the way of earnings. (barrons)
  • A look at how Facebook ($FB) became an advertising juggernaut. (bloomberg)
  • The best books about management aren’t about management. (marginalrevolution)
  • A round-up of all Warren Buffett had to say yesterday. (businessinsider)
  • Why you should consider implementing ‘Summer hours.’ (m.signalvnoise)
  • Why does Trex ($TREX) have such high profit margins? (brontecapital.blogspot)
  • It’s easy to get caught up in the stories the media spins. (pensionpartners)
  • Great investors think different and better. (farnamstreetblog)
  • Americans are still migrating South. (bloomberg)
  • What CEOs had to say about the state of the economy. (avondaleam)
  • Do less, but do it better says Malcolm Gladwell. (cnbc)
  • Brett Steenbarger, "The best goal for most traders is to get better at getting better." (traderfeed.blogspot)
  • Apple ($AAPL) is investing as much as it can in its current businesses. (nytimes)

05/06/17 – Saturday’s Interest-ing Reads

  • Just great…there is some deadly sh*t locked up in soon to be unfrozen glaciers. (bbc)
  • World’s Most Valuable Resource Is No Longer Oil, But Data (economist)
  • 15 Serious And Not-So Serious Rules For Airline Travel Today (fortune)
  • Like it or not, AI is already firmly embedded in the creative industries. (strategy-business)
  • 2% Growth? In The Future That Will Look Good (econlib)
  • Virtual reality can help reduce chronic pain. (qz)
  • How Hulu built its new live TV product. (theverge)
  • Otto Warmbier Has Been a Prisoner of North Korea Since the Start of 2016. Has America Forgotten Him? (time)
  • A profile of Chris Rock. (rollingstone)
  • The data on pre-K is pretty clear. (npr)
  • Can Wal-Mart’s ($WMT) e-commerce arm compete effectively with Amazon ($AMZN)? (bloomberg)
  • Where oil rigs
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  • Just great…there is some deadly sh*t locked up in soon to be unfrozen glaciers. (bbc)
  • World’s Most Valuable Resource Is No Longer Oil, But Data (economist)
  • 15 Serious And Not-So Serious Rules For Airline Travel Today (fortune)
  • Like it or not, AI is already firmly embedded in the creative industries. (strategy-business)
  • 2% Growth? In The Future That Will Look Good (econlib)
  • Virtual reality can help reduce chronic pain. (qz)
  • How Hulu built its new live TV product. (theverge)
  • Otto Warmbier Has Been a Prisoner of North Korea Since the Start of 2016. Has America Forgotten Him? (time)
  • A profile of Chris Rock. (rollingstone)
  • The data on pre-K is pretty clear. (npr)
  • Can Wal-Mart’s ($WMT) e-commerce arm compete effectively with Amazon ($AMZN)? (bloomberg)
  • Where oil rigs go to die. (theguardian)
  • NYC’s ferries are cool but they don’t do much to move people around. (slate)
  • Slow-growth chickens taste better. (nytimes)
  • Why people love the color blue. (medium)
  • In S.E.C.’s Streamlined Court, Penalty Exerts a Lasting Grip (nytimes)
  • Does it pay to get a double major? It depends… (qz)
  • Nike ($NKE) is betting big on a sub-2 hour marathon. (wsj)
  • What does the research say about spinal manipulation for low back pain? (nytimes)
  • Colleges are rushing to put classes online. (wsj)
  • Our National Parks are bathed in human-generated noise. (scientificamerican)
  • 14 Nuggets: Tesla Has Lots More in Store Than the Model 3 (bloomberg)
  • Stanford Finance MBAs are the highest paid. (ft)
  • A Secular Turning Point: The End Of The Great U.S. Cycle (forbes)
  • Eight tips to finding a great barbecue place. (bloomberg)
  • Where oil rigs go to die (theguardian)
  • 73% of Retirement-Age Americans Failed This Quiz (marketwatch)
  • Climate Denial In Schools (Vice)
  • The downside of using ever more chemical fertilizers. (e360.yale.edu)
  • Embrace the absurd in conversation. (ideas.ted)
  • How an accomplished investor got seduced by the startup scene and tanked his hedge fund’s performance. (wsj)
  • It’s More Than Amazon: Why Retail’s In Distress (cnbc)
  • There is evidence that ketamine could help treat depression. (businessinsider)
  • Hitters are fighting back against the shift. (wsj)
  • Millennials don’t seem to care about furniture. (buzzfeed)
  • Why people don’t return their shopping carts. (blogs.scientificamerican)
  • The Myth of a Superhuman AI (backchannel)
  • Where craft beer is most popular in the US. (datafiniti.co)
  • Making the case for Harvard Business School. (chenmarkcapital)
  • We’re Getting Awfully Close to Full Employment (nytimes)
  • The Taylor Rule Could Put Federal Reserve on Autopilot (investopedia)
  • The modern world is hopelessly complex. Our minds are not….problem. (aeon.co)
  • Track and field wants to re-write its record book to eliminate cheats. (wsj)
  • Hallelujah! Amazon ($AMZN) Video is coming to the Apple TV. (recode)
  • Beer made from recycled bread is now a thing. (nytimes)
  • A new spit test for concussions. (npr)
  • Why you can never get a 7pm restaurant reservation online. (bloomberg)
  • The problem with putting shareholder value at the center of the business universe. (bloomberg)
  • The U.S. Job Market Is On A Historic Growth Streak (fivethirtyeight)
  • The Rigged Labor Market (milkenreview)
  • Why Trying to Predict Stock-Market Tops Is an Exercise in Futility (marketwatch)
  • The idea of a ninth-inning only closer is being loosend up. (theringer)
  • The future of football: a thought experiment. (sbnation)
  • What high status women need to consider in a marriage. (hbr)
  • Bangalore, India is running out of potable water. (wired)
  • The Case for Bicycles’ Inevitable Triumph Over Cars (cnn)
  • The NFL is pushing into streaming video as its cash cow, TV, is threatened. (recode)
  • Billionaires have their own wine consultants. (bloomberg)
  • A study that demonstrates the horrible lack of diversity in finance. (bellaresearch)
  • Avocado prices are soaring. (ft)
  • How the odds for the Kentucky Derby have evolved over time. (bloomberg)
  • The Fed & The Unemployables (creditwritedowns)
  • The Starbucks ($SBUX) app is uniquely hackable. (buzzfeed)
  • Drugged driving is becoming a bigger problem. (cnn)
  • Why you should stop using public wi-fi. (hbr)
  • Coffee has gotten way too fancy. (longreads)
  • Is the National Lampoon brand dead and buried? (vanityfair)
  • Sous-vie is the new microwave. (ft)
  • How Nike Is Trying to Break the 2-Hour Marathon Barrier   (runnersworld)
  • April Jobs: A Nothing Burger (blogspot)
  • Some conversation starters for the dinner table. (qz)
  • Will live music make airport security lines suck less? (nytimes)
  • The Economy Keeps Improving. Why Aren’t Wages? (politico)
  • Now THAT was music (aeon.co)
  • The Formula for Winning at Life Is Actually Incredibly Simple (qz)
  • The NBA will (soon) have to come to terms with lower cable TV revenues. (bloomberg)
  • There is now an apple-picking robot. (technologyreview)
  • Ben Inker of GMO on what keeps him up at night. (gmo)
  • Why taste buds dull as we age. (npr)
  • Craft brewers often face a consumer backlash when they sell out to mega-brewers like AB Inbev ($BUD). (businessinsider)
  • Signs That First-Quarter Weakness Won’t Last (bloomberg)
  • Fender amps go high tech. (qz)
  • Ford ($F) is trying to become more Apple-like. (qz)

05/05/17 – Friday’s Interest-ing Reads

  • The jobless rate has pretty much nowhere to go but up. (bloomberg)
  • Brett McKay talks with Matt Moore author of "The South’s Best Butts: Pitmaster Secrets for Southern Barbecue Perfection." (artofmanliness)
  • Only Economic Illiterates Can’t Understand Venezuela (investors)
  • A Cruel Healthcare Bill Focused on Upward Redistribution (slate)
  • Climate Denial In Schools (Vice)
  • Entry-level lawyers are getting displaced by technology. (ft)
  • 26 Yrs Later, Connectictut Legislators Regret Income Tax (nysun)
  • Prosper was incorrectly calculating investor returns. (ft)
  • Economic Cycles Cut Both Ways, and Can Reverse Painfully (strategy-business)
  • You have five choices in today’s market. Choose wisely. (thereformedbroker)
  • Will online lenders survive as standalone entities? (bloomberg)
  • Patrick O’Shaughnessy talks with Ted Seides about his infamous bet with Warren Buffett. (investorfieldguide)
  • What Airlines In the U.S. Would Much
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  • The jobless rate has pretty much nowhere to go but up. (bloomberg)
  • Brett McKay talks with Matt Moore author of "The South’s Best Butts: Pitmaster Secrets for Southern Barbecue Perfection." (artofmanliness)
  • Only Economic Illiterates Can’t Understand Venezuela (investors)
  • A Cruel Healthcare Bill Focused on Upward Redistribution (slate)
  • Climate Denial In Schools (Vice)
  • Entry-level lawyers are getting displaced by technology. (ft)
  • 26 Yrs Later, Connectictut Legislators Regret Income Tax (nysun)
  • Prosper was incorrectly calculating investor returns. (ft)
  • Economic Cycles Cut Both Ways, and Can Reverse Painfully (strategy-business)
  • You have five choices in today’s market. Choose wisely. (thereformedbroker)
  • Will online lenders survive as standalone entities? (bloomberg)
  • Patrick O’Shaughnessy talks with Ted Seides about his infamous bet with Warren Buffett. (investorfieldguide)
  • What Airlines In the U.S. Would Much Prefer You Not to Know (usatoday)
  • Brian Koppelman talks with actor Hank Azaria. (slate)
  • Hello, full employment. (nytimes)
  • Five investment blogs and a scad of books worth your time. (ofdollarsanddata)
  • How to sell in an age of intangible products. (awealthofcommonsense)
  • Status Quo: Higher Prices, Fewer Choices & Insurance Companies (usatoday)
  • Southeast Asia is getting older, faster. (asia.nikkei)
  • Jordan Harbinger talks with Alex Kouts about the challenge of reading the news. (theartofcharm)
  • Patrick O’Shaughnessy talks with Danny Moses one of the stars of "The Big Short" book and movie. (investorfieldguide)
  • The Fate of U.S. Steel and Other Industrial Stocks (barrons)
  • The Hero Of The People’s Climate March: Wal-Mart? (The Daily Beast)
  • Rachel O’Meara author of "Pause: Harnessing the Life Changing Power of Giving Yourself a Break" gets the Talks at Google treatment. (youtu.be)
  • David Einhorn is nowhere near done with GM ($GM). (cnbc)
  • Significant Potential for Productivity Growth (pimco)
  • Should Sharp Sentiment Shifts Mean a Change in Strategy? (schwab)
  • How We Retired to a Beautiful, Inexpensive Town in Italy (marketwatch)
  • Europe’s New Hope? (project-syndicate)
  • Here’s Why People Love to Invest at Market Peaks (marketwatch)
  • As Asset Prices Correlate, How to Construct a Portfolio (merkinvestments)
  • A talk with Leigh Gallagher about her new book "The Airbnb Story: How Three Ordinary Guys Disrupted an Industry, Made Billions … and Created Plenty of Controversy." (knowledge.wharton.upenn.edu)
  • Growing Weed Is Pretty Bad For The Environment (Vice)
  • Warren Buffett is kicking IBM ($IBM) to the curb, kind of. (marketfolly)
  • Lives Depend on Fair Trade Protecting U.S. Medical Innovation (realclearhealth)
  • One problem with podcasts: anyone can have one. (slate)
  • Biggest U.S. Companies Setting More Renewable-Energy Targets (Bloomberg)
  • There’s A Leadership Vacuum On Climate Change. Business Should Fill It (HBR)
  • Preparing For The Next Populist Shock: Le Pen & the Markets (cnbc)
  • New York Times Columnist Smears Reagan Tax Record (nationalreview)
  • Joe Weisenthal and Tracy Alloway talks with top chess player (and trader) Hikaru Nakamura (bloomberg)
  • A chat with Ben Bernanke ten years after the onset of the financial crisis. (npr)
  • Michael Kitces talks with Josh Brown about using social media to drive advisor growth. (kitces)
  • Spanx Billionaire Founder: It’s Fun to Make Money — and Give It Away (cnn)
  • Good luck trying to get a good seat at the Berkshire Hathaway ($BRKA) annual meeting. (wsj)
  • What podcasts Brad Feld listens to. (startupmixtape.fm)
  • Aligning Interests Is The Most Important Investment Trend (Collaborative Fund)
  • The New York Times ($NYT) saved itself with subscriptions not ads. (recode)
  • Keep an eye on consumer stocks for a clue to the next market move. (allstarcharts)
  • Malls, Mines & Machines: Where US Jobs Are Made (and Lost) (qz)
  • http://www.ussif.org/esg (ussif)
  • Family offices are doing more direct investing. (bloomberg)
  • Ending a Class Tax That Favors High Tax States (nationalreview)
  • Peak Exuberance, Expectations & Gravity (realinvestmentadvice)
  • There is a big difference between being busy and being productive. (freakonomics)
  • Barry Ritholtz talks with Prof. Meir Statman about his new book "Finance for Normal People: How Investors and Markets Behave." (ritholtz)
  • The chances of a June rate hike just increased. (theatlantic)
  • Bank Balance Sheets Are the Ancient Black Ocean (realclearmarkets)
  • Lending Club ($LC) is pushing hard into the auto loan space. (ft)
  • Barack Obama and the Big $400,000 Question (project-syndicate)
  • 5 Charts Explain Crude Oil’s Sudden Nosedive Toward $45 (bloomberg)
  • Michael Covel talks with Scott Hartley about VC, tech and the need for curiosity. (trendfollowingradio)
  • Brett McKay talks with Lenore Skenazy the author of "Free-Range Kids: How to Raise Safe, Self-Reliant Children (Without Going Nuts with Worry)." (artofmanliness)
  • China Is the Greatest Ponzi Scheme in History (dailyreckoning)
  • Investors Are Bullish…And Skittish (economist)
  • The April NFP report was solid. (calculatedriskblog)
  • The Federal Government Is Making It Tougher to Retire (bloomberg)
  • May Economic Preview (realclear)
  • How state pension funds could benefit from managed futures. (mrzepczynski.blogspot)
  • Three Sexy Stocks And One For Downside Protection (forbes)
  • Cardiff Garcia talks "foundational Tyler" with Tyler Cowen. (ftalphaville.ft)
  • Review: Can We Avoid Another Financial Crisis? (reuters)

05/04/17 – Thursday’s Interest-ing Reads

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