Clik here to view.
Startup links: degrees of difficulty
Venture capitalSequoia Capital is raising the largest US-based venture capital fund in history. (bloomberg.com)Why US-based venture capitalists are looking overseas for investments. (teten.com)How...
View ArticleClik here to view.
Thursday links: gaining scale
MarketsAre US equity valuations all that out of whack relative to the rest of the world? (macro-man.blogspot.co.uk)Value investing isn't dead. (alphaarchitect.com)SupportStay up-to-date with all of our...
View ArticleClik here to view.
Podcast links: the tyranny of convenience
The bizThe ten best podcasts of 2018, so far. (esquire.com)FinanceMeb Faber talks with Ken Fisher about lessons learned over a long career of investing. (mebfaber.com)Ted Seides talks with Jim Williams...
View ArticleClik here to view.
Friday links: doing nothing
MarketsThe pullback in investor sentiment readings has been dramatic this year. (disciplinedinvesting.blogspot.com)It pays to hedge your currency exposure at the moment. (wsj.com)200 day moving...
View ArticleClik here to view.
Longform links: the very nature of markets
TechnologyWhy the big four technology companies seem immune to disruption, for now. (stratechery.com)"Would requiring people to pay for Facebook really fix its problems?" (slate.com)Why quitting...
View ArticleClik here to view.
Saturday links: ukelele love
AutosDriving tips from a 55-year veteran UPS ($UPS) driver who has seen it all. (nytimes.com)Americans thirst for SUVs is putting the hurt on sedan sales. (wsj.com)E-buses have the potential to...
View ArticleClik here to view.
Wednesday links: an oil analogy
Fixed IncomeDo individual investors know what they are buying in leveraged loan funds? (ftalphaville.ft.com)Assessing the wreckage in bond ETFs this year. (etf.com)SupportStay up-to-date with all of...
View ArticleClik here to view.
Startup links: critical confidence
MetricsThese are the startup metrics that really matter. (fastcompany.com)How to measure if your startup is "too far out over its skis." (avc.com)Real estateThe mortgage process is a complicated mess,...
View ArticleClik here to view.
Thursday links: really cheap beta
RatesTreasury bonds are a true diversifier. (economist.com)Why bonds are still a diversifier even during rising interest rates. (pragcap.com)Even in a bear market, rates don't move in a straight line....
View ArticleClik here to view.
Podcast links: the tyranny of talking points
The bizPodcasts are great because guests can't repeat talking points for an hour. (hunterwalk.com)FinanceBarry Ritholtz talks legalized sports betting with Steve Murray at Revolution Growth....
View ArticleClik here to view.
Friday links: exploiting human foibles
MarketsMost equity market corrections don't presage an economic recession. (fat-pitch.blogspot.com)Three big misconceptions about interest rates, including prematurely calling an end to the housing...
View ArticleClik here to view.
Longform links: million dollar recipes
CompaniesWhat the hell happened at GE ($GE)? (fortune.com)In age of Google ($GOOGL) dominance, Yelp ($YELP) couldn't be built today. (stratechery.com)SocietyWork has become the official religion of...
View ArticleClik here to view.
Saturday links: two decades in the making
AutosDisruptors are great, but don't bet against the big car companies. (bloomberg.com)Why GM ($GM) CEO Mary Barra is approaching the autonomous auto age. (fortune.com)Highlights from the Bloomberg New...
View ArticleClik here to view.
Top clicks this week on Abnormal Returns
Top clicks this weekA list of some of Jason Zweig's greatest hits. (jasonzweig.com)Three edges that most advisor ignore because they are too simple. (thereformedbroker.com)Good luck playing the...
View ArticleClik here to view.
Sunday links: the seeds for re-regulation
MarketsIndividual investors' fears haven't changed all that much. (dashofinsight.com)StrategyBrett Steenbarger, "There is no theoretical or practical rationale why many strategies in technical...
View ArticleClik here to view.
ETF links: financial buccaneers
ETF linksWhy startup money managers are bypassing white-label providers and going direct to the SEC. (bloomberg.com)The various ETF legal structures work. (etf.com)What it's like to manage the $55...
View ArticleClik here to view.
Monday links: more money than ideas
MarketsREITs had a good week, last week. (capitalspectator.com)StrategyNine lessons for investors on how to live an 'anti-fragile life.' (medium.com)What traffic illustrates about our psychology...
View ArticleClik here to view.
Research links: go big or get out
Mean reversionMean reversion is not a constant in or across markets. (factorresearch.com)The mean-reversion factor as a tail-risk hedging strategy. (factorresearch.com)Research linksThe low volatility...
View ArticleClik here to view.
Tuesday links: inescapable noise
MarketsWhere did all the $VIX futures buyers go? (ftalphaville.ft.com)Why would this closed-end fund ever trade at a premium to NAV? (themacrotourist.com)StrategyThere is no permanent end state for...
View ArticleClik here to view.
Personal finance links: saving AND spending
AdvisorsBen Carlson, "Trust is one of the most valuable currencies in a world awash with information." (awealthofcommonsense.com)Our financial lives consist of both saving AND spending: how advisors...
View Article
