That wasn’t too bad a week. Finish it right with our morning train reads:
• Resisting Change? (Tim Duy’s Fed Watch)
• “This is a very tough time to be a value investor” (Bloomberg) but see Now is the Time for Value to Outperform Growth (Advisor Perspectives)
• Taking the Guesswork Out of Private Equity Fees (Chief Investment Officer)
• Shkreli Was Right: Everyone’s Hiking Drug Prices (Bloomberg)
• Apple’s apps need work: Complexity, feature gaps, and bugs have crept in (The Verge) see also Apple hired the hackers who created the first Mac firmware virus (Business Insider)
• This Company Runs Warehouses. How’d It Become One of America’s Leaders in Solar? (Slate)
• The Great GOP Realignment (Bloomberg) see also Why are Americans so angry? (BBC)
• You won’t be happiest until you turn 65 years old (Quartz)
• With NFL Rams gone, St. Louis still stuck with stadium debt (Reuters)
• Ten Cars That Were Painfully Far Ahead Of The Curve (Jalopnik) but see Ten Modern Car ‘Inventions’ You Thought Were New but Are Not (Bloomberg)
Be sure to check out our Masters in Business interview this weekend with BAML economist Ethan Harris.
Computer-Driven Hedge Fund Returns Have Been Strong
Source: WSJ
