Saturday links: asset location

The weekend is a great time to catch up on some longer items that we passed up on during the week. Thanks for checking in.


On the importance of asset location for portfolio design.  (Nerd’s Eye View earlier Abnormal Returns)

What kind of stuff should we be worried about?  (Above the Market)

Jason Zweig talks with market historian Richard Sylla.  (WSJ)

Hedge funds

Inside the “weird” culture of hedge fund giant Bridgewater Associates.  (Daniel Gross)

The big short war starring Bill Ackman, Dan Loeb, etc.  (Vanity Fair)


When framing gets in the way of us agreeing.  (Marginal Revolution)

Young adults are not buying into this ‘debt thing.’  (WSJ)

Is the US set for slow growth indefinitely?  (Wonkblog)

This could be big: railroads are testing natural gas as a fuel source.  (WSJ)


Management tips for the new Pope.  (Economist)

Why women are scant amongst the ranks of top investment bankers.  (The Epicurean Dealmaker)


Why hasn’t online killed off the real estate broker?  (Businessweek)

Data brokers know quite a lot about you.  (ProPublica)

Why do Groupon ($GRPN) campaigns hurt Yelp ($YELP) ratings?  (Rajiv Sethi)


The Google ($GOOG) Pixel is the computer of the future, not today.  (Slate)

What problems stand between a self-driving car from Google getting on the streets?  (SAI)


The three ways online content producers can get paid.  (Felix Salmon)

Why online education will succeed: editing.  (Marginal Revolution)

The problem of online freelance journalism.  (Felix Salmon)

Bob Lefsetz, “Today you have to know how to write. How to communicate. You must establish trust as opposed to banging people on the head to buy.”  (Big Picture)


A profile of the increasingly high profile Sheryl Sandberg author of Lean In: Women, Work and the Will to Lead.  (Time)

Liz Ann Sonders remembers Marty Zweig.  (Advisor Perspectives via Pragmatic Capitalism)

Prince Alwaleed Bin Talal wants you to know he is richer than you think.  (Forbes)


What sports are most immune to Moneyball?  (New Republic)

How data analytics have changed professional sports.  (MIT)


A radical new treatment for children with severe allergies.  (NYTimes)

The US needs to rethink its corn policy.  (Scientific American)

How ‘aquaponics‘ could change the way we grow plants (and fish).  (Atlantic Cities)

What Coke contains.  (Medium)


The future of TV.  (Quartz)

How Disney ($DIS) bought Lucasfilms.  (Businessweek)

In search of spiritual meaning in The Big Lebowski.  (The Atlantic)

Mixed media

Some ways the human race could go extinct.  (Quartz)

Downtown Chicago is bouncing quite well, thank you very much.  (Crain’s Chicago)

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The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.

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  • Tadas ViskantaAbnormal Returns has over its seven-year life become a fixture in the financial blogosphere. Over thousands of posts we have striven to bring the best of the financial blogosphere to readers. In that time the idea of a “forecast-free investment blog” remains as useful as it did six years ago. More »

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