Saturday links: institutional thinking

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

Markets

Confessions of an institutional investor.  (The Reformed Broker)

Bond repricing is the next big investor crisis.  (OSAM)

Investors sentiment has swung from too little confidence to too much.  (Howard Marks)

Strategy

Can you articulate your investing edge?  If not, index. (Morgan Housel)

Nine surprising things Jesse Livermore said.  (The Reformed Broker)

What poker tells us about risk taking in the markets.  (StreetEye)

We are all biased and make mistakes. The challenge is avoid the really big errors.  (Above the Market)

Retirement

Why retirement risks are best shared.  (Justin Fox)

The problem with 401(k)s.  (Baseline Scenario)

Finance

How to hack the CFA exam.  (Dynamic Hedge)

On the death of open outcry futures trading.   (Reuters)

Economics

On the death of economic theory.  (Noahpinion)

Ten reasons why economics is an art, not a science.  (Barry Ritholtz)

Business

Tracking Jeff Bezos’ thinking through Amazon ($AMZN) shareholder letters.  (LinkedIn)

Om Malik, “Bezos, too, is doing what tycoons do — buying instruments of mass influence.”  (GigaOM)

The biggest company you have never heard of.  (Bloomberg)

Startups

How to convince investors to invest in your startup.  (Paul Graham)

The great challenge for startups: balancing innovation and implementation.  (Priceonomics)

Why every entrepreneur should read Walter Isaacson’s biography of Steve Jobs. (A VC, Bijan Sabet)

How startups should navigate the “idea maze.”  (Chris Dixon)

Tim Ferriss wants you to test your blood.  (Businessweek)

Science

Sanjay Gupta is now pro-weed.  (CNN)

Why are rats getting fatter?  (Marginal Revolution)

Science is not your enemy.  (TNR)

Happiness

Ten things you can do to make you happier.  (buffer)

Six steps to a digital detox.  (WSJ)

To buy happiness, purchase experiences.  (HBS)

Sports

What will happen when the “sports cable bubble” pops?  (Sports on Earth)

How Jurgen Klinsman turned US soccer around.  (Newsweek)

Meet Mike Gimbel who was “Moneyball before Moneyball.”  (Grantland)

On your genetic limitations: an excerpt from David Epstein’s The Sports Gene: Inside the Science of Extraordinary Athletic Performance.  (Slate also The Atlantic)

Nate Silver

What the Nate Silver “kerfuffle” tells us about distribution and the market for talent.  (Big Picture)

A profile of Nate Silver, proprietor of FiveThirtyEight and author of The Signal and the Noise.  (FT)

Books

An excerpt from M. E. Thomas’ Confessions of a Sociopath; A Life Spent Hiding in Plain Sight.  (Business Insider)

Why you should be early for meetings. An excerpt from Max Strom’s There Is No App for Happiness.  (Medium)

A Q&A with Leigh Gallagher author of The End of the Suburbs.  (WashingtonPost)

Some rules for life from Baltasar Gracian’s The Art of Worldly Wisdom.  (Farnam Street)

Earlier on Abnormal Returns

What you may have missed in our Friday linkfest.  (Abnormal Returns)

Mixed media

When professors never retire.  (Bloomberg)

Cities need to welcome families back.  (New Geography)

Hops are taking hold in Michigan.  (Bloomberg)

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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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