The weekend is a great time to catch up on some posts that were either too long or simply didn’t fit in during the week. Hope you enjoy!


Are smaller fund managers really better?  (Rekenthaler Report, part 2)

If you are not a data-driven investor, what are you?  (Above the Market)

A deep dive into the market’s CAPE.  (GMO)

Why process is so important in manager selection.  (GestaltU)

On the merits of being a financial historian.  (A Wealth of Common Sense)

Personal finance

What Jay Leno can teach us about personal finance.  (DailyFinance)

Why Americans should be annuitizing more of their retirement savings.  (Justin Fox)

How higher risk aversion affects female investors.  (Personal Capital via Felix Salmon)

Michael Kitces, “A Withdrawal Policy Statement ensures clients truly have a PLAN for dealing with market declines.”  (Nerd’s Eye View)


Alex Pareene, “The modern finance industry is at a loss when it comes to justifying its own existence.”  (The Baffler)

What is the “Notre Dame model” of managing money?  (Institutional Investor)

How to run a financial advisory firm like a robo-advisor.  (Nerd’s Eye View)

A clear look at the world of futures.  (CME Group)


A profile of Tim Cook, CEO of Apple ($AAPL), from Yukari Iwatini Kane’s new book Haunted Empire: Apple After Steve Jobs.  (WSJ)

How ARM Holdings ($ARMH) came to rule the world.  (Businessweek)

Google’s ($GOOG) “central hub” in Mountain View is a city unto itself.  (The Verge)


When founders and investors differ on an acquisition offer.  (TechCrunch)

How the Netflix-Comcast deal negatively affects startups.  (stratechery)

Is start-up culture getting calcified like the MBA?  (Recode)


What is holding back the future of news?  (Marc Andreessen)

The case for festooning cities with sensors galore.  (Quartz)

More signs of peak car.  (Bloomberg)


Paul Kedrosky, “Getting good bad advice early in a career is precious.”  (LinkedIn)

Why the number of high school graduates going to college is dwindling.  (Bloomberg)

Higher education’s golden age is long since past.  (Clay Shirky)


How Nordic airports keep runways clear of snow.  (WSJ)

Are drone ships on the horizon?  (Bloomberg)

Data-driven farming has the potential to greatly increase yields.  (WSJ)


Always buy the bigger pizza…always.  (Flowing Data)

Paul J. Davies, “Hampton Creek aims to figure out a way to make all kinds of food more affordable and its production less harmful to the environment.”  (FT)

How America fell out of orange juice.  (Quartz)


The University of North Carolina is embroiled in an ugly scandal concerning academic integrity and athletics.  (Businessweek)

How Team Oracle overcame a huge deficit to win the America’s Cup.  (WSJ)


Who killed the romantic comedy?  (LA Weekly via @digg)

When 60 year old guys star in action movies: Dadcore.  (Vanity Fair)

Is Megan Ellison the future of Hollywood?  (FT)


An excerpt from Smart People Should Build Things by Andrew Yang.  (Fast Company)

The opportunity in global warming. Thoughts on McKenzie Funk’s Windfall: The Booming Business of Global Warming.  (Barry Ritholtz)

Earlier on Abnormal Returns

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

Mixed media

The pros and cons of bringing extinct animals back to life.  (NYTimes)

Five common decision making mistakes and how to fix them.  (Michael Mauboussin)

Why grit matters more than IQ.  (Farnam Street)

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