What We’re Reading — October 2017

  • Could we be in store for another 1987-style stock market crash? Many see similarities, but Jeremy Grantham sees key differences too, the FT writes.

  • Josh Brown (@ReformedBroker) on the fears of a FANG-run future and the investing hedge for when human employees become obsolete: ‘Just Own The Damn Robots’

  • Fidelity’s Abigail Johnson says we need to rethink how asset managers charge clients for their services in a letter to the Financial Times.

  • Barron’s asks what private equity firms are going to do with their “Everest of cash” as years’ worth of bull market fundraising clashes with pricey stocks and lofty valuations.

  • The value investing bible says buy when others are fearful. Is there a better example than scandal-ridden Wells Fargo? Orbis makes the case for why the tarnished bank has a good business and a better case for investor money than consumer staples with no growth.

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