01/05/16 – Tuesday’s Interest-ing Reads

  • Smart beta goes by many names these days. (blogs.barrons)
  • Lenders should have some loans that default. (ftalphaville.ft)
  • Trump and His Debts: A Narrow Escape. He cut deal with banks, took cash out of casinos to weather 1990s bind (wsj)
  • The bear market that began for most stocks last year is catching the averages in its maw (LA Times)
  • Deleted: FINRA Erases Many Broker Disciplinary Records (financial-planning)
  • A profile to the consultant to the hedge fund stars. (wsj)
  • Major asset class performance for December 2015. (capitalspectator)
  • Wise investors should be playing the long game (telegraph.co.uk)
  • JP Morgan: The best time to buy junk bonds since 2009 (Institutional Investor)
  • Managed futures had a flat year. (managed-futures-blog.attaincapital)
  • The Known Unknowns (theirrelevantinvestor.wordpress)
  • There is no shortage of questions about Apple ($AAPL) going into 2016. (aboveavalon)
  • Good traders are self-aware. (smbtraining)
  • Google ($GOOGL) wants to get deeper into the financial services business. (ftalphaville.ft)
  • Another successful hedge fund admits the game has changed, returns all funds (Bloomberg)
  • Silicon Valley has become a winner-take-all scene. (newyorker)
  • There is no “big short” without derivatives. (zerohedge)
  • Why an “Uber for house calls” will never work. (qz)
  • The Real China Contagion Risk (bloomberg)
  • Byron Wien Announces Predictions for Ten Surprises for 2016 (blackstone)
  • Don’t fall out of your chair – China’s intervening in its stock market sell-off (Bloomberg)
  • Palantir has no plans to IPO any time soon which is a problem for employees and investors looking to cash out. (wsj)
  • Macro investors need to get too many things right to make money. (thereformedbroker)
  • Donald Trump’s provocative first TV ad raises the temperature of GOP race (washingtonpost)
  • Record M&A shouldn’t be a reason to be afraid of the market. (fortune)
  • The S&P 500 may bounce, but it’s still in a downtrend (Dragonfly Capital)
  • Founder of Institutional Investor magazine passes away on New Years Day at 75 (Institutional Investor)
  • The first trading day of the year is a bellwether of the full calendar year (marketwatch)
  • The worst idea in the presidential debate: a return to the gold standard (latimes)
  • Why everybody should share content. (medium)
  • 5Reasons to Be Scared of the Market Selloff (wsj)
  • The Foundry Group is ending its AngelList syndicate experiment. (feld)
  • Andrew Ross Sorkin: pay attention, because it’s the latest conflict-ridden practice on Wall Street. (DealBook)
  • How an angry comic who had a coke habit became the Barbara Walters of podcasts (washingtonpost)
  • Apple ($AAPL) would have to change this one thing about autos before entering the market. (asymco)
  • Why the 2012 non-Retina Macbook Pro still sells. (marco)
  • Allan Roth: 2 Market Myths In 2015 To Learn From This Year (ETF.com)
  • Market crash statistics (statisticalideas.blogspot)
  • Carlyle Group ($CG) stock looks cheap. (reuters)
  • Seven great insights on leadership, whether it be in startups or elsewhere. (bothsidesofthetable)
  • It’s tough to be a junk bond bull. (institutionalinvestor)
  • 2015 was a disappointing year for hedge fund inflows. (ai-cio)
  • Is faltering manufacturing data a cause for concern? (capitalspectator)
  • Why China’s Market Fell So Much (wsj)
  • The PATH Act makes seed-stage investing even more attractive for taxable investors. (pointsandfigures)
  • Does “The Big Short” miss the point? (news.morningstar)

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