01/11/16 – Monday’s Interest-ing Reads

  • The Farce Awakens (thereformedbroker)
  • Why is everyone so bearish? (marketwatch)
  • RIP, David Bowie. (nytimes)
  • Pensions, Mutual Funds Turn Back to Cash (wsj)
  • Should investors be afraid that hedge fund-focused “Billions” is on the air? (bloombergview)
  • Did the Fed blow another asset bubble? (econbrowser)
  • David Bowie: What I’ve learned. (esquire)
  • Delivery rates on Kickstarter are pretty good. (papers.ssrn)
  • “What started as “peer to peer” lending has become deeply immeshed in the machinery of Wall Street.” (ftalphaville.ft)
  • Trend-following strategies are difficult to benchmark. (blog.thinknewfound)
  • Stock Market Could Take a Breather After China’s Selloff (barrons)
  • Citigroup ($C) is becoming more of a force in equity trading. (wsj)
  • The DO’s and DONTs of a market crash (washingtonpost)
  • Market drops don’t always have an obvious trigger. (rpseawright.wordpress)
  • Why good mutual fund research is hard to find. (blogs.cfainstitute)
  • SnapChat may be getting into the robo-advisor business. (qz)
  • Traders gain confidence by moving outside their areas of comfort. (traderfeed.blogspot)
  • The markets do not believe the Fed will raise rates four times in 2016. (soberlook)
  • The Best Investing Advice Has Always Been Too Boring for TV (theatlantic)
  • New Study Says Raising Restaurant Wages Won’t Lead to Job Losses (grubstreet)
  • Apple ($AAPL) Music reportedly has 10 million paying subscribers. (ft)
  • How interest rates affect tax selling. (blog.alphaarchitect)
  • This One Condiment Instantly Improves Your Diet: Hot sauce is extremely good for you—especially if you eat it with fat. (time)
  • Is the China debacle going to negatively impact US investment banks? You’re goddamn right it will. (Financial Times)
  • Pharmaceutical companies can’t keep their hands off each other: the case of Shire ($SHPG) and Baxalta ($BXLT). (nytimes)
  • Testing some return factors in the Vietnamese stock market. (blog.alphaarchitect)
  • Ratings Agencies Still Coming Up Short, Years After Crisis (nytimes)
  • Sad news – David Bowie dead at 69 (New York Times)
  • Bowie was a securitization pioneer. (ftalphaville.ft)
  • …which may be why they’re firing everyone (Bloomberg)
  • Stock market breadth is now worse than it was during August’s plunge (Andrew Thrasher)
  • Morgan Stanley: Oil is heading to $20 (Bloomberg)
  • The global economy is doing better than everyone thinks. (blogs.ft)
  • Why train stocks have been so weak. (qz)
  • Rhode Island teachers have called upon both the S.E.C. and F.B.I. to investigate some very serious allegations. (A Teachable Moment)
  • Private equity returns are not worth the fees. (etf)
  • “Is an acid bath refreshing? If so, welcome to 2016.” (Value Walk)
  • Domestic megacaps are now outperforming. (allstarcharts)
  • Wind, solar power soaring in spite of bargain prices for fossil fuels (washingtonpost)
  • More guns aren’t the answer. For Canadians, America’s gun cult looks like a collective suicide pact (news.nationalpost)
  • Yahoo rank-and-file have given up on Marissa’s endless turnaround (New York Times)
  • Larry Swedroe shreds the “sure thing” predictions of 2015. It’s like fish in a barrel. (ETF.com)
  • Worst ever start to the year for Dow Jones Industrials (http://www.wsj.com/articles/global-stocks-gain-some-respite-1452243425?mod=rss_whats_news_us)
  • There’s More Evidence That Restaurant Jobs Go Up When the Minimum Wage Increases (grubstreet)
  • A closer look at the fees private equity firms charge their portfolio companies. (papers.ssrn)
  • China Retreat From U.S. Bonds Prompts Shrugs Where Fear Reigned (bloomberg)
  • You can now add StockTwits to your Slack organization. (blog.stocktwits)
  • Institutional investors are no better than amateurs when they fire fund managers. (awealthofcommonsense)
  • Another fake financial advisor steering client assets into a shell corporation (Cleveland.com)
  • Calpers cut fees but cutting hedge funds. (ai-cio)
  • The risk to biotechs. (howardlindzon)
  • Hedge Fund Veterans Who Blew Themselves up Now Courting Chinese Investors (Fortune)
  • Norway is thinking of upping its equity exposure. (wsj)
  • Is cash a position? (ivanhoff)
  • MIT graduates who go into finance are different than those in science/engineering. (papers.ssrn)

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