01/24/17 – Tuesday’s Interest-ing Reads

  • A look at the relative performance of PutWrite and BuyWrite indices. (quantpedia)
  • Why overseas-listed Chinese firms tend to outperform domestic ones. (papers.ssrn)
  • Howard Lindzon, "If Vanguard did not exist, Google would have long ago started into the financial products business." (howardlindzon)
  • Research showing Estimize is the new benchmark for earnings estimates. (russelljame)
  • Is it possible to identify activist targets ahead of time? (ft)
  • "In short, S&P 500 shareholder-payout figures are not indicative of actual capital flows in public firms, and thus cannot provide much basis for the claim that short-termism is starving public firms of needed capital." (papers.ssrn)
  • Markets are often wrong. So are investors. (bloomberg)
  • Have we reached Peak Millennial? (nytimes)
  • US farmland prices are still falling. (agrimoney)
  • John Huber, "If you’re a long-term owner (or manager) of a business, you should focus on running your business. Market and promote your products and services, not your stock price." (basehitinvesting)
  • All the Fun Is Going Out of Hedge Funds (bloomberg)
  • Ad blocking may break the Internet. (nber)
  • What’s next for Medium? (contentinsights)
  •  The Ever Expanding World of Wine Takes Your Palate to Unexpected Places (smithsonianmag)
  •  Top 10 science stories of 2016: Gravitational waves, Zika, Proxima b and more (sciencenews)
  • Fed Debate Over $4.5 Trillion Balance Sheet Looms in 2017 (bloomberg)
  • Sell-side research is really just a big access game. (beta.morningstar)
  • Andy Puzder’s fast-food industry sticks taxpayers with costs of supporting its workers (latimes)
  • Investors seem to have a local company bias. There is more to this than it seems on first glance. (papers.nber)
  • Good luck trying to value Sterling post-Brexit. (ft)
  • Much of the Cuisine We Now Know, and Think of as Ours, Came to Us by War (smithsonianmag)
  • Fifteen truths about options trading. (medium)
  • Existing home sales are at post-crisis highs. (calculatedriskblog)
  • TIAA’s asset-management unit renamed itself Nuveen. (wsj)
  • Fake news can fool robots as well. (bloomberg)
  • The problem of following up on a star CEO. (bloomberg)
  • Blame Technology, Not Longer Life Spans, for Health Spending Increases (nytimes)
  • Market Wizard Tony Saliba’s new book "Managing Expectations: Driving Profitable Option Trading Outcomes Through Knowledge, Discipline, and Risk Management" is now available. Get a free e-book and audiobook version today. (martinkronicle)
  • Vaccine exemptions are on the rise in a number of U.S. states (statnews)

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