01/25/16 – Monday’s Interest-ing Reads

  • Why hedge funds need to care about cybersecurity. (next.ft)
  • Is momentum really all about fundamental momentum? (blog.alphaarchitect)
  • It Was The Best of Days, It Was The Worst of Days (theirrelevantinvestor.wordpress)
  • Investors are using the PowerShares Senior Loan Portfolio ($BLKN) to short debt. (bloomberg)
  • Scott Fearon, “Finding and profiting from crooked businesses is incredibly hard. For every accounting fraud, many, many more companies simply fail.” (deadcompanieswalking.tumblr)
  • Executive departures and the hot mess that is Twitter ($TWTR). (ibankcoin)
  • The ‘January barometer’ is BS. (financial-math)
  • An Economy of Chicken Littles: Markets and politicians are both crying that the sky is falling, but the facts say otherwise.Buy gas recently? (politico)
  • What happens every time you sold after the stock market dropped 10%. (econompicdata.blogspot)
  • When Bears Drive Porsches (bloomberg)
  • Can lower oil prices actually cause a recession? (econbrowser)
  • America Is Still Losing at Skyscrapers (nymag)
  • Chicago-based traders are jumping into venture capital. (chicagobusiness)
  • The three most unloved fund categories in 2015 were domestic large caps. (news.morningstar)
  • Gold Is Back in Fashion After a $15 Trillion Global Selloff (bloomberg)
  • Happy 35th anniversary to the HP 12c financial calculator! (aei)
  • How the 80/20 rule applies to the stock market. (investorfieldguide)
  • Why momentum is (still) neglected. (dualmomentum)
  • What CEOs had to say about the economy last week. (blogs.cfainstitute)
  • How States Like Nevada Can Make Life Very Difficult for the Solar Industry (slate)
  • Struggle to Quell Investor Fears Over Unsettled Emerging Markets (nytimes)
  • Johnson Controls ($JCI) to merge with Tyco ($TYC). (nytimes)
  • High active share is no shortcut to higher returns. (vanguardadvisorsblog)
  • The 2016 FT Global MBA rankings. (rankings.ft)
  • Market ‘Capitulation’ Is Nowhere in Sight (So Far) (wsj)
  • Passive investors are correlated with more independent boards. (ft)
  • An Apple ($AAPL) Q1 2016 earnings preview. (aboveavalon)
  • Recent outbreak of bearishness is unnecessary (ft)
  • Baupost Group had a down year in 2015. (businessinsider)
  • On the challenge of telling the difference between an investment that has stopped working versus simply being out of style. (awealthofcommonsense)
  • How a College Student Used Creative Commons to Dominate Political Photography (priceonomics)
  • The Saudis will not kill the US shale industry. (telegraph.co.uk)
  • Mysterious blobs in our Milky Way could be part of the missing matter (theconversation)
  • Why distractions are so costly. (next.ft)

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