01/27/2015 – Tuesday Reading
How to audit your daily Internet habits.
(gigaom.com) The East Coast May Be About To Get One Of The Worst Blizzards It’s Ever Seen (
fivethirtyeight) Do analyst recommendations mitigate or aggravate the price impact of speculative trading.
(www.alphaarchitect.com) The Internet is not a one-sized fits all environment for artists.
(stratechery.com) Are human fund managers at-risk to be displaced by algorithmic strategies?
(www.ft.com) Monster Breakout in the DAX – How to Play It
(Dave Nelson) Hedge Funds Learn Secrets Not So Safe
(WSJ) The Financial Problems in Your Head: Psychology Explains Why Many People Mismanage Money (
WSJ) Are stocks real assets?
(papers.ssrn.com) Brand new Rob Arnott interview closes out the “Legends of Indexing” series
(ETF.com) There’s a correlation between being fat and being broke
(MarketWatch) Are human fund managers at-risk to be displaced by algorithmic strategies?
(www.ft.com) 10 Amazing Facts About Black Holes (
Universe Today) Activist investors are wary of their online habits being disclosed to Wall Street firms.
(uk.businessinsider.com) No, the U.S. economy isn’t about to fall into recession (
Washington Post) The Swiss franc appreciation and the sorry saga of FX lending (
Fistful of Euros) On the downside of the rush to smart beta.
(www.capitalspectator.com) Yahoo ($YHOO) was the GE ($GE) of the Internet.
(recode.net) Transferwise captures a big investment from Andreessen Horowitz.
(techcrunch.com) Life moves on. On the end of the StockTwits Blog Network.
(bclund.com) Unconfirmed rumor: IBM considering 110,000 job cuts. Not a typo – one hundred and ten thousand.
(Sky News) What history tells us about long-term expected returns for a 60/40 portfolio.
(www.researchaffiliates.com) Germany is going to try and get an extended bailout repayment period done with Greece rather than try a haircut
(Reuters) Coinbase is now a regulated Bitcoin exchange.
(www.wsj.com) A closer look at hybrid that is Cowen Group ($COWN).
(brooklyninvestor.blogspot.com) Will Sling TV get you to cut the cable cord?
(qz.com) A look back at the past year for the $VIX.
(vixandmore.blogspot.com) Private equity firms, like Blackstone ($BX), are raising funds to invest in the downtrodden energy sector.
(dealbook.nytimes.com) Early signs show that Apple ($AAPL) Pay is different: people actually use it.
(www.wsj.com) Deciding for others helps reduce loss aversion.
(pubsonline.informs.org) How Vanguard differs from Blackrock ($BLK) and State Street ($STT).
(www.investmentnews.com) Andreessen Horowitz reveals the 16 trends it’s closely watching (
Quartz) East coast braces for one of the worst snow storms of all time, statistically speaking
(five thirty eight) How finance and technology have driven the profit margin “explosion.”
(www.philosophicaleconomics.com) Market reaction to the new Marxist power in Greece has been muted so far, details:
(MoneyBeat) Imagine you’re a young kid, you grow up, go to college, get a degree in journalism, and then your editor assigns you to cover one of Donald Trump’s make-believe presidential campaigns? That’s the kind of thing that would make me question my whole life, my very purpose here on earth.
(The Atlantic) Satya Nadella’s Got a Plan to Make You Care About Microsoft. The First Step? Holograms (
Wired) see also Microsoft HoloLens: A Sensational Vision of the PC’s Future ( NY Times) A multi-century look at the value of trend following.
(www.dualmomentum.net) The robo-advisor space is already shifting toward differentiated strategies.
(finance.yahoo.com) Ben: “It’s counterintuitive to assume that poor market performance is a good thing, but that’s exactly what it can be for younger investors or those with many years to continue saving from their paychecks”
(A Wealth Of Common Sense) Why asset managers love smart beta strategies.
The Past Imperfect: Mr. Neuger and Mr. Fitzmaurice Would Like Your Money, Again ( SIRF) Tsipras declares end to ‘vicious cycle of austerity’ after Syriza wins Greek election (
The Guardian) see also Greece Chooses Anti-Austerity Party in Major Shift ( NYT) Portfolio managers have no time for emerging markets.
(shortsideoflong.com) The small cap effect is real (and spectacular) if you control for quality.
(www.aqr.com) An ECB QEsplainer (
Medium) Another sign that HFT is no longer as profitable as it once was.
(www.bloomberg.com) Will Euro QE do any good?