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 (Wiredsee 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. (www.alphaarchitect.com)
  • 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 Guardiansee 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? (www.pragcap.com)

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