01/29/2015 – Thursday Reading
Demand for Apple’s ($AAPL) iPhones was “hard to comprehend” in Q1.
(www.wsj.com) A non-consensus view on the cloud (hint: the phrase “wave of failures” is used)
(Beyond Proxy) Why analysts so often get Apple’s ($AAPL) numbers wrong.
(stratechery.com) Don’t forget it takes a lot of assets to replace a salary.
(monevator.com) Current Events Quiz: 10 Topical Questions (
Polemic’s Pains) Apple’s China strategy is really paying off now
(NY Times) Why active investing is worse than a zero-sum game.
(monevator.com) How to avoid blame when it comes to past financial decisions.
(www.nytimes.com) Why financial advisors are defensive when it comes to the rise of robo-advisors.
(awealthofcommonsense.com) The US backlog for rail cars is at a record high.
(www.bloomberg.com) The Death of Music Sales: If CDs are “dead,” so is iTunes. (
The Atlantic) Why investing in yourself matters more than the markets.
(www.maliceforall.com) The new phase of deflation fear and headline noise is actually a good thing for markets (
TRB) On the value of putting some one else in charge of your investment decisions.
(www.capitalspectator.com) It’s time to re-think small cap strategies.
(www.capitalspectator.com) Why problems in the oil patch won’t tank the economy.
(ello.co) Open letter to the German readers: That which you were never told about Greece (
Syriza) On the popularity of the “stupid manager theory of company failure.”
(www.asymco.com) Why young investors should hope for bear markets early in their careers.
(awealthofcommonsense.com) When retirees get socked with taxes on their Social Security benefits.
(assetbuilder.com) The Dow should be rallying more from falling oil, but it’s not.
(MarketWatch) Activist investors are one-trick ponies.
(www.wsj.com) Apple’s Earnings: The Staggering Numbers (
WSJ Digits) Who do families fail to take advantage of mortgage refinancing?
(www.cbsnews.com) Would Keynes have made it as a money manager today?
(awealthofcommonsense.com) Apple ($AAPL) is ignoring the law of large numbers.
(qz.com) Five things learned from the Inside ETFs Conference.
(etfdb.com) Robo-advisors are only going to get more sophisticated over time.
(iheartwallstreet.com) Greek stocks – especially banks – now in freefall as confrontation with lenders looms
(Bloomberg) Why Yahoo ($YHOO) is spinning off its Alibaba ($BABA) shares.
(www.bloombergview.com) Signs that market breadth is weakening.
(traderfeed.blogspot.com) Pope Francis’s U.S. tour will set off economic fireworks (
MarketWatch) Jeff Gundlach pitches gold at the Inside ETFs conference because it yields more than Swiss sovereign bonds, LOL
(Barron’s) Another example of why it is so difficult to pick active managers that outperform.
(www.advisorperspectives.com) Why it pays to live close to a Starbucks ($SBUX).
(qz.com) The honeymoon is over for Satya Nadella at Microsoft ($MSFT).
(www.businessinsider.com) What a modified Taylor Rule says about the timing of a Fed rate hike.
(www.bloomberg.com) Apple’s earnings were insane last night
(LA Times) When margin debt becomes a noose around your neck.
(www.wsj.com) Why its a good thing the market has stopped going straight up.
(thereformedbroker.com) Americans are losing interest in B-school.
(www.bloomberg.com) Some of the highlight’s of Apple’s report, mindblowing stuff.
(MoneyBeat) How to buy Bill Ackman at a discount.
(blogs.wsj.com) A complete list of the 205 ETPs launched in 2014.
(investwithanedge.com) Tax-advantaged products like 529 plans are constantly at-risk from tax law changes.
(www.wsj.com) The best investment banks ranked.
(www.wallstreetoasis.com) Strong Dollar Squeezes U.S. Firms (
WSJ) see also U.S. Strengths Buoy Consumers but Hurt Corporations With Business Abroad ( Dealbook) Robert Shiller is interested in Greek stocks at these valuation levels.
(www.bloomberg.com) The New Measles: One of the most infectious viruses on the planet is making a comeback in the United States, and many doctors have never even seen it. (
The Atlantic) see also Why Did Vaccinated People Get Measles at Disneyland? Blame the Unvaccinated ( Wired) Apple ($AAPL) had the most profitable quarter of any company in history.
(techcrunch.com) Morgan Stanley’s CEO says the Fed will raise rates this year. Too bad his chief economist says March 2016.
(Bloomberg) A Dozen Things I’ve Learned from Joel Greenblatt about Value Investing (
25iq) The ’90s Startup That Terrified Microsoft and Got Americans to Go Online (
Wired) The Shake Shack IPO sees an uptick in pricing