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 ($MSFT). (www.businessinsider.com)
  • What a modified Taylor Rule says about the timing of a Fed rate hike. (www.bloomberg.com)
  • Apple’s earnings were insane last night (LA Times)
  • When margin debt becomes a noose around your neck. (www.wsj.com)
  • Why its a good thing the market has stopped going straight up. (thereformedbroker.com)
  • Americans are losing interest in B-school. (www.bloomberg.com)
  • Some of the highlight’s of Apple’s report, mindblowing stuff. (MoneyBeat)
  • How to buy Bill Ackman at a discount. (blogs.wsj.com)
  • A complete list of the 205 ETPs launched in 2014. (investwithanedge.com)
  • Tax-advantaged products like 529 plans are constantly at-risk from tax law changes. (www.wsj.com)
  • The best investment banks ranked. (www.wallstreetoasis.com)
  • Strong Dollar Squeezes U.S. Firms (WSJsee also U.S. Strengths Buoy Consumers but Hurt Corporations With Business Abroad (Dealbook)
  • Robert Shiller is interested in Greek stocks at these valuation levels. (www.bloomberg.com)
  • The New Measles: One of the most infectious viruses on the planet is making a comeback in the United States, and many doctors have never even seen it. (The Atlanticsee also Why Did Vaccinated People Get Measles at Disneyland? Blame the Unvaccinated (Wired)
  • Apple ($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 (Business Insider)

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