02/09/15 – Monday PM Interest-ing Reads

  • A tightening labor market has yet to push wages much higher. (capitalspectator)
  • How fees eat diversification’s benefits. (papers.ssrn)
  • Frontier Communications ($FTR) is betting on landlines. (wsj)
  • Turnarounds are difficult: the case of Jones Soda ($JSDA). (blog.stonestreetadvisors)
  • Beware mutual funds “juicing” dividend yields. (alphaarchitect)
  • News flash: factor investing involves risk. (awealthofcommonsense)
  • 10 myths about discounted cash flow models. (aswathdamodaran.blogspot)
  • Momentum works best when prices and earnings are moving in the same direction. (alphaarchitect)
  • Why do investors keep shoveling money into hedge funds? (wsj)
  • A look inside the conflicted relationship between Google ($GOOG) and Uber. (nytimes)
  • A look at three lesser known emerging market equity ETFs. (etf)
  • Are unconstrained bond funds worth the higher cost? (blogs.wsj)
  • ETF statistics for January 2015. (investwithanedge)
  • The “misery index” is at an eight year low. (pragcap)
  • What financial writers Morgan Housel reads. (thereformedbroker)
  • How to use financial blogging to build an audience. (linkedin)
  • Timing matters when it comes to trading off SEC data on corporate insider trading. (alphaarchitect)
  • Some small banks are hooking up with Lending Club ($LC) to kickstart their consumer lending volumes. (wsj)
  • The success of the Apple ($AAPL) Watch has been years in the making. (aboveavalon)
  • Exploring social media analytics. (behavioralquant)
  • The prime working age population is growing again. (calculatedriskblog)
  • The obsession with billionaires is getting ridiculous. (dealbook.nytimes)
  • Berkshire Hathaway ($BRKA) analysts would like to see more disclosure from the company. (ft)
  • A look at the economic fundamentals across equity bull and bear markets. (papers.ssrn)
  • The US economy is nearing escape velocity. (macrofugue)
  • Fund managers who live close to each other have more holdings in common. (wsj)
  • Five graphs to (keep) watching in 2015. (bonddad.blogspot)
  • The definitive guide to 2015 ETF taxation. (etf)
  • RIP, Radio Shack. (wsj)

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