03/09/15 – Monday AM Interest-ing Reads

  • A history of stocks, bonds and bills. An excerpt from Meb Faber’s “Global Asset Allocation: A Survey of the World’s Top Asset Allocation Strategists.”* (mebfaber)
  • Americans Aren’t Saving Enough for Retirement, but One Change Could Help (nytimes)
  • see Sticking Up for the Dow (blogs.wsj)
  • An Inflection Point for Bonds? (Ed Yardeni)
  • Corporate boards with more women are less likely to hit by scandal. (ft)
  • Chariman of Dow Jones Index Committee – why we added Apple (Indexology)
  • There’s a solar-powered plane now skipping from continent to continent. Best to stay out from under it at night 😉 (BBC)
  • Is tax loss harvesting that big of a deal? (Wall Street Journal)
  • Obama to Wall Street: Stop Acting Like Car Salesmen (time)
  • Larry Swedroe: excuses, excuses (ETF.com)
  • The Apple Watch Is Time, Saved (social.techcrunch)
  • U.S. Money Managers Warm Up to Japanese Stocks (blogs.wsj)
  • People commonly underestimate their future spending. (papers.ssrn)
  • GM caves to the activists, initiates immediate share buyback program (Wall Street Journal)
  • Is it Time to Dump the Dow? (pragcap)
  • How hedging affects firm value. (papers.ssrn)
  • Exploring smart beta. (researchaffiliates)
  • see also: 10-Year Yield Spikes 33% (TRB)
  • Days to cover is a better predictor than the short ratio. (papers.ssrn)
  • Which value metric should you trust? (washingtonpost)
  • Gold and Silver Slammed by Interest Rate Fears (blogs.barrons)
  • Why commodity bubbles happen: hoarding. (papers.ssrn)
  • Momentum is all about fundamental momentum. (papers.ssrn)
  • Investment consultants show no sign of being able to pick outperforming managers. (jbs.cam.ac.uk)
  • Underwater Photographer of the Year contest (washingtonpost)
  • Why do CEOs hold so much “unconstrained” equity in their companies? (papers.ssrn)
  • Can Hipsters Save the World? (Guardian)
  • Your Guide to Understand (And Compete With) Robo-Advisors (I ♥ Wall Street)
  • Can you time value-momentum with relative valuations? (alphaarchitect)
  • The 12 key highlights from the DOJ’s scathing Ferguson report (washingtonpost)
  • Meerkat is the new hot app for Twitter users – here’s a guide to getting started (Yahoo Tech)
  • Underwater Photographer of the Year 2015 winners – in pictures (theguardian)
  • Housel: 1% of the news stories I read were important (fool)

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