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

  • What happens when a stock is added (or dropped) from the Dow. (jeffhirsch.tumblr)
  • Vanguard is set to launch muni bond ETFs. (wsj)
  • Brian Portnoy, “Ultimately, the math of diversification makes sense. It’s the psychology of diversification that is muddled.” (brianportnoy.tumblr)
  • Is there any value in getting a Masters’s in Economics? (marginalrevolution)
  • Can the rest of the world pick up for a gently slowing US economy? (blogs.ft)
  • A closer look at Allegheny’s ($Y) 2014 annual report. (brooklyninvestor.blogspot)
  • Active managers are running out of excuses for their underperformance. (etf)
  • Strong opinions, weakly held: the key to investing success. (awealthofcommonsense)
  • Domestic drillers are going to have to cut back production even further. (econbrowser)
  • A lot is riding on the future of $100,000 cancer drugs. (bloomberg)
  • Why again do people buy hedge funds? (nytimes)
  • The big three credit ratings agencies are undergoing a big overhaul. (wsj)
  • Target date funds continue to take 401(k) market share. (wsj)
  • Wage growth does not justify raising interest rates. (bonddad.blogspot)
  • We don’t need more STEM majors. We need more STEM majors with liberal arts training. (washingtonpost)
  • Why quant models beat human analysts. (systematicrelativestrength)
  • The bull case for Twitter ($TWTR). (ophirgottlieb.tumblr)
  • The SEC doesn’t do much to oversee the burgeoning corporate bond market. (ft)

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