03/12/15 – Thursday AM Interest-ing Reads

  • Robo-advisors have the potential to disrupt ETFs with direct indexing. (kitces)
  • Mutual fund names can be deceiving. (awealthofcommonsense)
  • Bill Bernstein: Rule No. 1 Is Stick To Your Plan (ETF.com)
  • Some investor’s expectations for the stock market have gotten ahead of themselves. (wsj)
  • Inside Big Taxi’s Dirty War With Uber (bloomberg)
  • What happens after the $VIX gets overbought? (schaeffersresearch)
  • The smartphone is truly THE personal computer. (economist)
  • What are we to make of the Vanguard Alternative Strategies Fund? (blogs.wsj)
  • Smart questions advisor clients should ask. (thereformedbroker)
  • How awful is Yik Yak? (slate)
  • A deep dive into the equity portion of Schwab’s forthcoming Intelligent Portfolios solution. (etf)
  • The US Dollar and the Euro are near parity. (crossingwallstreet)
  • Nick Murray on why financial advisory is all about connecting with the client. (thinkadvisor)
  • How to de-clutter your magazine pile. (wsj)
  • Eight problems with hedge funds. (etf)
  • Ray Dalio on the Power of Not Knowing (Institutional Investor)
  • An interview with Marc Cohodes, the now retired high profile short-seller. (firstadopter.tumblr)
  • A look at the reversal in fortune for gold and silver. (shortsideoflong)
  • How retirees are letting their children hijack their retirements. (bloomberg)
  • Five ways to raise financially savvy (and grateful) kids.* (fatherly)
  • Worrying about short-term performance is rarely helpful. (awealthofcommonsense)
  • The robo-advisors really are all on the same side: lower costs. (mebfaber)
  • How the Hershten Group became a decentralized proprietary trading giant. (ft)
  • Millennials accounted for largest share of home purchases last year (marketwatch)
  • How to mine data from the StockTwits stream. (mktstk.wordpress)
  • Andy Thrasher: The U.S. Equity Chart I’m Watching Right Now (AThrasher)
  • Matthew Ingram on why Gigaom died (too respectable? too much VC pressure?) (Columbia Journalism Review)
  • The bull market at 6; charging hard or out of control? (washingtonpost)
  • Some tentative evidence in favor of buying stock in companies on a “best places to work” list. (blogs.wsj)
  • How Big Oil Is Profiting From the Slump (Bloomberg)
  • Apple ($AAPL) gets sweet deals from mall operators. (wsj)
  • On the myth of “The Millionaire Next Door.” (thebaffler)
  • Response to Blog by Wealthfront CEO Adam Nash (aboutschwab)
  • More on the Wealthfront-Schwab ($SCHW) robo-debate. (wealthmanagement)
  • It’s okay if you hate Robin Thicke. But the ‘Blurred Lines’ verdict is bad for pop music. (washingtonpost)
  • The big banks got their stress test results from the Fed last night – who’s hot and who’s not? (Wall Street Journal)
  • Apple ($AAPL) is trying to become a mass luxury brand. (aboveavalon)
  • Citigroup ($C) is on a bit of a tear. (nytimes)
  • A profile of Fred Olsen, billionaire and a real-life “most interesting man in the world.” (fortune)
  • A simple quiz to take before investing dollar one. (fusion)
  • Parsing the demise of the clickbait-free GigaOM. (slate)
  • In praise of Thomas Stanley’s “The Milionaire Next Door.” (nytimes)
  • A profile of microbrewer Lagunitas Brewing Company. (mashable)
  • Currency-hedged Europe is the most crowded ETF trade (ETF.com)
  • Who knew rust could be so beautiful?* (slate)
  • How to market to Millennials. (millennialinvest)
  • The ETF Deathwatch for March 2015. (investwithanedge)
  • State of the Union Buster: Scott Walker’s deeply unimpressive thoughts about foreign policy make everything about crushing organized labor. Here’s why even the Gipper would find that ridiculous.(foreignpolicy)
  • How the ‘Blurred Lines’ case could have chilling effect on creativity (latimes)
  • The Schwab ($SCHW)-Wealthfront battle is good for investors. (howardlindzon)
  • Apple ($AAPL) is really the only company that can kickstart the wearables market. (stratechery)
  • Tax-loss harvesting may be overhyped. (pragcap)
  • A Q&A with documentary filmmaker Errol Morris. (grantland)
  • Seven potential successors to the mantle of the ‘next Jack Bogle.’ (bloomberg)
  • Where to retire? (nytimes)
  • How Dick Tracy Invented the Apple Watch (thedailybeast)
  • Alibaba investing in Snapchat at a $15 billion valuation (Bloomberg)
  • Eight sad examples of customers done wrong by a broker. (maliceforall)
  • On the benefits of small withdrawal rates in retirement. (alphabaskets)
  • BlackRock’s Fink, McKinsey Lead Group Fighting Wall Street Myopia (Wall Street Journal)
  • A profile of upstart conductor Robin Ticciati. (moreintelligentlife)
  • Google ($GOOG) Ventures is spending a lot of money to try and extend life. (bloomberg)
  • Congress isn’t doing much to protect average investors. (maliceforall)
  • Bank of New York Mellon ($BK) can’t seem to shake activist investors. (wsj)
  • Shake Shack blows its first quarter as a public company – or sets the table with reasonable expectations (Quartz)
  • Based on 87 years of performance data, small-cap value stocks far outperform Large Cap and Growth (marketwatch)

Leave a Reply

Your email address will not be published. Required fields are marked *