03/16/15 – Monday Interest-ing Reads

  • Many bankers are desperate to leave their jobs for positions in startups. (bloomberg)
  • Introducing the Total Return EPS Index. (philosophicaleconomics)
  • Wet Wipes Box Says Flush. New York’s Sewer System Says Don’t. (nytimes)
  • Is China growing slower than thought? (soberlook)
  • The Fed is inching towards policy normalization. (economistsview.typepad)
  • Messing around with Meerkat. (pointsandfigures)
  • The US market stands out in terms of return predictability. (papers.ssrn)
  • Defining the Anthropocene (nature)
  • Why resilience is so important for successful traders. (forbes)
  • Which hedge funds scored on the euro rout? (Wall Street Journal)
  • A Dozen Things I’ve Learned from Morgan Housel about Investing and Life (25iq)
  • Markets still respond strongly to earnings misses. (blog.abglobal)
  • How stocks perform before, during and after recessions. (awealthofcommonsense)
  • The 99% show up to protest in Greenwich aka Hedge Fund Haven (Chief Investment Officer)
  • If your financial advisor isn’t paying attention to your tax situation, they’re not earning their keep (Wall Street Journal)
  • A cool new tool for backtesting ETF portfolios with a regime change element. (etfreplay)
  • We are talking about zero interest rates all wrong. (washingtonpost)
  • Advisors: Michael Kitces is launching a social media symposium at this year’s FinCon (Fincon Expo)
  • German citizens to Greece: GTFO (Bloomberg)
  • Fedspeak Cheatsheet: What Are Fed Policy Makers Saying? (Real Time Economics)
  • How many mutual fund managers routinely beat the market (New York Times)
  • Active rig count is in free fall in the US. (econbrowser)
  • Jack Bogle is still speaking ill of ETFs. (ft)
  • How often should you make tactical asset allocation decisions? (papers.ssrn)
  • Discipline is enough. Why traders need to cultivate their creativity. (traderfeed.blogspot)
  • Putin reappears after 10 days, with a new bionic laser arm. (Vox)
  • On the rise of smart beta ETFs. (bloomberg)
  • How Leica reinvented itself for the digital age. (wsj)
  • How to trade with a full-time job. (theturtlefollower)
  • Bond fund managers are stress testing their portfolios in anticipation of a Fed rate hike. (ft)
  • Seinfeld Nears Streaming Video Deal, Yada Yada Yada (blogs.wsj)
  • The evidence that investors are better off with some one else running their portfolio. (alphaarchitect)
  • There is no shortage of demand for subprime auto loan bundles. (nytimes)
  • Silicon Valley is in a ‘risk bubble.’ (fortune)
  • A look back at the RAFI Indices ten years in. (researchaffiliates)
  • On the value of a having a diversity of opinions when trading. (mikebellafiore.tumblr)
  • Nate Silver has the Kentucky Wildcats winning it all at 41%. His methodology and complete bracket here: (FiveThirtyEight)
  • Have we entered the “Anthropocene”? (igbp)
  • S.E.C. Wants the Sinners to Own Up (nytimes)
  • Buffett’s billion-dollar bracket challenge turned into a disaster (CNN Money)
  • Remaining Rational in an Irrational Marketplace (theemotionalinvestor)
  • Getting the Right Mortgage: The best deal for a borrower trading up to a bigger house may differ from the one for a first-home buyer. (wsj)
  • On-demand passwords are now a thing. (businessinsider)
  • Your mutual fund (still) sucks. (pragcap)

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