03/23/15 – Monday Interest-ing Reads

  • The Chicago Fed National Activity Index shrugged in February. (calculatedriskblog)
  • It’s good to be the Clinton family hedge fund (DealBook)
  • A look at global relative strength. (adamhgrimes)
  • State pension funds are biased towards in-state equities. (papers.ssrn)
  • Why investors may be numb to stock market at this point in the cycle. (brianportnoy.tumblr)
  • Economists agree: deflation is either good, or bad, or irrelevant (ftalphaville.ft)
  • What do accruals tell us about future cash flows? (papers.ssrn)
  • What are appraisal rights and why are hedge funds hot for the strategy? (alphaarchitect)
  • Strong Dollar Hammers Profits at U.S. Multinationals (wsj)
  • The Battle Is For The Customer Interface (social.techcrunch)
  • Why are so few homes for sale in the Bay Area? (sfgate)
  • An examination of stock market sentiment data. (behavioralquant)
  • Richard Fisher, Often Wrong but Seldom Boring, Leaves the Fed (nytimes)
  • Investors are chasing currency-hedged European ETFs. (wsj)
  • The truth about Lee Kuan Yew’s economic miracle in SIngapore (The Economist)
  • Household debt service is plumbing record lows. (calculatedriskblog)
  • How the existence of short-sellers does not induce managerial short-termism. (papers.ssrn)
  • A new and improved CAPE ratio that adjusts for changing dividend payout ratios. (philosophicaleconomics)
  • Torrent of Cash Exits Eurozone (Wall Street Journal)
  • The cities where houses are suddenly going underwater (washingtonpost)
  • The new Steve Jobs unauthorized biography that actually got praise from Tim Cook and Jony Ive (New York Times)
  • Why we should expect a longer business cycle than average. (dashofinsight)
  • Videos that TED uses to reset your brain (qz)
  • Who Invented the Computer Virus? (priceonomics)
  • Why buy-and-hold bond strategies make more sense: a lack of market makers. (m.pionline)
  • The case for Vanguard mutual funds over their ETF cousins. (etf)
  • What does the ‘long run’ mean to you? (awealthofcommonsense)
  • What the Fed was signaling last week. (econbrowser)
  • The case for less frequent portfolio rebalancing. (econompicdata.blogspot)
  • Drugmakers are freaking out over Google and Apple’s sudden interest in health care (Financial Times)
  • An update on Asian equities — upward explosion ahead (Peter Brandt)
  • Ted Cruz declares, 11 things to know about him (aside from the fact that he’s nationally unelectable) (Vox)
  • At look at Etsy’s ($ETSY) S-1. (paulbennetts.postach.io)
  • Plain vanilla mutual funds are loading up on stock in private companies. (nytimes)
  • On the similarity between investing and bracketology. (bloombergview)
  • How effective can trade following apps be for investors? (pointsandfigures)
  • Insiders prefer to own shares in the GP versus the MLP. (sl-advisors)
  • Why does the stock market do so well in the run up to FOMC announcements? (onlinelibrary.wiley)
  • Mercedes is showing off a self-driving car prototype (Wired)
  • How much more popular is Uber than Lyft? (qz)
  • Ubiquitous doesn’t mean permanent (Seth Godin)
  • On the role of securities lending in passive investing. (papers.ssrn)
  • Pixar’s 22 Golden Rules of Storytelling (twistedsifter)
  • How is the Fed going to shrink its balance sheet? (pragcap)
  • You’re hearing a lot about the Citi Economic Surprise index slumping. That’s actually a good thing. (Wall Street Journal)
  • Should Athletes Get a Piece of the NCAA Tournament Revenue? (wsj)
  • How New Yorker magazine covers have documented the rise of technology since the 1930’s (New Yorker)
  • Why the time for live streaming video is finally here. (howardlindzon)
  • The myopia boom Short-sightedness is reaching epidemic proportions. Some scientists think they have found a reason why (nature)
  • How rebalancing frequency affects value and quality strategies. (alphaarchitect)

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