03/27/17 – Monday’s Interest-ing Reads

  • Trying to avoid volatility often leads to poor performance. (thereformedbroker)
  • Global QE is coming to an end. (ft)
  • Spending Cut Reactions Reveal Cause of Deficits (realclearmarkets)
  • Can Silicon Valley’s Many Billions Make Death Optional? (newyorker)
  • • One Nation, Under Fox: 18 Hours With a Network That Shapes America (nytimes)
  • The back-end of Amazon ($AMZN) is fascinating. (wsj)
  • Playing devil’s advocate on index funds. (awealthofcommonsense)
  • Small caps go negative on the year (Stockcharts.com)
  • • The Wonders of the Future (collaborativefund)
  • Why are foreign investors buying US muni bonds? (indexologyblog)
  • 700 ETFs have closed over time. (investwithanedge)
  • • The reason Hollywood’s studio leadership is in flux: The business model is changing (latimes)
  • Americans Once Known for Optimism Losing Hope (mauldineconomics)
  • Plans are "just a guess." And that’s ok. (m.signalvnoise)
  • Fair Value of Equity Market (researchaffiliates)
  • Amazon ($AMZN), Google ($GOOGL) and Apple ($AAPL) are big recruiters at elite MBA programs. (ft)
  • Mutual fund closures are on the rise. (ft)
  • “Investors allocate more flows to hedge funds whose names exhibit gravitas" (Evidence-Based Investor)
  • Why we are paying more for content these days. (hunterwalk)
  • Jared is going to get a chance to explain his Russian ties to Congress (New York Times)
  • The upside down math of global bond indices. (blog.abglobal)
  • How much have ETFs saved investors in the way of fees? (nasdaq)
  • Why Health Care Reform Went Down (wordpress)
  • Monish Pabrai talks about how the Dhandho Junoon ETF ($JUNE) came about. (youtube)
  • Playing Devil’s Advocate on Index Funds (A Wealth Of Common Sense)
  • What is Valeant ($VRX) worth post-Ackman? (aswathdamodaran.blogspot.co.uk)
  • Markets Had Been Priced for Politically Impossible (realclear)
  • • How Sears CEO Lampert cashes in as stores cash out (usatoday)
  • The Temptations of a Resilient China (project-syndicate)
  • Icahn discovers a heretofore unknown source of alpha: Friendship with the President (New York Times)
  • Why Are We So Unhappy When We Have So Much? (nationalreview)
  • Quants once again are mucking about with neural networks for trading. (bloomberg)
  • Ten ETFs with less than $1 million in AUM. (etf)
  • "The March ETF Deathwatch contains 459 products (362 ETFs and 97 ETNs) that do not hold enough assets to be profitable for their sponsors or garner enough trading activity to attract new investors." (investwithanedge)
  • The ugly math behind leveraged ETFs. (martinkronicle)
  • The Active Alts Contrarian ETF ($SQZZ) bets on stocks that are heavily shorted. (marketwatch)
  • The SEC should rue the day it approved leveraged ETFs. (bloomberg)
  • The Health Care Vote and the Stock Market (commonwealth)
  • Who buys bond ETFs? (beta.morningstar)
  • Why Capitalism Can’t Fix Healthcare (pragcap)
  • Michael Kitces: If you haven’t transitioned away from commissions yet, what are you waiting for? (Nerd’s Eye View)
  • A Correction Now Might Not Be So Bad, Some Investors Say (Wall Street Journal)
  • Money (ritholtz)
  • Amazon’s Ambitions, Unboxed: Changing How Stores Operate (nytimes)
  • Fed Up: One Perspective on Toxic Groupthink Inside the Bank (forbes)
  • Paul Ryan Is Solely to Blame for RyanCare’s Demise (investors)
  • Twitter ($TWTR) is getting unbundled by competitors. (theverge)
  • Employee Burnout: A Huge Problem in America’s Workforce (qz)
  • Three supply-side fixes for health care. (marginalrevolution)
  • Why the last five minutes of trading is so crucial to ETF operations. (wsj)
  • How HFT has changed the stock market. (businessinsider)
  • No, Tax Reform Won’t Be Easier to Do Than Obamacare (forbes)
  • • A 3 billion solar mass black hole rockets out of a galaxy at 8 million kilometers per hour. Yes, seriously. (blastr)
  • What Shapes America: 18 Hrs. Under Fox (nytimes)
  • An Antidote For Obamacare (aei)
  • • The Dow’s tumultuous 120-year history, in one chart (marketwatch)
  • F/X Network’s Show ‘The Americans’ Flunks Basic Economics (forbes)
  • Here Is Why American Bond Yields Are Higher Than Europe’s (economist)
  • The US capital markets are not in shambles. (bloomberg)
  • A paid product won’t save Twitter ($TWTR). (medium)
  • ProShares no longer wants to pay Charles Schwab ($SCHW) to sell its ETFs. (wsj)
  • Stock Market Deserves Beating as It Exposes Harsh Reality (thestreet)
  • • Paul Ryan Failed Because His Bill Was a Dumpster Fire (politi.co)
  • A Consistent Psychological Pattern In The Stock Market (Joe Fahmy)
  • • U.S. Stores Are Too Big, Boring and Expensive (bloomberg)

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