03/28/16 – Monday’s Interest-ing Reads

  • Hedge Funds Have a Performance Problem&#xA0 (bloomberg)
  • How to pick a financial adviser (could be the most lucrative decision you ever make) (washingtonpost)
  • Thomas Bruni on actionable vs useful (All Star Charts)
  • How To Pick The Right ETF (awealthofcommonsense)
  • Why you should combine value and momentum strategies at the portfolio level. (blog.alphaarchitect)
  • In Syria and Iraq, the Islamic State is in retreat on multiple fronts (washingtonpost)
  • The Fed Wants Markets to Stop Taking the Dot Plot So Seriously (bloomberg)
  • “Liquid Alts” Face Regulatory Reckoning (Wall Street Journal)
  • More evidence that trading at mutual funds detracts from returns. (etf)
  • Value investing works because investors are distracted by glamor (ETF.com)
  • On the challenge of combining value and momentum factors in a portfolio. (blog.thinknewfound)
  • Ackman and Pearson: The Inside Story (Fortune)
  • Rekenthaler offers a look for the laymen at whether or not indexing creates market distortions (Monringstar)
  • Factor investing won’t work for chasers (Pension Partners)
  • Putting the Client Last: A Former Investment Banker Explains How Clients are Being Systemically Sucker-Punched (promarket)
  • How skewness explains asset returns. (etf)
  • Simon Lack on Las Vegas (SL Advisors)
  • 5 top Wall Street bankers explain why the IPO market has dried up — and when things will pick up again (Business Insider)
  • Momentum can work for buy-and-hold investors as well. (dualmomentum)
  • Luxury Second-Home Prices Up 11% in 2015 (barrons)
  • A guide to stock price calculations. (quandl)
  • Support for SCOTUS hearings remains strong (cnn)
  • A behind the scenes look at Buffett’s investment process, thanks to the government’s crisis inquiry (Vintage Value)
  •  Biden Says Stalemate Over Garland Risks Constitutional Crisis (bloomberg)
  • Did the moon shift its axis? Mysterious ice deposits reveal clues. (csmonitor)
  • In praise of the 60/40 portfolio. (eranraviv)
  • Should North Carolina’s state employee pension fund index its equity portfolio? (papers.ssrn)
  • Hedge funds help keep markets efficient but do little for their investors. (etf)
  • Why the new hot money in Treasurys means future volatility for the asset class (Bloomberg)
  • A chapter on the challenge of backtesting from “Adaptive Asset Allocation: Dynamic Portfolios to Profit in Good Times – and Bad.”* (gestaltu)

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