04/02/17 – Sunday’s Interest-ing Reads

  • What CEOs have to say about the economy this week. (avondaleam)
  • Consumer sentiment is running ahead of hard economic data. (wsj)
  • A succinct summary of the week’s economic events. (ritholtz)
  • How well do you really understand your portfolio? (portfoliocharts)
  • How tactical asset allocation strategies performed in March 2017. (allocatesmartly)
  • Why stock market valuations are difficult to compare over time. (theirrelevantinvestor)
  • Beginning investors are often beset with an "unwieldy collection of investment tools that held very little promise of profitability." (stockcharts)
  • The economic schedule for the coming week. (calculatedriskblog)
  • This coming week will tell us a lot about American trade policy going forward. (dashofinsight)
  • The major sports leagues are warming to legalized betting. (wsj)
  • A big, comprehensive comparison of fund and portfolio fees. (mebfaber)
  • Risk and how time plays a role in how we perceive it. (collaborativefund)
  • The rise (and fall) of daily fantasy sports is instructive. (forbes)
  • Nir Kaissar, "Big data, technology and investors’ demands for lower fees have made the changes in the fund business inevitable. Anything that can be automated and cheaply delivered — such as stock picking — must be." (bloomberg)
  • Which is a better bet? Amazon’s ($AMZN) AWS or the flock of companies that sit on top of AWS? (barrons)
  • The real estate part of the marijuana business is too big to ignore. (nytimes)

Leave a Reply

Your email address will not be published.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