04/06/15 – Monday Interest-ing Reads

  • The US is rapidly racing toward full employment. (csen.tumblr)
  • The dangers of going to all cash. (pragcap)
  • What would Ben Graham have said about index funds? (blogs.wsj)
  • Daily fantasy sports is going mainstream. Disney ($DIS) to invest in DraftKings. (blogs.wsj)
  • Big trading firms are warming to the idea of Bitcoin as a trading vehicle. (wsj)
  • A dozen things learned from Lou Simpson about investing. (25iq)
  • Why Paying for Financial Advice Makes Sense (nytimes)
  • On the benefits of starting a portfolio from scratch. (marketwatch)
  • Jupiter, Destroyer of Worlds, May Have Paved the Way for Earth (scientificamerican)
  • On the differences between short and long-term fluctuations in equities. (johnhcochrane.blogspot)
  • Venezuela reaches the final stage of socialism: no toilet paper (Business Insider)
  • Why do disciplined traders make bad decisions? (traderfeed.blogspot)
  • Lower oil prices are putting a crimp in recycling efforts. (wsj)
  • High frequency trader Virtu re-files to go public. (bloomberg)
  • The Real Reason College Tuition Costs So Much (New York Times)
  • RIP Rolling Stone (New York Times)
  • The economic schedule for the coming week. (calculatedriskblog)
  • On the relationship between the risk-free interest rate and business cycle. (capitalspectator)
  • How oil patch weakness affected the NFP number for March. (bonddad.blogspot)
  • Here’s the most accurate headline the financial media has ever produced (Bloomberg)
  • Why don’t companies that do buybacks outperform more consistently? (thefatpitch.tumblr)
  • JC Parets is bullish on energy and EM for Q2 (All Star Charts)
  • BMW will make plug-in hybrid versions of all models (autoblog)
  • Ten characteristics of a perfect stock. (cleareyesinvesting)
  • Wolf Hall is the new Downton Abbey. (vox)
  • A look at moving average trading rules. (papers.ssrn)
  • We still don’t know what the Apple ($AAPL) Watch will be. (aboveavalon)
  • S&P 500 Rallying 206% Beats Wage Growth by Most in Five Decades (bloomberg)
  • On the difference between “defensive” and “enterprising” investors. (blogs.wsj)
  • The Competitive Exclusion Principle (peakoilbarrel)
  • Alex Gurevich: The Fed is not stupid, nor does it know something you don’t (Market Philosopher)
  • What’s the bigger problem: economic mobility or income inequality? (nytimes)
  • What CEOs are saying about the economy. (skrisiloff.tumblr)
  • The UK made all its financial advisors act as fiduciaries to their clients and the world didn’t end (ETF.com)
  • Where to find cool academic finance research online. (alphaarchitect)
  • Wearables are not yet ready for prime time. (wsj)
  • Why pundits are all in correction mode. (dashofinsight)
  • The case for index-fund investing. (pressroom.vanguard)
  • Vanguard’s success cannot be pinned down to one factor. (news.morningstar)
  • The Runaway Train Of Late Stage Fundraising (Tomasz Tunguz)
  • Mohamed El-Erian gets introspective: Life after PIMCO (OC Register)
  • The three preconditions for active manager outperformance are now here. (thereformedbroker)
  • Report Says Ads Show Illusion of Fiduciary Duty (money.usnews)
  • When the Fed starts raising interest rates it will be dealing with a wholly different bond market this time around. (blogs.wsj)
  • Studying top performers can only get you so far. (awealthofcommonsense)
  • Do betas change after a company is cross-listed? (papers.ssrn)
  • The god old days are now. (bloomberg)
  • Broken Bond Market Complicates Fed’s Plan to Raise Rates (MoneyBeat)
  • Discipline only gets you so far in trading. Creativity is necessary as well. (forbes)
  • Don’t expect real interest rates to remain negative indefinitely. (econbrowser)
  • Why the big broker behind your financial adviser might be working against you (marketwatch)
  • How Amazon ($AMZN) Home Services exemplifies its approach towards labor. (theawl)
  • A succinct summary of the past week in the economy. (ritholtz)
  • Larry Summers: The US has maybe lost control of the global economy (Washington Post)
  • Some Brits are obsessed with US declininsm. (ft)

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