04/11/16 – Monday’s Interest-ing Reads

  • Why you should favor dividends over buybacks. (bloombergview)
  • Hedge Funds Boost Treasury 10-Year Shorts to Most Since November (Bloomberg)
  • Why Millennials are getting turned off at work. (next.ft)
  • P2P lenders are dialing back their loan growth. (wsj)
  • Wall Street Wages Double in 25 Years as Everyone Else’s Languish (Bloomberg)
  • A Dozen Things I’ve Learned from Jessica Livingston About Business and Investing (25iq)
  • Financial advisors need to apply some of that behavioral knowledge to their own practices (ETF Trends)
  • The April option expiration week is historically bullish. (quantifiableedges)
  • Marketplace lenders are facing some growing pains. (institutionalinvestor)
  • A review of the NBER Asset Pricing seminar. (johnhcochrane.blogspot)
  • Goldman Sachs Acknowledges The Only Source Of Demand For Equities Comes From Corporate Buybacks (Benzinga)
  • Larry Swedroe: Annuities are a bet against longevity (ETF.com)
  • The world has too many workers. Here’s one way to fix it. (washingtonpost)
  • This is a great review of the research on the sustainability of anomalies (blog.alphaarchitect)
  • Keeping the sea lanes open: a cost–benefit analysis (insidestory.au)
  • The new face of Facebook: The social network has turned itself into one of the world’s most influential technology giants, and wants to become ever more powerful&#xA0 (economist)
  • How to build a ‘minimum loss’ portfolio. (mebfaber)
  • Makers took big price increases on widely used U.S. drugs (reuters)
  • Americans have never spent less on energy. (calculatedriskblog)
  • The global economy is not as weak as commonly thought. (blogs.ft)
  • Avoid high vol, don’t necessarily invest in low vol. (factorinvestor)
  • How bottoms form. (thereformedbroker)
  • Young adults have to learn how to e-mail for professional reasons. (wsj)
  • Billing by Millionths of Pennies, Cloud Computing’s Giants Take In Billions (New York Times)
  • Last week commodities led the asset class derby. (capitalspectator)
  • 30 year mortgage rates track pretty closely with 10-year Treasury yields. (calculatedriskblog)
  • Don’t downplay the role of randomness in portfolio construction (and outcomes). (capitalspectator)
  • YouTube music terms put labels in a spin (ft)
  • Bill Gross: Why Interest Rates Must Rise (Barron’s)
  • Global investors blowing out of Japanese equities (Bloomberg)
  • Liquid, low-cost ETFs are likely eroding the comparative advantage of asset managers. (papers.ssrn)
  • The Golden State Warriors Have Revolutionized Basketball (Wall Street Journal)
  • Trading Costs & The New Market Averages (awealthofcommonsense)
  • What investors can learn from some famous generals. (fortunefinancialadvisors)
  • More evidence that CEOs are opportunistic when it comes to earnings. (papers.ssrn)
  • How management risk affects corporate bond prices. (papers.ssrn)
  • New Mark Dow interview at ETF.com – on emerging markets (ETF.com)
  • How Come It’s Still Harder to Become a Hairdresser than a Financial Adviser? (blogs.wsj)
  • The tyranny of the non-compete clause. (bloombergview)
  • Why no boost from lower oil prices? (econbrowser)
  • Only those high B/M firms that have decreased in size earn the value premium. (papers.ssrn)
  • The Apple ($AAPL) Watch didn’t kill Fitbit ($FIT). (avc)

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