04/13/15 – Monday Interest-ing Reads

  • Apple might have taken a million orders for the watch on Friday – a bigger opening than the iPhone launch (MarketWatch)
  • Why target-date investors do better. (marketwatch)
  • What Causes Recessions? (bloombergview)
  • Nine Lessons from the Great Depression (A Wealth Of Common Sense)
  • How ‘naive beta’ portfolios can outperform the index. (papers.ssrn)
  • The upside (and downside) of running NewLink Biotech ($NLNK) in the middle of the country. (wsj)
  • Time Warner wants to sell HBO without the cable package (Wall Street Journal)
  • More Chinese equity ETFs are coming to market. (ftalphaville.ft)
  • Twitter ($TWTR) wants to make more money off its data stream. (techcrunch)
  • Brainstorming with Marc Andreessen (fortune)
  • Ten charts on the state of programming. (qz)
  • How much help is the Chinese stock market getting from the Chinese government (Dr Ed’s Blog)
  • Anders Borg: “The Greeks, it can be argued, have not earned the right to be saved.” (Project Syndicate)
  • The stock market is not the economy. (cordantwealth)
  • The global economy’s bizarre problem: Too much money (Quartz)
  • Five things Fidelity has going for it. (etf)
  • Nine trading truths learned over nine years. (alphatrends)
  • One big risk during the next recession. (bonddad.blogspot)
  • At a certain point zero interest rates only drives speculation. (bloombergview)
  • Clinton Begins The 2016 Campaign, And It’s A Toss-up (fivethirtyeight)
  • Some examples of how Chinese stock valuations have gotten out of whack. (ftalphaville.ft)
  • Americans Are on a Shopping Spree (bloombergview)
  • This is our best look at Hillary Clinton’s economic agenda (vox)
  • Hey, IRS: Here are some Bitcoin users who might need help paying their taxes (fusion)
  • No matter how you slice it fund managers have a tough time beating the benchmark. (statisticalideas.blogspot)
  • The ranks of futures brokers are shrinking. (ft)
  • As encryption spreads, U.S. grapples with clash between privacy, security (washingtonpost)
  • Now introverts can network successfully. (fastcompany)
  • Financial stability and the Fed’s desire to hike rates. (markdow.tumblr)
  • Jana Partners wants Qualcomm to split up (Wall Street Journal)
  • Urban Carmel’s weekly market summary is a great place to start (Fat Pitch)
  • Reviewing the evidence on the small cap premium. (aswathdamodaran.blogspot)
  • “Currently, almost 100% of S&P 500 EPS is being devoted to capital recycling–some combination of dividends, buybacks, and buyouts.” (philosophicaleconomics)
  • If you trading solely for the money you are doing it wrong. (forbes)
  • Blackstone ($BX) increasingly looks like a real estate firm. (nytimes)
  • Mourn the fall of the mall: The symbol of U.S. consumerism, the shopping mall, is crumbling. (aljazeera)
  • The home services market is attracting the attention of Amazon ($AMZN) and Google ($GOOG). (nytimes)
  • What golf teaches us about trading. (mikebellafiore.tumblr)
  • Complex organic molecules discovered in infant star system: Hints that building blocks of chemistry of life are universal (sciencedaily)
  • Re-thinking the risk-free rate. (cfainstitute.tumblr)
  • What is the most tax-efficient way to invest in Treasury bonds? (alphaarchitect)
  • Stocks can absolutely fall with ultra low interest rates (A Wealth of Common Sense)
  • VMWare ($VMW) has attracted itself some fierce competitors. (businessinsider)
  • Hillary Clinton To Nation: ‘Do Not Fuck This Up For Me’ (The Onion)
  • In defense of ‘good enough’ gadgets. (wsj)
  • Buybacks work best for companies that are cheaper than average. (blog.abglobal)
  • Want decent returns? Don’t buy a bank-run mutual fund. (nytimes)
  • Understanding the difference between relative and absolute momentum. (dualmomentum)
  • Even after a bounce oil prices are down 50% year-over-year. (calculatedriskblog)
  • ETF growth visualized. (businessinsider)
  • Tax-managed mutual funds do not underperform on a pre-tax basis. (papers.ssrn)
  • Remember when everyone said the only thing you need to own is US stocks? (thereformedbroker)
  • The $9 Trillion Short That May Send the Dollar Even Higher (bloomberg)
  • Wall Street banks really want you to buy their homegrown mutual funds (DealBook)
  • Twitter asking celebs to stop Meerkating, start Periscoping (TechCrunch)

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