04/18/16 – Monday’s Interest-ing Reads

  • Home builders are still pretty confident. (calculatedriskblog)
  • What is the proper benchmark for private equity? (etf)
  • How millennials will save us from our broken economic system (weforum)
  • Amazon goes hard at Netflix with new monthly Prime membership (CNN Money)
  • Times are tough in media land as Facebook ($FB) takes increasing share (nytimes)
  • Investors consistently overestimate the probability of a stock market crash. (nber)
  • Amazon ($AMZN) is going to offer a video-streaming only option. (wsj)
  • Are 3-year track records meaningful? (blog.thinknewfound)
  • Research Affiliates’ Chris Brightman on negative interest rates (ETF.com)
  • Volatility is a value factor. (factorinvestor)
  • ICYMI: Here’s why raising the retirement age is a terrible idea (latimes)
  • Amazon ($AMZN) is going the unbundling route. (avc)
  • Bank loan ETFs are bouncing back. (etf)
  • SP 500 Earnings Update: Big Jump in Forward Estimate – Quite Unusual (Fundamentalis)
  • How to pick the right muni bond ETF for you. (etf)
  • Here’s what Wall Street’s reaction to the Doha fail looks like (Zero Hedge)
  • The top 10 trends in fintech. (futuresmag)
  • How big-money lobbying is making Tax Day even more complicated (sunlightfoundation)
  • Strategies often work until they don’t. (gregharris.info)
  • BlackRock Wields Its Big Stick Like a Wet Noodle on C.E.O. Pay (nytimes)
  • Record for Stocks: So Close but Hard to Reach (wsj)
  • Brazil’s lower house of Congress voted in favor of Rousseff’s impeachment (Bloomberg)
  • Emerging markets had a good week, last week. (capitalspectator)
  • Some lessons learned from Stanley Druckenmiller. (marketwisdom)
  • A hedge fund, Numerai, is allowing quants to submit trading models. (next.ft)
  • Doha oil summit was a bust, probably because these people hate each other more than they like stability (Wall Street Journal)
  • Will Facebook ($FB) eventually have to buy content creators? (csen.tumblr)
  • If you had to choose one streaming service would you pick Netflix ($NFLX) or Amazon ($AMZN) Prime? (kottke)
  • Investors are getting more skeptical about stock-based compensation at Internet companies. (nytimes)
  • The siren song of factor timing. (papers.ssrn)
  • Where is the cutting edge of financial data? (quandl)
  • Live From New York, It’s the Narcissism Primary: Think the coming election is mostly about the issues? Fuggedaboutit.&#xA0 (bloomberg)
  • Re-thinking the nature of the risk-free rate. (linkedin)
  • Morgan Stanley’s profits cut in half, trading is blimp crash (Bloomberg)
  • One of these is the Cronut. The other is food plagiarism. And you can’t stop it. (washingtonpost)
  • “Sell in May and go away” works but no one really knows why. (blogs.cfainstitute)
  • Love this from Ben: How to be more productive (A Wealth of Common Sense)
  • 2016 hotel occupancy is trending at near record levels. (calculatedriskblog)
  • Corporate insiders do pretty well when they trade within their industry. (papers.ssrn)
  • Why you shouldn’t expect household debt to increase any time soon. (bonddad.blogspot)
  • Hedge fund giant AHL is betting big on machine learning. (ft)
  • Singapore vs. Hong Kong: comparing their monetary regimes. (econlog.econlib)
  • What is your goal as a trader? (smbtraining)
  • How Cheap Can Electric Vehicles Get? (rameznaam)
  • Fees eat the diversification benefit of lower correlation asset classes. (cfapubs)
  • Robber Baron Recessions: profits at all time highs, companies don’t want to reinvest (New York Times)
  • Greenland's early ice melt breaks records. What's behind the thaw? (csmonitor)
  • Twitter’s new head of China making waves (Bloomberg)
  • Facebook ($FB) needs content and vice versa. (businessinsider)

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