04/25/16 – Monday’s Interest-ing Reads

  • When you can be opportunistic when rebalancing a portfolio. (thepfengineer)
  • Revisiting research on moving averages. (blog.alphaarchitect)
  • Pre-Reg FD: Analysts with school ties to fellow Ivy League alums in Corporate America (ValueWalk)
  • Rise and fall of the ISIS oil tycoon (Wall Street Journal)
  • Target-date investors do alright from a behavior perspective. (news.morningstar)
  • How automation has changed the Treasury market. (bloomberg)
  • The stock market is in a drawdown most of the time. (awealthofcommonsense)
  • Companies really like to say they have $1 billion in sales. (wsj)
  • The stock market has been tough as nails this spring (Fat Pitch)
  • The ultra-successful read a lot. (qz)
  • High active share funds are more active, not necessarily better. (etf)
  • Investors are once again pouring money into commodity hedge funds. (blogs.wsj)
  • Low vol has gotten expensive. (factorinvestor)
  • Why the economics among PE partners matter. (papers.ssrn)
  • San Francisco is simultaneously the richest and most poverty-stricken city in America (New York Times)
  • David Merkel on Big Returns, Narrow Doors (Aleph Blog)
  • US companies are wasting billions on training that doesn’t pay off. (papers.ssrn)
  • Department stores still have too many locations. (wsj)
  • Commodity prices had another good week, last week. (capitalspectator)
  • The BOJ is a top 10 holder of most of the Nikkei 225. (bloomberg)
  • What’s next for the Apple ($AAPL) Watch one year in? (wsj)
  • The risks that bond investors are currently taking (Bloomberg)
  • T. Rowe Price ($TROW) doesn’t have much of a presence in ETFs. (fool)
  • REITs are getting their own S&P industry classificaiton. (next.ft)
  • If you suffer from imposter syndrome you are likely not an imposter. (bbc)
  • A closer look at growth and value indices. (blog.thinknewfound)
  • Todd Sullivan on how the dollar influences returns on foreign stocks (ValueWalk)
  • On the very slim odds of a Fed rate hike this week. (crossingwallstreet)
  • The upside of a six-hour workday. (qz)
  • Can the low-volatility anomaly be exploited? (blogs.cfainstitute)
  • Singapore Is Taking the ‘Smart City’ to a Whole New Level (Wall Street Journal)
  • Where are Europe’s Googles ($GOOGL) and Facebooks ($FB)? (next.ft)
  • There are no good gold analysts. (pragcap)
  • Investors ignore the intricacies of the bond side of their portfolios (ETF.com)
  • Homebuilders have had a good run. Time for a pause? (stockcharts)
  • The Internet has killed the era of bad active management. (thereformedbroker)

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