05/11/15 – Monday Interest-ing Reads

  • A longer term backtest of real momentum. (cssanalytics.wordpress)
  • Greece in full meltdown mode as Eurogroup ministers gather in Brussels and debate whether or not to plug another IV into the body (Guardian)
  • New Yorker profile of Marc Andreessen (New Yorker)
  • There’s a bull market in global vanity. (qz)
  • The evidence mounts against the market timing skill of professional managers. (rickferri)
  • When technical analysis works best. (bloomberg)
  • Weighting a fund by yield is a bad idea. (news.morningstar)
  • How much more room does the crude oil market have to run? (soberlook)
  • Scale works against active skill in the stock market (ETF.com)
  • One Thing All the Billion-Dollar Unicorns Have in Common (recode)
  • Is the “Bund tantrum” a sign of things to come? (blogs.ft)
  • Facts and fictions about value investing. (etf)
  • Invest with us today! Check out Liftoff: (Liftoff)
  • Five steps to trading discipline. (adamhgrimes)
  • Dr. Brett and Charles Kirk talk about the need for tenacity in trading. (forbes)
  • More Consensus on Coffee’s Benefits Than You Might Think (nytimes)
  • Tweaking momentum using real returns. (cssanalytics.wordpress)
  • Behind the scenes of the Mad Max reboot: The most intense movie ever (Wired)
  • Incredible post about how startup founders lose control because of financing terms (Heidi Roizen)
  • The Wilshire 5000 has less than 4000 stocks. (awealthofcommonsense)
  • New Jersey now accepting applications to manage $36 billion of its pension fund (CIO Magazine)
  • Hotel companies are still largely ignore Airbnb. (nytimes)
  • 20 things you may have missed from the U.K. election (bbc)
  • In the U.K., Nate Silver finally found an election he couldn’t predict (qz)
  • Is it Time for a No-Bond Portfolio? (usatoday)
  • Big banks prep for the anti-Wall Street rhetoric of the 2016 campaign (Wall Street Journal)
  • Will Scotland leave the Union? (marginalrevolution)
  • Uber is raising capital quickly and in big chunks. (nytimes)
  • On the use of leveraged ETFs in practice. (jonathankinlay)
  • Do innovative companies deliver excess returns? (gavekal.blogspot)
  • LPL slammed with huge brokerage-related fine, shifting its business to advisory (Investment News)
  • Why you should be skeptical about the small size effect. (wisdomtree)
  • Why combining value and momentum strategies make sense. (investorfieldguide)
  • The Truth About Smartphone Apps That Secretly Connect to User Tracking and Ad Sites (technologyreview)
  • Chanos vs Big Oil (Market Folly)
  • The big bet that is messaging system Symphony. (fortune)
  • What do private equity firms say they do? (papers.ssrn)
  • What retirement savers need to know about the fiduciary rule (marketwatch)
  • Can you improve the Piotroski F-score? (blog.alphaarchitect)
  • There will not be an Uber for every industry. (fortune)
  • China cut interest rates yesterday, the 3rd time since November (Bloomberg)
  • The US equity market is losing momentum. (stockcharts)
  • Spain’s economic recovery is shaky, at best. (fortune)
  • How insider trading patterns reflect company prospects. (blog.alphaarchitect)
  • High Share of Part-Time Workers Helps Explain Weak Wage Growth (blogs.wsj)
  • Is your CEO worth his/her pay? (aswathdamodaran.blogspot)
  • Shorting big companies with cash is too tough as task. (deadcompanieswalking.tumblr)
  • Seasonal patterns and momentum profits. (papers.ssrn)
  • More facts and fictions about value investing. (etf)

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