05/16/16 – Monday’s Interest-ing Reads

  • How idiosyncratic volatility makes it difficult to correct overpricing. (etf)
  • Buffett’s involvement in Dan Gilbert’s Yahoo bid (CNBC)
  • Amazon ($AMZN) is planning to roll out more private label branded products. (wsj)
  • Commodities continued their hot streak last week. (capitalspectator)
  • On the rise of the Slack generation. (economist)
  • A new four-factor pricing model that seems to work better. (etf)
  • It’s not always easy finding balance. (avc)
  • On the dangers of getting married to a position. (managed-futures-blog.attaincapital)
  • Homebuilder confidence is holding steady. (calculatedriskblog)
  • Investors shouldn’t be afraid to do things others are not doing. (wilowallstreet)
  • How portfolio construction affects value funds. (blog.alphaarchitect)
  • Three ways in which the ETF acronym can be misleading. (bloomberg)
  • New York and London are losing financial jobs to cheaper metro areas. (next.ft)
  • Ken Fisher: Cognitive Biases In Market Forecasts (ValueWalk)
  • The case for volatility managed portfolios. (papers.ssrn)
  • How Slack is taking up more of our time and that might not be a good thing. (motherboard.vice)
  • The oil reflation trade shows signs of rolling over (Bloomberg)
  • Howard Lindzon did a Reddit AMA. (reddit)
  • Retail isn’t dead. It’s just different. (howardlindzon)
  • Amazing tour through America’s history of innovation and progress since 1870 (Upshot)
  • One of the dangers of focusing on past fund performance. (portfoliocharts)
  • Berkshire Hathaway’s ($BRKB) purchase of Apple ($AAPL) shares looks like a portfolio purchase by one of the firm’s money managers. (blogs.barrons)
  • Markets are NOT expecting the Fed to act in June. (economistsview.typepad)
  • Three academic papers that changed how Wes thinks about investing. (blog.alphaarchitect)
  • Predictive Betting – a trading market or a casino? (Institutional Investor)
  • Investors have been pouring money into short-biased ETFs. (blogs.wsj)
  • Don’t look now but there is a surge of tech startups in Mexico. (washingtonpost)
  • This is the big one: Buffett buying Apple shares! (CNBC)
  • Deconstructing 30 Year Stock Market Returns (A Wealth Of Common Sense)
  • Checking in on five key economic charts for 2016. (bonddad.blogspot)
  • What are the top ETFs held by Boomers, Gen X and Millennials? (Iris)
  • When you can stop reading a post/article. (marginalrevolution)
  • New David Tepper interview – on Brexit, stocks and more (Forbes)
  • Marketplace lenders have been loosening their credit standards. (ftalphaville.ft)
  • The Irish economy grew 7.8 per cent in 2015. (business.financialpost)
  • More complex strategies are more at risk of backtest overfitting. (papers.ssrn)
  • The world’s population is ageing faster than you realize. (thereformedbroker)
  • The opportunity in Fortress Investment Group ($FIG). (latticework)
  • There was a flash crash in Chinese H Shares last night (Bloomberg)
  • Why pension funds are using the wrong discount rate. (focus262)

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