06/01/15 – Monday Interest-ing Reads

  • Do satisfied employees make for better stock returns? (blog.alphaarchitect)
  • OPEC ain’t what it used to be. (wsj)
  • We now spend 8 hours a day consuming media. (qz)
  • Why are there so few female fund managers? (news.morningstar)
  • Why the Chinese government is hyping the stock market. (qz)
  • SpaceX is now eligible to launch military and spy satellites. (theverge)
  • Some reasonable advice about asset allocation from Professor Shiller (Meb Faber)
  • On the challenges of being a CEO of a public company. (avc)
  • Here is Michael Kitces’s summer reading list for financial advisors (Nerd’s Eye View)
  • Meet George Marcus, the west coast real estate billionaire you’ve never heard of (Bloomberg)
  • The May ISM manufacturing index is solidly above 50. (bonddad.blogspot)
  • Dividend stocks are getting hurt in anticipation of higher rates. (wsj)
  • How low interest rates and high cash balances skew P/E ratios. (aswathdamodaran.blogspot)
  • Should you quit Google ($GOOG) products? (marco)
  • Why hasn’t macroeconomic policy making gotten a fundamental makeover? (blogs.ft)
  • Home ownership is no longer the lynchpin of the US economy. (qz)
  • The 50-year trend in corporate profit growth is 7% per annum (Dr. Ed’s Blog)
  • How sentiment analysis works. (buzzfeed)
  • Commodities are still in a bear market. (shortsideoflong)
  • On the tax drag of MLP funds. (sl-advisors)
  • How to measure factor returns. (blog.alphaarchitect)
  • Real hourly wages are finally on the rise. (vox)
  • Research links: dating mining bias. (etf)
  • 2015 is set to be a great year for hotels. (calculatedriskblog)
  • Advice for young traders (frankzorrilla.tumblr)
  • The financial world is getting unbundled. (techcrunch)
  • Turney Duff: The Hamptons Fed may need to raise rates soon, judging by home construction and helicopter usage (CNBC.com)
  • 10 bearish charts and 1 bullish chart. (mebfaber)
  • A look at risk parity and all seasons portfolios: an excerpt from Meb Faber’s “Global Asset Allocation.”* (mebfaber)
  • Why are the number of publicly listed US companies falling? (ftalphaville.ft)
  • Chinese stocks are priced for a a boom. (newyorker)
  • Roubini screams “fire” in a crowded theater again (Guardian)
  • Charles Sizemore has three REITs to play the aging of America (Sizemore Insights)
  • Risk-managed momentum is superior. (etf)
  • Last Thursday, Chinese stocks erased almost $550 billion in value (Bloomberg)
  • Ad agencies are losing talent to startups. (wsj)
  • Behold the bull market in dividends. (crossingwallstreet)
  • Victor Reklaitis: Just because an index has outperformed the market, doesn’t mean an ETF based on it will do the same (MarketWatch)
  • What is, and what isn’t, smart beta? (etf)
  • Five myths about data mining bias. (priceactionlab)
  • Doug Short on the new record high in margin debt (Advisor Perspectives)
  • Investors pay up for stocks with lottery-like payoffs. (etf)
  • Two reasons why momentum works. (dynamichedge)
  • Millennials don’t have much time for banks. (techcrunch)
  • Where the froth is in Chinese stocks. (blogs.wsj)
  • A history of the price-to-sales ratio. (investorfieldguide)
  • How to deal with overvalued markets. (awealthofcommonsense)
  • Frank Holmes: Behold the power of dividends and buybacks (Advisor Perspectives)
  • How’s Stanley Fischer doing on his first year on the Fed? (bloomberg)

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