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06/01/16 – Wednesday’s Interest-ing Reads
- The IPO market is in a rut. (next.ft)
- America’s tech giants are earning enemies around the world. (nytimes)
- Lee Kranefuss: The 60/40 can no longer be a portfolio starting point (ETF.com)
- 2/3 of global stocks are down since May 21, 2015. (blog.gavekalcapital)
- Commodities just had their best 3-month return since 2009 (Indexology)
- Paranoid is no way to run your personal finances. (nytimes)
- The ISM Manufacturing index rose for May. (calculatedriskblog)
- Greggy: Crude oil is trending higher and should continue (Dragonfly Capital)
- John Rekenthaler, “Making 7.5% per year, even for a fund that has all the institutional advantages, will be a tall order indeed.” (news.morningstar)
- Where the best fund managers went to school and more from the June Mutual Fund Observer commentary. (mutualfundobserver)
- Low vol stocks have run hard and fast. (pragcap)
- Be not afraid. Larry Siegel weighs in on the big McKinsey study on (low) future market returns. (advisorperspectives)
- A scathing take on Charles Schwab ($SCHW) Intelligent Portfolio service. (vox)
- Ben on pursuing the right goals (A Wealth Of Common Sense)
- Blackstone: Hedge Funds Could Lose 25% Of Assets This Year (ValueWalk)
- Pension funds are packing on risk to try and earn their target returns. (wsj)
- Do workers need the “right to disconnect”? (psmag)
- Russel Kinnel: 20 common investor mistakes (Morningstar)
- Ad blockers are taking hold around the world especially on mobile. (bloomberg)
- The past decade has been dismal for value investors. (bloomberg)
- Boomers are being lied to that they can have stock exposure without risk (Bloomberg)
- Everyone is shorting solar stocks (Benzinga)
- Low beta stocks outperform high beta stocks. Go figure. (economist)
- Ritholtz Wealth Management is coming to Cleveland next month! (TRB)
- Tobias Levkovich raises questions re: traditional stock-bond relationship (Benzinga)
- Are small cap index funds swallowing up trading volumes? (blogs.barrons)
- Direct-sold 529 plans are taking share from advisor-sold plans. (investmentnews)
- MFS Charter Income Trust ($MCR) has attracted an activist investor. (blogs.barrons)
- US REITs led May market performance. (capitalspectator)
- What do company’s lose with online-only shareholder meetings? (nytimes)
- “Investing with your conscience involves some trade-offs.” (marketwatch)
- Financial advisors can’t be too prepared when it comes to technology. (advisorperspectives)
- Advisor vs. validator: you make the call. (washingtonpost)
- High profile figures are going to attract haters. Get used to it. (avc)
