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)

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